Yearly Economic Update: 2018 - The Year In Review

by cornerstonewealth on

A strong economy, a volatile year for equities and commodities, a trade battle between the U.S. and China, a gradual path upward for the federal funds rate, and slower growth overseas.

Investing Means Tolerating Some Risk

by Tim Marcinek on

When financial markets have a bad day, week, or month, discomforting headlines and data can swiftly communicate a message to retirees and retirement savers alike: equity investments are risky things, and Wall Street is a risky place.

Your Financial To-Do List

by Tim Marcinek on

Things you can do for your future as the year unfolds. What financial, business, or life priorities do you need to address for 2019?

Starting a Roth IRA for a Child or Grandchild

by Tim Marcinek on

Do you have a child or grandchild earning some income? You could help your child or grandchild save for future goals by assisting them to create and fund a Roth IRA.

Refrain from Tapping Your Retirement Funds

by Tim Marcinek on

Retirement accounts are not bank accounts. Nor should they be treated as such. When retirement funds are drawn down, they impede the progress of retirement planning, even if the money is later restored.