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Showing posts tagged with: Westwood MA Retirement Planning

Quarterly Update – December 2017

Genesis Wealth Advisors
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Commentary

  • U.S. Equity markets surged during November on hopes of a new tax reform bill
  • Overseas Asian markets outpaced Europe
  • Changes at the Fed suggest little disruption in interest rate policies while Q3‐2017 growth was revised higher
  • Innovations in technology continue to keep a lid on inflation and real wage growth

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Quarterly Update – November 2017

Genesis Wealth Advisors
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Commentary

  • An attorney, not an economist is the new Fed Chair pick
  • Why the labor market is now NOT a driver of higher inflation or growth
  • Balancing portfolio risks and opportunities where there is a productive use of capital investment

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Quarterly Update – October 2017

Genesis Wealth Advisors
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Commentary

  • Continued strong market returns with improved earnings and economic growth; sustainability remains a question
  • Limited progress thus far on potential acceleration catalysts (health care, tax reform, and infrastructure)
  • The world remains a dangerous place; the Fed remains committed to rate hikes – risks abound

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Quarterly Update – August 2017

Genesis Wealth Advisors
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Commentary

  • Financial markets ignore uncertainty and chaos – what gives?
  • Why diversification is now most crucial to investors
  • Beware of the pundits – they are only right until they are ultimately wrong

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Quarterly Update – July 2017

Genesis Wealth Advisors
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Commentary

  • Continued strong market returns with a robust earnings recovery led by energy; is it sustainable?
  • Lack of catalysts (health care, tax reform, and infrastructure) and Fed rate hikes have helped stall faster growth
  • The world remains a dangerous place; the weak expansion is aging and equilibrium is likely unstable

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Quarterly Update – June 2017

Genesis Wealth Advisors
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Commentary

  • Equity markets continued to plod higher for the most part; we see increasing opportunities outside the U.S.
  • Despite additional planned Fed rate hikes, longer term interest rates fell
  • Economic growth should rebound from 1st quarter doldrums, but remains challenged longer‐term

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Quarterly Update – April 2017

Genesis Wealth Advisors
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Commentary

Suppressed financial and economic volatility continues todrive financial asset prices higher.
Hard economic and fundamental data remain disconnected from soft data (e.g., sentiment).
The bloom is off the rose for the Trump reflation trade as the timing and scope of fiscal change remains in question.

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Journal Your Way to Retirement Week 7

Genesis Wealth Advisors
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Commentary, Retirement

It is week 7 of the Journal Your Way to Retirement Series. This next question is one I asked clients often.  It always opened up good conversation.  Spend some time with this week’s question.

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Journal Your Way to Retirement Week 6

Genesis Wealth Advisors
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Retirement

It is week 6 of the Journal Your Way to Retirement Series. So, let’s get right into it this week.

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Journal Your Way to Retirement Week 5

Genesis Wealth Advisors
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Planning, Retirement

It is week 5 of the Journal Your Way to Retirement Series.  We are currently journaling how we feel “today” about retirement.  As we move on in the series, we will get more creative in answering some of the blanks or blocks you may be running across.

I am curious how you like journaling?  Have you started to notice the benefits?  It might actually be too early for that.

Here are some benefits to journaling whether it is digital or handwritten:

It is a great road map for what you want in retirement.  Think about how much easier it is to take a trip across country (retirement) when you have a map by your side.

It will be a chronicle of your path towards an awesome retirement.

It can unlock creativity and even identify blocks.

It can increase your sense of awareness and reduce stress.

It can spur you into action.  We all know the power of brainstorming.

This week’s questions revolve around “health”.

Question #5:

How would you describe your physical and mental health today?

Do you think your health would be better in retirement? Why?

Do you think your health would be worse in retirement?  Why?

“This pouring thoughts out on paper has relieved me.  I feel better and full of confidence and resolution.”

                                                 -Diet Eman, Things we Couldn’t Say

 

Joan M. Gagnon
Consultant