Retirement Researcher

8
Jan

2019 – Q4 Quarterly Market Review

2019 – Q4 Quarterly Market Review 2018 – Q3 Quarterly Market Review Source: Retirement Researcher 2019 – Q4 Quarterly Market Review

5
Nov

Strategies To Consider When Building An Effective Retirement Income Plan

Strategies To Consider When Building An Effective Retirement Income Plan The challenge in building an effective retirement income plan is to use available income tools and tactics in a strategic manner to meet the financial goals of retirement while also managing the risks confronting those goals. The financial goals of retirement include sustainably meeting a lifestyle spending goal for as

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11
Oct

2019 – Q3 Quarterly Market Review

2019 – Q3 Quarterly Market Review 2018 – Q3 Quarterly Market Review Source: Retirement Researcher 2019 – Q3 Quarterly Market Review

13
Sep

RISA™ Update

RISA™ Update Hello everyone, I wanted to provide a quick update on where we are on the Retirement Income Style Awareness ™ (RISA) investigation. There was a pause in the action after the deadline because I took my summer break and we moved our offices in Virginia- we are still in McLean (only a mile from our… Source: Retirement Researcher

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9
Sep

What is the RIO Map™? Part 2: The Elements of the RIO Map™

What is the RIO Map™? Part 2: The Elements of the RIO Map™ This is part two of our three-part series explaining the importance of retirement income frameworks, and delving into the details of our Retirement Income Optimization Map™. Click here to read part one. The starting point for this process is to understand your financial goals for retirement, which

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16
Aug

The Yield Curve is Inverted. Don’t Panic.

The Yield Curve is Inverted. Don’t Panic. Wednesday was another “interesting” day in the markets. The S&P 500 Index was down almost 3% on the day – and follows on the heels of last Monday, where the market was also down nearly 3%. It’s been an eventful week and a half. Rather than dissect what’s caused these drops (and annoy

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16
Aug

How to Create Reliable Income Sources with Bond Ladders, SPIA’s and DIA’s

How to Create Reliable Income Sources with Bond Ladders, SPIA’s and DIA’s The change from working and saving to not working and spending from your portfolio is daunting. Layered on top of these “normal” concerns are today’s troubling headlines. This “headline risk” has contributed to recent market volatility. While we understand that this volatility can cause one to be nervous,

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16
Aug

Are Stocks Safer in the Long-Term?

Are Stocks Safer in the Long-Term? When you’re investing, you need to focus on the long-term. This is one of those pieces of received wisdom that everyone has heard, and most people at least pretend to believe it, but it’s often wildly misinterpreted. There’s this idea out there that stocks get safer the longer you hold onto them because you

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6
Aug

What Does it Mean to Call China a Currency Manipulator?

What Does it Mean to Call China a Currency Manipulator? Monday (August 5th, 2019) was a chaotic day for both the world economy and markets. We want to break down what’s happened, and how that will likely impact your investments. Source: Retirement Researcher What Does it Mean to Call China a Currency Manipulator?

12
Jul

Ignore the Financial Media

Ignore the Financial Media WHAT IS OCCAM’S RAZOR? Occam’s Razor is a principle attributed to William Occam, a 14th century philosopher. He stressed that explanations must not be multiplied beyond what is necessary. Thus, Occam’s Razor is a term used to “shave off” or dismiss superfluous explanations for a given event. This concept is largely ignored within the investment… Source:

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