retirement

Inside Target Date Funds: Some Myths and Misconceptions

An “average Joe-anna’s” take on target date funds

[A guest blog by Safe Harbor’s own Susanna Johnson]

Slow, Steady, and Sustained…My Approach to Running and Saving

As I was wrapping up my morning routine today, I considered skipping my workout to get into the office a bit earlier. This is a recurring discussion with myself. Fortunately, my workout self usually wins the debate by reminding my slacker self how much better I feel and how much more productive I am after I workout.

Thinking About Retiring from Federal Service in 2017?

It should come as no surprise that many of our clients are federal employees and current or former military servicemembers. After all, Safe Harbor Financial Advisor's home office is in Occoquan, Virginia, just a short drive from our nation's capitol and the Pentagon, and SHFA's two resident financial planners are both military retirees.

If Only All of Life’s Critical Issues Could be Resolved by “Pokemon Go!”

As I write this I can see what can only be described as a swarm of 20-somethings wandering around Occoquan, the quaint small town where our office is located, with their smart phones leading them to and fro.

Advisors Reassuring Jittery Clients Amid A ‘Nutty Market’

Safe Harbor's "of counsel" Senior Planner Frank Boucher, of Boucher Financial Planning Services, was recently quoted in an article about the current market conditions.

Zeroing in on Mutual Fund Expenses

At Safe Harbor we believe that the key to successful long term investing is maintaining an appropriate asset allocation among stocks, bonds, and cash reserves that is congruous with risk tolerance, time horizons, and return requirements.

10 Ways to Prepare For Retirement

Regardless of your age, the thought of not having to work, but still enjoying a great quality of life is probably quite appealing. Retirement sneaks up on you as each year goes by faster and faster.

Interest Rate Yo-Yo

Interest Rate Yo-Yo

I don’t spend a lot of time offering specific market commentary at Financial Planning Fort Collins.  I think there are a lot of places and a lot of personalities that can offer plenty of very fine commentary for you to enjoy, if that's your thing.  But when bigger picture things happen, I will try to put them into context, as much as possible.

Which segues into interest rates, and bonds.  Interest rates have recently made a sharp move higher.  In early May the benchmark 10-year Treasury note was at a yield of 1.66%, near the all-time lows hit in July of 2012.  The difference between this year and last is that in just over a month the yield on that 10-year T-note has snapped up to around 2.20%.  On a relative basis, that's a big move for the bond market - yields moved up by nearly 1/3rd in around 30 days.1

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