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What’s on our mind? You can read about it in our posts. Whether it’s ideas from the industry or emerging trends, you can read about it here. So keep checking in. We’re glad to have you reading along.
Weekly Market Insights: Stocks End Summer with Gloomy News
Rising bond yields and fears of a government shutdown hammered stocks last week, with technology shares bearing the brunt of the retreat. The Dow Jones Industrial Average lost 1.89%, while the Standard & Poor’s 500 dropped 2.93%...
Read MoreWeekly Market Insights: Stocks Stand Still, Awaiting Fed
Stocks ended the week roughly where they began as investors digested a mixed set of new economic data. The Dow Jones Industrial Average gained 0.12%, while the Standard & Poor’s 500 slipped 0.16%. The Nasdaq Composite index fell...
Read MoreWeekly Market Insights: Will the Fed Raise Interest Rates?
Concerns that the Fed may raise interest rates soured investor sentiment, sending stocks lower in a holiday-shortened trading week. The Dow Jones Industrial Average slipped 0.75%, while the Standard & Poor’s 500 declined 1.29%....
Read MoreWeekly Market Insights: September Stocks Open In Positive Territory
Falling bond yields–spurred by weak economic data–helped lift stocks to weekly gains. The Dow Jones Industrial Average advanced 1.43%, while the Standard & Poor’s 500 gained 2.50%. The Nasdaq Composite index...
Read MoreWeekly Market Insights: Stocks Retreat; Powell Talk Goes Hawk
Stocks fluctuated last week, jostled by fitful bond yields and headline news, before ending strongly following Fed Chair Powell’s comments on the monetary outlook. The Dow Jones Industrial Average slipped 0.45%, while the...
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Weekly Market Insights: Stocks Weather Summer Storm of News and Indicators
Stocks extended their August declines last week as higher yields and weak economic data out of China soured investor sentiment. The Dow Jones Industrial Average lost 2.21%, while the Standard & Poor’s 500 retreated 2.11%. The...
Read MoreWeekly Market Insights: Summertime Blues for the Markets
Positive inflation data failed to lift stocks from their August doldrums last week as economic data and a ratings downgrade soured investor sentiment. The Dow Jones Industrial Average added 0.62%, while the Standard & Poor’s 500...
Read MoreSummer BBQ With Chris And Tamara
Our Concierge Clients had a great time at our Client Appreciation Summer BBQ Event yesterday! Thank you for attending and for allowing us to provide financial planning and management services that are always offered in your best interests.
Read MoreWeekly Market Insights: Stocks Raise White Flag to Bad News
Stocks retreated last week as bond yields increased following the Treasury's announcement indicating “a larger-than-expected funding need” and a downgrade in the federal government’s debt rating. The Dow Jones...
Read MoreWeekly Market Insights: Stocks Jump After Inflation Gauge Cools
A Friday surge pushed stocks solidly into positive territory last week, ignited by cooling in an inflation gauge closely tracked by the Federal Reserve. The Dow Jones Industrial Average advanced 0.66%, while the Standard &...
Read MoreWeekly Market Insights: Stocks Advance and Retreat on Mixed News
Stocks moved to the rhythm of earnings season last week, initially rising on positive earnings surprises and faltering later in the week on key earnings disappointments. The Dow Jones Industrial Average rose 2.08%, while the...
Read MoreWeekly Market Insights: Bad News for Bears; Good News Buoys Markets
Better-than-expected updates last week on consumer and wholesale price inflation buoyed investor sentiment, driving stocks higher and lower bond yields. The Dow Jones Industrial Average rose 2.29%, while the Standard &...
Read MoreWeekly Market Insights: Stocks Stumble with CPI on Deck
Rising concerns about further rate hikes sent stocks lower to kick off the second half of trading.The Dow Jones Industrial Average lost 1.96%, while the Standard & Poor’s 500 retreated 1.16%. The Nasdaq Composite index...
Read MoreWeekly Market Insights: Economy Continues Upward Trend
Stocks posted gains for the week to close out a stellar month, aided by positive economic data and reports that all major banks had passed the Federal Reserve’s annual stress test.The Dow Jones Industrial Average gained 2.02%,...
Read MoreWeekly Market Insights: Stocks Take Summer Break, Month Remains Strong
Stocks took a breather last week as investors digested the previous week’s surge and the month-to-date solid gains.The Dow Jones Industrial Average lost 1.67%, while the Standard & Poor’s 500 fell 1.39%. The Nasdaq...
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Wall Street climbs a wall of worry. If you’re worried, we can help!
Read MoreWeekly Market Insights: Stocks Climb After Fed Pause
Stocks climbed last week as reassuring inflation data boosted investor hopes that the rate-hike cycle was nearing an end amid fresh economic data pointing to continued economic resilience.The Dow Jones Industrial Average rose 1.25%,...
Read MoreWeekly Market Insights: Markets March into Positive Territory Continues.
A late-week rally sent stocks into positive territory, with the S&P 500 index closing just shy of the 4,300 mark.The Dow Jones Industrial Average gained 0.34%, while the Standard & Poor’s 500 added 0.39%. The Nasdaq Composite...
Read MoreWeekly Market Insights: Debt Deal Relieves Market Worries
Stocks surged higher in the closing days of a holiday-shortened trading week, ignited by a political resolution on raising the debt ceiling and a strong employment report.The Dow Jones Industrial Average rose 2.02%, while the Standard...
Read MoreWeekly Market Insights: Debt Talks Optimism Keeps Eyes on D.C.
Markets moved in sync last week with perceived movement in debt ceiling talks, weakening early in the week and then surging on news of progress. A solid quarterly report and guidance from a mega-cap technology company helped with...
Read MoreWeekly Market Insights: Despite Stall, Debt Deal Optimism Cheers Markets
Stocks rallied last week, propelled by growing optimism over reaching a deal on raising the debt ceiling and avoiding a technical debt default by the U.S.The Dow Jones Industrial Average edged 0.38% higher, while the Standard &...
Read MoreWeekly Market Insights: Attention Turns to the Debt Ceiling
Stocks were mixed last week as good inflation news was offset by mounting debt ceiling concerns and rekindled regional banking fears.The Dow Jones Industrial Average lost 1.11%, while the Standard & Poor’s 500 slipped 0.29%. The...
Read MoreWeekly Market Insights: Friday Rally Trims Losses; CPI Report Next Week
A Friday rebound, triggered by a big tech company’s earnings beat and a strong jobs report, shaved much of the week’s accumulated losses.The Dow Jones Industrial Average fell 1.24%, while the Standard & Poor’s 500...
Read MoreWeekly Market Insights: Stocks Rally As Attention Shifts to Fed's May Meeting
Strong earnings from several mega-cap technology companies offset renewed regional banking jitters and weak economic data, leaving stocks higher for the week.The Dow Jones Industrial Average gained 0.86%, while the Standard &...
