After finishing 2020 and 2021 with robust gains, the S&P 500 index is down -13.2% this year, through last week. Adding to the pain, the Bloomberg U.S. Aggregate Bond Index is down -8.6% for the same period. That's the bad news. The good news is that down markets provide investors with opportunities that may over time enhance returns, reduce risk and provide tax advantages.
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As economic growth cools and inflation heats up, we are hearing more comparisons with the 1970s and 80s. Let’s talk stagflation and why today’s economy and market are different in this week’s Money with Murphy.
Volatility may not be fun, but it is normal. The market regularly experiences declines. Despite those declines, the market has consistently rewarded those who can patiently see through the short-term volatility, much like the famed investor Charlie Munger and his long attention span. In volatile times such as these, we favor a back-to-basics approach.
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Whether you’re retiring soon or just getting started, there are questions to answer and steps to take to make sure you’re prepared for what comes next. Think of retirement income planning as your map to the future you wish to create.
It’s important to take steps to prepare yourself mentally, emotionally, and financially for your divorce in order to protect yourself and reduce the stress as much as possible.
Losing a spouse or partner is devastating, and it can be overwhelming trying to make decisions about finances while grieving. Here are some important financial moves you should consider after your spouse dies.