Monthly Economic Update
U.S. Markets Stock prices surged in August as investors cheered positive news of a potential COVID-19 treatment and welcomed a monthlong succession of upbeat economic data. The Dow Jones Industrial…
Monthly Economic Update
U.S. Markets Stock prices rallied in July as further development of a COVID-19 vaccine and better-than-expected corporate financial reports encouraged investors. The S&P 500 gained 5.5 percent, while the Nasdaq…
Retirement In Sight: Figuring Out When to Start Your Second Act
Figuring Out When to Start Your Second Act Many Gen Xers and baby boomers look forward to retiring on their terms. In such a circumstance, a key question becomes when…
Retirement In Sight: Has the Pandemic Affected the Retirement Mind-set?
Has the Pandemic Affected the Retirement Mind-set? Each year, the Transamerica Center for Retirement Studies surveys baby boomers, Gen Xers, and millennials to gauge their perceptions about retiring. The 2020…
Monthly Economic Update
U.S. Markets Stock prices climbed higher in June, as investors looked beyond an increase in COVID-19 cases and reports that several states would slow the pace of economic reopening. The…
Retirement In Sight: You Might Spend Less—Later in Retirement
You Might Spend Less—Later in Retirement A 2019 white paper by the Employee Benefit Research Institute (EBRI) indicates that Americans tend to spend less as they age. EBRI analyzed a…
Monthly Economic Update
U.S. Markets Stocks rallied in May, sparked by a supportive Federal Reserve, stories of states re-opening, and reported progress on a COVID-19 vaccine. The Dow Jones Industrial Average rose 4.2%,…
Retirement In Sight: How Should Preretirees View Illiquid Assets?
How Should Preretirees View Illiquid Assets? Some people approach their retirement years owning illiquid assets worth more than their liquid ones. While long-held illiquid assets, such as a business or…
Monthly Economic Update
U.S. Markets Stocks rebounded sharply in April, fueled by a flattening pandemic curve and positive results from a clinical trial investigating a treatment for COVID-19. The Dow Jones Industrial Average,…
Retirement In Sight: Using Your Quarantine as a Trial Run for Retirement
Using Your Quarantine as a Trial Run for Retirement Staying productive in the time of COVID-19 can be a challenge. Rather than pulling out the board games, you might want…