A Golden Age for Retirees? Next year may not be an ideal time to switch your retirement strategy from growth to cutbacks, i.e. from stocks to bonds. But by the standards of modern history, that’s pretty good. On the other hand, if you’re approaching retirement and invested in U.S. stocks, your portfolio is probably worth … Read more
Strong Market Performance Boosts Pension Fund Health U.S. defined benefit (DB) Pension Funds plans experienced a significant boost in funding levels during November 2024, primarily due to robust market performance. This positive trend has continued into the year, with many plans now in a much stronger financial position. Milliman, which tracks the 100 largest corporate … Read more
As the year draws to a close, it’s an opportune moment to reflect on your financial journey and take proactive steps to secure your future. By following this comprehensive checklist, you can optimize your finances, minimize taxes, and position yourself for long-term financial success. 1. Rebalance Your Investment Portfolio for year-end financial planning Over time, … Read more