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Amber transitioned from a career in Radio Broadcasting as a Marketing Specialist for National Advertisers to the Marketing Assistant at Financial Strategies Group.
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Most of us save money for our retirement days as there are fewer and fewer pension plans in place, particularly in the private sector. Which of course means that we will rely on Social Security and our accumulated savings to provide an income after we are no longer employed. So, I would like to share some thoughts on increasing the chances for a successful retirement. And by that, I mean a retirement where you can maintain your lifestyle without the fear of running out of money.
If you have any money invested in the stock market, whether through individual stocks or mutual funds you are aware of the recent market volatility. This is quite a bit different from 2017 when most of the year was smooth sailing. Does that mean you pull out of the market completely? Or ride it out no matter what? Neither one may be the answer right now.
We look at a number of indicators to assess risk in the market and lately they have been flashing caution signals. So, what does that mean?
After almost a year of calm in the markets, we recently witnessed a sharp pullback in stock values and a jump in volatility. A number of explanations have been put forth as to what caused them, but a common theme among a large number of analysts was the sharp climb in the yield of the Ten-Year U.S. Treasury Bond. From approximately 2.35% in mid-December of last year to almost 3.00% in mid-February. A level last seen in . . . December 2013!
Since then the stock market has calmed down and reclaimed much of the recent pullback. But the 10 year is still knocking on the door of 3.00%. I am not going to address the stock market at this time. Predicting that reminds me of a great saying I heard years ago; “He who lives by the crystal ball learns to eat broken glass”. Although I do think there are implications for the stock market when interest rates rise, right now I am more concerned about the implications for bonds.