Archive - November 8, 2016

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Worried Millennials Need to Do Some Financial Planning
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What is the Future of the Stock Market after the Election?

Worried Millennials Need to Do Some Financial Planning

Nov 08 2016
Browse archives for November 08, 2016
Claire Emory, MBA, CFA, CFP® All posts from Claire Emory, MBA, CFA, CFP®
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Perhaps you have heard a lot about how Millennials (sometimes defined as those born between 1980 and the late 1990s and sometimes this definition extends into the 2000s) have a carefree attitude towards life and that they clash with older members of the workforce. Or on a more positive note, you may have heard that Millennials are altruistic, like to work in teams, and have a great interest in volunteering. Whatever you may have heard, this age group is not immune to money woes and financial planning concerns.

Allianz Life Insurance Company surveyed more than 3000 adults and found Millennials …

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What is the Future of the Stock Market after the Election?

Nov 08 2016
Browse archives for November 08, 2016
Michael Helveston, CFP®, CRPC®

Mike Helveston, CFP®, CRPC® is Director of Adviser Services at Rodgers & Associates. He manages the team of advisers and is responsible for maintaining the firm’s financial planning process. In addition, he provides comprehensive tax, estate and investment planning advice to guide our high-net-worth clients toward their financial goals. Mike joined Rodgers & Associates in 2007 after starting in the profession over 15 years ago with Vanguard.

Mike is a contributor to Forbes, has been quoted in the Wall Street Journal and has also appeared on television and radio discussing various financial planning issues.

Mike has served the community as a volunteer mortgage counselor with Tabor Community Services, a student financial literacy volunteer for Junior Achievement and as a mentor through Bridge of Hope. His hobbies include running, golfing with friends, listening to music and watching professional sports. He resides in Downingtown, PA with his wife and three children.

All posts from Michael Helveston, CFP®, CRPC®
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The Uncertainty is Behind Us – Is Now the Time to Rally?

All year long I have fielded questions like, “Will the market go down if (fill in either candidate) gets elected? Should I be doing something with my portfolio now?”

Unexpected events or unknown problems typically cause the biggest drops (and sometimes fastest recoveries) in the market. Take 2008 for example; a near collapse of the banking system. While some may have seen the warning signs, I don’t think many knew how bad things had become. Alternately, take the recent Brexit vote in June; the market dropped …

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