Read MoreWeekly Market Insights: Stocks show small losses after mixed week
Stocks remained resilient last week amid mixed earnings reports, hawkish Fed-speak, and lingering recession fears, closing out the five trading days with small losses.The Dow Jones Industrial Average slipped 0.23%, while the Standard &...
Read MoreWeekly Market Insights: Lower inflation lifts spirits in uneven week.
The combination of an improving inflation outlook resulted in a week of uneven, albeit positive, performance, in which cyclical and financial stocks rallied while technology, real estate, and utilities lagged. The Dow Jones...
Read MoreWeekly Market Insights: Hiring Cools; Recession Fears Rise.
Stocks ended a shortened week of trading mixed amid revived recession fears on Wall Street triggered by weak economic data.The Dow Jones Industrial Average gained 0.63%, while the Standard & Poor’s 500 slipped 0.10%. The Nasdaq...
Read MoreWeekly Market Insights: Banking Crisis Fears Dim; Markets Rally
Stocks rallied last week on receding fears of a widening banking crisis, led by resurging investor interest in technology and communication services names.The Dow Jones Industrial Average gained 3.22%, while the Standard & Poor’s...
Read MoreWeekly Market Insights: Mixed Message Provokes Volatility
Modest gains in major market indices masked sharp volatility amid the uncertainty arising from mixed messages emanating from public officials and revived banking fears. The Dow Jones Industrial Average gained 1.18%, while the Standard...
Read MoreWeekly Market Insights: Markets Cautious After Banking Woes; Awaiting Fed Reaction
Amid the reverberations of two U.S. banks being taken over by regulators and the spread of uncertainty to European banks, stocks trended higher last week on the strength of the technology sector.The Dow Jones Industrial Average was...
Read MoreYour Silicon Valley Bank Questions Answered
You likely have heard about the recent Silicon Valley Bank (SVB) collapse and probably have questions. Here, we provide you with unbiased answers to your questions.What is going on with Silicon Valley Bank?Last week, Silicon Valley...
Read MoreWeekly Market Insights: Bad News Gives Markets a One-Two Punch
Stocks tumbled last week as investors reconsidered their interest rate expectations after Fed Chair Powell’s Congressional testimony that rates may need to go higher. Stocks also were rattled when a west coast bank was placed...
Read MoreWeekly Market Insights: Fed’s Reassurance Boosts Stocks.
A late-week surge, triggered by reassuring Fed-speak, propelled stocks higher last week.The Dow Jones Industrial Average gained 1.75%, while the Standard & Poor’s 500 advanced 1.90%. The Nasdaq Composite index picked up 2.58% for...
Read MoreWeekly Market Insights: FOMC Says Inflation is Still Too High
Concerns over a firmer monetary policy were heightened by fresh economic data, touching off a climb in bond yields and a slide in stock prices last week.The Dow Jones Industrial Average skidded 2.99%, while the Standard & Poor’s...
Read MoreWeekly Market Insights: Mixed Results As Interest Rate Concerns Grow
Growing concerns about further interest rate hikes, prompted by fresh economic data, reversed early-week gains and left stocks mixed for the week.The Dow Jones Industrial Average slipped 0.13%, while the Standard & Poor’s 500...
Read MoreSECURE Act 2.0: An Overview
In the final days of 2022, Congress passed a new set of retirement rules designed to make it easier to contribute to retirement plans and access those funds earmarked for retirement.The law is called SECURE 2.0, and it's a follow-up to...
Read MoreWeekly Market Insights: Mixed Feelings and Mixed Earnings
Stocks drifted lower as a week of mixed earnings reports and resurgent worries over Fed monetary policy dragged on investor sentiment. The Dow Jones Industrial Average slipped 0.17%, while the Standard & Poor’s 500 declined...
Read MoreWeekly Market Insights: Powell: Inflation Heading in the Right Direction
Stocks were mixed last week following better-than-expected corporate reports and increasing optimism over a slowdown in interest rates.The Dow Jones Industrial Average edged lower, slipping -0.15%. The Standard & Poor’s 500 rose...
Read MoreWeekly Market Insights: Earnings and Data Tell Two Different Stories on Near Future.
Stocks added to their early 2023 gains amid a busy stream of mixed corporate earnings results and conflicting economic data.The Dow Jones Industrial Average gained 1.81%, while the Standard & Poor’s 500 added 2.47%. The Nasdaq...
Read MoreWeekly Market Insights: Mixed Results Following Weak Economic Data
Stocks showed mixed results last week as recession fears resurfaced in response to weak economic data and a tepid start to a new corporate earnings season. The Dow Jones Industrial Average skidded 2.70%, while the Standard &...
Read MoreAre you off to a good start in 2023?
Here are some ways we may be able to help you this year!
Read MoreWeekly Market Insights: Inflation Cools, Stocks Warm Up
Stocks rallied last week thanks to fresh confirmation of inflation’s cooling trend and growing optimism that an inflation slowdown may provide the Fed with space to ease up on future rate hikes.The Dow Jones Industrial Average...
Read MoreWeekly Market Insights: New Year's Rally in Reply to Positive Economic News
A strong Friday rally triggered by fresh signs of moderating inflation pushed stocks into positive territory to begin the new year. The Dow Jones Industrial Average rose 1.46%, while the Standard & Poor’s 500 advanced 1.45%....
Read MoreWeekly Market Insights: Erratic Holiday Trading Leaves Stocks in Doldrums
In a holiday-shortened week, erratic trading left stocks marginally down for the week.The Dow Jones Industrial Average lost 0.17%, while the Standard & Poor’s 500 slipped 0.14%. The Nasdaq Composite index fell 0.30%. The MSCI...
Read MoreWeekly Market Insights: Recession Concerns, Fed Talk Keep Stocks Cold
Hawkish comments by the Fed and weak economic data heightened investors’ recession concerns and sent stocks lower last week.The Dow Jones Industrial Average lost 1.66%, while the Standard & Poor’s 500 retreated 2.08%. The...
Read MoreHappy Holidays to everyone!
Continuing our annual caroling tradition, we wish you the very best this season from our house to yours.
Read MoreWeekly Market Insights: Stocks Slide on Recession Concerns
Recession fears and concerns that the Fed may consider a longer rate-hike cycle sent stocks lower for the week.The Dow Jones Industrial Average dropped 2.77%, while the Standard & Poor’s 500 fell 3.37%. The Nasdaq Composite index...
Read MoreWeekly Market Insights: Easing on Rate Hikes and Job Numbers Cheer Markets
Stocks ended higher last week as investors navigated the crosscurrents of a potential easing in future rate hikes and continued strength in the labor market.The Dow Jones Industrial Average edged 0.24% higher, while the Standard &...
Read MoreWeekly Market Insights: Fed Talks Turkey on Lower Rates, Boosting Markets
Growing optimism that the Fed may be ready to ease future interest rate hikes sent stocks higher in a quiet trading week.The Dow Jones Industrial Average gained 1.78%, while the Standard & Poor’s 500 added 1.53%. The Nasdaq...
