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Weekly 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 surrendered 0.92% for the week. The MSCI...
Weekly 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%, while the Standard & Poor’s 500 rose...
Weekly 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 Composite index dropped 1.44% for the week. The...
Weekly 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%, while the Standard & Poor’s...
Weekly 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 index improved 0.14% for the...
Weekly 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 & Poor’s 500 advanced 1.83%....
Weekly 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 enthusiasm. Overall, the markets were...
Weekly 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 & Poor’s 500 gained 1.65%. The Nasdaq...
Weekly 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 Nasdaq Composite index rose 0.40%...
Weekly 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 & Poor’s 500 lost 0.10%. The...
Weekly 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 Industrial Average gained 1.20%, while the...
Weekly 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 Composite index lost 1.10% for the...
Weekly 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 500 added 3.48%. The Nasdaq...
Questions To Ask A Financial Advisor
The recent volatility in the stock market has again become a wake up call to many investors.
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Advised Brokerage Accounts Are Better Diversified, Reports Schwab
The report highlights the benefits of working with an advisor. In general, participants who had professional help were more diversified across all of their holdings
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Where is Your Best Place to Retire?
The best place to retire in the United States is in dispute. There’s no formal debate, but a review of reliable publications showed surveys have named different states and cities as the “best” place to retire.
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Documenting Your Possessions in Case of Disaster
It’s better to protect yourself now and document your possessions rather than trying to do it after something has happened. A home inventory will give you an accurate recording of your assets for insurance purposes and give you a better idea of how much homeowner’s insurance you need to ensure proper coverage.
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Unused Vacation Days Can Be Costly
Would you give up a share of $62 billion? If your answer is no, then you may be a member of the relatively small group of Americans (36 percent) that takes all of the vacation days available to them each year.
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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 deserving of its attention.
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Six Steps To Financial Independence For Women
Financial independence: Whether you enjoy it or dream about it, it’s a common term that you’ve probably seen in magazine ads, TV commercials and billboards. But what really does financial independence mean, exactly?
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Understanding Credit Reporting
To qualify for the best loans at the lowest rates, borrowers must qualify financially and are scored by lenders using a computerized model for evaluating credit risk, developed by Fair, Isaac, and Company, known as the FICO score. Learn more
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Organizing Your Financial Records and Emergency Forms
Would someone be able to find your important papers during a crisis if you became ill, injured, or incapacitated? It’s a good idea to make sure a trusted family member or friend knows where to find your personal documents.
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5 Benefits of Working in Retirement
In the past, retirement has been portrayed as an ending, a grand exit from your years in the workplace. But the rules are shifting.
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The Drawback Of Target Date Mutual Funds
If the majority of fund management won’t even invest in their own target-date retirement funds….why should you?
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Just How Safe Is An Insurance Company, Really?
When you think about the car you drive, the house you live in, the health plan you use and the life insurance policy you have, it’s not a stretch to say insurance is an intrinsic part of our daily lives.
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Credit Freeze - You should consider it!
It’s been over a year since Equifax, one of the three largest credit reporting agencies in the U.S., revealed they’d been hacked.
What did you do to protect your data?.
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Should Parents Pay for College Tuition?
It’s a pricey question.
College Board estimated the average cost for full-time, in-state students who live on campus at four-year public colleges or universities during the 2017-18 school year is $25,290.
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Just Say NO to Pie Charts!!
Pie charts look nice coming out of a color printer, but they can’t help manage investment risk
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An Investment Advisor’s Blueprint To Making Solid Financial Decisions
A common mistake people make is to give up what they want most for what they only want right now. Pick which goals in your life are most important to you, and make achieving those goals your utmost priority. Then…
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Enjoy Life. Hire Someone To Watch Your 401K
Have you ever thought you’d be happier if you could just pay someone else to do watch your company 401K retirement plan account?
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The 7 Rules of Investing
From 1977 through 1990, Lynch ran one of the most successful mutual funds ever, posting an average annual return of 29%.
