Recent Blog Posts
The best non-financial reason to delay retirement You’ve probably heard a number of good reasons to continue working longer than you may have to. The most prominent are financial. For example, qualifying for higher Social Security benefits. Every year you delay claiming your benefits from age 62 to 70, your monthly check can increase by…
This chart speaks for itself – Presented by Mark K. Lund, Investment Advisor
With the current news cycle highlighting war, inflation, mounting debt, market volatility, and more, it may persuade you to do something drastic with your investment portfolio – or not so drastic, but a change nonetheless. The quick walk down memory lane below should provide some great perspective about what you should actually always do – sit…
What to do during a bear market – Presented by Mark K. Lund, Financial Planner
It’s not news to anyone that the first half of this year has been rough on investors. After reaching record levels at the end of 2021, the market has experienced six months of volatility and decline.1 In fact, coming on the heels of such sustained gains has made this year’s retreats even harder to stomach.…
Weekly Growth Reports
The difference between planning ahead and worrying ahead When was the last time you watched the entire safety demonstration by an airline cabin crew? If you’ve traveled enough, you could probably stand up and give most of the presentation yourself. Using props like a seatbelt, an oxygen mask, and a lifejacket, the attendants talk about…
The Human Factor in Success During the ten days of track and field competition at the recent World Athletics Championships, athletes ran faster, jumped higher, or threw farther than ever before. In process they set three world records and ten meet records.1 So what enabled them to achieve these new levels of success? You might…
Avoiding Retirement Claustrophobia Retirement is supposed to be a time of increased freedom and happiness. After all, when you no longer need a job to provide your living, you can pursue the things you never had time for before. However, for many people, the thought of retiring brings anxiety. A recent survey by the job…
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