Is the Stock Market Too Smooth? Ep. 120 Artwork

Excel in Retirement

Where financial planning becomes understandable. David brings interesting stories each week to listeners of his Excel in Retirement show along with actionable ideas that may help listeners avoid pitfalls that many people face in their retirement. David C. Treece began his career in the financial services industry in 2011. He is an independent financial adviser. He has passed the Series 65 securities exam, and he is health and life insurance licensed in several states. David’s financial advisory firm focuses on retirement income planning.David worked for two other financial advisors before founding his firm in 2018. David launched Clients Excel because he has a desire for his clients to have a second to none experience when it comes to their financial planning for retirement. David relentlessly strives to be the best at helping people prepare for retirement.The bedrock of David’s ethos is treating others as he would want to be treated.David works tirelessly to continually bring pertinent content to our clients and friends through our weekly newsletter and podcast. Through these, David brings informative content that may aid you in preparing for retirement. Through his financial planning work, David’s hope is that his clients are empowered to have a confident financial future.David and his wife, Mallory, have a daughter named Amelia and rescue dog named Oscar. They also have a backyard flock of chickens that Amelia loves to tend. David and his family are active in their church in Spartanburg. He is also a volunteer mentor with JumpStart, which is a ministry for people who have been recently released from prison.

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Excel in Retirement

Is the Stock Market Too Smooth? Ep. 120

June 26, 2024 • David C. Treece • Episode 120

Connect with David at hello@clientsexcel.com or call 864.641.7955.

Marty and Jess Ansen loved going on cruises so much they opted to cruise indefinitely. I came across an article that said, A retired couple have been living on back-to-back cruises for two years, and claim it's 'cheaper' than if they stayed in a nursing home in their retirement years. Hopefully you’re not feeling our inflation problem quite that much.

I don’t know about you, but that would be too long a boat for me. Although, I’ve never gone a cruise. Do you think you could live on a cruise ship? I guess it would depend on how smooth or choppy the water was.

From the Wall Street Journal, “Markets are unusually calm—and that’s making Wall Street nervous. Stocks have been on a steady climb, with the S&P 500 up 14% nearly halfway through 2024 and closing at 29 records along the way.” The S&P 500 continues to climb up, and as of this past Monday it’s up 15.22% for the year.

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