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Making Sense of Market Benchmarks

Air Date: Dec 03, 2016

Bob and Andy talk about new market benchmarks and how to take them into consideration when reviewing your overall portfolio.


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Annual Medicare Adjustments

Making Sense of Market Benchmarks

End-of-Year 401(k) Considerations

Understanding Market Movements

In this week’s show, Bob and Andy talk about why looking to recent Dow Jones or S&P 500 performance is not the proper way to evaluate your portfolio.

Also in this week’s show:

  • Phil Reiff, director of relationship management at Financial Engines, discusses how to increase contributions to your 401(k) by the end of the year.
  • The market has had some record highs since the election – in light of this, Bob and Andy talk about two things you need to do right now.
  • Time is running out to make changes to your Medicare benefits for next year, so Bob and Andy discuss what to think about when adjusting your Medicare selections before the Dec. 7 deadline.

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