• home

  • services

  • team

  • contact

  • esg

  • blog

  • More

    Use tab to navigate through the menu items.
    client login
    get started
    • All Posts
    • Real Estate
    • Small Business
    • Tax
    • Investments
    • Retirement
    • Financial Planning
    • Sustainability
    • Social Impact
    • Interest Rates
    • Bonds
    Search
    Elections and Financial Markets
    Chris Cyndecki CFA, CFP®
    • Nov 14, 2016

    Elections and Financial Markets

    The Elections Are Over... Now What? ​Presidential election years and the following first year of a presidency present a lot of questions. This uncertainty leads to anxiety and fears along with volatility in financial markets. Financial markets like predictability of future events. So what does this all mean for your portfolios and financial plans? Here are our thoughts. From 1926-2013, the average return of the S&P 500 in the year following an election is +9.3%. (Chart Credit
    Prepared for Retirement?
    Milad Taghehchian, CFP(R)
    • May 1, 2015

    Prepared for Retirement?

    Are you financially prepared for Retirement? ​Many people have plans of retiring later than they actually do. Because of this, they are unprepared financially retirement Around 28% of workers have less than $1,000 in savings and investments to use for retirement. And 57% have less than $25,000 saved, according to a study by Employee Benefit Research Institute. Many people plan to work much later in their life than anticipated. In the study, 50% of employees left the wor