Month: March 2022

What You Should Do When Facing a Bear Market

Every investor knows that his or her portfolio is at least partially at the mercy of the market itself, with overall market conditions playing a huge role in general gains and losses.

Why Retirees Should Devote Time to Community Service

After retirement, you may find you have more time on your hands than you first anticipated. If you are looking for something to fill your downtime that may be fulfilling and beneficial to your health and wellbeing, community service may be an option for you. Below are just a few benefits retirees may enjoy by devoting some time to community service.

Cash Balance Plan Fact Sheet

A cash balance plan is a qualified (tax-favored) retirement plan that combines the high contribution amounts of a defined benefit plan with the look, feel and portability of a defined contribution plan. For that reason, it’s called a “hybrid” plan.

3 Golf Tips to Keep Your Retirement Plan on Course

In golf, as in finances, there are a few rules of thumb that may improve your game: keep a level head, avoid traps, practice before trying something new and stay the course. Applying lessons from the golf course to your financial life and vice versa may help you improve your game in both arenas. Here are three tips that may help you work toward success on and off the golf course.

Market Volatility Can Stir Your Loss Aversion

Here is a statement that is bound to cause you to raise your eyebrows: Your long-term financial success may depend less on the structure of your portfolio than on your ability to adapt your behavior to changing economic times.

TEMPERING OUR ENTHUSIASM

RESILIENT PERFORMANCEStocks have been dealt a tough hand in 2022. Inflation is the highest it’s been in 40 years and has not likely peaked. The Federal Reserve (Fed) is becoming more aggressive than markets had originallyanticipated. Russia is posing a significant and sustained geopolitical. Fears of China’s military aggression in Taiwan have become more widespread.Yet, TEMPERING OUR ENTHUSIASM

IN DEFENSE OF CORE BONDS

HAS THE VALUE PROPOSITION OF CORE BONDS CHANGED? With most equity and fixed income markets down to start the year, a traditional 60/40 portfoliohas come under pressure. Moreover, seeing both markets down simultaneously may causeinvestors to question the validity of a 60/40 portfolio broadly and core bonds specifically. Forus, the value proposition for core bonds IN DEFENSE OF CORE BONDS

Top Financial Advisors

Richard Tegge Jr. Recognized as One of LPL Financial’s Top Financial Advisors Marquette, MI — January 26, 2022 – Richard Tegge Jr., an independent LPL Financial advisor at Wealth Strategy Group in Marquette, today announced his inclusion in LPL’s Director’s Club. With more than 19,000 LPL-affiliated advisors nationwide, LPL awards this distinction to select advisors based on their Top Financial Advisors

READY, SET, HIKE

The Federal Reserve is widely expected to increase short-term interest rates this week for thefirst time since emergency levels of monetary support were enacted in the aftermath of theCOVID-19 shutdowns. With its asset purchase programs fully winding down last week (the Fedwas buying $120 billion a month of U.S. Treasury and mortgage securities), the Fed READY, SET, HIKE


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