We often dream of retirement as an endless vacation, but the reality is far more nuanced. While financial security is foundational, a truly fulfilling retirement encompasses so much more than just a healthy bank account. What goes into a truly successful retirement? Financial Security: Yes, it’s crucial! This means smart savings, clear financial goals, and…
Many of us wonder when the “best” time is to start claiming Social Security benefits. Should you take them early at 62, wait until your Full Retirement Age (FRA), or hold out until 70 for the maximum payment? It’s a big decision, and understanding your “breakeven point” can help you make an informed choice. What…
After a brutal year in which the S&P 500 fell into a bear market and dropped 18.1% in 2022, there were a few standouts in this year’s US Investing Championships. Among them was Rainier Trinidad, who placed 18th with a positive return of +5.5%, beating the S&P 500 by 23.6%. https://www.businesswire.com/news/home/20230125005300/en/United-States-Investing-Championship-2022-Final-Standings
On January 11, 2023, the Rotary Club of Coronado held its annual investment panel. This year, they featured Rainier Trinidad, Hayley Beard, and Jane Braun. Have a look below to see what was discussed and their outlook for 2023:
This century’s Roaring 20’s is nothing like the one we had a hundred years ago. The only thing roaring this time around in 2022 was a bear, and it resulted in one of the worst years in history for the stock AND bond market. Stocks fell 18.1% for the 7th worst return in history: And…