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Journal Your Way to Retirement Week 4

Genesis Wealth Advisors
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Planning, Retirement

It is week 4 of the Journal Your Way to Retirement Series. I spoke to several of you this week and the consensus was question #3 is very challenging. I knew it would be. But, that is OK. The purpose of these questions is to get you thinking deep down. We will be revisiting many of these early journal questions after you have done more journaling. So, keep going!!! The answers to these difficult questions will be filled in if you have any blanks.

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Journal Your Way to Retirement Week 3

Genesis Wealth Advisors
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Planning, Retirement

You probably know by now how much you need to save financially for retirement and whether you’ll attain that goal.  But, do you know what you’ll be doing in retirement to fill your days?  The majority of people retire without giving this much thought.  This can lead to boredom, sickness and even depression.

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Journal Your Way to Retirement Week 2

Genesis Wealth Advisors
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Planning, Retirement

It is week 2 of the Journal Your Way to Retirement Series. The first journal question got you thinking about retirement in a different way. It wasn’t about what you are going to “do” in retirement, but how do you “feel” about retirement. Big difference!

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Journal Your Way to Retirement Week 1

Genesis Wealth Advisors
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Retirement

The subconscious and conscious minds are powerful resources that can give us exactly what we need to have a wonderful, joyous next phase of our life. By asking yourself powerful questions, the real truth will be revealed. What you think and believe has a profound effect on your world.

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Our View on “Brexit”

Genesis Wealth Advisors
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Commentary, Investing

On June 23rd the voters of the United Kingdom surprised the global capital markets by passing a referendum to leave the European Union … “Brexit.” Stocks fell, bonds rose and gold rallied sharply. Not surprisingly, European stocks fell the most, along with the value of the Pound and the Euro.

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Anticipation Stage Planning

Genesis Wealth Advisors
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Planning

The process of preparing for a predictable financial and life changing event

By Joan M Gagnon, Senior Wealth Consultant, Genesis Wealth Advisors, LLC
September 28, 2014

We have all heard stories about how a significant change in personal finances seems to change just about everything else in our lives. Expected or not, these shifts in our financial foundation are never just about the money we are about to receive. When it comes to financial transitions, there are no guarantees that more money will make our lives better. Without advanced and proper planning, we may find ourselves anxious and uncertain about how to handle the new opportunities at hand.

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The Fixed Income Conundrum

Genesis Wealth Advisors
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Fixed Income

Generating Sustainable Income in a Highly Challenging Environment

By David Feldman, President and Co-CIO of Palladiem, LLC and a member of Genesis Wealth Advisors’ investment committee.

To view this in PDF format, Click Here.

There was a time when fixed income was the sleepy asset class where portfolio managers were put out to pasture. Bond portfolio management was predictable, safe, and boring, while the idea of a ‘rock star’ PM like Bill Gross or Jeff Gundlach would have been viewed as laughable.  Times have changed.

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December Market Commentary

Genesis Wealth Advisors
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Commentary

The US stock market continues to dominate global equity performance. Healthcare, Industrials, and Consumer Discretionary stocks lead the pack. Technology and Utilities trailed. While globally diversified stock portfolios have lagged the S&P 500 in 2013, we continue to believe that a globally diversified equity position is critical for a properly designed portfolio. Despite the fact that the end of December has historically been a good period for US stocks, the torrid pace so far this year leads us to believe that it is more likely that the year will end quietly for the domestic stock market.

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Don’t Overlook the Cost of Healthcare in Retirement

Genesis Wealth Advisors
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Retirement

What’s your vision of the ideal retirement? Whether you dream of exploring the world or staying close to home, family, and friends, access to high quality health care is the common, often unmentioned assumption in most retirement planning scenarios.

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Don’t Let Market Volatility Scare You Into Abandoning Your Plan

Genesis Wealth Advisors
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Wealth Management

Chances are, your financial plan is one that is well thought out and includes elements of growth as well as financial conservatism.  However, it is also an almost-certainty that your wealth management plan also includes stock investments.  Retirement accounts, college savings plans, and perhaps even an income portfolio all include stocks in most cases.  As a result, all of the recently volatility from the stock market can induce panic.

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