Education

  • Addressing a Retirement Savings Shortfall

    Need to save more for the future? If you face the challenge of rebuilding or creating your retirement fund after 40, here are some steps that may help you.

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  • Earnings Season Remains Robust

    The quarterly earnings season has yielded positive results thus far and the overall tone of earnings calls remains upbeat.  As of Friday, nearly 23% of the constituents of the Standard & Poor’s (S&P) 500 index have reported earnings and nearly 80% of them have outpaced analyst expectations.  This remains significant given that the current year-over-year projection for earnings growth (based solely on the number of companies that have reported earnings) is above 18%, which is notably above the 16% expected growth rate once all companies have announced earnings (Bloomberg).  What’s even more exciting in the data, in our view, is the fact that earnings look strong even when not accounting for the earnings growth in the tech giants that have swayed market returns over the previous 36 months (i.e. Amazon, Facebook, Google, Netflix, and Apple).  Looking forward, however, it appears that ...

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  • Retiring Earlier Than Planned?

    Adapting your retirement strategy (and outlook) may be necessary. Involuntary retirement can be emotionally and financially unsettling. Here are some questions to ask yourself if it happens.

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