Posts

Old Scams, New Twists

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Courtesy of our partners at Hartford Funds Protect yourself from financial fraud in the digital age. A real-life prince emails for Your assistance. He needs help getting millions of dollars relocated from Nigeria. You’re promised a share…

Cradles Today, College Tomorrow

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Courtesy of our partners at Hartford Funds Newborns—the joys are limitless. Tiny fingers. Toothless smiles. The intoxicating new baby smell. But first-time and veteran parents alike know that limitless anxieties come along with having a…

Investment Fundamentals: Bear Market

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Out of the various animal spirits that sometimes haunt Wall Street (bulls, dogs, black swans or unicorns, anyone?), the bear is perhaps the most feared among investors. Why? A bear market—defined as a decline of at least 20% in a broad stock…

Investment Fundamentals: What is Inflation?

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Inflation is a measurement that tracks the change in prices of goods and services over a set time period. In the U.S., inflation is often measured by the Consumer Price Index (CPI) or the Personal Consumption Expenditures Price Index (PCE).…
market volatility Szarka Financial

Revisiting February 2018: How Did You React to the Selloff?

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On February 8, 2018, U.S. equity markets closed in correction territory—with the S&P 500 Index and Dow Jones Industrial Average having plummeted by more than 10% from their respective all-time highs over a period of just nine hyper-volatile…
Divorce affects retirement planning

How Divorce Can Impact Your Retirement Plans

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  Are there special rules with regard to retirement assets in divorce? What are some important things to keep in mind? What about IRA's? What other planning considerations are there in a divorce?

Diversification: The Boring Winner

  In a world where the best- and worst-performing asset classes tend to dominate the headlines, it’s easy to lose sight of the fact that a diversified investment portfolio is generally the most reliable approach for meeting long-term…
Plan ahead for later-in-life events

Planning Ahead for "Later-in-Life” Events

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  Who would this apply to? How do people go about deciding if this is an option they would even want to consider? What are the advantages of making this move? Watch Szarka Financial’s CEO Les Szarka, CFP®, ChFC®, discuss these issues…
Scaling the stock market

Scaling the Market: Some Potential Dangers the Market Could be Facing

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  Who would this apply to? How do people go about deciding if this is an option they would even want to consider? What are the advantages of making this move? Watch Szarka Financial’s CEO Les Szarka, CFP®, ChFC®, discuss these issues…
Work after retirement

Smart Financial Moves if You Decide to Work Later or Part-Time After Retirement

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  Who would this apply to? How do people go about deciding if this is an option they would even want to consider? What are the advantages of making this move? Watch Szarka Financial’s CEO Les Szarka, CFP®, ChFC®, discuss these issues…