FOMO ’24 – Revisiting Lessons Learned
Fear is among the most powerful of all human emotions. Fears emanate from life experience as well as education. Fears are logical and can be essential
HIP Newsletter: Carry On
“Stand by Me” is a parallel to the comfort of an old friend…as investors this is CASH
2024: Don’t Bet Against Anything
Any genuine recap of 2023 must involve several exclamation points. What a unique year! Who among us would have expected a stock market surge of over 25% given the headwinds we encountered (and still face)?
HIP Insights: Understanding Bond Math
“People worry about the riskiness of stocks, but bonds can be just as risky.” Peter Lynch
Retirement Times
Sound investment decisions are rarely made under the weight of worry. The field of behavioral finance points to a number of cognitive distortions that feed on investor fear and can plague participants’ decision-making while compromising their retirement readiness.
Gobbling Up Good Financial Habits
Holidays are all about spreading cheer and giving, but sometimes people tend to go a bit overboard, which can later result in financial stress. According to a survey conducted by Country Financial, 32% of folks feel the most financial pressure during the holiday season.
The Pause or the Inflection Point?
Investors seeking calm heading into the back-half of 2023 found little during Q3. Equities largely sold off around the globe while bond yields rose.Global Central banks (including the US Federal Reserve) continue to remain center-stage, despite efforts to push them aside for other news stories.
Smart Portfolio Stress Testing: Your Retirement Safety Net
You’ve been diligent—saving, monitoring retirement accounts, consulting your advisor. But are you prepared for life’s uncertainties?
Retirement Times
More and more workers are taking hardship distributions from their 401(k) accounts, a recent report shows.
Fiduciary Hot Topics Q3 2023
Assets in Retirement Plans Top $35 Trillion