The head of a large non-profit was nearing retirement and realized the seriousness of the moment. He really wanted to be clear on their financial future and was willing to keep working full time if needed. However, for some personal reasons, retirement at the end of the year was the desire for both him and his wife.
Decent Q4 makes it three straight years of double-digit returns. How about four in a row?
We wouldn’t call it a scorching Santa Claus rally, but the S&P 500 was able to hang on and post a positive total...
