A Spectacular Year for the Markets & Retiree Spending Rules

Jeff, Joe, and Kyle are kicking off the new year with a look back at the markets in 2021, as well as a recap of last week’s numbers. To end the year, the Dow was up, the S&P 500 was up, and the NASDAQ was down. Final numbers for the year, without dividends reinvested, show that the markets had a pretty spectacular year. The Dow was up 18.7%, the S&P 500 was up 26.9%, and the NASDAQ was up 21.4%. The Money Wise guys review which predictions they came close on, which missed the mark, and what they think investors can expect from 2022. They also share why now is the time to take stock of your portfolio and not rely on a “set it and forget it” approach.

In the second hour, the Money Wise guys review their Retiree Spending Rules. You don’t want to miss it! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.

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