Tips for Discovering an Ideal Retirement Destination
A fantastic retirement place often boasts pleasant year-round weather and ample amenities for seniors.
Jun 20, 2023 · 4 min
Market Recap Week Ended June 16
Bullish momentum A week after entering a bull market, the S&P 500 recorded its fifth positive weekly result in a row—its longest such streak since November 2021. The three major U.S. indexes posted weekly gains of around 1% to 3%, and the S&P 500 and the NASDAQ rose to their highest levels in 13 months.
Jun 18, 2023 · 1 min
Markets Now
Every weekday afternoon, get a snapshot of global markets, along with key company, economic, and world news of the day.
Jun 16, 2023 · 2 min
"The stock market is the story of cycles and of the human behavior that is responsible for overreactions in both directions." - Seth Klarman
Cycles: The stock market tends to go through cycles of booms and busts.
Jun 16, 2023 · 2 min
Markets Now
Every weekday afternoon, get a snapshot of global markets, along with key company, economic, and world news of the day.
Jun 15, 2023 · 2 min
10-Year Annualized Forecasts for Major Asset Classes
While there’s no way of predicting the future, quantitative models can help us come up with a general idea of how different asset classes may perform in the future.
Jun 15, 2023 · 2 min
Preparing to stay in your home during retirement involves several key aspects.
Financial planning: Review your financial situation and ensure you have enough savings and income to support your retirement lifestyle. Consider your mortgage, property taxes, insurance, maintenance, and living expenses.
Jun 15, 2023 · 3 min
Markets Now
Every weekday afternoon, get a snapshot of global markets, along with key company, economic, and world news of the day.
Jun 14, 2023 · 2 min
Securing Your Future: The Importance of Retirement Saving
Retirement is an inevitable stage of life that promises relaxation, fulfillment, and freedom from work demands.
Jun 14, 2023 · 4 min
Markets Now
Every weekday afternoon, get a snapshot of global markets, along with key company, economic, and world news of the day.
Jun 13, 2023 · 2 min
Markets Now
Every weekday afternoon, get a snapshot of global markets, along with key company, economic, and world news of the day.
Jun 12, 2023 · 2 min
Having a financial plan can provide several advantages and benefits
Goal Setting: A financial plan helps you set clear and specific financial goals. Whether saving for retirement, buying a home, starting a business, or paying off debt, a plan gives you a roadmap to achieve those goals.
Jun 11, 2023 · 3 min
Market Recap Week Ended June 9, 2023
Inching upward The S&P 500 rose for the fourth week in a row, climbing to its highest level in nearly 10 months. Each of the major U.S. indexes produced a fractional weekly gain in a mostly quiet week of trading.
Jun 11, 2023 · 1 min
How Duncan Williams Asset Mgmt added $100M in cash management accounts in five months
As 2022 came to a close and the leaders of Duncan Williams Asset Management (DWAM) looked to the new year, they set an internal goal for their cash management strategy. They wanted to add $100 million in assets through it in 2023, believing the offering would resonate with people in the current economic environment.
Jun 9, 2023 · 7 min
Market Now
Every weekday afternoon, get a snapshot of global markets, along with key company, economic, and world news of the day.
Jun 9, 2023 · 2 min
"The best investment you can make is in yourself." - Warren Buffett
When Warren Buffett says, "The best investment you can make is in yourself," he emphasizes the importance of personal development and acquiring knowledge and skills.
Jun 9, 2023 · 1 min
Markets Now
Every weekday afternoon, get a snapshot of global markets, along with key company, economic, and world news of the day.
Jun 8, 2023 · 2 min
The Largest Bond Markets in the World
In 2022, the global bond market totaled $133 trillion. As one of the world’s largest capital markets, debt securities have grown sevenfold over the last 40 years. Fueling this growth are government and corporate debt sales across major economies and emerging markets.
Jun 8, 2023 · 3 min
Using Retirement Funds to Buy a Second Home: What You Need to Know
There may be many reasons for using retirement funds to buy a second home. Whether you’re interested in a vacation property on the water or a rental property for investment purposes, buying a second home can be quite compelling.
Jun 8, 2023 · 7 min
Markets Now
Every weekday afternoon, get a snapshot of global markets and key company, economic, and world news of the day.
Jun 7, 2023 · 2 min
Women and investing: women and men may face different challenges.
Jun 7, 2023 · 1 min
Market Recap Week Ended June 2nd
Momentum shift Lifted by a strong monthly U.S. jobs report and the resolution of the debt ceiling battle, stocks rallied on Thursday and Friday as the major indexes posted weekly gains of around 2%. The results pushed the S&P 500 above a narrow range that it has traded in since the start of April.
Jun 4, 2023 · 1 min
Achieving Financial Independence for Your Dream Retirement Cruises
If one of your retirement dreams is to embark on cruises, achieving the financial independence necessary to enjoy the lifestyle you have diligently saved for entirely is essential. By accumulating sufficient savings to cover your expenses, you empower yourself to make choices about your lifestyle that may have otherwise been out of reach.
Jun 2, 2023 · 2 min
"The investor of today does not profit from yesterday's growth." - Warren Buffett
This quote suggests that investors should not assume that the historical growth or success of a particular investment or company will automatically lead to future profitability.
Jun 1, 2023 · 1 min
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