Read MoreWeekly Market Insights: Markets Down Ahead of Thanksgiving Holiday
The stock market edged lower last week as it digested a crosscurrent of conflicting economic data and contrasting comments from Fed officials.The Dow Jones Industrial Average was flat (-0.01%), while the Standard & Poor’s 500...
Read MoreWeekly Market Insights: Cooling Inflation Brings Market Gains
A cooling inflation number ignited a powerful rally on Thursday, sending stocks to strong gains for the week.The Dow Jones Industrial Average gained 4.15%, while the Standard & Poor’s 500 added 5.90%. The Nasdaq Composite index...
Read MoreWeekly Market Insights: Stocks Slip After Powell Comments
Hawkish comments by Fed Chair Jerome Powell, following the announcement of another 75 basis points interest rate hike last week, cast a pall over financial markets, sending yields higher and stocks lower.The Dow Jones Industrial...
Read MoreWeekly Market Insights: Plenty of Treats for Wall Street This Week
Stocks overcame poor earnings results from some of America’s largest companies to post gains last week as investors cheered positive earnings surprises, easing inflation and a rebound in economic growth.The Dow Jones Industrial...
Read MoreWeekly Market Insights: Wall Street Flips the Script & Enjoys a Rally.
A positive start to a new earnings season and late-week hopes for a near-term easing in Fed rate hikes lifted investors’ spirits and powered stocks to gains for the week.The Dow Jones Industrial Average jumped 4.89%, while the...
Read MoreWeekly Market Insights: Volatility Reigns; Inflation Remains Unchecked.
Stocks were mixed last week amid wide intra- and inter-day price swings, as technology shares bore the brunt of the downdraft.The Dow Jones Industrial Average gained 1.15% for the week. Meanwhile, the Standard & Poor’s 500...
Read MoreAre you thinking about when to retire?
Before you do, there are a few things to consider.
Read MoreWeekly Market Insights: Boost Early in Week Keeps Markets Ahead
A powerful two-day stock rebound cemented a positive week for investors as a new trading month began.The Dow Jones Industrial Average rose 1.99%, while the Standard & Poor’s 500 added 1.51%. The Nasdaq Composite index increased 0...
Read MoreWeekly Market Insights: U.S. and U.K. See Financial Turbulence
Rising recession fears and uncertainty in the bond and currency markets sent stocks to new 2022 lows last week.The Dow Jones Industrial Average declined 2.92%, while the Standard & Poor’s 500 slumped 2.91%. The Nasdaq Composite...
Read MoreWeekly Market Insights: Fallout From Powell Comments Continues
Last week, Fed Chair Powell said the U.S. would not tame inflation without economic pain. This week heightened recession fears and sent stocks broadly lower.The Dow Jones Industrial Average dropped 4.00%, while the Standard &...
Read MoreWeekly Market Insights: White Hot Inflation Report Alarms Investors
A hotter-than-expected inflation report sent stocks sharply lower last week as investors faced the prospect of more aggressive interest rate hikes by the Federal Reserve for perhaps a longer period.The Dow Jones Industrial Average fell...
Read MoreWeekly Market Insights: Markets Upbeat, Despite Gloomy Inflation Talk
In a holiday-shortened week of trading, stocks posted healthy gains despite more tough talk on monetary policy from Fed officials.The Dow Jones Industrial Average rose 2.66%, while the Standard & Poor’s 500 gained 3.65%. The...
Read MoreWeekly Market Insights: Markets Sag, Job Numbers Soar
The overhang of Fed Chair Powell’s Jackson Hole speech the previous week carried over into last week as investors recalibrated stock valuations amid a seemingly more assertive monetary policy stance.The Dow Jones Industrial...
Read MoreWeekly Market Insights: Powell comments spur sell-off on Wall Street
A comprehensive sell-off on Friday following comments by Fed Chair Jerome Powell drove stocks to losses for the week.The Dow Jones Industrial Average tumbled 4.22%, while the Standard & Poor's 500 dropped 4.04%. The Nasdaq Composite...
Read MoreWeekly Market Insights: Markets Tap Brakes, But Hold Fast Against Downbeat News
Stocks tumbled on Friday, sending stocks to a weekly loss after an otherwise quiet August week of trading.The Dow Jones Industrial Average slipped -0.16%, while the Standard & Poor’s 500 lost 1.21%. The Nasdaq Composite index...
Read MoreWeekly Market Insights: Stocks Have Warmer Week as Inflation Cools
An improving inflation outlook buoyed investors’ spirits last week, helping lift stocks to solid gains.The Dow Jones Industrial Average advanced 2.92%, while the Standard & Poor’s 500 rose 3.26%. The Nasdaq Composite index...
Read MoreWeekly Market Insights: Mixed Week For Markets; Jobs On The Rise
Stocks turned in a mixed performance last week as investors struggled with headlines suggesting that the Fed was unlikely to soon ease up on its current monetary tightening policy.The Dow Jones Industrial Average slipped 0.13%, while...
Read MoreWeekly Market Insights: Markets Rally; Earnings Better Than Expected
Undaunted by another Fed rate hike and news of a contracting economy, the stock market rallied last week on better-than-expected corporate earnings.The Dow Jones Industrial Average increased 2.97%, while the Standard & Poor’s 500...
Read MoreWeekly Market Insights: Markets React to Dim Forecast, 2Q Reports
Stocks rallied last week as investor spirits lifted thanks to a better-than-expected start to the second-quarter earnings season.The Dow Jones Industrial Average gained 1.95%, while the Standard & Poor’s 500 added 2.55%. The...
Read MoreWill you join us by the fire for Investment Q&A?
Do you wonder why the value of your investments in the market has changed? We have answers!
Read MoreWeekly Market Insights: Friday Rally Stems Week of Losses
A record-high inflation report, the prospects of a more aggressive Fed, and growing recession fears sent stocks lower– though losses were pared by a Friday rally.The Dow Jones Industrial Average slipped 0.16%, while the Standard...
Read MoreWeekly Market Insights: Stocks Rally Despite Mixed Data
In a holiday-shortened trading week, stocks rallied despite mixed economic data and vacillating energy prices and bond yields.The Dow Jones Industrial Average increased 0.77%, while the Standard & Poor’s 500 rose 1.94%. The...
Read MoreWeekly Market Insights: Stocks Rally, Despite Recession Concerns
Prospects of cooling inflation powered a rally in stock prices last week despite growing recession concerns.The Dow Jones Industrial Average gained 5.39%, while the Standard & Poor’s 500 climbed 6.45%. The Nasdaq Composite index...
Read MoreWeekly Market Insights: Fed Rate Hike Triggers Market Dip
Stocks moved lower last week as recession fears deepened following a Fed hike in interest rates and weak economic data.The Dow Jones Industrial Average fell 4.79%, while the Standard & Poor’s 500 dropped 5.79%. The Nasdaq...
