Quiver Financial News

Where ever you find yourself on the path to retirement, we've got what you need to know!

Quiver Financial News

Where ever you find yourself on the path to retirement, we've got what you need to know!

Our Financial Insights

Market Minutes from the Boardroom

Do you want the same insights as savvy Wall Street investors?

By providing 25+ years of knowledge and actionable insights, our macro-financial commentary helps savvy investors identify and maximize portfolio opportunities while minimizing the risk associated with investing.

Retirement RedZone

The Retirement Redzone is our monthly newsletter designed specifically for those who are within 5 years of retirement - before or after!

We offer actionable insights into the things that matter most for you and your money right now and investment trends to be on the lookout for.

The Next Investment Wave

All of us want to be ahead of the curve, and this is especially true for investors!

That's why we've created The Next Investment Wave. This quarterly missive will highlight investment trends that we are following and outline the potential opportunities.

Quiver Financial Articles

Quiver Blog Posts

Are We Headed Toward a Recession?

As we approach the middle of 2022, many are asking “Are we headed for a recession?”.

Considering recessions are when most investors incur losses within their portfolios, it is worthwhile to invest a few moments to contemplate the question...

Quiver Blog Posts (6)

Risks of Leaving Your 401(K) Behind

401(k) plans are one of the most popular ways to save for retirement. This is partially because modern employers typically offer a 401k to their employees instead of a traditional pension plan. While this availability makes owning and contributing to a 401k easy, it also makes forgetting about your account...

Quiver Blog Posts (4)

Investing in a Bear Market

Simply put, a bear market is one where stock prices fall for a sustained period. This can happen to the market as a whole or to specific market indexes. For instance, the S&P 500 Index can experience an extended downturn and fall into a bear market. Typically, it's...

Quiver Blog Posts

5 Shocking 401(k) Statistics

For many reasons, 401ks are one of the most popular ways for workers to save for retirement. But, despite these benefits, there are some shocking truths about the relationships workers and businesses have with 401k plans.

Quiver Blog Posts (4)

How Much Will You Need to Retire?

As we help people prepare for retirement, one big question comes up all the time: "How much will I need to retire?" Unfortunately, the exact amount needed is different for everyone. However, there are steps you can take to determine on your own how much you need to retire comfortably.

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Top 10 Retirement Quotes

Most of the time when we prepare for retirement, it's too far ahead for us to see it clearly.

These quotes bring levity, wisdom, and reassurance to those experiencing a moment of doubt. And, to those not experiencing that doubt, these quotes can still help us learn what to expect and that our efforts are worth it.

Quiver Blog Posts (12)

How Inflation May Impact Your Retirement

Small increases in inflation can have significant consequences to a retiree's investment portfolio. How do you invest your savings during retirement in a new inflationary reality?

Quiver Blog Posts (10)

Money Saving Tips for Retirees

Many retirees live on a more or less fixed income. Because of this, learning how to save money while retired can help you manage your personal finances. There are many actions you can take to minimize your financial output and help extend the life of your retirement savings.

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How Secure Act 2.0 May Impact Retirement for Boomers

The Secure Act 2.0 is a piece of legislation that may help Baby Boomers optimize their retirement savings plans in several ways.

The House of Representatives recently...

Quiver Blog Posts (7)

Using the Herd to Your Advantage

Buy low. Sell high, is what they say to do when investing.

Sounds like a prudent investment plan, right? Well, when it comes to investing in crypto, stocks or any risk asset that can spark the animal spirits of - fear and greed...

Quiver Blog Posts (22)

Roll Over Your 401(k) in 3 Easy Steps

If you've left your job but still have a 401(k) with your former employer or you're retiring, you may have questions about what to do with your retirement account.

Typically, you have four options to consider...

Quiver Blog Posts (2)

What's Your Money Personality?

Understanding your money personality is the first step toward financial health. It can help you uncover your approach to how you spend, save, and invest money—and where you may need to take action to increase your investing confidence.

Our personality largely dictates our response to money...

Quiver Blog Posts (17)

Benefits of Offering a 401(k) to Employees?

401(k) retirement plans offer obvious benefits to employees—but they can benefit business owners as well. Some of these benefits aren’t quite so obvious. Employer benefits are an important factor when considering which retirement plan to offer employees...


Quiver Blog Posts

Will the Russia-Ukraine Conflict Impact the Stock Market?

One of the most popular questions we are getting from clients these days is "How will the Russia-Ukraine conflict affect the United States Stock Market going forward?" As Russian and Ukrainian forces square off, many investors are wondering if...

Quiver Blog Posts (7)

3 Ways Calsavers will Impact Business Owners

Owning and operating a small business is no easy task. The smallest changes in cost can have significant effects. For those small businesses, the implementation of the CalSavers program could become a small hassle—or pose potentially larger challenges...

Quiver Blog Posts (6)

What is CalSavers?

The Employment Development Department (EDD) has stated, CalSavers is a retirement savings program for private sector workers whose employers do not offer a retirement plan.

Gavin Newsom has said “CalSavers is leveling the playing field for millions...


Quiver Blog Posts (15)

5 Retirement Mastery Principles

One perk that has come from working with savvy, well-seasoned investors over the years has been gaining valuable insights from their life stories. Hearing about their highs, their lows and everything in between that life can serve us while we are persevering to build families, businesses, and a retirement nest egg...

Preparing for the Calsavers Deadline

Preparing for the CalSavers Deadline

CalSavers is a state-run program that provides California's private-sector workers a retirement plan. Through the program, the millions of workers whose employers currently don't provide retirement programs can receive a Roth IRA. The plan mandates that any employer with 5 or more employees must offer a retirement plan.

Quiver Blog Posts

5 Shocking Baby Boomer Statistics

The Baby Boom that occurred from 1946 to 1964 created a lot of babies—hence the name. Now, a lifetime later, those babies have grown into workers preparing for retirement. And, for some, retirement is coming very, very soon. So, that means everyone's prepared for their best retirement, right?

Well, not according to some of these statistics...

Quiver Blog Posts (11)

How Dollar Strength Impacts Financial Markets

When you look at a currency converter, you might notice that the value of the U.S. Dollar can fluctuate. With the U.S. Dollar being a medium of exchange for trade worldwide, changes in the relative strength of the U.S. Dollar compared to foreign currencies can have many effects on industries, global economies, and asset prices within your investment accounts...

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Later in Life Investing

When you save for retirement, the hope is to build enough wealth that you can live comfortably after you retire. As you grow older, you might find that your expected social security income might not be enough for you to retire. So, what happens if you don't start investing until you're close to retirement age?

If you find you've started your investment...