Another Forecast event is in the books. Despite the weather, we had an attendance of 231 people for a nice dinner and a presentation on the markets, economy, financial planning and our investment strategies.
Want to find out about one of the most underutilized retirement vehicles in the financial planning industry? Check out this article where we tell you everything you need to know about Solo 401k’s.
Life has a way of reminding us what really matters—and sometimes it does so in the most difficult ways.
The outcome of a U.S. presidential election can influence various sectors of the economy, creating opportunities and risks for investors. This guide provides an overview of potential market impacts based on whether a Republican or Democrat candidate wins, helping you understand key investment themes and sector trends. By understanding these, you can engage in more informed discussions with your advisor about how the election may affect your portfolio.
A recent study from Northwestern Mutual (link at bottom of page) reveals that half of Gen Xers (ages 45–60) have saved only three times their annual income for retirement—well below Fidelity’s recommended benchmark of six times by age 50 for those aiming to retire at 67.
The wealth experts at Callesen Wealth Management offer some valuable insight on the eve of the upcoming election...