Dear Mr. Market

AUGUST 14, 2025

Dear Mr. Market: This morning I had the pleasure of speaking at the Seal Beach Chamber of Commerce breakfast at the Beach House … a room full of business owners, community leaders, and friends. For those who don’t know me, I’m Matt Pixa, founder of My Portfolio Guide, LLC , an independent fee-only wealth management firm.

Financial Planning

Indigo Marketing Agency

FEBRUARY 19, 2025

So, if its about trust, then we should study 5 of the most proven digital marketing strategies for financial advisors that are being used right now to win in the trust-economy. Plus, just months ago, A YouGov survey found that 60% of Americans prioritize trustworthiness as the most important factor when selecting a financial advisor.

Financial Advisor

WiserAdvisor

JUNE 11, 2025

A personalized retirement plan can help account for inflation, market volatility, and your shorter time horizon. You must make room in your budget for these rising costs to keep your retirement planning on track. The economy takes time to adjust. based companies.

Budgeting

Random Roger's Retirement Planning

JULY 6, 2025

In that instance, so many people not working means fewer widgets get sold throughout the economy. If 20% of the working population gets displaced by AI as some have said, one commenter on the above linked WSJ article noted, then we likely would have an economic depression.

Retirement

Dear Mr. Market

NOVEMBER 22, 2024

Dear Mr. Market: Normally we write you letters about the markets or the economy…but what’s all that worth if your assets are not protected or properly positioned for what you intended them to do? The following article is penned by a guest author and Long Beach estate planner, Curtis Kaiser.

Estate Planning

Random Roger's Retirement Planning

NOVEMBER 12, 2024

If they can buy $10 billion worth right now, I don't know if the market could accommodate that but Yahoo shows today's dollar volume at $126 billion so maybe, how high would it have to go in order for it to eventually matter to an economy the size of the US? Jim Cramer Tweeted out that there's no way Bitcoin goes to $1 million.

Numbers

Trade Brains

AUGUST 11, 2025

retirement plans are allowed to include Bitcoin, industry observers expect a wave of new demand. It is a reflection of far-reaching policy changes, institutional conviction, and the growing role of cryptocurrencies in the global economy. As a result, Bitcoin quickly jumped 3.3%

Retirement Planning

Random Roger's Retirement Planning

MAY 18, 2025

The FT had a depressing article titled America's Sickness Economy. If someone wants to allocate some of their allocation to complexity into an interval fund, go ahead but as is often the case, there are probably cheaper, simpler ways to add the same effect into a diversified portfolio. The US is spending more money to get inferior outcomes.

Portfolio

Tobias Financial

MARCH 12, 2025

These competing factors are pulling the economy in different directions, making price trends more unpredictable. On the other hand, AI is driving efficiency and lowering costs, particularly in service industries, though it also brings changes to jobs and wages. At the same time, many companies are cutting costs to remain competitive.

Marketing

Abnormal Returns

MAY 15, 2025

spyglass.org) Alternatives Private equity keeps popping up in retirement plans. rogersplanning.blogspot.com) Retirement plan provider Empower will start including private markets investments in its defined contribution plans. wapo.st) Economy Still no pick up in weekly initial unemployment claims.

Retirement Planning

The Big Picture

AUGUST 1, 2025

Verdadcap ) see also Foie Gras Retirement plan participants shouldn’t be force-fed private assets : Private equity and credit managers desperately want access to retirement plan participants. And steps are reportedly being taken to make that happen. I feel ambivalent at best about this.

Retirement Planning

Trade Brains

JULY 2, 2025

v)over the next decade, is also performing better than most global economies. As India moves forward in its quest to become a $5 trillion economy, the Insurance Awareness Committee remains committed to encouraging every Indian to protect their family’s future by making life insurance the first step.

Insurance

Abnormal Returns

FEBRUARY 21, 2024

ritholtz.com) Khe Hy talks with Kyla Scanlon about lessons learned from the attention economy. Rowe Price about non-financial considerations in retirement. morningstar.com) People work in retirement for any number of reasons. humansvsretirement.com) 3% rates make holding a mortgage in retirement easier.

Retirement

Nerd's Eye View

OCTOBER 7, 2022

From there, we have several articles on retirement planning: Defying popular wisdom, a research study argues that younger workers should delay saving for retirement, even if it means foregoing a company match. A survey shows how individuals in 17 advanced economies rank what brings them the most meaning in their lives.

Financial Planner

The Big Picture

OCTOBER 23, 2023

( Bloomberg ) • The Trusted 60-40 Investing Strategy Just Had Its Worst Year in Generations : Higher interest rates and inflation are upending millions of Americans’ retirement planning. Washington Post ) • The Annoyance Economy : Data alone don’t capture how frustrating and stressful it is to be a consumer right now. (

Retirement Planning

Zoe Financial

JANUARY 27, 2025

The Five Phases of Retirement Planning Published January 29, 2025 Reading Time: 2 minutes Written by: The Zoe Team Retirement is a journey with distinct phases, each requiring its own focus and preparation. Its about striking a balance between enjoying your retirement and ensuring long-term security.

Retirement Planning

WiserAdvisor

MAY 22, 2025

That is a big shift for the economy, and it brings some serious financial considerations for individuals, too. With medical inflation outpacing general inflation, ignoring healthcare in your retirement plan is a risk no one can afford. Factoring in retirement healthcare costs is a smart move.

Healthcare

Integrity Financial Planning

MARCH 28, 2023

Because of the pandemic, we have seen massive changes in how the market behaves, and we are having to readjust how we approach retirement planning. Changes in the Global Economy For many years the world has been growing economically. 4] What This Means for You The economy is in an uncertain place right now.

