by Dayle Scheinman | Nov 15, 2023 | Financial Health, Investing
Anxious investors could miss out when trying to avoid turbulent markets. The last time inflation was 10% was in February of 1979. Back then, a suffering economy and a volatile market added to investors’ anxiety. This graph illustrates five choices an equity investor...
by Dayle Scheinman | Nov 15, 2023 | Social Security Income
Social Security benefits currently represent about a third of the aggregate total income of Americans aged 65 and older, according to the Social Security Administration. For future generations of retirees, Social Security may represent a much smaller percentage of...
by Dayle Scheinman | Oct 5, 2023 | Financial Health, Investing
There are several common reasons why the average person may not do as well investing in the stocks as the stock market overall. It has been my experience, after years of conversations with people, that not keeping up with the stock market usually boils down to sliding...
by Dayle Scheinman | Sep 11, 2023 | Retirement Planning
Companies can face lawsuits related to their 401(k) plans for various reasons. Some of the main reasons why companies are sued over their 401(k) plans include: 1. Excessive Fees and Expenses: One common reason for lawsuits is allegations that the company’s...
by Dayle Scheinman | Sep 11, 2023 | Fiduciary Concerns, Retirement Planning
J.P. Morgan recently released their 2023 DC Plan Sponsor Survey. The survey covered many of the major areas of employer retirement plans which included financial wellness, plan design, investment options and retirement income. One of the interesting statistics that I...
