Spectrum Investment Advisors

This GuideSteps webinar is a practical, easy-to-follow session that highlights helpful money habits, common pitfalls to avoid, and simple steps to keep your retirement savings and legacy on track. Key Takeaways: Build Strong Habits: Learn everyday financial practices that support long-term growth. Avoid Costly Mistakes: Discover common errors that can slow your retirement progress. Retire with Confidence: Navigate Social Security, Medicare, long-term care, and estate planning to enjoy what...

Quarterly Economic Newsletter Snapshot: International stocks led the way in 2025 as markets recovered from the April tariff shock. U.S. economy continued to grow, boosted by large scale investment in AI. Tax refunds may provide relief to the consumer. The S&P 500 moved higher by 2.7% in the fourth quarter to finish 2025 with a 17.9% total return. International stocks led all broad stock categories with the MSCI EAFE index posting a 31.2% return. The Bloomberg US Aggregate Bond index rose by...

Understanding Social Security can feel confusing, so this GuideSteps webinar explores the fundamentals of Social Security and strategies to help you best use the benefit Key Takeaways: Timing trade-offs: making an informed decision Rules and considerations for couples Rules for divorced individuals The future of Social Security benefits Passcode: 316220 Speakers: Marina Moths , VP Financial Wellness - Spectrum Investment Advisors Sharon Carson, CRPC, Retirement Strategist Executive Director,...