Retirement

Nationwide Financial

APRIL 19, 2023

As multiple recessionary signs flash red including bank failures, persistent inflation, and ongoing volatility, investors of all ages are increasingly nervous about the state of the markets and economy and what it means for their retirement plans and their ability to save for retirement.

Retirement Planning

Integrity Financial Planning

SEPTEMBER 26, 2022

There is no simple fix for getting ready for a rocky economy – what is right for you may vary based on your unique financial situation, goals, and retirement timelines. We might see sustained inflation, more market volatility, and an overall tighter economy. The tricky part is preparing in a way that makes sense for you.

Financial Advisor

Integrity Financial Planning

FEBRUARY 20, 2023

The concept of retirement planning is simple. Despite changes in the economy or in life itself, the concept of planning your retirement has remained unchanged. We work, save, retire, and repeat for generations over. But while the concept may be the same, the puzzle has begun to evolve.

Retirement Planning

Tobias Financial

OCTOBER 12, 2023

economy, with projections indicating a remarkable growth in purchasing power over the next few years. Additionally, financial habits such as lower contributions to retirement plans and reliance on tangible assets pose unique challenges. The Latino community is making significant strides in the U.S.

Financial Planning

Nationwide Financial

JANUARY 25, 2023

Last year’s considerable losses and market fluctuations underscore the need for clients to assess their retirement plans to ensure it aligns with their objectives, financial situations, timelines, and attitudes toward market volatility. You can help them start the year right by conducting a retirement checkup.

Risk Tolerance

Your Richest Life

JANUARY 20, 2023

Emergency Savings Beginning in 2024, some retirement plans could add an emergency savings component. Exemptions include businesses that are less than 3 years old, governmental plans, SIMPLE plans, church plans, and employers with 10 or less employees. Some contributions could be eligible for an employer match.

Retirement Planning

Good Financial Cents

SEPTEMBER 29, 2022

A downturn in the economy could lead to a decline in commercial real estate rents and property values. Traditional IRA: Best for Dedicated Retirement Planning. IRA plans are subject to Required Minimum Distributions (RMDs) beginning at age 72. Roth IRA: Best for Retirement Planning + Immediate Funds Access.

Investments

Nationwide Financial

SEPTEMBER 27, 2022

economy among Hispanic adults; 56% of those surveyed said the economy is getting worse, which is mostly in line with the overall U.S. Hispanic adults who are working with FPs were less likely to have postponed retirement than those who are not. Obstacles to retirement planning. population.

Clients

The Irrelevant Investor

MARCH 29, 2020

This is an economy that’s gone into cardiac arrest. Articles Globally, companies have lost $26.1

Retirement Planning

Nationwide Financial

OCTOBER 27, 2022

The political divide in America is growing, and your clients’ fears about the economy during an election may affect how they view election results. According to the Pew Research Center, there has been an increasingly stark disagreement between Democrats and Republicans many topics, including on the economy. [1].

Clients

Integrity Financial Planning

JULY 24, 2023

If you are looking for someone to guide you through the process of retirement planning, consider reaching out to one of our financial advisors today for a complimentary review of your finances. Because inflation can erode the value of your cash assets over time, it can be prudent to consider how you will combat that erosion.

Retirement Planning

Validea

MARCH 9, 2023

have any access to employer-provided retirement plans. According to the Vanguard Group’s data, the 5 million plans they had access to study contained an average balance of $112,572 and a median balance of $27,376, the article details. And this year, foreign assets—especially in Asia—are expected to outperform U.S.

Retirement

Investing Caffeine

MAY 3, 2023

How will elections affect the economy? If you are close to retirement, and you have too much exposure to equities, a retrenchment in the stock market could delay your retirement plans by years. This concept highlights the importance of rebalancing your portfolio as you get closer to retirement. default on its debt?

Retirement

The Irrelevant Investor

JUNE 7, 2022

On today’s show we discuss: Targets margins are getting squeezed The state of the economy survey Wages are still going up The dark side of the hot labor market Job growth remains strong The tech crash could lead to a talent bonanza for big tech Retail investors are buying U.S.

Retirement Planning

Validea

NOVEMBER 16, 2022

One bill that’s been introduced into Congress, the Lifetime Income for Employees Act, would address some of these issues and give more incentive to employers to offer benefits to plan participants, Duckett told Barron’s.

Retirement

Integrity Financial Planning

JANUARY 9, 2023

Between 1991 and 2021, annual inflation averaged 2.5%, close to the Federal Reserve’s desired 2% target, which many believe to indicate a healthy economy. [1] 2] With higher prices in consumer goods, retirees may have had to reevaluate their withdrawals and spending on retirement accounts as their income became strained.

Accounting

WiserAdvisor

MARCH 22, 2024

This inquiry paves the way for financial planning and unravels the complexity of individual aspirations, lifestyle choices, and the inevitable uncertainty of future needs. Enter the “10X rule” for retirement savings, a popular benchmark that simplifies the daunting task of retirement planning into a more tangible goal.

Retirement

Validea

NOVEMBER 18, 2022

One bill that’s been introduced into Congress, the Lifetime Income for Employees Act, would address some of these issues and give more incentive to employers to offer benefits to plan participants, Duckett told Barron’s.

Retirement

Integrity Financial Planning

MAY 4, 2022

With inflation soaring, the Fed is planning to make aggressive moves to slow the economy with rate hikes. If the Fed is being aggressive, how aggressive should the retirement saver be with their plan? Are you set up well to face all of the inflation we’ve been experiencing? What’s to come?

Planning