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 Wealth Wednesday

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Highlights from the Schwab Impact Conference

During the last weekend of October, Michael Seese, Todd Kimpel, Daniel Spurgeon, Shanell Jeffrey, Nikki Lude, Ciara Smith and Neal Watson attended Charles Schwab's annual conference. In addition to educational sessions designed to deepen their knowledge, they also heard from Charles Schwab's executive leadership and investment experts. There were also networking opportunities and motivational messages from some big names. Today we share our experience.

Insights Financial Planning
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Updating Our Bond Models: Skate to Where the Puck is Going

When asked about his success as a hockey player, Wayne Gretzky is famous for saying, "I skate to where the puck is going, not where it has been." There have been some significant changes in the bond market. Interest rates and bond yields have increased significantly, and this has dictated a change to our approach in how we position the bond allocation of your portfolios.

Retirement Planning Investing Bear Market Financial Planning
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How Would a 20% Reduction in Social Security Benefits Impact Your Retirement?

There are big problems with the financial side of Social Security. Without legislative action, projections show that in 2033, people receiving Social Security benefits would face a 23% reduction in their annual payments. For most retirees that would be a tough pill to swallow. Today, we illustrate the potential impact it could have on your income and your savings.

Estate Planning Retirement Planning Financial Planning