by msfinancialresources | Sep 8, 2023 | Financial
Workplace savers’ confidence to retire was shaken by the 2022 market declines—so much so that only 56% felt on-track in May 2023 for retirement, a full 12 percentage points less than the 68% level of 2021. That year, the Dow Jones Industrial Average was up nearly 19%...
by msfinancialresources | Jul 21, 2023 | Financial
Wealth—like beauty, apparently—is in the eye of the beholder. Because while 48% of respondents surveyed by Charles Schwab reported feeling wealthy, their $560,000 average net worth (total assets excluding real estate) was only about 25% of the $2.2 million they said...
by msfinancialresources | Jun 27, 2023 | Financial
Often unknowingly, one’s financial illiteracy begins early in life and can have costly long-term or even lifetime consequences. Fortunately, educational programs are increasingly available in many communities, along with books and podcasts found through online...
by msfinancialresources | May 3, 2023 | Financial
Acting or behaving with purpose is a popular life theme today, and it’s nowhere more prevalent than in financial planning. But despite volatile markets and uncontrollable world events, the team at MS Financial works to help you realize your financial goals and...
by msfinancialresources | Apr 5, 2023 | Financial
Bank failures are relatively rare, but with two having occurred so far this year, it’s an opportune time to revisit our financial principles. The sudden failure of Silicon Valley Bank (SVB), which occurred within days following a 40-year growth run, reminds us...