Read MoreInterest Rates, Inflation and Bear Markets … oh my!
How do these things sometimes lead to a recession? We break it all down in this video.
Read MoreInterest Rates, Inflation, Recession and the US Markets
Changes in interest rates can have both positive and negative effects on the markets. Central banks often change their target interest rates in response to economic activity: raising rates when the economy is overly strong, and...
Read MoreWhat is a Bear Market?
Maybe you have heard that we are in a bear market, but do you know what that means? As the market drops and other factors such as high inflation, rising interest rates and talk of a recession are all in play, we wanted to give you an...
Read MoreWeekly Market Insights: Stocks Dip on Inflation Report
A higher-than-expected inflation report triggered a sell-off on Friday, leaving stocks in the red for the week.The Dow Jones Industrial Average lost 4.58%, while the Standard & Poor’s 500 dropped 5.05%. The Nasdaq Composite index...
Read MoreIs Your Retirement Plan Still Working For You?
Your Retirement Plan needs an annual review. Here’s why...
Read MoreWeekly Market Insights: Stocks Slip on Mixed Economic News
In a holiday-shortened week of volatile trading, stocks surrendered some of the previous week’s strong gains.The Dow Jones Industrial Average fell 0.94%, while the Standard & Poor’s 500 declined 1.20%. The Nasdaq Composite...
Read MoreWeekly Market Insights: Confidence in Fed Helps Spark Market Rally
Stocks posted solid gains for the week, buoyed by the release of Fed meeting minutes and upbeat earnings from mid-size and discount retailers.The Dow Jones Industrial Average jumped 6.24%, while the Standard & Poor’s 500 advanced...
Read MoreWeekly Market Commentary May 16, 2022
The Markets Living with a bear. On the survival series “Alone,” the tension ratchets higher whenever participants encounter bears. Some participants live warily alongside bears, while others tap out. A similar thing...
Read MoreWeekly Market Insights: Fed Signals More Aggressive Action on Interest Rates
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How Russia’s Invasion of Ukraine Could Impact Markets, and How Investors Should Respond
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Weekly Market Insights: Inflation and Ukraine Rattle Investors Another Week
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Happy New Year! What will you do in 2022?
It’s time to reflect on 2021 and look ahead to 2022. What are your plans?
Read MoreJoy to the World!
Our warmest wishes for a happy holiday season and the very best in 2022!
Read MoreWeekly Market Insights: COVID-19 Variant Clobbers Markets
News of a new, highly virulent COVID variant triggered a market sell-off on Friday, sending stocks into negative territory for the week.The Dow Jones Industrial Average slid 1.97%, while the Standard & Poor’s 500 slumped 2...
Read MoreWeekly Market Insights: Stocks Mixed on COVID-19, Powell
Stocks were mixed last week in choppy trading as investors battled the crosscurrents of good economic data and a troubling rise in COVID-19 infections globally.The Dow Jones Industrial Average slid 1.38%, while the Standard &...
Read MoreWeekly Market Insights: Stocks Tap the Brakes
Stocks posted small declines last week as investors digested recent stock market gains and an unexpectedly high inflation read.The Dow Jones Industrial Average slid 0.63%, while the Standard & Poor’s 500 retreated 0.31%. The...
Read MoreWeekly Market Insights: Fed Says Tapering Ahead
A Federal Reserve announcement on tapering, a fresh batch of corporate profits, and encouraging economic data lifted stocks to another weekly gain.The Dow Jones Industrial Average rose 1.42%, while the Standard & Poor’s 500...
Read MoreWeekly Market Insights: Earnings Build; GDP Slows
A fresh wave of positive corporate earnings surprises sent markets to new record highs last week.The Dow Jones Industrial Average increased 0.40%, while the Standard & Poor’s 500 rose 1.33%. The Nasdaq Composite index picked...
Read MoreWeekly Market Insights: Strong Week on Wall Street
Stocks rallied last week on a stream of positive corporate earnings surprises.The Dow Jones Industrial Average rose 1.08%, while the Standard & Poor’s 500 advanced 1.64%. The Nasdaq Composite index gained 1.29% for the week....
Read MoreWeekly Market Insights: Fed Unveils Tapering Plans
A strong opening to the third-quarter earnings season sparked a late week, broad-based rally that helped stocks finish the week with solid gains.The Dow Jones Industrial Average rose 1.58%, while the Standard & Poor’s 500...
Read MoreWeekly Market Insights: Debt Ceiling Raised
The overhang of bumping against the federal debt ceiling was lifted last week with an agreement to extend the debt ceiling through early December, helping propel stocks to a weekly gain.The Dow Jones Industrial Average increased by 1...
Read MoreConsiderations During Medicare’s Open Enrollment
How long has it been since you’ve reviewed your Medicare policy? With open enrollment fast approaching, there are a few questions you may want to ask yourself before you renew, add, drop, or switch coverage. Have you switched...
Read MoreWeekly Market Insights: Stalemate in the Capitol
Higher bond yields and a legislative stalemate in Washington, D.C., added up to losses for the week.The Dow Jones Industrial Average declined 1.36%, while the Standard & Poor’s 500 lost 2.21%. The Nasdaq Composite index fell...
Read MoreWeekly Market Insights: Wild Week of Contagion Concerns
Stocks prices were whipsawed last week, dragged initially lower by financial contagion worries and later lifted by a supportive Fed policy statement.The Dow Jones Industrial Average gained 0.62%, while the Standard & Poor’s...
Read MoreAre You Concerned About the Effect of Rising Inflation on Your Retirement Savings?
We are here to put things into perspective.
Read MoreWeekly Market Commentary September 20, 2021
The Markets In recent weeks, bullish sentiment has drifted lower like sediment settling after a storm. Every month, Bank of America (BofA) surveys global asset managers. The most recent survey, which was conducted in early September,...
Read MoreWeekly Market Insights: Delta Variant Concerns Markets
In a quiet week of news, stocks moved lower amid simmering concerns over the Delta variant’s effect on the progress of economic reopening.The Dow Jones Industrial Average declined 2.15%, while the Standard & Poor’s 500...
Read MoreWeekly Market Insights: Data and Delta Scramble Stock Results
Stocks were mixed last week amid conflicting economic data and continued spread of Delta variant infections.The Dow Jones Industrial Average slipped 0.24% during the five trading days. But the Standard & Poor’s 500 tacked on...
Read MoreWeekly Market Commentary
The Markets “Raise your words, not your voice. It is rain that grows flowers, not thunder,” advised the Persian poet Rumi. Last week, Federal Reserve (Fed) Chair Jerome Powell’s words helped grow the week’s...
Read MoreWeekly Market Insights: Will the Fed Taper in 2021?
Stocks turned lower last week amid the increasing probability of a Fed tapering, mixed economic data, and growing concerns about the economic impact of the Delta variant.The Dow Jones Industrial Average slumped 1.11%, while the...
