Market Commentary

How Can You Build Wealth in Retirement?

September 7th, 2017
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Victor R. from Branson, Missouri asks: I’m curious on what your opinions are when it comes to drawing income from a retirement portfolio. Do you raise cash for a few years’ worth of expenses and invest the rest? Or do you raise cash as you go?[…]

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Should You Roll Over Your Company 401(k) Plan?

August 30th, 2017
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Henry L. from Murfreesboro, TN asks: I retired two years ago and just left my 401(k) in my old company’s plan. It’s been doing well, and I’ve had no issues. But, my son keeps telling me I should roll it over into an IRA so I can have more control.[…]

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As Interest Rates Rise, How Should You React!

August 24th, 2017
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Raul G. from Minnetonka, MN asks: I have seen different advice on what to do when interest rates rise. I’m curious if you have an opinion on how investors should adjust their portfolio if the Fed continues to raise interest rates,[…]

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What is Your Strategy for Retirement and Is It Enough?

August 16th, 2017
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Kevin R. from San Jose, CA asks: I’m planning to retire when I turn 65, which is exactly six months from now. Should I plan to change my investment portfolio into a more conservative position at or around the same time?[…]

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Is the Bull Market Nearing an End?

August 7th, 2017
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Bill C. from Livingston, MT asks: Mitch, I read an article on Bloomberg last week stating that a big crop of fund managers and strategists think the bull market is ending next year. Even if they’re wrong, the consensus seems to be that the good times are winding down.[…]

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Best Fixed Income Investments for 2017

At Zacks Investment Management, we continue to favor individual corporate and municipal bonds for investors seeking income and diversification in their fixed income portfolios. U.S. treasuries, while not providing as much income, still remain a great way to lower volatility and risk present from equity securities.[…]

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Will Social Security Be There When You Retire?

July 26th, 2017
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Murray K. from Portland, ME asks: Hi Mitch, I’m 51 years old and have a decent amount of retirement savings, but part of my retirement plan relies on income from Social Security. Is there a possibility I won’t see those payments when I plan to retire at 65?[…]

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Are P/E Ratio’s Too High?

July 20th, 2017
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Tyler B. from Baton Rouge, LA asks: Mitch, I saw an article the other day stating that P/E ratios are way above average and that something has to give. I’m a long-time investor, and I recently inherited some money, but I’m considering just keeping that money in cash because buying now would mean investing in overpriced stocks.[…]

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Does the S&P 500 Still Have Room to Run?

June 29th, 2017
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Robert P. from Sarasota, FL asks: If I recall correctly, earlier in the year you said you could see the S&P 500 going up by mid- to high-single digits this year. It looks like the index has already done that, and it is only July.[…]

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Does Your Financial Plan Effectively Prepare You for the Long-Term?

June 21st, 2017
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Lou S. from Bakersfield, CA asks: Does Zacks Investment Management offer any financial planning services? I’m hoping to use the summer months to get my estate plan in order, taking care of a few things like getting a will and trusts set up,[…]

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