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Build a 50-15-5 framework for your personal finances. Create a balance between living comfortably today while preparing for a prosperous future. Develop a collaborative relationship with your financial planner.
Open enrollment for company benefits is an important time to review, update, or make changes to your employer plans. How do you know if you are maximizing your company benefits? Do you know if the company benefit programs are the most efficient and cost effective for you and your family?
From time to time, it is important to step back and review the bigger picture, where we have been and where we are now, so that we can better assess what might be ahead. This is one of those times. After all, it is the market’s price movement which pays investors.
Is October the worst month of the year for stocks, or has it taken the blame for September? Sensationalism is a mainstay of articles on seasonal or calendar investing. We’ll take an objective, Coherent approach to stock market seasonality.
This is not meant to be just a philosophical question, but a very practical one. What you believe moves the market affects how you make your investment decisions. Realizing that you don’t know the answer can be more valuable than thinking with certainty that you do know.
At current levels the stock market is paying above average prices for projected sales growth and margins that shatter 15-year records. There have been some believable signs of earnings improvement, but the markets may already have priced this in.
Following a logically ordered, coherent process is key to designing a sensible portfolio allocation. In part-2 of this series, we turn our attention to designing the stock portion of a retirement plan, including a benchmark-neutral portfolio and an enhanced performance alternative.