Read MoreWeekly Market Insights: Passage of Infrastructure Boosts Stocks
Looking past inflation figures and Delta variant trends, stocks last week found a way to climb higher and set fresh record highs in the process.The Dow Jones Industrial Average rose 0.87%, while the Standard & Poor’s 500...
Read MoreAre You Thinking About Selling Your Real Estate Investment Property?
You may want to consider a 1031 Exchange
Read MoreWeekly Market Insights: Jobs Strong, Earnings Strong
Overcoming jitters about the Delta variant and the reintroduction of mask requirements, stocks climbed higher on strong employment data and a fresh batch of strong corporate earnings.The Dow Jones Industrial Average rose 0.78% while...
Read MoreWeekly Market Insights: Market Shows Small Loss
The stock market posted small losses last week despite a very strong showing by corporate America.The Dow Jones Industrial Average slipped 0.36%, while the Standard & Poor’s 500 lost 0.37%. The Nasdaq Composite index dropped...
Read MoreAre you thinking of quitting your job?
The Artful Transition: Things To Do When Leaving Your Job During the pandemic, maybe you were one of the last people left standing on your team and took on the jobs of two or three other people, and you just can’t take it anymore...
Read MoreWeekly Market Insights: Markets Overcome Delta Variant Reports
Overcoming a COVID-related economic growth scare, stocks moved higher amid a week of strong corporate earnings reports.The Dow Jones Industrial Average rose 1.08%, while the Standard & Poor’s 500 gained 1.96%. The Nasdaq...
Read MoreSummer Travel is Back!
One of the most anticipated comebacks of 2021 isn’t an athlete, rock star, or movie franchise. It’s summer travel, and it appears to be back with a vengeance. Travel agents are working 14-hour days to meet the needs of...
Read MoreWeekly Market Insights: Stocks Retreat, Inflation Advances
Despite a good start to earnings season and some solid economic data, worries of slower second-half economic growth led to a pullback in stock prices last week.The Dow Jones Industrial Average fell 0.52%, while the Standard &...
Read More2 Minutes With Tamara: “Once Upon A Goal”
Once upon a time you had a goal… Share your goals with us and we will tell you how to get there!
Read MoreWeekly Market Insights: Stocks Edge Higher in Short Week
Stocks managed small gains as investors wrestled with concerns over economic growth prospects and a rise in COVID-19 infections.The Dow Jones Industrial Average picked up 0.24%, while the Standard & Poor’s 500 gained 0.40%....
Read MoreWeekly Market Insights: Strong Employment Reports
Strong employment reports and rising consumer confidence sent the stock market broadly higher last week.The Dow Jones Industrial Average rose 1.02%, while the Standard & Poor’s 500 picked up 1.67%. The Nasdaq Composite index...
Read MoreWeekly Market Insights: Stocks Reach All-Time Highs
Stocks reached new all-time highs last week as markets staged a strong rebound from the previous week’s declines.The Dow Jones Industrial Average rose 3.44%, while the Standard & Poor’s 500 picked up 2.74%. The Nasdaq...
Read MoreWeekly Market Insights: Fed Signals Interest Rate Hikes
New messaging from the Federal Reserve on interest rates and inflation last week led to a broad retreat in stock prices.The Dow Jones Industrial Average dropped 3.45% while the Standard & Poor’s 500 lost 1.91%. The Nasdaq...
Read MoreInvestor Sentiment Is Shifting
A recent survey shows that 63% of investors are more interested in protecting their financial assets and planning for uncertainty in the future than anything else.1There are many reasons for this change, but here are a few of the most...
Read MoreWhere is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Read MoreWeekly Market Insights: Stocks Stay Cool, Inflation Heats Up
Stocks ended the week mixed as investors appeared to shrug off a hotter-than-expected inflation report.The Dow Jones Industrial Average slipped 0.80%, while the Standard & Poor’s 500 advanced 0.41%. The Nasdaq Composite...
Read MoreWeekly Market Insights: Labor Numbers Positive
A strong, but not too strong, employment report sparked a rally on the final day of trading, propelling stocks to a modest gain for the week.The Dow Jones Industrial Average climbed by 0.66%, while the Standard & Poor’s 500...
Read MoreSocial Security: Five Facts You Need to Know
Social Security can be complicated, and as a result many individuals don’t have a full understanding of the choices they may have. Here are five facts about Social Security that are important to keep...
Read MoreSocial Security: Maximizing Benefits
Most understand that waiting to claim Social Security benefits can result in higher monthly payments. However, many don’t know that there are other ways to...
Read MoreWeekly Market Insights: Upbeat Feelings Boost Market
Optimism over the economic reopening and renewed enthusiasm for technology and other high-growth companies powered the stock market higher last week.The Dow Jones Industrial Average rose 0.94%, while the Standard & Poor’s...
Read MoreDo you know what role your Social Security benefits may play in retirement?
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Read MoreWeekly Market Insights: Inflation Concerns Continue
Stock prices fluctuated amid inflation concerns and bargain hunting, leaving stocks mixed for the week.The Dow Jones Industrial Average slipped 0.51%, while the Standard & Poor’s 500 dropped 0.43%. The tech-heavy Nasdaq...
Read MoreWeekly Market Insights: Stocks React to Big CPI Shift
A surge in consumer inflation unsettled investors, leading to a turbulent week of trading on Wall Street.The Dow Jones Industrial Average slipped 1.14%, while the Standard & Poor’s 500 fell 1.39%. The Nasdaq Composite index...
Read MoreWant Help With Your Budget After A Divorce?
These 3 steps can help you create a budget and be more financially prepared!
Read MoreBudgeting After a Divorce
Divorce is one of the most stressful life events you can experience, not far behind the death of a spouse...
Read MoreWeekly Market Insights: Labor Numbers Reflect Uncertainty
Stocks closed mixed last week as signs of continued economic recovery and upbeat earnings helped some sectors while the struggles persisted for high-growth companies.The Dow Jones Industrial Average gained 2.67%, while the Standard...
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Stocks meandered around a flatline in a busy week of corporate earnings, ending the trading week slightly lower.The Dow Jones Industrial Average slid 0.50%, while the Standard & Poor’s 500 was flat (+0.02%). The Nasdaq...
Read MoreWant 3 Helpful Retirement Strategies for Women?
These 3 strategies could help you live the retirement of your dreams…
Read MoreHelpful Retirement Strategies for Women
Retirement Read Time: 2 min Helpful Retirement Strategies for Women Preparing for retirement can look a little different for women than it does for men. Although stereotypes are changing, women are still more likely to serve as...
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The crosscurrents of strong corporate earnings, rising global cases of COVID-19, and the specter of higher capital gains taxes led to a choppy week of trading that left stock prices slightly lower for the week.The Dow Jones Industrial...
