Posts in Pre-Retiree

Why Invest Globally?

You will note in the table below that over the last year the S&P 500 (U.S. stocks) has outperformed its international counterpart by more than 22%! This disparity in performance becomes even more magnified when considering 10 year and 15 year performance numbers. In fact, U.S stocks have outpaced foreign stocks by about 2.5% annually for the last 15 years! So why is it important to take a global perspective when investing for the long term?

Company News, Investments, Financial Planning, Mid Career Professional, Pre-Retiree, Retiree, Retirement PlanningChip Hymiller, AIF®, CFP®September 20, 2018Economy, Personal Finance, Stock Market, diversification

Projecting Health-Related Expenses in Retirement

For many, the largest unknown during retirement and a source of much concern and worry is the potential for “extraordinary” health-related expenses

Retirement Planning, Eldercare, Insurance, Investments, Pre-Retiree, RetireeChip Hymiller, AIF®, CFP®August 29, 2018Health Insurance, long term care insurance, long term care, eldercare, Personal Finance