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Archive by tag: planningReturn
Having enough money isn't enough. On today's Podcast we're joined by author of the New Retirementality, Mitch Anthony, to discuss Return on Life; a tool that helps us identify and explore your values and priorities and a philosophy that puts your life, not just your money, at the center of the conversation. Presented by: Dave Koppenheffer, CFP® | DHGWA Financial Advisor Associate
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A Different Kind of March Madness
March Madness. It conjures up images of office pools, trash-talking and some of the best college basketball played all year. But 2020 saw a different kind of March Madness as the COVID-19 pandemic spread across the globe impacting the lives of hundreds of millions of people. As the number of cases began to rapidly grow, and the death toll mounted, social distancing and self quarantine guidelines were put in place in an attempt to flatten the curve and reduce the strain on our healthcare system. The result was a “self-induced” economic slow-down the likes of which we’ve never experienced as most non-essential businesses were asked to shut their doors.
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"Your Retirement Choices:" A Guide to Making Decisions Regarding Your Pension Benefits
One of the most important letters you may receive is a letter titled “Your Retirement Choices.”   This cheery title sits atop a letter that companies send when it’s time for you to make a decision regarding your accrued pension benefits and is usually sent close to your expected retirement date – although sometimes there is an opportunity to claim benefits early.
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Finally, Finally  After months and months of experiencing an extraordinary period of muted volatility, we finally encountered stock market fluctuations that have grabbed investors’ attention.  Below is a weekly bar chart of the S&P 500 Index:Each bar represents the high and low for one week, starting with the first week of January 2017 and ending with the last week of March 2018.  In case you have been glued to the Winter Olympics and March Madness and have not surfaced long enough to appreciate what has happened, this chart shows the incredible differences between the first 13 and the last 2 months of that period.  Not only was the difference between the weekly highs and lows dramatically tamer during the first 13 months, but the direction of the bars was primarily up or sideways, with no meaningful down periods. During February and March 2018 those trends changed.  There were meaningful differences between the highs and lows, and the direc...
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