Q2 2020 Market Review This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report also illustrates the impact of globally diversified portfolios and features a
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Risky Benefits Podcast
Steve Hiraga, CFP, Chief Compliance Officer and Financial Advisor at Smith Bruer Advisors, was a recent guest on FBMC’s Risky Benefit’s podcast hosted by Rick Ferris. Steve and Rick discuss a variety of topics related to retirement planning and managing your 401k.
Ask Bob: What Happens to a 401(k) When an Employer is in Financial Trouble
Steve Hiraga, CFP, Chief Compliance Officer and Financial Advisor at Smith Bruer Advisors, offers his thoughts and guidance to 401k participants if their employer is experiencing financial challenges.
Stress Test Your Financial Plan
Stress Testing Your Financial Plan In the current environment of COVID-19, oil prices plunging, and other uncertainties, it is understandable if you are questioning the stability of your financial plan, provided that you have one. Reviewing your life circumstances is appropriate in good and bad times, and employing a Financial Stress Test should be a
WTXL Coronavirus Stimulus Check Interview
Our co-CEO, Rene Bruer, is featured in WTXL’s story on the recent U.S. Treasury stimulus package.
1st Quarter 2020 Market Review
Q1 2020 Market Review This report features world capital markets performance and a timeline of events in the past quarter. It begins with a global overview and continues with stock and bond returns in the U.S. and international markets. At the end of the report is a discussion from Dimensional Fund Advisors that provides a
The Bright Spots
We need a break from the elephant in the room, as we are sure that you can easily find 24/7 media coverage about COVID-19. The free flow of information is a good thing, but invariably the truth and falsehoods get blended into confusion, and other relevant and more positive topics get drowned out. Here are
Market Insights
Understanding market history is essential for investors with a long-term view. Disciplined investors have benefited by staying the course throughout market history. We hope that this insight helps you as you navigate your way through your investment experience.
Market’s Response to Crisis
There have been a number of market crises throughout our lifetimes. Here are a few examples of how a 60% stock, 40% bond portfolio historically performed after these crises.
Third Quarter 2019 Market Review
This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report also illustrates the impact of globally diversified portfolios and features a quarterly topic. This quarter
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