The S&P 500 erased its losses for the year following one of the most volatile markets ever recorded. Did you remain invested throughout it?

Congratulations if you stayed invested the last 6 months. The S&P 500 has essentially erased its losses for the year after enduring the most consecutive days with returns greater than +/- 4% and the second most days with volatile +/- 4% trading days. Don’t worry if your properly diversified portfolio is still negative, your fund isn’t bad or underperforming, some asset classes just haven’t rebounded yet. Other topics include:

• Stagflation, TIPS and your retirement plan
• Updating your estate plan after the SECURE Act
• Improving taxes in your portfolio

 

Email your money question to [e-mail] , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)

 

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.