Chris’ Corner

Eight Mistakes That Can Upend Your Retirement

Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear of, if possible. No Strategy: Yes, the biggest mistake is having no strategy at all. Without a strategy, you may...

Weekly Market Insights: Inflation Takes Center Stage

Presented by Chris Marsico In a volatile trading week, stocks extended their losses as economic growth and inflation concerns soured investor sentiment. The Dow Jones Industrial Average dropped 2.14%, while the Standard & Poor’s 500 lost 2.41%. The Nasdaq...

April 4, 2022 Weekly Market Insights

Stocks spent last week digesting the sharp gains of previous weeks as investors assessed a tightening yield curve, the war in Ukraine, and an uncertain outlook for economic growth and inflation. The Dow Jones Industrial Average slipped 0.12%, while the Standard &...

The Whims of Wall Street

What to know about shifting market attention, and investor burnout.  It can be exhausting trying to keep up with the whims of Wall Street. Lately, the financial markets have been fixated on federal taxes and what may be proposed on Capitol Hill in the weeks and months...

Tax Efficiency in Retirement

What role should taxes play in your investment decisions?  Will you pay higher taxes in retirement? Do you have a 401(k) or a traditional IRA? If so, you will receive income from both after age 72. However, if you have saved and invested much of your life, you may...

Retirement Seen Through Your Eyes

After you leave work, what will your life look like?  How do you picture your future? If you are like many contemplating retirement, your view is likely pragmatic compared to that of your parents. That doesn’t mean you must have a “plain vanilla” tomorrow. Even if...

Retirement Blindspots

Some life and financial factors that can sometimes be overlooked.  We all have our “blue sky” visions of the way retirement should be, yet our futures may unfold in ways we do not predict. So, as you think about your “second act,” you may want to consider some life...

2021 Off to a Fast Start

Market volatility continues into the new year. The first week of 2021 has already had many ups and downs. Just because it’s a new year doesn’t mean that the 2020 issues go away, and so far, 2021 has been no exception to this rule. The markets opened on January 4 and...

Navigating Your Required Minimum Distribution

Understand the IRS’s calculations and tables.   As much as you would like to, you can’t keep your money in your retirement account forever. These investment vehicles include 401(k)s, IRAs, and similar retirement accounts.1  Under the SECURE Act, once you reach...

Distributions from Mutual Funds

Watch Your December Statements. This time of year, you might glance at an account statement and see there has been an adjustment. But there may not be any cause for concern. Many mutual funds in December pay shareholders capital gains distributions that they have...

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