Philippe Berthoud |

The longest bull market in history lasted almost 11 years before coronavirus fears and the realities of a seriously disrupted U.S. economy brought it to an end

Philippe Berthoud |

The Markets (as of market close February 28, 2020)

With a growing number of countries reporting new cases of the coronavirus, the obvious spread of this

Philippe Berthoud |

Overview

The year began with the government stymied by a shutdown, and ended with articles of impeachment levied against the president. In between, both

Philippe Berthoud |

Key Dates/Data Releases

  • 12/2: Markit PMI Manufacturing Index, ISM Manufacturing Index
  • 12/4: ISM Non-Manufacturing Index
  • 12/5: International trade
  • 12/6
Philippe Berthoud |

Key Dates/Data Releases

11/3: Employment situation, Markit PMI Manufacturing Index, ISM
Manufacturing Index

11/5: International trade, ISM Non

Philippe Berthoud |

Go out into your yard and dig a big hole. Every month, throw $50 into it, but don’t take any money out until you’re ready to buy a house, send your child to

Philippe Berthoud |

Key Dates/Data Releases

  • 9/3: Markit PMI Manufacturing Index, ISM Manufacturing Index
  • 9/4: International trade
  • 9/5: ISM Non-Manufacturing Index
  • 9/6
Philippe Berthoud |

You may have heard that IRAs and employer-sponsored plans (e.g., 401(k)s) are the best ways to invest for retirement. That’s true for many people, but what if

Philippe Berthoud |

You’re beginning to accumulate substantial wealth, but you worry about protecting it from future potential creditors. Whether your concern is for your personal

Securities and Advisory Services offered through United Planners Financial Services of America, A Limited Partnership. Member FINRA, SIPC. The Retirement Financial Center and United Planners are independent companies.