Investing - North Light Financial Services

Getting Financially Fit for Retirement at 50

Getting Financially Fit for Retirement at 50 Things for trailing-edge boomers & Gen Xers to consider. When you turn 50, retirement starts to seem less abstract. In terms of retirement planning, a 50th birthday can act as a wake-up call. It may offer a powerful reminder to trailing-edge baby boomers and Gen Xers, many of whom are wrapping up their second act with inadequate retirement savings for their third. You may find yourself with such a shortfall, and you wouldn’t [...]

By info@northlightfinancialservices.com|2017-03-28T08:17:21-04:00November 20th, 2014|401(k)/403(b), Investing, IRA, Retirement, Saving & Budgeting|Comments Off

The Market’s Wild Swings

The Market’s Wild Swings A hugely volatile week concludes. What’s next as earnings season gets underway? During this past trading week, volatility ruled Wall Street. In fact, stocks either fell or rose 1.5% or more on three consecutive trading days. That had happened only 54 times since 1928.1 What prompted these ups & downs? Several factors. The International Monetary Fund just cut its global and Asia growth forecasts for 2015 and stated that the eurozone could soon slide into another [...]

By info@northlightfinancialservices.com|2017-03-28T08:17:21-04:00October 10th, 2014|Business/Economic News, Investing|Comments Off

Taking Taxes Into Account When Saving & Investing

Taking Taxes Into Account When Saving & Investing It isn’t always top of mind, but it should be. How many of us save and invest with an eye on tax implications? Not that many of us, according to a recent survey from Russell Investments (the global asset manager overseeing the Russell 2000). In the opening quarter of 2014, Russell polled financial services professionals and asked them how many of their clients had inquired about tax-sensitive investment strategies. Just 35% of [...]

By info@northlightfinancialservices.com|2017-03-28T08:17:22-04:00August 7th, 2014|Income Taxes, Investing, Personal Finance|Comments Off

Classic Investing Mistakes

Classic Investing Mistakes How many can you prevent yourself from making? Year after year, in bull and bear markets, investors make some all-too-common blunders. They have been written about, talked about, and critiqued at some length – and yet they are still made. You can chalk them up to psychology, human nature, perhaps even a degree of peer pressure. You just don’t want to find yourself making them more than once. #1: Caving into emotion. The deVere Group, which consults [...]

By info@northlightfinancialservices.com|2017-03-28T08:17:24-04:00July 16th, 2014|Investing, Stock Market|Comments Off

Why the Poor Q1 GDP is No Big Deal

Why the Poor Q1 GDP Is No Big Deal Economists aren’t alarmed. Investors shouldn’t be either. Blame it on winter, not the consumer. The second estimate of first-quarter growth arrived on May 29, and according to the Bureau of Economic Analysis there was no growth at all. For the first quarter in three years, the economy contracted: U.S. real GDP was revised down to -1.0%. Wall Street shrugged when it heard the news, and the S&P 500 actually gained 0.54% [...]

By info@northlightfinancialservices.com|2017-03-28T08:17:25-04:00July 3rd, 2014|Business/Economic News, Investing|Comments Off