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The Steward Approach to Managing Market Volatility

Over the past few months, investor concerns about rising interest rates, oil prices, tech stocks, trade wars and a variety of other daily “headline issues” have resulted in significant market volatility. Looking ahead, volatility may continue as markets adjust to potentially higher inflation and interest rates. To help frame the current market volatility, we offer the following reminders:

When You Retire Without Enough

How much have you saved for retirement? Are you on pace to amass a retirement fund of $1 million by age 65? More than a few retirement counselors urge pre-retirees to strive for that goal. If you have $1 million in invested assets when you retire, you can withdraw 4% a year from your retirement funds and receive $40,000 in annual income to go along with Social Security benefits (in ballpark terms, about $30,000 per year for someone retiring from a long career). If your investment portfolio is properly diversified, you may be able to do this for 25-30 years without delving into assets elsewhere.1

Chicago’s Notable Financial Advisers: Crain's Chicago Business 2018

CRAIN’S CHICAGO BUSINESS ANNOUNCES
CHICAGO’S NOTABLE FINANCIAL ADVISERS
 
 

Why Taking a Loan from Your Retirement Plan is a Bad Idea

Thinking about borrowing money from your 401(k), 403(b), or 457 account? Think twice about that because these loans are not only risky, but injurious, to your retirement planning.

The Great Recession: Ten Years Later

10 Years After the Financial Crisis: What Have We Learned?


Where were you in September 2008?  Over the weekend of September 13 & 14, 2008, it became obvious that Lehman Brothers was in serious financial trouble and probably would not survive.  Being on the “inside” of the financial industry we knew a lot was about to change for us and a lot of other Americans.

October is the Best Time to Fill Out the FAFSA

October is here – the ideal time for college students to apply for financial aid. October 1, in fact, marks the first day a current or future college student can submit a Free Application for Federal Student Aid, or FAFSA, for the 2019-20 academic year. Since some states offer aid on a first-come, first-serve basis, submitting a FAFSA as soon as possible is wise.1,2

What To Do When a Windfall Comes Your Way

Getting rich quick can be liberating, but it can also be frustrating. Sudden wealth can help you address retirement saving or college funding anxieties, and it may also give you the opportunity to live and work on your terms. On the other hand, you’ll pay more taxes, attract more attention, and maybe even contend with jealousy or envy. You may also deal with grief or stress, as a lump sum may be linked to a death, a divorce, or a pension payout decision.

Video: How to Choose the Right Investment Advisor

When looking for any professional advisor, it is important to be able to match their characteristics, temperament, client profile and experience level to your own profile.

 

Retirees...Check Your Withholdings

It may need to be adjusted due to the 2017 federal tax reforms.

Dream About Retiring Abroad? It Doesn't Need To Be Just a Dream.

If you’ve always dreamed of living abroad, now may be the best time. Today, there are around 400,000 American retirees residing outside the United States, with that number expected to grow over the next few years. Cost of living is often cited as one of the main reasons for the move.

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