Friday, November 9, 2018

Retirement Data: Fidelity Plan Balances Q3 2018, Record High Balances

Please click on the above chart to enlarge.
Source: Fidelity

Fidelity released their retirement balances data this week and Fidelity highlighted the following:
  • Number of 401(k) Millionaires Increase 40 Percent from Q3 2017

  • Contribution Rates for Women Reach Record Levels, at 8.5%

  • Average 401(k) Balance for Millennials Saving for Five Years Straight Tops $80,000 

Thursday, November 1, 2018

November 2018 Market Update - Choppy Waters

The S&P 500 lost 6.96% in October, ending the month at 2,711.74. YTD the S&P 500 is now up 1.43%. I'll keep our intro brief today, so we can spend more time reviewing price, sentiment and valuation as we start November.