Copyright © 2019 by MILES Financial Group 

July 8, 2019

Last April, Nobel laureate Richard Thaler, a behavioral economist at the University of Chicago, suggested that workers should be allowed to trade a portion of their tax-deferred savings for an annuity from Social Security. Essentially, the Social Security Administration should get into the annuities business as a vendor.

It shouldn’t be terribly hard to pi...

According to a recent national poll by Kiplinger's and the financial firm Personal Capital, 65% of workers who are actively saving for retirement are at least somewhat confident that they have saved enough or will save enough to retire comfortably. That’s a pretty encouraging number. But if you dig a little deeper, you discover that only 26% of respondent...

June 13, 2018

FOLLOW THE MONEY: It’s typically pretty hard to find anything exciting to say about drywall.

Yes, drywall… as in, the building material that’s used for interior construction.

Drywall, also known as wallboard, is manufactured from rehydrated gypsum to produce a calcium sulfate plaster, that’s later mixed with mildew-resistant foaming agent. . . hello? Are yo...

April 3, 2018

As evidenced by the 2% decline in stocks today (04/02/18), we are seeing a significant acceleration in overall market volatility.  As shown in the chart below, 4 of the top 10 biggest one-day point declines in the history of the Dow Jones Industrial Average, have occurred in the last 60 days.  In fact, stocks have now suffered the worst Q2...

August 31, 2017

At MILES Financial Group, we only recommend investment strategies that guarantee our clients will never lose a penny of their investment.  In addition, there are several strategies which provide the guaranteed investment protection, a very competitive real rate of return and have ZERO fees of any kind.  Keep in mind that fees, jus...

August 21, 2017

The U.S. is now one of the priciest equity markets in the world, according to data from StarCapital, which ran the numbers on CAPE ratios. The measure, which stands for cyclically adjusted price/earnings ratio, often rises before a bear market, and is now at its highest level since the dotcom bust. Stocks in the developing world are looking cheap by compa...

August 15, 2017

You know there are big changes coming for you. These moves will help you build a solid foundation for a financial plan for the next stage of your life.

You've worked hard for your money throughout your career, and once you retire, it'll be time for your money to start taking care of you. But before you call it quits, set aside some time to take these five...

March 1, 2017

After years of not setting aside enough money, state pension funds are looking at a $1 trillion shortfall in what they owe workers in benefits, according to a new analysis.  IS YOUR RETIREMENT INSURED?

“This is a quiet crisis, but it’s very real. There are currently 200 other plans on track for insolvency — that’s going to affect anywhere from 1.5 to...

January 19, 2017

Is your retirement market volatility proof? McKinsey & Company is an $8 billion worldwide management consulting firm founded in 1926...so they have an informed view regarding the global economy and its impact on the future direction of US markets. Since 1927, the S&P 500 (the market) has suffered a loss in 29 out of 88 years for a 32.9% loss ratio. Would...

January 11, 2017

By Melody Juge

Published: Jan 11, 2017

Major life changes and how they may affect your estate plan

If you made any big decisions recently, you should evaluate your estate plan.

As we enter the new year it's a good time to reflect on major life changes that may have occurred for you and your family during the past year.

Changes like; a marriage, birth of a chil...

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