Retirement Worries Stock Market Hits Record High...Now What?

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WelshireSM Capital, LLC
Who We Are

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WelshireSM Capital Wealth Planning, Protection and Management

Our Mission:

Welshire SM Capital’s mission is to help you retire with confidence and peace.

Our Value Proposition

      Welshire SM Retirement Planning—helping you retire with confidence and peace

      Welshire SM Asset Protection—helping you keep together what you’ve worked so hard to put together

      Welshire’s SM 8 Investment Strategies—we guide and help you decide

      Welshire SM Services—serving you the way we want to be served

     

    Helpful Content

    A Primer on Dividends

    A Primer on Dividends

    A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

    How Stocks Work

    How Stocks Work

    Understanding how a stock works is key to understanding your investments.

    9 Facts About Retirement

    9 Facts About Retirement

    Regardless of how you approach retirement, there are some things about it that might surprise you.

     

    Your Changing Definition of Risk in Retirement

    A change in your mindset during retirement may drive changes to your portfolio.

    When Should You Take Social Security

    Monthly Social Security payments differ substantially depending on when you start receiving benefits.

    What to Look for in a Long-Term Care Policy

    Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.

    U.S. Personal Savings Rate

    What can be learned from the savings rate?

    Rebalancing Your Portfolio

    Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

    The Cost of Procrastination

    Don't let procrastination keep you from pursuing your financial dreams and goals.

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    Bi-Weekly Payments

    This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

    Roth 401(k) vs. Traditional 401(k)

    This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

    What Is My Current Net Worth?

    Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

    Taxable vs. Tax-Deferred Savings

    Use this calculator to compare the future value of investments with different tax consequences.

    What Is My Risk Tolerance?

    This questionnaire will help determine your tolerance for investment risk.

    Comparing Mortgage Terms

    Estimate the total cost in today's dollars of various mortgage alternatives.

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    5 Smart Investing Strategies

    There are some smart strategies that may help you pursue your investment objectives

    Keys to Investing for Retirement

    There are some key concepts to understand when investing for retirement

    5 Smart Investing Principles

    Principles that can help create a portfolio designed to pursue investment goals.

    Investment Strategies for Retirement

    Investment tools and strategies that can enable you to pursue your retirement goals.

    Long-Term-Care Protection Strategies

    The chances of needing long-term care, its cost, and strategies for covering that cost.

    Principles of Preserving Wealth

    How federal estate taxes work, plus estate management documents and tactics.

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    Interest Rates: How Low Can They Go?

    The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?

    Perception vs. Reality

    There’s an alarming difference between perception and reality for current and future retirees.

    Estate Management 101

    A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

    Making Your Tax Bracket Work

    Have you explored all of your choices when it comes to managing your taxable income?

    The Power of Tax-Deferred Growth

    Why are 401(k) plans, annuities, and IRAs so popular?

    Events on Wall Street

    Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

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