Asset Class Returns - 8/31/2022

by Kirk Kreikemeier on
Categories
Markets flipped back to negative monthly returns in August. Only two major asset classes – emerging markets and commodities – were slightly positive. The Fed flexed its muscles in Jackson Hole.

Asset Class Returns - 6/30/2022

by Kirk Kreikemeier on
Categories
We are half-way through the year. I hope your personal life was more solid than the markets which were anything but – except for commodities (energy in particular) and some alternative strategies.

Are Social Security and Medicare Going to Last?

by Kirk Kreikemeier on
Categories
Social Security and Medicare are important programs providing income and health coverage during retirement. Will the programs be around when you retire? The answer is yes, but benefits may be reduced. Here is a brief financial overview of these programs in a Q&A format.

Asset Class Returns - 5/31/2022

by Kirk Kreikemeier on
Categories
If you only looked at month-end market levels, you would have thought May was a fairly quiet month. Looking under the hood however shows intra-month swings of over 10% for some markets.

529 Plans – What Are They and Why Should I Use Them?

by Kirk Kreikemeier on
Categories
We recently celebrated our son’s college graduation. This was our third and final child to graduate – a proud and exciting time for all. What a great time to share the different features and benefits of the 529 Savings Plan.

Asset Class Returns - 4/30/2022

by Kirk Kreikemeier on
Categories
What will these April showers bring? US equities down 9% for April and 30-year Treasury Bonds down 10%... for the month!