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If you don't know where you are going, you'll end up someplace else.
—Yogi Berra
Below is a list of our monthly Market Update PDF newsletters. Click on the text link to download the pdf.
"History repeats itself. So you might wanna pay attention." For October, Dave takes a trip down (a very short) memory lane to revisit the S&P 500's performance over the last 2 years. With all that is going on in the world, can looking back give us any hope for the near future? Also, our financial planner Tiffany VanHook shares some tips for HSAs and year-end giving.
In this month’s news article, Dave discusses how many advisors typically plan for average life expectancies which underestimates longevity risk. With medical advances extending lifespans, Dave thinks a different approach is better. He suggests your investments be titled toward growth of capital rather than fixed income.
We’ve had a lot of questions recently about upcoming custodian changes and how they affect your relationship with Sheaff Brock. While TD Ameritrade accounts will be ‘gobbled up’ by Charles Schwab in September, and you may have opted to move over to Fidelity before the merger, Sheaff Brock will still be here to help you with your investment and planning needs – same as we’ve always been. Also, Dave provides a quick review of what the S&P 500 has been up to and how our portfolios are performing.
This month, we celebrate the longest bear market in 75 years! If you stayed the course, congratulations are in order. Also, Dave talks about the best seat in a station wagon, who would be sitting where in said station wagon, and what a 20-year-long stock market ‘road trip’ might look like if you’re heading to Retirement, USA.