Saturday, May 19, 2018

Retirement Data: Fidelity Plan Balances Q1 2018

Please click on the above chart to enlarge. From Fidelity's press release:
  • Average individual 401(k), 403(b) and IRA account balances increased year-over- year, but dipped slightly from Q4 2017. The average 401(k) balance dropped to $102,900, about 1 percent lower than Q4 2017 but an 8 percent increase from Q1 2017. The average IRA balance also dipped about 1 percent to $105,100 from last quarter, but increased 8 percent year-over-year. The average 403(b) account was $82,100, down slightly from Q4 2017 but up 9 percent year-over-year.

Friday, May 4, 2018

May 2018 Market Update - Election Cycle in Focus

The S&P 500 was up 0.22% in April. This marks a reversal from the negative returns in February and March. At the end of April, YTD the S&P was down 0.96%. Let's review price, sentiment and valuation as we begin the month of May.