Atlanta Financial is Proud to Now be a Part of Mercer Advisors!
Considering everything going on, we want to share with you a recent podcast episode our team recorded to provide insight on the virus, the financial markets, and US economy now and moving forward. Here you can listen to the FIT™ Perspectives Podcast, episode 16 entitled “COVID-19 and the State of the US Markets, Economy.”
Since there is no shortage of news about the challenges we are facing due to the coronavirus, we thought you might appreciate some good news for a change as we head into the weekend. Progress on the medical front…
Today’s retirees are living longer than ever before and experiencing retirement in new ways.
Gone are the days when people worked 50 years for the same employer, retired on a predictable pension, and settled down into a quiet lifestyle.
Today’s retirees are more active—with baby boomers controlling 70% of the country’s disposable income. They’re traveling the world, learning new skills, and redefining what creates a retirement community. With 10,000 boomers retiring daily, this drive to enjoy a vibrant retirement is becoming more common.
As a medical professional, you are in the unique position of earning a high income for the majority of your career; however, with the perks of your high monetary reward come high professional risk. The fear of losing what you’ve worked so hard for to malpractice or misfortune is common to most financially successful physicians—and for good reason. Simple mistakes or faulty allegations can jeopardize a physician’s livelihood and lifetime savings in a flash.
Fall is the time of year when many Americans are asked to make important decisions regarding their benefit plans for the upcoming year. Choosing a benefit plan is challenging from both a personal and financial perspective. On the one hand, it’s impossible to predict with any level of certainty which benefit plans you might need, but you also don’t want to shell out thousands of dollars for coverage that goes unused. Herein lies the challenge: weighing the risks and benefits of the options, then committing to the plan that fits best. Are you ready to select your family’s 2021 benefits? How will you even know what to look for? Here are some tips that may help you decide.
Why do I have bonds in my portfolio in this low rate environment? This is a reasonable question given the strong performance of the equity market in recent history. Last week major equity indexes have gone into “correction” (defined as a drop of 10% or more from the index high.) These sudden declines are the reason we have fixed income in most portfolios. Bonds do not typically provide the same long-term returns as equities, but they also protect our portfolio by limiting volatility and providing a ballast in our portfolio. Since the global financial crisis, we have had historically low interest rates and bond returns have not been what investors historically experienced. This has left investors looking for higher returns with two choices, buy more equities or invest in lower credit-quality bonds which typically pay higher interest rates. We have always…
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