Financial Market and Economic Updates

Infographic: IRS Announces 2019 Retirement Plan Limits

Alex Assaley, AIF®

Alex Assaley, AIF®

Blog Post

Do you know what's changing for retirement plans in 2019? The IRS has announced the 2019 plan limits and these changes will take effect in the upcoming tax year on retirement-related items.

Why are these numbers important to you? There are limits to how much you can contribute to your retirement account and they can change from year-to-year, so it's important to stay up-to-date. Check out our infographic that details all the changes you'll want to be aware of for the coming year. 

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Market Volatility and Your Retirement Strategy

In light of recent market volatility and stock market correction, you may have a sinking feeling in the pit of your stomach and visions of another Great Recession. Even though fluctuations in your 401(k) or employer retirement savings account can stir up negative emotions, we want to remind you not to hit the panic button and to stay on course with your long-term retirement savings strategy. The situation we find ourselves in today is different from what we experienced in 2008 and 2009. Given strong U.S. fundamentals, even if the markets head further south, we should be better positioned to ride out the turmoil than we were seven years ago.

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Market Volatility: 5 Steps for Managing Your Long-Term Investments

Alp Atabek, AIF®

Alp Atabek, AIF®

Blog Post

You can’t avoid market volatility; it reaches into every corner of the economy and touches all investors in some way. That includes your retirement accounts. For most people, this type of long-term savings is the most interaction they have with the investment world. So how do you know what to do when it seems like things aren't working in your favor? We outline what you need to know about market volatility (i.e. when the markets take you on a roller coaster ride), and what you can do to manage the risk in your retirement portfolio. 

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Update: New Bill Affects Social Security Claiming Strategies

Alp Atabek, AIF®

Alp Atabek, AIF®

Blog Post

As you may know, President Obama recently signed the Bipartisan Budget Act of 2015 into law. Among other things, this two-year budget deal contains several provisions designed to close perceived loopholes in social security claiming strategies. Those most likely to be affected by this legislation are individuals who have yet to claim their benefits and who planned to employ the file-and-suspend/restricted spousal application strategies.

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Market Update: Stay Focused on the Long-Term

Alp Atabek, AIF®

Alp Atabek, AIF®

Blog Post

We would like to take this opportunity to share with you some of our observations and perspective regarding recent market movement. The long anticipated market correction has finally occurred.  For the first time since October 2011, the S&P 500 Index experienced a pullback of over 10%.  It was an amazing run, and at over 1400 days, it was the 3rd longest streak in history without a 10% correction.

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A Quick Reminder on Market Risk

Alp Atabek, AIF®

Alp Atabek, AIF®

Blog Post

It has been a great year for the financial markets with both the S&P 500 and the Dow Jones Industrial Average setting all-time highs. The current S&P 500 rally is the eighth longest in history without a 10% correction, and it has been over 700 days since the S&P 500 has pulled back by at least 10%. (FYI: The longest streak was during the 1990-97 bull market when stocks rose 233% in 2,553 days.) Although many outstanding issues - rising interest rates, the debt ceiling, municipal bankruptcies, Syria, etc. - could affect the market, it seems as if it has grown immune to the media crying wolf every three or four months predicting the next apocalypse.

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