Stock quote: “"The garden suggests there might be a place where we can meet nature halfway." Well Balanced Vol. 29 is a round-up of topics helping you get today right.  

By taking a comprehensive and strategic approach to retirement planning, women can proactively address challenges, optimize opportunities, and confidently pursue their dreams and goals in retirement.

A 1031 exchange effectively allows you to swap one real estate property with another similar property and, in doing so, defer capital gains taxes until later. This can help you avoid the taxes you would otherwise pay on the sale of an investment property today.

When it comes to investing, investors rarely experience the average. Take the long-term return of the stock market for example, it averages around 10 percent per year. A statistic you may find interesting is that during 92 of the last 98 years, markets did not return the average. 

We discuss the influence of a global election year on the markets and examine the S&P 500’s climb to new heights. We also get into the resilience of the labor market and explore expanding market breadth. (podcast)

David Moser, wealth advisor at Vector Wealth, discusses the implications of missing just the ten best days in the market over 20 years. We look at a recent 20-year period of the S&P 500 stock index and find that its performance was halved from 9.8% annualized. (podcast)

Stock quote: “If you want to build a ship, don’t drum up the men to gather wood, divide the work, and give orders. Instead, teach them to yearn for the vast and endless sea.” Well Balanced Vol. 28 is a round-up of topics helping you get today right.