June 2017 Monthly Economic Update

Steven Netzel Presents:   M ONTHLY E CONOMIC U PDATE   MONTHLY QUOTE   “Doubt is not a pleasant condition, but certainty is absurd.” – Voltaire     MONTHLY TIP   A warning: crooks often try to trick retirees into giving up their personal information with offers of deeply discounted or free medical services. If you receive…

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May 2017 Monthly Economic Update

Steven Netzel Presents:   MONTHLY ECONOMIC UPDATE   MONTHLY QUOTE   “The whole life of man is but a point of time; let us enjoy it.” – Plutarch      MONTHLY TIP   If you have assets in a workplace retirement plan or a traditional IRA, you can do a Roth conversion regardless of how much you earn.…

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Should Women Strive to Work Past 62?

Should Women Strive to Work Past 62? The argument for doing that is pretty convincing.   Provided by Steven Netzel   Every now and then, you read an article about a woman past the age of 65 who says she loves her job and will “never retire.” In addition to keeping herself engaged and active,…

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Retirement In Sight

R E T I R E M E N T  I N  S I G H T Presented by Steven Netzel Can You Work Your Way into Retirement? As 2016 ended, the 17th Annual Transamerica Retirement Survey appeared and noted a preference for a phased retirement among a majority (53%) of workers polled by the insurance…

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Your Annual Financial To-Do List

Things you can do before & for 2017.  Provided by:                         What financial, business, or life priorities do you need to address for 2017? Now is a good time to think about the investing, saving, or budgeting methods you could employ toward specific objectives. Some year-end financial moves may help you pursue those goals…

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Kalos Market Commentary July 2016

  Following the United Kingdom’s vote to leave the European Union (Brexit), surprise and uncertainty drove global markets down sharply, with some markets declining more than 10%. Yet within a matter of days, most of the same markets recovered a large percentage of their losses, and within a week, many markets, including the FTSE 100,…

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Kalos Market Commentary June 2016

Perspective on the United Kingdom’s Exit from the European Union Yesterday, United Kingdom voters shocked the world by voting to leave the European Union. While the vote was projected to be close, the “Remain” vote had been in the lead for nearly all the election run-up, and various polls projected voters to affirm their ongoing…

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May 2016 Market Update

  The plethora of earnings’ reports has kept us busy through the first couple of weeks of May.  Speaking of earnings, many companies did not report robust growth either in revenue or earnings.  In general, it was a lethargic first quarter (ending March 31st).  The market reacted by declining during the first three weeks of May. …

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April 2016 Market Update

April 13, 2016 The first quarter of 2016 was anything but dull.  The markets began the year in free-fall as the S&P 500 lost 10.5% during the first six weeks of the year.  A major smaller-company index known as the Russell 2000 declined 16% over the same time period.   The decline scared a lot of…

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