April 2018

How to Succeed in Retirement

19424094_s.jpg by Jonathan Alton

A successful retirement is so much more than just having enough money to live on.  As financial planners, we often focus on the financial aspect of retirement. The social, emotional, and physical health side of retirement are just as important as having proper funds. In fact, you won’t really know how much money you need in retirement until you know how much you want to do. I will discuss several common retirement goals and how to prepare for success.

Monthly Markets Memo - April 2018

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

Market Update

With twitter tirades, tariff threats, and trouble in tech, it sure is noisy out there.  The U.S. markets, as measured by the S&P 500, re-tested February lows as the quarter came to an end.  The volatility was fed by escalating trade disputes as the Trump administration raised the prospect of additional tariffs on Chinese products, with the Chinese responding in-kind with their own tariffs on U.S. imports.  The tech sector wrestled with its own problems which added to the pain; Tesla is struggling to meet production goals, Facebook is working damage control for a scandal involving the improper sharing of user’s data, and Amazon finds itself in President Trump’s crosshairs over taxes and its business with the post office.

Market Minute - April 10, 2018

by Scott Rosenquist, CFA

TECH, TARIFFS & TWITTER = VOLATILITY

Volatility has picked up this year after an extraordinarily calm 2017.  The sources of volatility are numerous ranging from potential regulations for technology companies regarding user data, tariffs on Chinese imports and possible retaliation, and uncertainty from President Trump’s twitter feed.

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