Market Volatility

Why are markets volatile?

by Tim Estes on
Categories
Investments
Markets have been very volatile lately. What’s going on? Let’s take a quick look at the factors that are influencing markets right now.
Older couple embracing on a boat overlooking a body of water

5 Signs You’re Headed for a “Cushy” Retirement

by Tim Estes on
Categories
Retirement
How much do you need to retire wealthy? Believe it or not, there’s no set number for anyone. Lifestyle and the quality of your retirement plan are certainly two big factors. But when considering the economy and inflation, a definitive picture of our financial future can feel somewhat elusive. So, to shed a little light (and provide a little guidance), here are a few telltale signs you might be set up for a “comfortable” post-work lifestyle.
An older man relaxing and laying down in an inner tube on relaxing water.

Retirement nearing? Do these 5 things first.

by Tim Estes on
Categories
Retirement
Family
Savings
Lifestyle
Tax Planning
What’s your ideal retirement? Traveling? Practicing your favorite hobbies? Caring for loved ones? Whatever you envision, creating a plan of action can feel exhausting. There are, however, a few simple, yet commonly overlooked steps you can take today to help you feel more comfortable throughout your planning process.

Riding the rollercoaster

by Tim Estes on
Categories
Inflation
Investments
Economy
Interest
The rollercoaster of investor psychology can take over and push markets in directions that don’t always jibe with the underlying financial and economic fundamentals. A lot is going on, so let's discuss.
Icon of a red elephant looking at a blue donkey, placed on top of the American flag.

Investors & the Markets: What to Watch Out for in an Election Year

by Tim Estes on
Categories
Investments
Finance
Lifestyle
Retirement
Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are taking center stage. That’s rattling a lot of us, causing more election stress than ever before.1 It’s also raising a lot of questions about investing in election years, how to respond to market uncertainty, and what money moves truly make sense. Here’s a handful of key factors to keep in mind when you’re investing in an election year.
Person holding jar of coins with a 'savings' label

Bad Money Habits: How They Vary by Generation & How to Break Them for Good

by Tim Estes on
Categories
Investments
Finance
Savings
Lifestyle
What was the last money mistake you made? If you’re like most folks, you’ve made at least one upsetting money mistake in the past year — and you’d like to do better. In fact, most folks admit their finances have not gotten better over the past year. And at least half of them say the real problem is that their money mistakes have turned into bad financial habits.