Read MoreWeekly Market Insights: Stocks Move Higher on Latest Numbers
Stocks reached record highs last week, riding the tailwind of improving economic data and a strong start to the earnings season.The Dow Jones Industrial Average rose 1.18%, while the Standard & Poor’s 500 gained 1.37%. The...
Read MoreCan Women Feel Confident About Retirement?
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Strong economic data and a resurgent technology sector propelled stocks to solid gains last week.The Dow Jones Industrial Average advanced 1.95%, while the Standard & Poor’s 500 picked up 2.71%. The tech-heavy Nasdaq...
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Overcoming a rocky start, stocks rallied into the close of a holiday-shortened week of trading as technology shares staged a powerful recovery and investors reacted positively to President Biden’s infrastructure spending...
Read MoreWhat does Retirement Success mean to you?
Have you heard that whatever you can conceive and believe you can achieve?
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A rocky week with wide price swings led to mixed results for stocks last week, as investors grappled with anxieties over economic growth and weakness in technology and other high-growth stocks.The Dow Jones Industrial Average added 1...
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Rising bond yields and improving economic conditions led to a choppy week of trading that ended in modest losses for investors.The Dow Jones Industrial Average fell 0.46%, while the Standard & Poor’s 500 declined 0.77%. The...
Read MoreHow to Make the Tax Code Work for You
By April 19, 2019, 137 million taxpayers had dutifully filed their federal income tax returns.1 And they all made decisions about deductions and credits – whether they realized it. When you take the time to learn more about how...
Read MoreWhat does cooking your favorite recipe have to do with the Tax Code?
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Read MorePractical Advice for your Required Minimum Distribution
Should you take an RMD this year? If so, when and how much?
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Stocks touched new record highs last week as bond yields steadied, a fiscal relief bill was signed into law, and confidence in a strong economic recovery grew.The Dow Jones Industrial Average gained 4.07%, while the Standard &...
Read MoreWeekly Market Insights: Stocks React Sharply to Bonds, Inflation
Stocks were mixed last week as rising bond yields and heightening inflation fears sent stocks on a wild ride, capped by a remarkable Friday afternoon rally.The Dow Jones Industrial Average gained 1.82%, while the Standard &...
Read MoreWeekly Market Insights: Rising Bond Yields Diminish Stocks
Stocks dropped amid rising long-term bond yields, with sharp declines in high-valuation growth stocks leading the overall market lower.The Dow Jones Industrial Average slipped 1.78%, while the Standard & Poor’s 500 declined...
Read MoreWeekly Market Insights: Rising Inflation Concerns
Rising bond yields dampened investor enthusiasm for high-multiple growth companies last week, sending market averages mostly lower in a holiday-shortened week of trading.The Dow Jones Industrial Average gained 0.11% for the week. But...
Read MoreBiden's Proposed Changes to Business Income and Taxes
How will limiting business and personal income deductions and increasing payroll and income taxes affect your business?
Read MoreWeekly Market Insights: Fed Chair Says No Change For Now
Stock prices inched higher last week amid declining COVID-19 cases, a pick-up in vaccinations, and progress on a fiscal relief bill.The Dow Jones Industrial Average gained 1.00%, while the Standard & Poor’s 500 rose 1.23%....
Read MoreBiden's Proposed Changes to Capital Gains and Estate Taxes
How will potential changes to Capital Gains and Estate Taxes affect you?
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What's your "go-to" source for financial information?"Family and friends" is the #1 answer given in the annual Retirement Confidence Survey. But a close second is search engines and other online tools, including online forums like the...
Read MoreWeekly Market Insights: Markets Go Back to Basics
Stocks notched strong gains last week, paced by a string of solid economic reports and consensus-beating corporate earnings.The Dow Jones Industrial Average gained 3.89%, while the Standard & Poor’s 500 advanced 4.65%. The...
Read MoreBiden’s Proposed Changes to Traditional IRA and 401k Plans
Are you wondering how President Biden’s proposed legislation to change Traditional IRA and 401k Plans will affect you?
Read MoreMonthly Market Insights | February 2021
U.S. Markets Stocks were mixed in January, giving up much of the month’s gains in the final days of trading, as unprecedented activity in...
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Despite strong corporate earnings, stock prices closed lower after a volatile week of trading triggered by unprecedented activity in a handful of companies.The Dow Jones Industrial Average lost 3.27%, while the Standard &...
Read MoreHow Could Joe Biden’s Proposed Plans Affect Your Money?
Stay tuned for important developments and potential changes to your finances:
Read MoreWeekly Market Insights: Optimism Stimulates Markets
Anticipation of a new fiscal stimulus and improved vaccine distribution powered stocks to fresh record highs last week with technology stocks leading the way.The Dow Jones Industrial Average gained 0.59%, while the Standard &...
Read MoreWeekly Market Insights: Mixed Reaction from Markets
Markets drifted lower last week as uninspired investors digested mixed news on the economic front.The Dow Jones Industrial Average lost 0.91% while the Standard & Poor’s 500 slid 1.48%. The Nasdaq Composite index stumbled 1...
Read MoreWhat You Should Do About Insurance Following a Divorce
Insurance Read Time: 3 min What You Should Do About Insurance Following a Divorce Divorce can be an emotionally and financially challenging life event. In the face of the many possible adjustments divorce entails, making changes to...
Read MoreTimely 2 Min Video With 2020 Tax Facts
Here are some important facts to know when preparing your 2020 tax returns:
Read MoreHealthy Body, Healthy Pocketbook
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Stocks moved higher during a holiday-shortened week of trading, capping off a turbulent, but otherwise strong year for equity investors.The Dow Jones Industrial Average gained 1.35%, while the Standard & Poor’s 500 increased...
Read MoreAre You Ready?
2020 = Rough Road; 2021 = Crossroad. What will you do?
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A second round of stimulus checks will soon be landing in the bank accounts of millions of Americans, thanks to the $900 billion economic relief package that Congressional leaders agreed to on December 20. But there are some...
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Generally, the different parts of Medicare help cover specific services. Most beneficiaries choose to receive their Parts A and B benefits through Original Medicare, the traditional fee-for-service program offered directly through the...
Read MoreMonthly Market Insights | December 2020
You are using an outdated browser. Please upgrade your browser to improve your experience. U.S. Markets Stock prices powered higher and emboldened investors in November thanks to a series of positive news events. The Dow Jones...
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Stocks surged last week, ignited by another COVID-19 vaccine announcement, encouraging economic data, and the easing of political uncertainty.The Dow Jones Industrial Average rose 2.21%, while the Standard & Poor’s 500 added...
Read MoreTrends in Charitable Giving
Trends in Charitable Giving According to Giving USA 2020, Americans gave an estimated $449.64 billion to charity in 2019. That’s one of the highest totals in more than 60 years since the report was first published.1 Americans...
Read MoreThe Business Cycle
Investment Read Time: 3 min The Business Cycle What has upswings and downturns, troughs, peaks, and plateaus? Though such terms could easily describe a roller coaster ride, they are also commonly used to describe the business cycle....
