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Dee Turkalj Dee Turkalj

Investing and Planning for Retirement

Seven of the eleven sectors are reporting year-over-year earnings growth for the fourth quarter of 2024. In terms of revenues, 63% of S&P 500 companies have reported actual revenues above estimates, which is below the 5-year average of 69% and below the 10-year average of 64%.

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Dee Turkalj Dee Turkalj

Interest Rates Cuts and Financial Markets

Volatility in the financial markets is very common during presidential elections. Rising global tensions also contribute to markets volatility. If you’re investing long-term, you may want to avoid reacting to any short-term market

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Dee Turkalj Dee Turkalj

Coupon Bond or Bond Fund?

Bond funds and coupon bonds are different investments. If you hold an individual coupon bond to maturity, assuming a default has not occurred, you get back 100% of your principal and a predictable income for the period that you have held the bond, consisting of coupon interest.

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