"Market Watch" Articles

Weekend reading the power of memory and the market Weekend reading the power of memory and the market
Weekend Reading: The Decumulation Drawdown: How Spending Became the Big Dilemma in Retirement

Between the depletion of pensions, surging inflation and extended longevity, it might feel more complicated than ever before to know how to responsibly spend your savings, not to mention extend your income to potential decades down the road.

Weekend reading dont worry about the fed Weekend reading dont worry about the fed
Weekend Reading: Don’t Panic About the Fed (Maybe)

Today’s inflation is causing a domino effect. To combat steep prices, the Fed is slowly raising interest rates, and as a result, we’re seeing low bond fund returns. All this being said, you might wonder, how far could it go?

220401 weekend reading tax code sunset 220401 weekend reading tax code sunset
Weekend Reading: Preparing for the Great Sunset: What You Need to Know if Tax Code Provisions Expire

While new tax provisions proposed by the Biden administration might still be up in the air, there is one thing we can be certain of in the realm of tax planning: The expiration of the Tax Cuts and Jobs Act (TCJA) in 2026.

Weekend reading modernizing retirement advice Weekend reading modernizing retirement advice
Weekend Reading: ‘Where Should I Live and What am I Going to Do?’ Retirement Advice We’re Not Getting from Financial Advisers

Recent research gauging the guidance pre-retirees and retirees receive from their financial advisors shows there are gaps in want they want, versus what they get.

Weekend reading perfect investor Weekend reading perfect investor
Weekend Reading: The 'Perfect' Investor Has These Two Traits

When it comes to successful investing, Jack Bogle once advised, “Don’t do something; just stand there”, and he makes a fair point.

Weekend reading perfect portfolio Weekend reading perfect portfolio
Weekend Reading: 7 Principles to Help You Create Your Perfect Portfolio

There is no “perfect” portfolio, but there is a perfect portfolio for you. It mirrors your personal values, financial goals and unique situation, which is why we at Howard Bailey focus on developing your financial L.I.F.E. Plan.

Weekend reading retirement certainty risks Weekend reading retirement certainty risks
Weekend Reading: Your Retirement Plan Can't Deliver Financial Certainty – Here’s How to Think About the Big Risk Factors

How do you factor the unknown into your retirement calculations? Note the key variables highlighted in this article that can greatly fluctuate your retirement projections.

Weekend reading retirement failures Weekend reading retirement failures
Weekend Reading: I Failed at Retirement. How to Avoid My Mistakes

The author of this article highlights five fails he experienced in retirement that have less to do with money, and more to do with your purpose, intention and overall emotional readiness for stepping into your second act.

Weekend reading inflation skeptic Weekend reading inflation skeptic
Weekend Reading: Why You Should Be Skeptical of Inflation Panic

Inflation fear is still surging across national media, and for retirees in particular, it’s easy to see why. In some instances, inflation can pose one of the biggest pitfalls to your lifelong savings, so if you’re feeling the panic, this is your signal to pause.

Weekend reading healthy living Weekend reading healthy living
Weekend Reading: 10 Ways to Improve Your Health and Live Longer

It’s time to leverage our longevity revolution. The reality is, living to age 100 is very likely for a large portion of today’s population.

Weekend reading finding purpose Weekend reading finding purpose
Weekend Reading: You Have a Purpose, You Just Need to Find It – And It's One of the Most Important Things for Your Retirement

Why do you get up in the morning? It might be one thing in particular, or a multitude of things. Whichever the case, that is your purpose, and it’s essential to your health, happiness and overall wellbeing.

Weekend reading making savings last Weekend reading making savings last
Weekend Reading: How Can I Make Sure That the Money I've Saved Will Last My Whole Retirement?

Many retirees wonder if their lifelong savings will last the long-run, and you might be one of them. Feeling confident in the stability of your retirement plan includes honing in on your income, and this article highlights two questions to ask yourself while doing so.