Kyle shares his thoughts on whether $500,000 is enough to retire with Gabrielle Olya of GOBankingRates.com By Gabrielle Olya It’s long been a rule of thumb that you should have $1 million saved for retirement, but most Americans today don’t think you actually need...
What is a “yield curve inversion,” and is it really a good predictor of a recession? With the Federal Reserve again in the spotlight, investors are focused on the potential for further rate hikes, the yield curve, and whether a recession may likely be...
Kevan shares his thoughts on Roth conversions with Tom Taulli of Barron’s By Tom Taulli The first half of this year marked the worst performance for the S&P 500 since 1970. With inflation soaring and interest rates rising, the index posted a loss of 20.6%....
Recession Fears Abound – Are we there yet? And if so, what does a recession mean for me as an investor? While the word “inflation” (and actual higher prices themselves) has dominated concerns amongst consumers and investors this year, this has led us to a new word...
Kevan shares tips on how to better ensure that your money lasts in retirement with Rachel Hartman and Emily Brandon of U.S. News & World Report Look at how much you spend to prevent falling short of funds during retirement. By Rachel Hartman | Reviewed by Emily...
Kevan provides his thoughts on interest-only retirement plans with Brian O’Connell and Emily Brandon of U.S. News & World Report By Brian O’Connell | Edited by Emily Brandon | July 27, 2022 It’s not easy to live on your retirement portfolio’s...
Kevan shares his thoughts on the importance of rebalancing your portfolio with Kevin L. Matthews II of Business Insider. Regular portfolio rebalancing is key to keeping your investment strategy on track. Here’s how to do it Author: Kevin L. Matthews II –...
Financial markets have continued their volatile rollercoaster ride since last month, after a very brief respite to start early June. The S&P 500, Dow Jones, and NASDAQ indices all touched new 52-week lows recently, and the S&P 500 joined the NASDAQ in Bear...
In times of heightened market volatility, it can be challenging to stay focused on the long-term plan. As planners and advisors, we are always on the lookout for opportunities that clients can take advantage of throughout the market cycle. Here are some opportunities...
As volatility continues across financial markets, we wanted to provide an update on current events and trends this month. We also wanted to cover an important element to investing given the current environment: the behavioral factor. The last several years have been a...
By Kyle Wetters, CFP® Co-Founder & Managing Partner Tenet Wealth Partners Series I savings bonds have been receiving a lot of attention lately. Why? With inflation surging, the current rate on an I bond is 9.62%! I bonds earn interest based on combining a fixed...
TENET’S MONTHLY MARKET COMMENTARY – INFLATION, THE FED, & RATES….WHAT DOES ALL OF THIS MEAN FOR ME? It is hard to read the news these days and not see something about “high inflation,” “Fed action,” or “rising interest rates.” Of these popular headlines, inflation...
While financial markets have already been navigating around high inflation and the potential for rising interest rates, we are now seeing one of the most significant geopolitical conflicts and humanitarian crises of our time. The tragic and awful events occurring in...
In this webinar, the Tenet team discusses tax-efficient tips and strategies that doctors, dentists, and other medical practitioners can consider as part of their overall financial...
Monthly Market Update – February 2022 After a strong end to 2021, the market was officially on a wild ride for the first month of 2022, experiencing volatility that we have not seen since early 2020. January ended with declines in all major US indices. The...
When the topic of estate planning is broached, it is natural to feel uncomfortable or a sense of dread. Of course, this makes sense for any subject related to death. But instead of thinking about the end and using the traditional “estate planning” nomenclature, we try...