The Wehrly Group BLOG

We help individuals and families pursue their ideal retirements.

Holiday Shopping This Summer

July 21, 2021

Even with lockdowns, fewer parties and reduced travel, the National Retail Federation reports that in 2020, Americans spent $209 billion on holiday-related purchases — averaging about $998 per person.1 If it seems a bit early to be talking about holiday shopping, consider that you may want to shop earlier than ever this year. That’s because…

Midyear Market Outlooks

July 21, 2021

In its midyear review, market analysts at Charles Schwab say that economic growth in the United States may have peaked in the second quarter of this year, and it believes China experienced its peak in the fourth quarter of 2020. However, Schwab is bullish on Europe’s prospects for the rest of this year. It notes…

Demographics differing on retirement plans

July 21, 2021

According to PwC’s recent Retirement in America report, the median retirement savings among people ages 55 to 64 is $120,000. Unfortunately, that likely would provide less than $1,000 per month for a retiree, for only 15 years.1 There’s an interesting dichotomy among demographics when it comes to retirement planning these days. There are those who…

Gen X Prepares to Ascend the Throne

June 2, 2021

Generation X, comprised of adults between the ages of 40 and 55, have entered their prime earning years while at the same time enjoying a bull market for stocks. This demographic represents about a quarter of households in the U.S. (26.8%) and a similar share of household net worth (26.9%). However, many economists see Gen…

Insurance Industry Updates

June 2, 2021

Life Insurance A recent insurance survey conducted by the Life Insurance Marketing and Research Association (LIMRA) found that one-third of consumers were considering buying life insurance due to the COVID-19 pandemic. The rate was higher among African American respondents (38% versus 31% of Caucasians), which wasn’t a surprising statistic given that 56% of African Americans…

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