Market Update

US Investors Love the USInvestors have put more than $86B into US equity mutual funds and ETFs this year, and on pace to be the second highest year since 2013 (last year’s record $156B). Of the $93B that was added to US or international equity funds, more than 90% has gone into ones owning US stocks. US stocks are nearly …

Market Update

StocksThe market climbed 5.5% on Friday (maybe partly on a short squeeze). A basket of the most shorted stocks surged 11% >on Thursday. A market overrun by sellers is one that can see a lot of people change their mind very quickly (and result in gains greater than may be warranted). Since 2008, Thursday was the second biggest reversal of …

How 4 Generations Think Differently About Retirement

The COVID-19 pandemic upended Americans’ lives. In many cases, the pause on society affected retirement finances and plans. An October 2022 survey report from Transamerica Center for Retirement Studies and Transamerica Institute, “Emerging From the COVID-19 Pandemic: Four Generations Prepare for Retirement,” examined the pandemic’s impact on Baby Boomers, Generation X, Millennials, and Generation Z. The study focused on the …