Sean Smith - Financial Advisor at The Retirement Coach

The Federal Reserve is risking a recession to end inflation, as expected.

The Fed Risks A Recession To End Inflation, As Expected

Financial disappointment can darken your financial view

Financial Disappointment Can Darken Your Financial View The unusual financial economic events of the last couple of years have caused great financial disappointment for some Americans.

Stocks snapped a four-week win streak Friday, August 19, 2022. What’s it mean to retirement investing or building a legacy?

Stocks Snap Four-Week Win Streak

Why knowledge of financial history is critical to investors

Why Knowledge Of Financial History is Critical To Investors The extreme financial effects of the COVID-19 pandemic seemed unprecedented to most investors. Over the past two years, Americans witnessed a sudden stop financial crisis in March 2020, the injection of nearly $10 trillion of monetary and fiscal stimulus within a matter of months, and an unanticipat...

Stocks have soared lately, but what should you expect near and long-term?

Stocks Have Soared Lately, But What Should You Expect Near And Long-Term?

Investing in an economy beset by multiple anomalies.

Investing In An Economy Beset By Multiple Anomalies

The Federal Reserve of Atlanta’s algorithm for estimating quarterly economic growth was far more accurate than consensus forecasts by leading economists in 2Q ‘22

Amid 2Q '22 Turmoil, Fed’s Robo-Economist Forecast Was More Accurate Than Leading Economists In the three tumultuous months of the second quarter, the Federal Reserve of Atlanta’s algorithm for estimating quarterly economic growth was far more accurate than consensus forecasts by leading economists. That’s unusual.

Stocks rose more than 4% for the week ended July 29, 2022 despite bad economic news.

Despite Bad Economic News, Stocks Rose 4% In The Week Ended July 29, 2022

Volatility in the stock market has increased. Recently, we actually had down days of -3.6% and -4% in the stock market.

A Long-Term Perspective Amid The Bear Market Of 2022 Volatility in the stock market has increased. Recently we actually hit some down days of -3.6% and -4% in the stock market. That shakes people up. But remember why you bought stocks.

Amid bad data releases, leading economists predict no recession.

Amid Bad Data Releases, Leading Economists Predict No Recession

Since a picture is worth a thousand words, this article is brief

Since A Picture Is Worth A Thousand Words, We’ll Be Brief By our count, the bear market of 2022 is the latest of more than 20 market crises that came and went since 1957.

After inflation, retail sales declined three-tenths of 1% in the past 12 months. On the news, the stock market shot up nearly +2%.

Good News: Real Retail Sales Dropped Fractionally In The Past Year

Planning now can ensure you keep a vacation home, time share, and other assets are kept out of reach of your heirs’ creditors.

2022 Estate & Gift Tax Planning For Large Estates In 2022, the lifetime exemption from gift and estate tax is $12.06 million. Under current law, which is unlikely to be changed in Congress, the exemption rises annually through 2025 based on the inflation rate.

The U.S. economy added 372,000 new jobs in June, easing fears of a recession.

Financial Economic News Analysis

Investor alert: bear markets bring out advice and scams preying on fear

Investor Alert: Bear Markets Bring Out Advice And Scams Preying On Fear Bear markets in stocks tend to bring out investment deals and scams preying on fear. With the bear market becoming official on June 13, when the Standard &Poor’s 500 index closed more than -20% lower than its January 3 all-time high close of 4,796.56, please be aware that investment pitches and ou...

The good news is all this bad news.

The Good News Is All This Bad News

With the first generation of Americans who set themselves up to avoid probate starting to die, Baby Boomers need to understand what will happen to their assets when they die.

What Happens With Your Assets When You Die? Since a 1965 book by financial planner Norman Dacey popularized avoiding probate, the strategy has become ingrained in the American financial psyche, and the U.S. financial system has accommodated consumers by making it easy to set up IRAs and other brokerage accounts to avoid probate.

The economy shrunk by -1.5% in the first quarter of 2022 and the second quarter could be negative but some key fundamentals remain positive.

Four Signs A Recession Could Be Short And Shallow​

An ominous sign a recession is on the way

Odds Of A Soft Landing Shrunk After Friday's News

The worst of the bear market is over, says a survey of CPA, CFP® and other financial advice professionals.

The Worst Of The Bear Market Is Over, Says Poll Of Professional Wealth Advisors Nearly half of professionals say the bear market would bottom after sustaining a loss of -25% -- a mere three percentage point loss from today's closing price. Another 34% of practitioners say the S&P 500 loss would bottom at a loss of 30% before a new bull market begins.

Investing is an emotional experience as well as financial.

Feeling Stressed About Money? You’re Not Alone If you’re feeling stressed about inflation, the War in Ukraine, Covid-19 subvariants, you’re not alone.

Answering some difficult personal financial questions

Answering Some Difficult Personal Financial Questions At age 65, only about 20% of American retirees have family and financial resources to cover high-intensity care for at least three years. About 30% cannot afford any help at all. The remaining half of older adults lie somewhere in between, depending on their marital status, education, and race.

What’s your long-term financial plan?

What’s Your Long-Term Plan? The list of risks threatening investors is unusually long.

Are you checking your investments daily and worried about your financial future?

Are You Checking Your Investments Daily And Worried About Your Financial Future? After flirting with a -20% decline from its record high price, which would have placed it in bear market territory, the stock market, as measured by the Standard & Poor’s 500 index, has bounced back – for now.

Facts about the current state of financial economic contradictions

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Five-year return on 13 investment asset classes and building a portfolio that outlives you.

Five-Year Return On 13 Different Investments And Building A Portfolio That Outlives You Five years is not a long time in financial planning. However, it is the shortest time-period to consider in planning a long-term portfolio that can outlive you.

Weekly Update Retail sales rose one-half of 1% in March, the Commerce Department reported on Thursday, climbing for the third consecutive month as prices continued to increase, and the consumer price index measure of inflation soared in March to a 12-month rate of 8.5% -- the highest inflation rate in 40 years. 

IRA Strategies For 60- To 72-Years-Olds

IRA Strategies For 60- To 72-Years-Olds Investments in IRAs are the main source of funding retirement income for a vast majority of Americans. Your IRA is probably crucially important to your retirement success and may also play a role in your estate plan. Trouble is, the rules on IRAs have changed and so has the investment environment, a...

Sean Smith - Financial Advisor at The Retirement Coach updated their phone number.

Sean Smith - Financial Advisor at The Retirement Coach updated their address.