Retirement Planning Success: Impact of Market Declines on Monte Carlo Simulations
Abrin Berkemeyer CFP®, AIF®, Associate Advisor As we know, markets move in three directions: up, down, and sideways. When the market declines, it can leave many wondering “am I still on track to [...]
Simplifying Bonds: Pricing & Interest Rates
Chris A. Matlock, CPA, CFA, Chief Investment Officer Bonds can be a daunting subject. You see their prices changing and yields varying, but how does all that work? What happens to bond prices as [...]
