Investing, Student of the Market
Ryan Weiser
Student of the Market - May 2025

Stay ahead of the markets with timely insights by uncovering the latest on the global economy, geopolitics and retirement, among other timely investment ideas - Student of the Market - May 2025

Student of the Market - May 2025
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CLIENT QUESTION OF THE MONTH: Should I Be Worried by the Recent Banking Turmoil?

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CLIENT QUESTION OF THE MONTH: Should I Be Worried by the Recent Banking Turmoil?

Uncertainty is nothing new and investing comes with risks. Consider the events of the last three years alone: a global pandemic, the Russian invasion of Ukraine, spiking inflation, and ongoing recession fears. Despite these concerns, for the three years ending February 28, 2023, the Russell 3000 Index (a broad market-capitalization-weighted index of public US companies) returned an annualized 11.79%, slightly outpacing its average annualized returns of 11.65% since inception in January 1979.

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Plan an Exciting Vacation to Start Retirement

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Plan an Exciting Vacation to Start Retirement

If you're about to retire but apprehensive about your future, maybe it's time to schedule something that you will look forward to. Kicking off your retirement with a well-deserved vacation can ease you into this complicated transition and give you a small taste of everything you have to look forward to.

Here are two reasons why you should consider plotting a dream vacation right after your retirement.

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What Do You Think it Really Means “To Be Rich?”

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What Do You Think it Really Means “To Be Rich?”

If We Set Unrealistic Expectations for Ourselves, We Never Reach True Wealth.

What does it mean to be rich? Some people live by the balance sheet, some die by it. Others don’t even know what a balance sheet is. How do you define wealth for yourself? A recent article on CNN reported that “a whopping 70% of those with at least $1 million in assets that are invested or available to invest, excluding home values, don’t consider themselves to be wealthy – only when they hit the $5 million mark (did) millionaires begin to feel wealthy.”

Our feelings about wealth stem more from our life decisions and social circles than from the numbers we see on our statements.

Teddy Roosevelt once said, “Comparison is the thief of joy.” Feeling wealthy means feeling you have enough, of wanting what you have rather than being consumed with what you want.

Is Money a Supporting or Driving Element?