I’ve heard it said that ‘a watched pot never boils.’ I sometimes wonder if this phenomenon holds true with the markets. It seems the more we fixate on them, the …
Spring 2016 Edition
View PostBack to the Basics
Retirement planning is essentially a risk management process. If markets experience uninterrupted growth, inflation remains low, interest rates are fairly normal, and health remains good, there’s not much left to …
By the Numbers
How many years did you work to accumulate your nest egg? Market losses = Time Losses Like many of the Stewards we work with, most began working around 25 years …
Retirement Elevated
As you may be aware, we teach classes at BGSU at Levis Commons called Retirement Elevated. These classes are designed to offer the current or aspiring retiree a serious education …
Briefcase Study
When 2016 began, it was not without drama. The stock market was battered, leading to the worst start to a year in recorded history. That’s right, ever. As I write …
