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Weathering Financial Climates

Is this the coldest winter we’ve had in 11 years, or are we just returning to what was “normal” 25 years ago? The answer to both could be “yes.” Unlike weather, however, not everything in the financial arena is due to change … well … right away anyway. On today’s show, we’ll discuss the midterm market outlook and determine how we might take advantage of the current stock market position. We’ll then review the newest retirement plan contribution limits as well as Social Security adjustments for 2026. And last, time permitting, we’ll discuss the sequence of returns on a portfolio and how certain strategies can make your portfolio more efficient if you are drawing income. Stay by the fire and we’ll do our best to help you stay warm! Tune in and take control!