Coordinating your TSP with your other investments

New Webinar – Coordinating your TSP with your other investments

New Webinar – Coordinating your TSP with your other investments The TSP is just one piece of the puzzle. If you have other investment accounts, you can coordinate them with your TSP so that you can position the correct assets in the correct account. This will help you pay less in taxes and be strategic

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TSP Planning Report – May 2021

May 2021 TSP Planning Report:   Facts: This month’s unemployment rate increased to 6.1% from last month’s 6.0%. PMI (Purchasing Managers Index) continued to expand (any reading above a score of 50 means expansion). This month’s reading came in at 60.7, compared to last month’s 64.7. The S&P 500 (C Fund) increased 5.33% in April compared to 4.38%

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TSP report for September

TSP Planning Report September 2020

TSP Planning Report September 2020 Facts: Unemployment continued to drop.  This month’s unemployment rate came in at 8.4%, compared to last month’s 10.2%. PMI (Purchasing Managers Index) continued to expand. This month’s reading came in at 56, compared to last month’s 54.2. The S&P 500 (C Fund) increased 7.19% during the month of August.  This

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Webinar - Are the new L Funds any good?

Live Webinar – Are the new L Funds any good?

Live Webinar: Are the New L-Funds any good? Last month the TSP introduced new L funds and made a bunch of changes to the existing L funds.   Is that a good thing?  Well, let’s just say I’m not thrilled.  It’s time to revisit and reevaluate the L funds and see which, if any, are a

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how should I invest my TSP this month?

TSP Planning Report July 2020

Presidential Election:
Of course, we cannot ignore the elections. Seems every presidential election is a high-drama, “do or die” mentality for Americans. Understandably so.
But the stock market doesn’t seems to be so dramatic come election time. Here’s a collection of market responses to elections dating back to 1980:

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7 financial questions you are probably asking yourself right now

7 Financial Questions you are probably asking yourself Right Now

7 Financial Questions you’re probably asking yourself now These past few weeks I’ve been fielding questions from financially conscious people who want to know how to navigate the current economic environment.  They know something big is happening but don’t know which way to run with it. They’ve heard the adage “when people are greedy, be

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Urgent Webinar on Market Volatility with Stephen Zelcer – Watch Now

Urgent Webinar on Market Volatility with Stephen Zelcer I know, the market is in free-fall. I am having these client conversations everyday. I want to share with you what I’ve been telling my clients, and also give you the action steps that I’ve been giving my clients. Join me in this urgent, timely webinar, watch

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Not timing the Market, but time in the Market.

I know the market has been a scary place these past couple of months.  Is now the time to get out? Or get in?  How should you deal with this market volatility? I have a short explainer video that goes thru the thinking and math regarding this decision.  https://youtu.be/OgixvCTcOlo If you would like to work

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