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Financial Freedom Blog
Fidelity Investments recently completed a study on the money habits of Millennials (ages 25-35 in the study) and found some facts that make it clear this group of adults is very different from their older cohorts. For example: On average, Millennials have a higher amount saved to cover an emergency … Read More
Predictions about presidential elections and the stock market often focus on which party or candidate will be “better for the market” over the long run. The growth of one dollar invested in the S&P 500 Index over nine decades and 15 presidencies (from Coolidge to Obama) shows it does not … Read More
John Bogle, the crusty former Chair of The Vanguard Group, recently spoke out about the retirement crisis in America. According to Bogle, there are three aspects to this crisis: Social Security insolvency Woefully underfunded corporate and government pensions Ridiculously high costs of most 401(k) plan investment options. Bogle didn’t list … Read More
Like all businesses, we need to provide value to our clients or we go out of business. The challenge we face is how do we prove the value of what we do? The results of a three-year study in Canada with 15,000 participants makes this a little easier. Here are … Read More
Last month we introduced the Financial Foundations Program. It’s a new service that we offer for early career professionals and anyone with a less complicated financial situation. The main benefits of the Program are these: Broad-based financial planning to help participants make good financial decisions and avoid making the wrong … Read More