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Midyear Outlook 2015 Client Letter by Burt White, CIO | June 17, 2015
We are pleased to introduce our LPL Research Midyear Outlook 2015, with the insights and guidelines to put together portfolio strategies for the rest of 2015.
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Independent Investor | June 2015
History Shows, Time in the Market Beats Market Timing Sports commentators often predict the big winners at the start of a season, only to see their forecasts fade away as their chosen teams lose. Similarly, market timers often try to predict big wins in the investment markets, only to be disappointed by the reality of…
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Diversifying BEFORE You Retire
If you’re like most of the Publix Associates we’ve met: You’re beginning to contemplate Life After Publix. You’re wondering how much money you’ll need to retire. You have the majority of your retirement assets fully invested in Publix stock – even your 401(k). It’s been an excellent investment over time, but you realize it’s not immune to market fluctuations, even though it’s not…
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Why 55 might be the new 59½
What if you could access your ESOP and 401(k) at age 55 without worrying about tax penalties? One of the things we hear most often is: “I’d like to retire but I need to keep working until I’m 59½.” This is usually because of the fear of potential tax penalties associated with their retirement distributions or the belief…
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Critical Publix Pre-Retirement Issues
Through our experience, we’ve identified issues — specific to Publix Associates — that should be considered BEFORE retirement. In order for you to have the best opportunity to live the retirement you envision, these issues must be addressed and carefully integrated into your overall financial plan. Do I have enough money? How much income can I…
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The Two Decisions That Matter Most
In planning any retirement, there are a number of important decisions you must make. But for Publix Associates, there are 2 that are critical to the planning process, and your future, because they affect virtually every other decision. 1) How much do you want to keep in Publix Stock? 2) How much of your distribution – if any – do you want to rollover into an…