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Retirement in (and after) the age of COVID-19 (Part 2 of 2)

This is the second part in a series on Retirement and COVID-19. Read Part 1 here. In our previous post, we began to look at the questions that may be on the minds of individuals either nearing or entering retirement in this current state of disruption caused by the far-reaching effects of the COVID-19 pandemic. As mentioned, I recently had the opportunity to address many of these questions during a TV interview with local station KMAX and I wanted to provide some insights from that interview her...

Retirement COVID-19 Financial Planning By on Jul 29, 2020

Stocks React to Jobs Report

In this week’s video, Jeff Bangerter discusses how stocks react to the recent jobs report.

Market Update By on Jul 29, 2020

July Economic Update

In this month’s video, we’ll discuss some recent headlines that influenced the financial markets in June 2020. Jeff Bangerter will also provide some perspective on what these developments may mean in the months ahead.

Market Update By on Jul 15, 2020

Retirement in (and after) the age of COVID-19 (Part 1 of 2)

There are very few life events that have not been impacted by the effects of the COVID-19 pandemic on the world we live in. Just look at education, sports, entertainment or more memorable events like births, graduations, weddings, anniversaries, and funeral services. All have been disrupted in their own unique ways. Yet there is another life event, less discussed but equally influenced by economic ravages of the virus, and it is perhaps one we should give our heightened attention to. It is retir...

Retirement COVID-19 Financial Planning By on Jul 01, 2020

June Economic Update

In this Educational Economic Update for June 2020, Jeff discusses some of the recent headlines that influenced the financial markets in May and what some of these developments may mean for the months ahead.

Market Update By on Jun 17, 2020