
Category: TSP


TSP Planning Report – April 2019
Facts: Unemployment remained at 3.8%. 4th Quarter GDP was revised lower, to 2.2%, according to the second estimate. PMI posted another month of expansion, with the index upticking to 55.3%. The S&P 500 (C Fund) gained 1.95% Assessment: 2.2% quarterly GDP is weak. Slightly concerning. Unemployment is steady at historic lows. That’s good. The S&P 500 quarterly performance is 13.65!!!

TSP Planning Report – March 2019
Facts: Unemployment decreased 0.2%, down to 3.8%. 4th Quarter GDP came in at 2.6%, according to the first estimate. PMI posted another month of expansion, with the index reading 54.2%. The S&P 500 (C Fund) gained 3.21% Assessment: 2.6% quarterly GDP is a bit weak. Slightly concerning. Unemployment decreasing is always a good sign. The S&P 500 is exploding, pacing for

TSP Planning Report – February 2019
Facts: Unemployment increased 0.1%, up to 4%. 3rd Quarter GDP came in at 3.4%, according to the final estimate. PMI, posted another month of expansion, with the index reading 56.6%. The S&P 500 (C Fund) gained 8% (in just 1 month!) Assessment: The S&P 500 had a tremendous bounce back, recovering all it’s losses from 2018.

TSP Planning Report – January 2019
Facts: Unemployment increased 0.2%, up to 3.9%. 3rd Quarter GDP came in at 3.4%, according to the 3rd estimate. PMI, posted another month of expansion, with the index reading 54.1%. The S&P 500 (C Fund) got hammered and lost 9.03% (in just 1 month!) Assessment: Unemployment did increase, but this is the first increase in 4 months, and

Webinar: COORDINATING YOUR TSP WITH YOUR OTHER INVESTMENTS
What should you do with your investments outside of your TSP? Should you invest them the same way as you do the TSP? Should one account be more aggressive or conservative than the other? Should you just consolidate them? How do you make these decisions? Join me in my upcoming webinar – COORDINATING YOUR TSP WITH

TSP Report December
Facts: Unemployment remained at 3.7%. 3rd Quarter GDP came in at 3.4%, according to the 2nd estimate. PMI, again, posted another solid month of expansion, with the index reading 59.3%. The S&P 500 (C Fund) rebounded and yielded 2.04% Assessment: Unemployment has held strong, holding on to its lowest levels since 1969. 3.4% quarterly GDP is (relatively speaking)

This TSP Modernization Rule has already gone into effect.
This TSP Modernization Rule has already gone into effect The TSP Modernization Act is not supposed to go into effect until November 2019, but one rule has already gone into effect. Below is the actual language from the TSP which you won’t find anywhere because, as the letter below says, this language contradicts what’s currently

TSP Planning Report – November 2018
Facts: Unemployment remained at 3.7%. 3rd Quarter GDP came in at 3.5%, according to the first estimate. PMI, again, posted another solid month of expansion, with the index reading 59.8%. The S&P 500 got walloped and lost 6.3%. Assessment: Unemployment has not seen such lows since 1969. 3.5% quarterly GDP is (relatively speaking) amazing. PMI continues it’s impressive streak, performing well above-average

TSP Report October 2018
The economic indicators are positive. However, the Fed is raising rates. How does that impact things? The economic indicators show: Unemployment at 3.7%. We have not seen such lows since 1969. 4.2% quarterly GDP is amazing and hasn’t happened since 2014. The S&P 500 is looking great, with YTD yield of 10.54% PMI continues it’s impressive streak, performing