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Considering A 401K Rollover?
What to do with an old 401K?
One great thing about a 401K retirement savings plan is that your assets are often portable when you leave a job.
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Have You Checked Out Our Retirement Planning Library?
While retirement planning can seem intimidating, it’s never too early or too late to start preparing for the future.
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Common Financial Terms
We have compiled a list of important financial terms. If you don’t speak personal finance, don’t worry—we’re here to help.
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Election Day and your Portfolio
Two-hundred and seventy. That’s how many electoral votes it takes to win. As of this writing, on the afternoon of Wednesday, November 4, 2020, neither candidate has reached that magical number yet – and it may be some time before we know who will.As...
Special Message
Pandemics - Protests - Wildfires - Market Crashes - Recession If someone ever tries to tell the story of 2020 on film, it will take more movies than Star Wars. At one point, we even had to worry about murder hornets. Murder hornets! There’s no question...
How to Manage Your Money and Your Risk Exposure
This is an excellent example of one of our more popular client webinars where we detail what is happening in the market, what makes us so successful and different from other advisors, and how it effects our clients' portfolios.
Forgotten 401Ks
ZombiesThey’ll eat you alive!Failure to Rebalance - Zombie Sign #1When was the last time you rebalanced your 401(k) or other retirement account? When you set it up, you took a fairly conservative approach and bought 60% stock mutual funds and 40% bond...
Navigating Bear Market 17 & Covid19 Webinar
How Are Your Investments Doing Lately? Receive A Free, No-Obligation 2nd Opinion On Your Investment Portfolio > This Webinar zeroes in on Technical Analysis and Active Management—two strategies that protect your assets in times of trouble. Our equity...
Very Important
Dear Clients, Soon-to-Be-Clients and friends,Well, it looks like the party’s over. The S&P 500 has plunged through several levels of support. Take a look. Here’s the chart. This chart shows the S&P when it was 3,332. Now, as I write, it sits...
A Bump in the Road?
End-of-Summer Market Update Dear Friend, Speed bump, stop sign, or red light? That’s the question many of us are asking. Let me explain. After cruising for the past five months, the markets screeched to a halt on September 3, the Dow dropping over 800...
Aug 3, 2020 Market Update
Good morning.At this writing, the futures for the Dow, the S&P, and the Nasdaq are all showing that color we all love: Green. And as Kermit the Frog reminded us back in 1970, “It’s not that easy bein’ green ….”It’s sure as heck not easy being green in...
Friends and Clients, I’ll be brief. All is well with our managed accounts
December 9, 2020 Our Mission Is To Create And Preserve Client Wealth How Are Your Investments Doing Lately? Receive A Free, No-Obligation 2nd Opinion On Your Investment Portfolio > Friends and Clients, I’ll be brief. All is well with our managed accounts. Through...
Where Trillions Dwell
How Are Your Investments Doing Lately? Receive A Free, No-Obligation 2nd Opinion On Your Investment Portfolio > Where Trillions Dwell Back in the 1980s, a popular Wendy’s commercial featured a soon-to-be-famous elderly lady peering at a small piece of...
Heads Or Tails?
How Are Your Investments Doing Lately? Receive A Free, No-Obligation 2nd Opinion On Your Investment Portfolio > December 9, 2020 Our Mission Is To Create And Preserve Client Wealth Heads or Tails?Them’s your odds.Heads a normal, relatively healthy...
Memorial Day
In honor of Memorial Day, we’d like to tell you a story about a man named Ben Salomon.Ben Salomon was a dentist. He went to school, got his degree, and started his own dental practice at the tender age of 23. The most trying ordeal he was ever supposed to...
Special Market Update
First, I want to thank everyone for all the calls and emails. We are all doing great, and I hope all of you are safe and healthy. At the same time, I am humbled and embarrassed, for 99% of my industry now floats in a sea of red ink. But we are having our...