Tag: Investments

Stressed

How Bad Will Inflation Effect My Retirement?

Let’s face it, inflation hurts. You may be buying a little less these days…or not, and just spending more. You may be performing a tango between the two. No matter, if you are breathing and spending your own money then chances are you’re starting to see the effects of inflation on your lifestyle. I heard…
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October 3, 2023 0
Eggs

Don’t Put All Your Eggs in One Basket…or Should You?

These words of wisdom are just that—words of wisdom. Did you know they can also be words of catastrophe! If we’re talking about money, diversification is very good thing. It doesn’t solve everything, but it certainly hedges a lot of risk. So…these words of wisdom more than often apply. As your wealth and success grow…the…
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February 8, 2023 0
Ding

5 Hidden Dollar Dings in Post-Pandemic America

We may not exactly be post-COVID yet, but our world is certainly settling into a new rhythm that looks a lot more normal than the past couple of years. With that being said, many Americans have made huge changes in this short time. Many companies went virtual in 2020, giving their employees the opportunity to…
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July 5, 2022 0
Wall

Is Your Retirement Portfolio Built to Last?

If two retirees both average 6.6% return over 30 years and take the same income in retirement, shouldn’t they both end up with the same amount of money? You may find the answer very surprising. In fact, wouldn’t it be sad if one of these retirees ran out of money well before the 30 years…
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February 22, 2022 0
COVID Fog

COVID Fog

Refer to any news media and the headlines are teeming with news about COVID…and has been for 2 years. It is no wonder that important information about other areas of interest is getting buried. After placing a few phone calls regarding various legislation that passed at the end of 2019, I thought it might be…
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January 18, 2022 0
Scam

The Next Big Investment Scam

Could you fall victim to it? The stock market is hot right now and greed is coming out to play. Recently we had a client ask for a double-digit return on her investments. This is the same lady who wanted to go to cash when the market fell apart in 2008. There is common saying…
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July 27, 2021 0
Lifeboat

Are You in the Lifeboat with Your Investments?

Most of us know the story: It was 11:40 PM on April 14, 1912. Lookout Frederick Fleet spotted an iceberg immediately ahead of the Titanic and alerted the bridge. First Officer William Murdoch ordered the ship to be steered around the obstacle and the engines to be put in reverse, but it was too late.1.…
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November 24, 2020 0
Election

Election Results and Your Next Steps

Leading up to the election, we focused on several areas in your life that the results could have major impact on. Right now – post election – is the time to prioritize your to do list in light of the results. As I sit here writing, the presidency is still uncertain. Yet the House and…
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November 10, 2020 0
Questions

10 Financial Questions Everyone Over 60 Should Ask

Did you realize that reactive and creative are an anagram? We’ve realized that far too many people fail to ask the “right” questions regarding their unique situations. The result: reactive. We encourage you to spend a little time being creative so you don’t have to be reactive. You can begin by asking these 10 questions:…
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September 1, 2020 0
Market

Down is Good

“In some ways, predicting the economy is even more difficult than forecasting the weather, because the economy is not made up of molecules whose behavior is subject to the laws of physics, but rather of human beings who are themselves thinking about the future and whose behavior may be influenced by the forecasts that others…
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April 27, 2020 0

Securities offered through Calton & Associates, Inc. member FINRA and SIPC, a Registered Investment Adviser. Investment advisory services offered through Smart Money Group, LLC, a Registered Investment Adviser. Smart Money Group, LLC and Kennedy Financial Services, Inc. are not owned or controlled by Calton & Associates, Inc.