Current Market Risks and Your Retirement

Current Market Risks and Your Retirement South Park Capital

Our current economic situation is complex and, in some ways, unprecedented. Because of the pandemic, we have seen massive changes in how the market behaves, and we are having to readjust how we approach retirement planning. Government Payouts One of the major changes that we saw during the pandemic was the government directly stepping in […]

What Does a Rolling Recession Mean for Your Retirement?

What Does a Rolling Recession Mean for Your Retirement? South Park Capital

What Is A Rolling Recession? You may have noticed that the economy after the pandemic has been very up and down. And while there has been talk of a possible recession for a few years now, we have yet to completely enter a recession. A recession is traditionally defined as a consistent, widespread downturn in […]

2 Reasons the Generic 60/40 Portfolio Fails

2 Reasons the Generic 60/40 Portfolio Fails SouthPark Capital

Starting out your investing journey, you may have been advised to follow the 60/40 allocation strategy. This strategy tells you to put 60% of your portfolio in equities and 40% in bonds or other fixed-income offerings. For decades, this strategy has been revered for its balance, offering high growth potential from stocks and a safety […]

Can You Turn Investment Losses into Tax Gains?

Can You Turn Investment Losses into Tax Gains? South Park Capital

When markets take a spill, especially when it comes to your retirement investments, it’s harder to find ways to meet your financial goals. If you were relying on IRA or 401(k) withdrawals to cover your expenses, doing so when markets are down would decrease the lifespan of your savings. And if you’re nearing retirement, market […]

Rediscovering the Value of Yields in Recessions

Rediscovering the Value of Yields in Recessions South Park Capital

For decades, the name of the personal finances game has been an asset or equity growth. High-growth tech stocks grew to dominate the market, some of which have grown to be among the largest companies in the world. And if you owned stock in those companies while they made their meteoric rise, your overall wealth […]

5 Unique Risks for the Affluent Investor

5 Unique Risks for the Affluent Investor SouthPark Capital

You may think that as a high net worth individual, or even a millionaire next door, you may have an easy road ahead in maintaining your wealth. But a greater amount of wealth to protect introduces unique challenges that are specific to the size of what they have to protect. Although many investing and wealth-preservation […]

A Financial Advisor Can Prepare You for A Wintery Market

A Financial Advisor Can Prepare You for A Wintery Market South Park Capital

When the winter season comes around, you’ll likely have to adjust your routines and prepare for the cold. If you’re in colder states, you may be looking to purchase a new winter coat or snow boots, or skiing equipment for your winter holidays. Or you may be restocking your snow salt for what are soon-to-be […]

What Volatility Truly Means

What Volatility Truly Means South Park Capital

Nowadays, the word “volatility” seems thrown around more than ever. Usually, when it comes to financial talk, “volatility” is used to describe a downward trend. But that’s not what volatility really means! Volatility is technically referring to large up and down swings in the market over short periods of time. It doesn’t just mean a […]

Is Your IRA At Risk In This Market?

IRAs and Sequence of Returns Risk SouthPark Capital

During bear markets, we must ask different questions about our money and our assets. It is no longer about which stocks will double over the next twelve months. Instead, it will likely be about how to preserve your portfolio value by investing in stable equities with a consistent yield or profitability to mitigate the risk […]

Inflation Presents Unique Risks – Know How You’ll Respond

Inflation Presents Unique Risks – Know How You’ll Respond South Park Capital

If your weekly grocery bill is noticeably higher or you can’t believe how expensive gas is, you’re not alone. Inflation is at 40-year highs,[1] and a recent poll found that 52% of Americans said the most important issue facing the country is inflation.[2] It’s significant that so many Americans recognized inflation as a major threat […]

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Making the Transition to Retired Life
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Making the Transition to Retired Life

After all your years of hard work and disciplined saving, you’ve made it to retirement – congratulations! Now, the challenge becomes tackling common retirement transition concerns so that you can live out the ideal retirement you’ve dreamed of.

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