Article

The Positive Start Continues for U.S. Stocks

The Positive Start Continues for U.S. Stocks

With a look at the first 6 months of 2023, this overview examines past “positive starts” in the U.S. Stock Market, gives data for the easing of stock volatility, and how the Feds raising rates may affect performance. Included is a deeper look at bonds and retirement income planning, such as U.S. inflation versus cash, bonds and stocks and the importance of withdrawal planning.

July 20, 2023
The Positive Start Continues for U.S. Stocks
Important Disclosure: Content on our website and in our newsletters is for informational purposes only. The information provided may (or may not) directly apply to your situation. We recommend that readers work directly with a professional advisor when making decisions in the context of their specific situation.

Other content you may like

  • Health Is Your Most Valuable Asset

    January 12, 2025
    The new year is a good time to recommit to healthy eating and drinking. Good food choices can maintain health and energy levels, potentially avoiding costly consequences down the road. Financial budgeting and planning principles can also apply to eating and drinking.
    Read this Article
  • A Roth: Potential for Tax-Free Income

    Reasons You Should Plan to Live Until You're 95

    October 17, 2022
    Anchor your financial planning on how long your money needs to last. This article takes a look at two well-known tables for life expectancy managed by the Social Security Administration which gives you a point of reference when thinking about how much longer your money needs to last. Instead of fear of outliving your money, there is a way to incorporate that uncertainty into your financial plan.
    Read this Article
  • It's Time in the Market, Not Market Timing

    2020: A Wild Ride

    January 9, 2021
    This new year summary recalls historic returns in the U.S. stock market in the past two years. Plus important stats on risk, volatility, assets and diversity, including the historic divergence between equity mutual fund and ETF flows.
    Read this Article
  • Getting the Most from Outside Consultants

    Getting the Most from Outside Consultants

    May 7, 2024
    While your business may benefit from the expertise and insight that an outside consultant can provide, without a focused selection process and procedures in place, it can be a waste of time and money. Here are a few tips for having reasonable and well-defined expectations at the outset.
    Read this Article
  • The link you have selected is located on another server. The linked site contains information that has been created, published, maintained, or otherwise posted by institutions or organizations independent of this organization. We do not endorse, approve, certify, or control any linked websites, their sponsors, or any of their policies, activities, products, or services. We do not assume responsibility for the accuracy, completeness, or timeliness of the information contained therein. Visitors to any linked websites should not use or rely on the information contained therein until they have consulted with an independent financial professional. Please click “Continue to Link” to leave this website and proceed to the selected site.
    phone-handset