Eikenberry Retirement Planning

Videos

Why Feeling Terrible about the Economy can be Good News for Your Money

Americans have never felt this bad about the economy. The most recent "consumer sentiment index" cratered to its lowest level since data collection began in the 1970s. But as Luke explains to Erin, this could actually be good news for your investments.

Recent Market Declines

On this Market Watch, I wanted to give some insight to the current market decline with this being the 24 inter-year market pullback of 10% or more since 1980. This market sell-off has dropped the S&P forward price to earnings ratio to ~16.5, bringing it in line or slightly below the 25-year average.

Market Sell Off

April was a tough month for investors: the S&P 500 fell 8.8%, the Dow declined nearly 5%, and the Nasdaq retreated more than 13%. As experts discuss the possibility of a recession, our team at Eikenberry is being proactive, stress testing portfolios and working to minimize volatility for our clients.

Retirement Withdrawal Rates - Is the 4% Rule Outdated?

You've probably heard the headlines: the 4% Rule doesn't cut it anymore: retirees need to be more conservative. But of course, as Luke explains to Erin, it's more complicated than that.

Our Team

Nick Boeckman, CFP®

Nick has joined Eikenberry Retirement Planning in February of 2012 and will be instrumental in our business continuity plan along with managing the daily activities of the office, including new business, client services, marketing, conducting educational financial workshops and client appreciation events...

Full Bio

Luke Bertke

Nick Boeckman, CFP®

Luke joined Eikenberry Retirement Planning in April of 2017 and is an integral part of our daily activities in the office, including new business, client services, marketing, conducting educational financial workshops and client appreciation events...

Full Bio

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Retirement Income Planning

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Investment Advisory Services are offered through Brookstone Capital Management, LLC, (BCM) a Registered Investment Advisor. 1745 S. Naperville Road, Suite 200 Wheaton, IL 60189 www.brookstoneCM.com (630) 653-1400. Additional information about BCM is also available on the SEC’s website at www.adviserinfo.sec.gov. However, please note that registration as an Investment Advisor or Investment Advisor Representative does not imply any level of skill or training. BCM and Eikenberry Retirement Planning (ERP) are independent of each other. Fiduciary duty extends solely to investment advisory advice and does not extend to other activities such as insurance or broker dealer services. Advisory clients are charged a monthly fee for assets under management while insurance products pay a commission, which may result in a conflict of interest regarding compensation. For a complete description of investment risks, fees and services, review the BCM firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative or by contacting BCM.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.

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Videos

Why Feeling Terrible about the Economy can be Good News for Your Money

Recent Market Declines

Market Sell Off

Retirement Withdrawal Rates - Is the 4% Rule Outdated?

Our Team

Nick Boeckman, CFP®

Nick Boeckman, CFP®

Nick Boeckman, CFP®

Luke Bertke

Nick Boeckman, CFP®

Nick Boeckman, CFP®

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About Us

Retirement Income Planning

Estate & Tax Planning

Investment Solutions & 401(k) Management

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FREE Portfolio Analysis Request

Can your portfolio handle the stress of retirement? Get a full understanding of the amount of risk, fees and loss exposure within your current portfolio at no costs!

Our Team is Here to Help!

Contact Us

Get Started Today

Eikenberry Retirement Planning

Hours

Schedule an Appointment

Eikenberry Retirement Planning

Schedule a consultation with a CERTIFIED FINANCIAL PLANNER™

Videos

Why Feeling Terrible about the Economy can be Good News for Your Money

Recent Market Declines

Market Sell Off

Retirement Withdrawal Rates - Is the 4% Rule Outdated?

Our Team

Nick Boeckman, CFP®

Nick Boeckman, CFP®

Nick Boeckman, CFP®

Luke Bertke

Nick Boeckman, CFP®

Nick Boeckman, CFP®

Subscribe To Our Newsletter

About Us

Retirement Income Planning

Estate & Tax Planning

Investment Solutions & 401(k) Management

Upcoming LIVE Events

Eikenberry's Two Cents

FREE Portfolio Analysis Request

Can your portfolio handle the stress of retirement? Get a full understanding of the amount of risk, fees and loss exposure within your current portfolio at no costs!

Our Team is Here to Help!

Social

Contact Us

Get Started Today

Eikenberry Retirement Planning

Hours

Schedule an Appointment

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