by Elizabeth Dupree | Oct 25, 2024 | Blog, Podcasts
Show Notes: The Bull Market Comparison Analyzing the similarities between the 1980s-1990s bull market and current market trends Understanding the concept of “lost decades” and their impact on retirement savings The Retirement Portfolio Shift Why...
by Elizabeth Dupree | May 17, 2024 | Blog
Market volatility got you feeling a little queasy? You’re not alone. The constant ups and downs can be a real rollercoaster ride. But here’s the thing: with the right know-how, you can turn that stomach-churning volatility finance into a possible...
by Elizabeth Dupree | May 2, 2024 | Blog
Ever wondered about the thin line where work meets the retirement dream? Welcome to phased retirement, a concept redefining our approach to stepping back from full-time careers while still achieving your retirement dream. It’s not just quitting cold turkey...
by Elizabeth Dupree | Aug 22, 2023 | Blog, Podcasts
The stock market rally has made more 401K holders into millionaires. When nearing retirement, viewing assets as an income-producing vehicle is essential. Money must be viewed differently when it is being distributed instead of compounding. View assets as income...
by Elizabeth Dupree | Jan 25, 2023 | Blog
Congratulations, you have built up some substantial assets in your 401(k) plan with your employer, and now that you are contemplating retirement you have several choices… First, you could just liquidate it completely and take it all in the form of cash. Let’s just...
by Elizabeth Dupree | Jan 17, 2023 | Blog, Podcasts
Tom comments on an article written by Jamie Dimon of JPMorgan Chase that appeared in the Wall Street...
