by Jim Lee | Jul 1, 2020 | Market Volatility
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 | Oct 31, 2019 | Market Volatility, retirement planning
It’s the scariest time of year. Halloween is here again. It’s time to stock up on candy, carve your pumpkin, and find the perfect costume. This may be the season for ghouls and goblins, but there could also be terror lurking in your retirement strategy. More than 50%...
by Jim Lee | Feb 26, 2019 | Life Insurance, Market Volatility, retirement planning
Worried about the direction the financial markets have taken over the past few months? You’re not alone. After nine consecutive years of growth, the markets ended 2018 on a down note. The S&P 500 finished the year down more than 6 percent, the first time it has...
by Jim Lee | Feb 11, 2019 | Life Insurance, Market Volatility, Retirement, retirement planning
Valentine’s Day is supposed to be a day for romance and reconnection. For many couples, however, this time of year could be marked by disagreements about money. Nearly half of all married couples argue about financial issues.1 With the new year just starting and tax...
by Jim Lee | Apr 24, 2018 | Market Volatility
For nearly nine years, investors have enjoyed one of the longest bull markets in history. However, recent volatility suggests the possibility that the almost decade-long market upswing could soon come to an end. Volatility is a constant presence in any financial...
