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The Ric Edelman Show: July 6, 2019

Duration: 1:22:40

On this episode:

  • The S&P 500 Just Posted Its Best First Six-Month Performance in 22 Years
  • Here’s What You Should Do If Your Company Announces Layoffs
  • Almost All Retirees Claim Social Security Benefits at the Wrong Time
  • The Truth About Environmental, Social and Governance (ESG) Investing

On this episode:

The S&P 500 Just Posted Its Best First Six-Month Performance in 22 Years

Duration: 10:06

The S&P 500 just recorded its best first half of a year since 1997. What does this mean for the remainder of the year? Listen to Ric Edelman explain why that’s the wrong question to ask and share three pieces of advice about the stock market’s recent performance.


Here’s What You Should Do If Your Company Announces Layoffs

Duration: 5:15

If you hear news that layoffs are coming, you should proactively search for a new job. But how could a layoff impact your personal finances? Can you cover your bills and healthcare, and what should you do with your retirement plan? Listen to Ric Edelman explain the four options you have with your workplace retirement plan.


Almost All Retirees Claim Social Security Benefits at the Wrong Time

Duration: 9:46

Researchers at the University of Michigan and Social Security Administration just released a study that found most Americans are doing Social Security wrong. Retirees are starting their benefits at the wrong times and collectively missing out on $3.4 trillion. Listen to Ric Edelman explain what to consider so you can claim the right way and avoid leaving Social Security dollars on the table.


The Truth About Environmental, Social and Governance (ESG) Investing

Duration: 8:23

Previously known as socially responsible investing, ESG investments have gained in popularity. And although it’s a great theory, none of the evidence suggests that ESG investing translates into better returns for investors or society. Listen to Ric Edelman tell the story of why a $366 billion public pension fund recently ditched their ESG mandate.


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These callers were prerecorded and prescreened.

An index is a portfolio of specific securities (common examples are the S&P, DJIA, NASDAQ), the performance of which is often used as a benchmark in judging the relative performance of certain asset classes. Indexes are unmanaged portfolios and investors cannot invest directly in an index. Past performance does not guarantee future results.

Investing strategies, such as asset allocation, diversification, or rebalancing, do not assure or guarantee better performance and cannot eliminate the risk of investment losses. There are no guarantees that a portfolio employing these or any other strategy will outperform a portfolio that does not engage in such strategies. Funds and ETFs are subject to risk, including loss of principal. All investments have inherent risks. There can be no assurance that the investment strategy proposed will obtain its goal. Past performance does not guarantee future results.

This material was prepared for informational and/or educational purposes only. Neither Financial Engines Advisors L.L.C (also referred to as Edelman Financial Engines) nor its affiliates offer tax or legal advice. Be sure to consult with a qualified tax or legal professional regarding the best options for your particular circumstances.

An index is a portfolio of specific securities (common examples are the S&P, DJIA, NASDAQ), the performance of which is often used as a benchmark in judging the relative performance of certain asset classes. Indexes are unmanaged portfolios and investors cannot invest directly in an index. Past performance does not guarantee future results.

Investing strategies, such as asset allocation, diversification, or rebalancing, do not assure or guarantee better performance and cannot eliminate the risk of investment losses. There are no guarantees that a portfolio employing these or any other strategy will outperform a portfolio that does not engage in such strategies. Funds and ETFs are subject to risk, including loss of principal. All investments have inherent risks. There can be no assurance that the investment strategy proposed will obtain its goal. Past performance does not guarantee future results.

Investing strategies, such as asset allocation, diversification, or rebalancing, do not assure or guarantee better performance and cannot eliminate the risk of investment losses. There are no guarantees that a portfolio employing these or any other strategy will outperform a portfolio that does not engage in such strategies. Funds and ETFs are subject to risk, including loss of principal. All investments have inherent risks. There can be no assurance that the investment strategy proposed will obtain its goal. Past performance does not guarantee future results.

*InvestmentNews ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center.

**The Top 40 Independent Advisory Firm Ranking issued by Barron’s is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services, LLC. (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.

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©2019 Edelman Financial Engines, LLC. Financial Engines® and Edelman Financial Engines™ are trademarks of Edelman Financial Engines, LLC. All advisory services offered through Financial Engines Advisors L.L.C. (FEA), a federally registered investment advisor and wholly owned subsidiary of Edelman Financial Engines, LLC. FEA may also be referred to as Edelman Financial Engines or Financial Engines. Results are not guaranteed. Copyright ©2019 Edelman Financial Engines, LLC. All Rights Reserved.