Category: Stock Market

By Travis Dufner Retirement is a long-awaited milestone, but it’s often accompanied by a unique set of financial challenges. Perhaps none of these challenges is more difficult than effectively navigating the ever-shifting tides of market volatility. Yet even in the...

Navigating Market Volatility in Retirement

When markets take a spill, especially when it comes to your retirement investments, it’s harder to find ways to meet your financial goals. If you were relying on IRA or 401(k) withdrawals to cover your expenses, doing so when markets...

Can You Turn Investment Losses into Tax Gains? Millstone Financial Group

For decades, the name of the personal finances game has been an asset or equity growth. High-growth tech stocks grew to dominate the market, some of which have grown to be among the largest companies in the world. And if...

Rediscover the Value of Yields in Tough Markets Millstone Financial Group

You may think that as a high net worth individual, or even a millionaire next door, you may have an easy road ahead in maintaining your wealth. But a greater amount of wealth to protect introduces unique challenges that are...

5 Unique Risks for the Affluent Investor Millstone Financial Group

When the winter season comes around, you’ll likely have to adjust your routines and prepare for the cold. If you’re in colder states, you may be looking to purchase a new winter coat or snow boots, or skiing equipment for...

A Financial Advisor Can Prepare You for A Wintery Market Millstone Financial Group

Nowadays, the word “volatility” seems thrown around more than ever. Usually, when it comes to financial talk, “volatility” is used to describe a downward trend. But that’s not what volatility really means! Volatility is technically referring to large up and...

What Volatility Truly Means Millstone Financial

During bear markets, we must ask different questions about our money and our assets. It is no longer about which stocks will double over the next twelve months. Instead, in our opinion, it will likely be about how to preserve...

IRAs and Sequence of Returns Risk millstone Financial

If your weekly grocery bill is noticeably higher or you can’t believe how expensive gas is, you’re not alone. Inflation is at 40-year highs,[1] and a recent poll found that 52% of Americans said the most important issue facing the...

Inflation Presents Unique Risks – Know How You’ll Respond Millstone Financial

As we saw during the COVID-19 pandemic, what happens somewhere halfway around the world can have a major impact on us. Now, the global economy faces new threats as a result of Russia’s invasion of Ukraine, including spiking energy prices,...

Why We Could See More Inflation and Market Volatility Millstone Financial

Russia’s invasion of Ukraine could have major economic consequences around the world, including here in America. After a tumultuous two years during the pandemic, the global economy may face new threats as a result of this conflict – spiking energy...

The Russia-Ukraine Conflict and Your Finances Millstone Financial