Rightirement Weekly

Each week Rightirement’s financial planning professionals provide insights curated specifically for wealthy individuals and c-suite executives. Take a peek into our minds and learn about investing, managing money, and much more.

Midyear Outlook 2020: The Trail to Recovery

LPL Financial Research Midyear Outlook 2020: The Trail to Recovery LPL Financial Research is looking ahead for new ways to face current challenges and prepare for better times. Use our Midyear Outlook 2020 to chart a path to eventual economic and market recovery. Plus, learn how stocks may predict the next president! It’s still going …

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Has the Economy Begun to Recover?

As coronavirus restrictions ease and businesses reopen, the American economy should gain steam. Data released in May and June, including employment, payroll, and manufacturing numbers, suggested the economy may have hit bottom in April.1 The stock market, which reflects what investors think will happen in the future, appears confident the economy will recover relatively quickly. …

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Why A Potential Democrat Sweep May Not Be A Market Worry

Market Blog  By: lplresearch Based on the latest polling data, there’s growing consensus that former Vice President Joe Biden potentially may win the election and Democrats possibly may sweep Congress. Some might think this could be a negative for stocks, as a higher corporate tax rate that reduces earnings could be part of the Democratic …

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Does Your Company Offer a Retirement Plan?

One of the most discussed topics in the United States is retirement security. Few Americans have set aside enough savings to live comfortably throughout retirement. In fact, the most recent National Retirement Risk Index (NRRI)* found:1 “…half of today’s households will not have enough retirement income to maintain their pre-retirement standard of living, even if …

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Does a Weak First Six Months Mean Trouble?

Written by lplresearch The wild ride of 2020 continues, with the S&P 500 Index down 20% in the first quarter and up 20% in the second quarter. Much like dropping a 20 dollar bill and picking it up, this doesn’t mean you are 20 dollars wealthier. Down 20% and then up 20% actually comes out …

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Coping with Pandemic Stress

If your stress and anxiety levels are reaching a breaking point, you’re not alone. A recent Kaiser Family Foundation (KFF) poll found 45 percent of adults in the United States are feeling worried and stress related to the coronavirus. Steps taken to reduce the loss of life – social distancing, non-essential business closures, remote work, …

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Mortgage Rates Fall to Record Low

By LPL Research Economic Blog Nearly four months ago, in late February, the 10-year Treasury yield broke to its lowest level ever, undercutting the record lows from 2016 of 1.32%. Over the following two weeks, as fears surrounding the COVID-19 pandemic intensified, interest rates experienced an unprecedented collapse, with the yield on the 10-year Treasury …

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The Best Quarter Since 1998

By LPL Research Market Blog What a quarter the second quarter was, with the S&P 500 Index adding 20.0%, for the best quarter since 1998 and the best second quarter since 1938. Of course, stocks fell 20% in the first quarter, so what we really have is a bad case of whiplash in 2020 thus …

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When Will The Economy Recover?

By lplresearch Economic Blog The economy is moving in the right direction, as many economic data points are coming in substantially better than what the economists expected. From May job gains coming in more than 10 million higher than expected and retail sales soaring a record 18%, how quickly the economy is bouncing back has …

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Are CLOs a Systemic Risk?

Market Blog By LPL Research    What is a Collateralized Loan Obligation (CLO)? Collateralized loan obligations (CLO) are portfolios of leveraged loans, a type of below-investment-grade loan usually taken out by more heavily indebted companies. Each CLO is divided into a series of tranches with different degrees of risk. The more senior tranches receive their interest …

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