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Where chaos, turmoil and uncertainty are concerned, “2020” is the gift that keeps giving. The nail-biting U.S. election was merely par for the course during a year that brought us a global pandemic, economic recession, and...
Read MoreMonthly Market Insights | November 2020
You are using an outdated browser. Please upgrade your browser to improve your experience. U.S. Markets Inaction on a second American fiscal stimulus bill and a rise in global COVID-19 cases put pressure on stock prices in October....
Read MoreElection 2020: Be Confident. Be Bold. Be Patient
It should come as no surprise that the economy is the most crucial issue in the upcoming election.But here's something that may surprise you. More than 90% of investors say they plan to change their portfolio in the 12 months...
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The upcoming election is prompting some people to reconsider their investment strategy.In fact, 45% of consumers with $100,000 or more investable assets expect to make changes to their portfolio due to the upcoming 2020 presidential...
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You are using an outdated browser. Please upgrade your browser to improve your experience. U.S. Markets Stocks dropped in September as investors worried about stalled fiscal stimulus talks in Washington, the upcoming election, and new...
Read More2 Min Video Tip about who you should ask for financial advice
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Read MoreElection 2020: Preparing for Any Outcome
As the U.S. presidential election draws near, expect to see more and more headlines that propose, "What will happen next if this person is elected?" or, "What policy changes to prepare for in the next four years?"In reality, however,...
Read More2 Min Video Tip About the Pros and Cons of Buying Gold
These are some things to consider if you are thinking about buying gold.
Read MoreThe Anatomy of an Index
Investment Read Time: 4 min The Anatomy of an Index Did you know that more than $9.9 trillion in assets are benchmarked to the Standard & Poor’s 500 Composite Index, including $3.4 trillion in index assets?1,2 The S&P 500 is...
Read More2 Min Video Tip About Exchange Traded Funds
This week we discuss the tax benefits of Exchange Traded Funds.
Read More2 Min Video Tip About Your Social Security Income
This week we share 4 facts you need to know about Social Security Income.
Read MoreMonthly Market Insights | September 2020
U.S. Markets Stock prices surged in August as investors cheered positive news of a potential COVID-19 treatment and welcomed a month-long...
Read MoreSystematic Withdrawals in Retirement
Many of us grew up with the concept that making regular, periodic contributions to our retirement account was a sound investment strategy. The idea was that, in a fluctuating market, regularly investing a set amount would enable an...
Read More2 Min Video Tip About Early Withdrawals From Your IRA
Chris Browning and Tamara Kirkland of Masters Advisory Partners here with this week’s useful 2 minute video tip about additional early withdrawals from your Individual Retirement Account, or IRA, that escape the 10% penalty tax.
Read MoreLabor Day Weekend BBQ Edition of Q&A with C&T Session #3
Grilling steaks and answering these general Estate Planning questions: How does effective estate management help you during your lifetime as well as after your death? What is a quick formula to estimate your estate taxes? What are the...
Read MoreUnderstanding the Alternate Valuation Date
When an individual dies, the executor is faced with an important decision that has the potential to impact the taxes owed by the estate and its heirs.1 The executor will have the option of valuing the estate on the date of death, or...
Read More2 Min Video Tip about CARES Act Provisions for Accessing Your Retirement Savings
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What’s your favorite new thing to do during the pandemic and do you plan to keep doing it in the future? Share it with us. We’d love to hear about it!
Read MoreQ&A with C&T Session #2
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Read MoreJoin us for some financial and investment tips
Q&A With C&T: Session #2 Join us for Session #2 of Q&A with C&T as we discuss 5 Smart Investing Principles you can use now in response to the questions you have asked us recently about how to invest wisely in the current economic and...
Read MoreAre you on the right path to achieve your financial goals?
Click below to take a short quiz and MAP your goals: Let's get started
Read MoreMonthly Market Insights | July 2020
U.S. Markets Stock prices climbed higher in June, as investors looked beyond an increase in COVID-19 cases as well as reports that several...
Read MoreIs Term Life Insurance for You?
Insurance Is Term Life Insurance for You? Term insurance is the simplest form of life insurance. It provides temporary life insurance protection on a limited budget. Here’s how it works: When a policyholder buys term insurance,...
Read MoreStay Safe with a B.O.P. At Your Back
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Read MoreA Decision Not Made Is Still a Decision
Whether through inertia or trepidation, investors who put off important investment decisions might consider the admonition offered by motivational speaker Brian Tracy, “Almost any decision is better than no decision at all...
Read MoreMonthly Market Insights | June 2020
U.S. Markets Stocks rallied in May, sparked by a supportive Federal Reserve, stories of states re-opening, and reported progress on a COVID-19...
Read MoreWe Stand With You
In recent days, unhealed social wounds have been brought painfully into focus across the nation. Please know that we are deeply committed to promoting justice, healing, and wholeness for all members of our community. If you or someone...
Read MoreWould downsizing your home better prepare you for retirement?
What does your home really cost?
Read MoreCan Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?
Read MoreMonthly Market Insights | May 2020
U.S. Markets Stocks rebounded sharply in April, fueled by a flattening pandemic curve and positive results from a clinical trial investigating...
Read MoreThe Business Cycle
How will you weather the ups and downs of the business cycle?
Read MoreWhere Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Read MoreThe Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Read MoreMonthly Market Insights | April 2020
U.S. Markets The spread of COVID-19 sent stocks tumbling, as the health and economic costs of the pandemic continued to mount. The Dow Jones...
Read MoreWhy Everyone Needs an Estate Strategy
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Read MoreGuide to the Coronavirus Aid, Relief, and Economic Security Act
What Small Businesses Need to Know Included in the recently passed CARES Act are additional business loan options, changes to tax policies and changes to the FFCRA, all designed to ease the burden of COVID-19. The coronavirus pandemic...
Read MoreHow to budget the money you have if you lose your job during the COVID-19 pandemic
A growing percentage of Americans are out of work or have had their hours reduced due to the coronavirus pandemic. If you fall into that category and are starting to rely on emergency savings to get through this period, you’ll...
Read MoreWhen Markets React
When markets shift, experienced investors stick to their strategy.
Read MoreSpecial: Global Stocks Drop; Weekly Updates March 9, 2020
Status is reachable Ron Carson CEO/Chairman of Carson Group Holdings, LLC- Entrepreneur, Financial Advisor, NYT Best-Selling Author, Thought Leader ... See More 131 articles Special Update: Global stocks dropped sharply on Monday...
Read MoreBridging the Confidence Gap
Bridging the Confidence Gap In the world of finance, the effects of the "confidence gap" can be especially apparent. AddThis Share | Facebook Twitter Print Email //
Read MoreHistory shows stocks typically rebound from disease outbreaks before long
History shows stocks typically rebound from disease outbreaks before long Annie Nova@AnnieReporter Key Points Your 401(k) likely isn’t recovering from the coronavirus as quickly as you’d hoped. Looking for some consolation?...
