by dkelley | Mar 6, 2020 | blog
5 Areas of Your Financial Life to Get Organized Before Retirement The dream of retirement can be made a reality with a lot of careful planning and decision-making well before you actually plan to retire. If you are seriously starting to think about your retirement...
by dkelley | Feb 25, 2020 | blog
Coronavirus Scare – US markets entered 2020 at overbought levels poised for a drawdown. The global economy was bouncing back from a difficult 2019 and a manufacturing recession in some parts of the globe. The US-China phase 1 trade deal was helping to boost...
by dkelley | Jan 28, 2020 | blog
Secure Act Passes Into Law Now What? This tax act has many implications we will highlight a few from a high level. We recommend 2020 as a time to review the personal and business plans you currently have in place. The first, and in my opinion, biggest impact is the...
by dkelley | Jan 8, 2020 | blog
Global Asset Allocation Views – Q1 2020 The S&P 500 closed 2019 at a record high and trending in the opposite direction from 2018’s December low. Below I provide the returns of the S&P 500 over the past three years and the largest intra-year declines for...
by dkelley | Dec 18, 2019 | blog
Don’t rock the boat! Just as a boat sails through the open seas when all four corners of the boat are balanced equally in the water, your overall health allows you to sail through the journey of life when all four pillars are properly balanced. 4 pillars of health:...
by dkelley | Nov 26, 2019 | blog
401k Plans 8, 18, 107, 56, 51 “From 8 lawsuits filed against employers in 2006, the numbers surged to 18 in 2007 and 107 in 2008, before declining for the next five years, according to the Boston College report authored by George Mellman and Geoffrey Sanzenbacher…...
