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"A Goal Without a Plan Is Just a Wish"
-Antoine de Saint-Exupery

   

Quarterly Market Review

2017 Quarterly Market Reviews

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This quarterly report features world capital market performance and a timeline of events for the last quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report also illustrates the performance of globally diversified portfolios and features a topic of the quarter.  You can subscribe to this report on the right of this page to have it automatically delivered to you each quarter.

 

Latest Blog Posts

Aug 18, 2017 by Structured Asset Management, Inc.

The solution to retirement spending isn’t easy. There isn't one perfect solution for everyone. Three potential approaches include immediate annuities, a total income approach or a total returns approach. While each of these solutions have their pros and cons, we strongly favor the total returns approach in most situations. Here's a look at each of these and their pros and cons.

Immediate Annuity Approach: you turn your...

Aug 07, 2017 by Structured Asset Management, Inc.

Top Retirement Planning Mistakes

Here is a list of what I'd consider the top mistakes people make for their retirement planning:

  1. Not Having a Plan
  2. Bad Annuity Decisions – there’s a reason annuities are sold and not bought
  3. Failing to review investments - being too aggressive or too conservative
  4. Bad Social Security decisions - this should be just part of your plan, not an entire plan
  5. Overspending is a game...
Aug 04, 2017 by Structured Asset Management, Inc.

To follow up on my latest post regarding retirement and the importance of planning ahead, there are a number of things to consider. The biggest challenge is to create a lifelong paycheck, one that allows you to live the lifestyle you envision for yourself in retirement. To accomplish this, it should be structured so that it lasts your (or multiple) lifetime(s), is paid on a regular basis, takes inflation into account and is relatively stable. Each one of these factors could be a whole...

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