November 2017

Retirement From or Retirement To?

Keeping Up With.jpg by Kimberly R. Taylor, IACCP®​

Thinking about retirement?  If you are like most, your focus is on the ‘retirement from’ aspect.  You may be happy and excited about ending your 9-5 workday world.  The daily commute, travel, responsibilities and pressures are something you are excited to end.  For some, work has been very fulfilling and enjoyable.  There is a bittersweet sense as you think about finishing your career.  Then there are those who wouldn’t retire if you paid them – but they tend to be the rarity.  Retiring from your career takes planning which should begin years or (hopefully) decades ahead of time.  With people living well into their 80s and 90s, there are many years to consider following retirement.  That is where the ‘Retirement to’ question comes in.

Monthly Markets Memo - November 2017

World Money Small.jpgby Dan Zalipski, CFA & Scott Rosenquist, CFA

Market Update

Equities in the U.S. were largely unchanged in the past month with the S&P 500 up approximately 0.5%.  The international developed markets took a breather with a 5 day sell-off, with most major international indices shedding approximately 1%.  The slide seemed to be triggered by weakness in commodities, and lower expected demand for oil.  Nearly every fixed income asset class posted negative returns over the past month.  Solid U.S. economic reports helped push prices lower as investors shifted assets towards riskier spaces.  The Fed signaled its intention to increase interest rates in December, and progress surrounding U.S. tax reform is also pushing yields higher, which in turn puts downward pressure on the fixed income prices.

Market Minute - November 9, 2017

Market Minute Final Blog.pngby Scott Rosenquist, CFA

Capital Gain Distributions

Mutual fund companies are starting to release their estimates for 2017 capital gains distributions.  What do investors need to know about these distributions? 

To start, what are capital gains distributions? 

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