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Market Commentary December 27, 2022
Treasury Note is simply the yield at the close of the day on each of the historical time periods. Sources: Yahoo! Finance, MarketWatch, djindexes.com, London Bullion Market Association.Past performance is no guarantee of future results. Indices are unmanaged and...
Weekly 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 Nasdaq Composite index declined 2.72% for...
Weekly 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 lost 3.99% for the week. The MSCI...
Weekly 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 declined by 0.69%. The Nasdaq...
Weekly 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 rose 8.10% for the week. The MSCI...
Weekly 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 Average slipped 1.40%, while the...
Weekly 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 Average rose 5.72%, while the Standard...
Weekly 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 Standard & Poor’s 500 advanced 4.74%....
Weekly 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.All three RFS client investment models beat their respective benchmarks. The Dow Jones Industrial Average gained 1.15% for the week....
Weekly 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 0.73% for the week. The MSCI EAFE...
Market Commentary July 25, 2022
How Are Your Investments Doing Lately? Receive A Free, No-Obligation 2nd Opinion On Your Investment Portfolio > July 25, 2022Our Mission Is To Create And Preserve Client Wealth A lot of people are worried that a recession may be in our future. Some...
Market Commentary July 18, 2022
Treasury Note is simply the yield at the close of the day on each of the historical time periods. Sources: Yahoo! Finance, MarketWatch, djindexes.com, London Bullion Market Association.Past performance is no guarantee of future results. Indices are...
Market Commentary July 11, 2022
July 11, 2022Our Mission Is To Create And Preserve Client Wealth Rising inflation is a bit like a child throwing a temper tantrum in the grocery store.The red-faced parent, in this case the U.S. Federal Reserve (Fed), tries to calm the child. Sometimes, it...
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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Veterans Day 2019
In 1945, there were sixteen million of them. Today, there are less than 500,000 left. They endured the hardships of the Depression. They watched firsthand as radio, talking pictures, and television changed how we live. They witnessed the dawn of the Space...
Inverted Yield Curve – Should You Worry About A Recession?
If you ask an economist what makes them toss and turn at night, chances are they’ll tell you, “Fear of missing the warning signs of a recession.” After all, for anyone who studies the economy for a living, few things could be worse than a sudden economic...
Recession 101
“Markets are flashing deep red as investors worry about the health of the economy” - CNN Business “S&P and Dow Slide as Evidence of Global Slowdown Mounts” - The New York Times “Stocks Drop on Worries About Growth” - The Wall Street Journal The markets hit...
Hope in Humanity Story #2: Kids Today
When you turn on the evening news, every broadcast seems to bring more stories of tragedy, fighting, and petty politics. But if we take the time to look a little closer, we often find that amidst the doom and gloom, people all around the world are...
The Secret Life of Data
What data about you is most important?The data that identity thieves are after – social security, credit card, and bank account numbers – is important, as well as more basic data which is being collected by companies whose devices you use every day....
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.read more>>
Where There’s a Will, There’s a Plan
Throughout history people have made inheritance choices that are inexplicable to others. In 1926, Harry Houdini left his magical equipment to his brother, his pulled-from-the-hat rabbits to the children of friends, and a series of random words to his wife....
Hope in Humanity
When you turn on the evening news, every broadcast seems to bring more stories of tragedy, fighting, and petty politics. But if we take the time to a look a little closer, we often find that amidst the doom and gloom, people all around the world are...
How important labor still is today
Happy Labor Day! As you know, this holiday is for celebrating the Labor Movement and the contributions workers have made to our nation’s history. But in recent years, as our society has grown ever more automated and modernized, we sometimes think we forget how...
Q&A on the trade war
China has introduced a new weapon to use in the trade war with the United States. That weapon? Its own currency.On Thursday, August 1, President Trump proposed a new slate of tariffs on Chinese goods. In response, the Chinese central bank devalued its...
Tariffs and Tweets
When Twitter first launched back in 2006, its creators probably never imagined that a single “tweet” could make the stock market plunge. But that’s exactly what happened on Thursday, August 1, when President Trump tweeted the following:“…the U.S will...
The importance of time management
It may sound strange to hear a financial advisor say this but achieving the things you care about most requires more than just money. There are certain habits and behaviors that, while not directly related to finance, can spell the difference between...
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. Labor force participation among those aged 65-74 is predicted to reach 32 percent by 2022, up from just 20 percent in...