InvestLikeEric.com #3 | First Full-Year Update (hint: +32.05%!)
I recently put $25k into the stock market & I'm working to grow it to $1M. Join me for a short 1st full calendar year update - I'll show you exactly what I'm invested in, how it performed for 2023, and more.
InvestLikeEric.com #2 | First Quarterly Update!
I recently put $25k into the stock market & I'm working to grow it to $1M. Join me for a short 1st quarter 2023 update - I'll show you exactly what I'm invested in, how it performed the first quarter of 2023, and more.
2021 Last Chance Financial Planning Checklist
Shape up your personal finances for a great year-end!
The Move Toward Fee-Based Advisory Accounts
Why financial professionals are changing their business models.
Enjoy the Rally, but Prepare for the Retreat
Investors may be lulled into a false sense of security by this market.
The Snowball Effect
Save and invest, year after year, to put the full power of compounding on your side.
The Case for Women Working Past 65
Why striving to stay in the workforce a little longer may make financial sense.
Are Your Beneficiary Designations Up to Date?
Who should inherit your IRA or 401(k)? See that they do…
The Equifax Data Breach
Have you been affected? If so, how can you try to protect yourself?
Saving $1 Million for Retirement
How can you plan to do it? What kind of financial commitment will it take?
Your Year-End Financial Checklist
Seven aspects of your financial life to review as the year draws to a close.
End of the Year Money Moves (& 7 Questions You Should Know the Answers To)
Here are 7 questions you should ask yourself. Even if your 2016 has been relatively uneventful, the end of the year is still a good time to get cracking and see where you can plan to save some taxes and/or build a little more wealth.
Good Retirement Savings Habits Before Age 40
Some early financial behaviors that may promote a comfortable future.
Monthly Economic Update for March 2016
On February 29, the Dow closed at 16,516.50, the S&P 500 at 1,932.23, the Nasdaq at 4,557.95, and the Russell 2000 at 1,033.90. Across February, the Dow was the lone gainer, up 0.30%; the Russell lost 0.14%, the S&P 0.41%, and the Nasdaq 1.21%. February brought another advance for the CBOE VIX, which gained 1.73% to a month-end close of 20.55. The standout February performance came from the PHLX Gold/Silver index, which jumped 39.07% as precious metals prices climbed.
Monthly Economic Update for February, 2016
Just two U.S. equity indices had a positive January. The Dow Jones Utility Average rose an impressive 5.80%, and the PHLX Gold/Silver index advanced 1.47%. A different kind of benchmark did much better than that: the CBOE VIX. The “fear index” gained 10.93% in January to end the month at 20.20. Paralleling the Dow’s five-and-a-half percent fall, the two other major U.S. stock indices posted big monthly retreats, as evidenced by the Y-T-D column below. The Russell 2000 lost 8.85% in January, falling to a settlement of 1,035.38 as trading ended for the month on January 29. The Dow closed at 16,466.30 that day, the S&P at 1,940.24, and the Nasdaq at 4,613.95.
Monthly Economic Update for January 2016
A quick summary of economies & markets for you as we begin a new year...
