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How to Prepare for a Changing Bond Market

The words ‘bear market’ have been bandied about a lot lately. When you read or hear them, remember to respond the same way you would if you saw an actual bear in the woods – by staying calm and keeping your wits about you. A changing bond market environment creates challenges for investors and financial advisors, but it also creates opportunities.

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April Market Recap – Running in Place

Volatility has obviously picked up in 2018, and the bouncing around has left the S&P 500 essentially flat year to date, according to Senior Research Associate Andrew Adams. Although the broad market S&P 500 has rallied off its earlier lows, we’re likely to see even more back-and-forth action in the near term as interest rates rise, though earnings could provide a boost. First quarter earnings are coming in strong, with the majority of S&P 500 companies reporting better-than-expected top-line and bottom-line growth, according to Joey Madere, senior portfolio analyst for Raymond James.

Economic data releases for the first quarter were generally softer than anticipated, but moderation in growth is not unusual following a strong quarter.

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Knowledge is Power, Especially When It Comes to Money

Understanding family attitudes towards money may improve financial decisions and reduce financial stress.

People inherit more from their parents and grandparents than big feet, eye color, self-discipline, a passion for sports, or an artistic bent. Most also assume their families’ ideas and attitudes toward money. Money beliefs are often passed down from generation to generation, along with great grandma’s quilts, ancestral photos, and family culture.1

Researchers call these inherited money mindsets ‘money scripts.’ These are categories of belief associated with problematic financial decisions that create chronic stress.1, 2 The authors of Wired for Wealth explained:3

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Home is Wherever You Make It – Aging in Place

“There’s no place like home.”1

Conjuring an image of ‘home’ was a lot easier for Dorothy than it is for people who are on the cusp of retirement. After all, isn’t retirement supposed to be a new start? Aren’t retirees supposed to wave goodbye to friends and family as they head for new adventures in warmer climates? Shouldn’t the latter decades of life be spent traveling in golf carts down palm-lined streets and tipping umbrella-studded cocktails?

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Lynn Phillips-Gaines Ranked Among Forbes Best-In-State Wealth Advisors

Congratulations to our very own Lynn Phillips-Gaines, CERTIFIED FINANCIAL PLANNER™, who was recently named on Forbes 2018 Best-In-State Wealth Advisors List. The list spotlights top-performing advisors across the United States who were nominated by their firms- and then researched, interviewed, and ranked in their respective states. Lynn is honored to be recognized in this group of standout advisors.

In 2017, she was also ranked among Forbes Top 200 Women Wealth Advisors.*

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