by Colby Valenta | Feb 22, 2018 | Estate Planning, Insurance, Investments, Lifestyle, Money, Plan Sponsor, Retirement, Tax, Uncategorized
Listen as Valenta Capital Management reviews the State of the...
by Colby Valenta | Feb 9, 2018 | Estate Planning, Insurance, Investments, Lifestyle, Money, Plan Sponsor, Retirement, Tax, Uncategorized
Our Analysis of the Recent Market Turbulence The markets started 2018 with the wind in their sails, and investors watched as indexes continued their nearly straight-up trajectory from 2017. Then, after the S&P 500’s best January performance since 1997, stocks took...
by Colby Valenta | Feb 5, 2018 | Estate Planning, Insurance, Investments, Lifestyle, Money, Plan Sponsor, Retirement, Tax, Uncategorized
We’re a little bit embarrassed to admit this but nowadays, when we fly, turbulence often tends to make our hearts jump (maybe because we have families who we constantly think about being able to provide for). Of course, if you’ve ever flown through a...
by Colby Valenta | Oct 23, 2017 | Investments, Money, Retirement
Last week, all 3 major U.S. markets hit record highs once again.[i] The Dow added 2.00% to notch both intraday and closing records, the S&P 500 rose 0.86%, and the NASDAQ gained 0.35%.[ii] International stocks in the MSCI EAFE dipped by 0.32% for the week.[iii] On...
by Colby Valenta | Oct 16, 2017 | Money, Plan Sponsor, Retirement
Here is a great article from Javier Simon at Plan Sponsor that hits on the fact that Americans aren’t saving enough for retirement. This is why we take the time to sit down with every employee individually, getting a full understanding of what their financial...
