Q1 is over! Are you on track? Click here for a Q1 Review of your 2024 Business Plan!
Source: The Capital Spectator
Source: Target Date Solutions
Ron Surz is president of Target Date Solutions, developer of the patented Safe Landing Glide Path, Soteria personalized target date accounts, and Age Sage do-it-yourself investing. He is co-host of the Baby Boomer Investing Show.
His passion is helping his fellow baby boomers at this critical time in their lives when they are relying on their lifetime savings to support a retirement with dignity, so he wrote a book: Boomer Investing in the Perilous 2020s and he provides a financial education curriculum.
He can be reached at Ron@TargetDateSolutions.com or (949) 488-8339.
Chart Talk: How stocks, bonds, commodities and a number of other asset classes have fared through June this year. Plus a look at gold.
The first six months of 2020 produced a convulsive ride in the U.S. stock market that has redefined volatility. This performance review of the first half looks at the funds and ETFs that did best amid confusion.
This comprehensive, handy reference guide rounds up market returns and economic data as of June 30, 2020. Market performance includes data for a wide variety of asset classes, sectors, indexes and more. The economic data focuses on interest rates, GDP, inflation, key labor statistics and high-frequency reports.
IMPORTANT NOTICE This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.
Savvy Tax Planning School for Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
June 6–7, 2024
Chicago
The Discovery Meeting Workshop: Transform Your Discovery Process
May 20–21, 2024
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 13–16, 2024