Read MoreKeeping Up with the Joneses
Keeping Up with the Joneses Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff? AddThis Share | Facebook Twitter Print Email //
Read MoreTo Catch a Thief
To Catch a Thief Many Americans have taken steps in recent years to protect their identity. However, according to one report, published in 2018, identity theft is at an all-time high, affecting an estimated 16.7 million U.S. adults. If...
Read MoreThe Pre-Retirement Checklist
The Pre-Retirement Checklist The Pre-Retirement Checklist: HOW PREPARED ARE YOU? Getting ready for retirement? Before you can cross that bridge, you’ll need to cross some important items off your to-do list. But thanks to our...
Read MoreSix Most Overlooked Tax Deductions
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Read MoreSOCIAL SECURITY: THE $64,000 QUESTION
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Read MoreMonthly Market Insights | January 2020
Monthly Market Insights | January 2020 You are using an outdated browser. Please upgrade your browser to improve your experience. U.S. Markets Riding a wave of trade optimism and solid economic data, stocks notched solid gains in...
Read MoreYou Would Rather Be...
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Read MoreRequired Reading: The Economic Report of the President
Required Reading: The Economic Report of the President Tip: The University of California at Santa Barbara keeps an archive of Economic Reports of the President from Harry Truman’s 1947 report to the latest edition. Source:...
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Is travel insurance warranted? It may be offered to you as you book a vacation, but that doesn’t necessarily mean you need it. Your life, auto, or health insurance may provide adequate coverage as you travel. Be sure to...
Read MoreData Thieves from Outer Space
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Read MoreThe Investment Risk No One’s Ever Heard Of
The Investment Risk No One’s Ever Heard Of Knowledgeable investors are aware that investing in the capital markets presents any number of risks—interest-rate risk, company risk, and market risk. Risk is an inseparable...
Read MoreMonthly Market Insights | December 2019
Monthly Market Insights | December 2019 You are using an outdated browser. Please upgrade your browser to improve your experience. U.S. Markets Stocks notched solid gains in November, thanks to solid economic data, improving trade...
Read MoreRed Flags for Tax Auditors
Red Flags for Tax Auditors No one wants to see an Internal Revenue Service (IRS) auditor show up at his or her door. The IRS can’t audit every American’s tax return, so it relies on guidelines to select the ones most...
Read More12 Year-End Money Strategies You Can’t Afford To Overlook
12 Year-End Money Strategies You Can’t Afford To Overlook Share to facebook Share to twitter Share to linkedin As year-end approaches, there’s still time to make sure you’re on track toward your important financial...
Read MoreShould You Invest in Exchange Traded Funds?
Should You Invest in Exchange Traded Funds? There are hundreds of ETFs available. Should you invest in them? AddThis Share | Facebook Twitter Print Email //
Read MoreFinancial Aid for Students 101
Financial Aid for Students 101 Preparing for college while still in high school can be difficult for even the most academically minded student. These days, you need to excel in the classroom, make sure you’re involved in...
Read MoreRightsizing for Retirement
Rightsizing for Retirement What does your home really cost? AddThis Share | Facebook LinkedIn Twitter Print //
Read MoreMonthly Market Insights | July 2019
Monthly Market Insights | July 2019 You are using an outdated browser. Please upgrade your browser to improve your experience. U.S. Markets The stock market rode a wave of optimism this month, thanks to continued belief in a potential...
Read MorePerception vs. Reality
Perception vs. Reality There’s an alarming difference between perception and reality for current and future retirees. AddThis Share | Facebook LinkedIn Twitter Print //
Read MoreMonthly Market Insights | June 2019
Monthly Market Insights | June 2019 You are using an outdated browser. Please upgrade your browser to improve your experience. US Markets Investors’ hope of an imminent trade deal with China was shattered in May, driving stocks...
Read MoreThe Power of Compound Interest
The Power of Compound Interest Learn how to harness the power of compound interest for your investments.
Read MoreIt May Be Time for a Financial Checkup
It May Be Time for a Financial Checkup It’s never a bad time to speak with your financial advisor about changes in your situation.
Read MoreEvents on Wall Street
Events on Wall Street Can successful investors predict changes in the markets? Some can but others miss the market’s signals. AddThis Share | Facebook LinkedIn Twitter Print //
Read More6 Stock Market Plunge Statistics You Need to Know
6 Stock Market Plunge Statistics You Need to Know The S&P 500 registered its 15th-biggest point decline in history on Monday, but there's absolutely no need to panic.
Read MoreStock Market Volatility
Interest rates. Trade Talks. Inflation Fears. Political Events. International Developments. During the past year, every one of these events have influenced stock prices.
Read MoreA New Way to Look at Your Bucket List
A New Way to Look at Your Bucket List That big list of dreams and goals isn't the only way to look at your bucket list.
Read MoreFrom Boats to Brokers
From Boats to Brokers From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Read MoreTax Reform: Before and After
The recently passed 2017 Tax Cuts and jobs Act brought with it the biggest tax reform in decades. Here are a few of the changes that could affect you.
Read MoreMonthly Market Insights | April 2019
Stock prices rose during the month, overcoming poor economic reports and volatility in the domestic bond market.
Read MoreIt Was the Best of Times, It Was the Worst of Times
It Was the Best of Times, It Was the Worst of Times. All about how missing the best market days (or the worst!) might affect your portfolio.
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16 Wall Street Cliches in 60 Seconds Pundits say a lot of things about the markets. Let's see if you can keep up.
Read MoreChoosing a Retirement Plan that Fits Your Business
Choosing a Retirement Plan that Fits Your Business One survey found that 79% of small business owners expect at least some of their retirement income to come from tax-advantaged retirement savings accounts.¹ If you have yet to...
Read MoreThe Five Basics of Financial Literacy
Understanding the ways credit and debt work for and against you are some of the first steps toward understanding personal finance. While it’s not...
Read More8 strategies crucial for building wealth
Photo by Dina Konovalov https://www.businessinsider.com/financial-planner-best-wealth-building-strategies-2019-2businessinsider.com I'm a financial planner, and my most successful clients taught me 8 strategies crucial for building...
Read MoreWhat's Your Investment IQ?
What’s Your Investment IQ? AddThis Share | Facebook LinkedIn Twitter Print // Have A Question About This Topic? Name Email Address Message Thank you! Oops! Related Content Bridging the Confidence Gap In the world of finance, the...
Read MoreBridging the Confidence Gap
Bridging the Confidence Gap In the world of finance, the effects of the "confidence gap" can be especially apparent.
Read MoreA Bucket Plan to Go with Your Bucket List
The baby boomers have re-defined everything they’ve touched, from music to marriage to parenting and, more lately, to what “old” means—60 is the new 50! Longer, healthier living, however, can put greater stress...
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