by Ryan Shumaker, The Retirement Team | Sep 16, 2022 | Blog
When it comes to investing, for every loser there is an equal and opposite winner. If someone sells something to someone else and it goes up in value the person that sold lost while the person that bought won (and vice versa). According to Dalbar’s most recent study...
by Ryan Shumaker, The Retirement Team | Aug 16, 2022 | Blog
You probably read or hear about some “Top Ten” list nearly every day, but take a moment to read this one. This list is different, and probably not the kind of list you’d expect a financial advisor to write. Reason #10: “It’s too expensive” Being penny wise and dollar...
by Ryan Shumaker, The Retirement Team | Jul 7, 2022 | Blog
Interest rates have been soaring and bonds, typically seen as a more conservative or ‘safer’ investment, are seeing their largest loss in history as a result. In fact, if you look at the US Aggregate Bond Index (this is the most widely followed bond index and the...
by Ryan Shumaker, The Retirement Team | May 5, 2022 | Blog
There’s a reason why we often refer to target date funds as ‘target dated’ funds. These types of investments rely on portfolio construction techniques to decide what to own based on decades old dated data that is not really reflective of the much different globalized...
by Ryan Shumaker, The Retirement Team | Apr 15, 2022 | Blog
There’s been a lot of negative news headlines recently and I’m hearing the phrase “with what’s going on right now, should I just cash everything out until things calm down?” when having new meetings with prospects. If you’ve been thinking or wondering the same thing,...
Recent Comments