by Nyle | May 16, 2018 | 401k, Retirement, The Weekly Brief, Up Capital Management
“Calculators can only calculate – they cannot do mathematics.” – John A. Van de Walle I am crossing over 30 years of working as a CFP® with individuals and corporations assisting them in achieving specific financial objectives. With individuals, the one...
by Nyle | Oct 23, 2017 | Retirement, The Market, The Weekly Brief
October 19, 1987, recorded the single worst single-day decline (in percentage and points) of 508 points or 22.6% in the history of the Dow Jones Industrial Average. Last week, on the 30th anniversary the DJIA closed at record high of 23,163 points. There is little...
by anton | Sep 12, 2016 | Retirement, The Market, The Weekly Brief, Up Capital Management
For years multiple studies have indicated that many public and private pension plans are woefully underfunded and potentially unable to pay their participants their long awaited lifetime of pension payments. For 14 years the American Academy of Actuaries and Society...
by anton | Mar 30, 2015 | Retirement, The Weekly Brief, Up Capital Management
Last week the market continued in similar fashion of volatility as investors reacted to economic news. This morning the Dow Jones Industrial Average (DJIA) opened up over 200 points that continued throughout the day (a positive sign). Today marked the 15th time this...
by anton | Jan 15, 2014 | In The News, Retirement, Up Capital Management
Where are we in the macro-economic cycle? According to Anton Bayer, founder of Up Capital Management, bull and bear cycles have lasted an average of 17 years since 1826, and where we are in the current economic cycle should determine how to...
by anton | Nov 27, 2013 | In The News, Retirement
Eric McWhinnie includes quotes from Anton Bayer regarding in his article about retirement planning strategies. Click here to read the full article