Courtesy Portfolio Solutions, LLC Greek mythology tells us that Icarus flew too close to the sun on wings made of feathers and wax. During Icarus’ escape from Crete, the heat from the sun melted the […]
Paving the Road to Retirement By Stone Wealth Management, Texoma LIVING WELL Magazine How do you envision your retirement? It’s about more than numbers. It’s also about goals and dreams––in short, what’s important to you? […]
By Lori A. Leu & Erin W. Peirce, Collin LIVING WELL Magazine Many people understand they need a Will to control the distribution of their assets after they die. However, the most important estate planning […]
Five Keys to Investing For Retirement Courtesy Landmark Bank, Texoma LIVING WELL Magazine Making decisions about your retirement account can seem overwhelming, especially if you feel unsure about your investment knowledge. The following basic rules […]
Required Minimum Distributions (RMDs) are the amounts the federal government mandates you to withdraw annually from your retirement accounts after turning 70 ½ years of age. After years of practicing the virtue of saving, it may now sound strange to be told to withdraw money. So, what gives? […]
Market volatility is an historic inevitability. There have been periods of decline throughout history, triggered by different types of events, many of which came swiftly and without notice. Trying to time the markets with consistent accuracy, determining when investments are at their top or nearing the bottom, is almost impossible, and it carries a number of risks to investors, especially those nearing retirement. […]
Many Americans don’t expect to ever retire: That’s the headline of a recent USA Today article about the annual Wells Fargo Middle Class Retirement study, which surveyed 1,000 middle-class Americans between the ages of 25 and 75. Journalist Rodney Brooks reported on the study’s findings and interviewed several financial professionals, including yours truly, about those findings. […]
As of March 8, 2013, the S&P 500 is expected to earn about $110 over the next 12 months. With the S&P 500 trading around 1500, the index trades at a multiple of about 13.5 times earnings. If we take the inverse of this we get about a 7.5% earning yield. Where else can you bet that type of return? Ten year treasury notes yield about 2%, corporate bonds yield about 3.25%. We believe your clients should be overweight equities until we see the discrepancy between the two asset classes shrink. […]
The mistake is actually failing to address healthcare decisions before the need arises. For example, a lady came into my office and said, “My neighbor is in the hospital unconscious. We have lived next door to each other for 30 years and we are best friends. I went to the hospital and the doctors won’t tell me what is happening with her. […]
When 80-year-old Peter’s family looked into his assets after he died, they were shocked to discover he only had $4,000 left. Where had his money gone? They knew he’d had a good-sized nest egg when he retired, and they assumed he was in good shape. Peter was not a wild spender in his later years, so they were doubly surprised. How could this have happened? […]
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