Is your portfolio ready for a recession?

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How to Protect and Grow Your Money Through Portfolio Optimization

If you’re concerned about the economy or stock market, you’re probably also worried about what’s happening in your retirement account. Do I have enough money to travel when I retire? Spend more time with the grandkids instead of working? Even just have the same quality of life my spouse and I are used to? Uncertainty …

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Liquidity

An unexpected stock market crash occurred on Monday, October 19, 1987. When the markets closed, the Dow Jones Industrial Average had collapsed by 508 points representing a one-day decline of (22.6%.)  One indicator on Black Monday did move higher; the individual anxiety index every investor closely monitors. The speed and violence of the decline were …

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Early Retirement 101: Everything You Need to Know to Retire Before 65

As of 2022, nearly half of all Americans expect to retire before they’re 62. This trend toward retiring early has been building over the last few years, but the pandemic and the Great Resignation have spurred it even further. It might leave you wondering, “Can I retire early, too?” The average age for full retirement …

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What in the World?

In the next few days, many investors will be opening their monthly statements with some level of trepidation. Understandably, most investors are asking the question, “how much more can I take?” Some investors, especially those with years ahead of them, are currently buying stocks and bonds. Others who have less time are turning “cautious.” I …

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Sunset at the windmill in Holland, Michigan. This authentic windmill was brought to West Michigan from the Netherlands in 1965.

Investing in the Wake of the Ukraine Invasion and Market Turmoil: A Note from West Michigan Advisors

Investing in the Wake of the Ukraine Invasion and Market Turmoil: A Note from West Michigan Advisors The news has been dreadful as it scrolls across the bottom of your screen. I believe it is fair to say that most people have been on edge since the beginning of the lockdowns from the pandemic until …

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Can You Contribute Stock to a 529 Plan? and Other FAQs About Saving For Your Child’s Education

You want to give your child every opportunity to succeed in life. Higher education can open lots of doors, but it comes with a pretty big price tag. That’s why many parents choose to start saving for their children’s college education early. But what’s the best way to save? There are a few different options …

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Prepare your portfolio for a recession the right way.

Download our free guide on getting peace of mind about your retirement future, no matter the state of the economy. We’ll talk about how to plan for retirement before and during a recession, no matter what age you are now, so you can be confident in the decisions you make for you and your family.

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