Fonville Wealth Management Blog

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Guide to Stock Market Performance in Q3 of 2016

Stocks markets rallied in the 3rd quarter of 2016! Nearly all major areas of the stock market increased in value. Only U.S. REITs (US Real Estate) declined marginally in value. Rising stocks markets might be surprising for you, particularly if you followed the Royal...

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How To Plan For Retirement in your 50s

Most people know that planning breeds success. So, why is it that 68% of investors in their 50s and older fail to spend the time planning for retirement? According to investment advisory firm, Financial Engines, there are 5 primary reasons cited by investors for...

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Stock Market Update: January 2016

Stock Market Update: January 2016 Although down markets are a normal and expected part of the investment process, they are a challenge — especially emotionally. Last week (ending January 8), the S&P 500 dropped 5.91% and the MSCI EAFE (a major International market...

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Investor Behavior Leads to Poor Returns

Investor Behavior Leads to Poor Returns Sell! Sell! Sell! With the recent stock market decline, it is easy to think that selling your investments might be a good idea. Don't do it. Studies have show that investor behavior leads to poor returns in the stock market over...

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6 Threats to Baby Boomers Retiring

Summary: As a group, baby boomers were the wealthiest, most active, and most physically fit generation up to that time, and among the first to grow up genuinely expecting the world to improve with time. They were also the generation that received peak levels of...

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Retirement Withdrawal Rates

Retirement Withdrawal Rates During your working years, you've probably set aside funds in retirement accounts such as IRAs, 401(k)s, and other workplace savings plans, as well as in taxable accounts. Your challenge during retirement is to convert those savings into an...

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