by Jim Lee | Jul 1, 2020 | Uncategorized
The first half of 2020 has been a rollercoaster ride. The COVID-19 pandemic completely altered our way of life and threw the economy into a tailspin. Most states have started the reopening process, but there is still significant uncertainty about the long-term impact...
by Jim Lee | Jun 9, 2020 | Market Volatility, retirement planning
The economic fallout from the coronavirus pandemic continues, even as states start to reopen restaurants, retail stores, and other businesses. The crisis brought an end to the bull market that started in 2009 and threatens to usher in a recession.1 What does the...
by Jim Lee | May 15, 2020 | Events, retirement planning
What comes to mind when you think about retirement? Spending time with grandchildren? Traveling to the beach or other favorite locations? Spending time on the golf course? Those might be common paths in retirement, but many retirees are blazing their trail. You can...
by Jim Lee | Apr 17, 2020 | retirement planning
The coronavirus has taken the world, and the U.S. economy, by storm. After the longest bull market in history, the stock market is now deep in bear market territory.1 Businesses, sports, leagues, and schools have shut down. This is an unprecedented time in American...
by Jim Lee | Feb 28, 2020 | retirement planning
Tax time is almost here again. Are you one of those filers who wait until the last minute? You’re not alone. Unfortunately, procrastination can be costly, especially in retirement when every dollar count. If you wait, you may rush and that may cause you to miss...
