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Politics, Pensions, Portfolio Reviews...and the Playoffs!

Air Date: Jun 03, 2017

As the dog days of summer get underway, the guys examine the latest dominant storylines: Uncertainty in politics, another look at the state of pension plans, as well as a peek at the NBA playoffs and what financial lessons we can learn from athletes. Plus, research economist Dr. Geoffrey T. Sanzenbacher talks about the benefits of a late-career job switch.

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Extra! Extra! Read All About It – As politics (and President Trump) continue to dominate the news cycle, Bob and Andy remind us not to have a knee-jerk reaction, but rather to stick with our investment plan. Andy takes a look at the stock market performance during two political storms of the past: Watergate and the Clinton impeachment.

The Problem with Pensions – A conversation about the current state of some pension plans leads to this week’s Live Portfolio Review. Holly and her husband are not only maxing out their 401k contributions, but also hoping to have a pension from the electrical union. Will Andy think their plan is viable?

Going for Broke – As the NBA finals get underway, the guys ask the question: Why do so many millionaire athletes lose all their money? Andy compares the stories of the Cowboys’ Darren McFadden and the Lions’ Brandon Copeland, and the importance of a budget.

S&P 500 During Watergate

S&P 500 During Clinton Impeachment

Source: Global Macro Monitor. Index returns are provided as a benchmark and are not illustrative of any particular investment. An investment cannot be made in an index. Index returns are calculated as a total return with dividends and capital gains reinvested, unless otherwise noted.

How Working Can Affect Your Social Security Benefits

Did you know you can get Social Security retirement or survivor benefits and work at the same time? Check out this guide from the Social Security Administration.

By clicking this link, you will be leaving for a web site that is unaffiliated with Financial Engines. Financial Engines has not been involved in the preparation of the content supplied at the unaffiliated site and does not guarantee or assume any responsibility for its content.

Technology Disruptors in the S&P 500

Source: Morningstar as of 5/25/17

Pension Lump Sum Calculator

Are you faced with the critical choice of taking a lump sum versus annuitizing a pension? Start with this calculator from Financial Engines.

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