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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.