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Tuesday, October 9, 2018

With the start of fall comes the start of grad school application season. With grad school costing an average of $40,000, you’ll want to be sure it’s worth the cost of attending. If you, or someone close to you, is...

 

Monday, October 8, 2018

Although new data continued to show strength in the U.S. economy, markets stumbled across the globe last week.[1] The S&P 500 lost 0.98%, the Dow dropped 0.04%, and the NASDAQ declined 3.21%.[2] International stocks in the MSCI EAFE...

 

Tuesday, October 2, 2018

So you’re trying to save a bit of money, but you don’t want that to impact your social life too much. Or maybe it’s your turn to host your friends’ monthly gathering but your budget is already looking a bit...

 

Monday, October 1, 2018

Friday, September 28, was the last trading day in 2018's 3rd quarter, and the S&P 500 posted its strongest quarterly return in nearly 5 years.[1] The Dow also showed impressive returns by beating expectations for the quarter, while...

 

Tuesday, September 25, 2018

Taking out a personal loan can be a pretty straightforward process as you don’t need any collateral to get one and your eligibility will be based on your financial situation. However, there are some things you need to be aware of...

 

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Monday, September 24, 2018

Last week brought new tariffs and data, and another look at changes coming to equity classifications. Overall, the S&P 500 gained 0.85% and the Dow was up 2.25%, while the NASDAQ dropped 0.29%.[1] International stocks in the MSCI EAFE...

 

Monday, September 24, 2018

Last week brought new tariffs and data, and another look at changes coming to equity classifications. Overall, the S&P 500 gained 0.85% and the Dow was up 2.25%, while the NASDAQ dropped 0.29%.[1] International stocks in the MSCI EAFE...

 

Tuesday, September 18, 2018

Helping your wallet and the environment can easily go hand-in-hand as often times little things that you spend a lot of money on over time also end up hurting the world around you. Making little changes to some of your expensive habits...

 

Monday, September 17, 2018

Last week, the East Coast prepared for Hurricane Florence, which roared through the Carolinas and Georgia. As investors kept their eyes on the weather and its potential for destruction, estimates emerged of up to $27 billion in...

 

Monday, September 17, 2018

Last week, the East Coast prepared for Hurricane Florence, which roared through the Carolinas and Georgia. As investors kept their eyes on the weather and its potential for destruction, estimates emerged of up to $27 billion in...

 

Monday, September 10, 2018

Domestic markets fell last week due to negative trade news and declining tech stocks, with the S&P 500 and Dow both breaking their multi-week winning streaks. Meanwhile, the NASDAQ posted losses for 4 days in a row for the first time...

 

Monday, September 10, 2018

Domestic markets fell last week due to negative trade news and declining tech stocks, with the S&P 500 and Dow both breaking their multi-week winning streaks. Meanwhile, the NASDAQ posted losses for 4 days in a row for the first time...

 

Tuesday, September 4, 2018

Trade continued to dominate the news last week and cause market volatility as investors monitored discussions of the North American Free Trade Agreement (NAFTA) and tension with China. While Mexico and the U.S. reached a new trade...

 

Tuesday, September 4, 2018

Trade continued to dominate the news last week and cause market volatility as investors monitored discussions of the North American Free Trade Agreement (NAFTA) and tension with China. While Mexico and the U.S. reached a new trade...

 

Tuesday, September 4, 2018

Rising healthcare costs are a serious worry for many people as they wonder what could happen if they become seriously ill or have an accident. Having insurance coverage doesn’t necessarily mean that your costs will be low, and...

 

Tuesday, August 28, 2018

Having a pet brightens up any home as they bring unconditional love, warmth, and joy. However, before rushing out to add a new member to your household it’s important to remember that pets come with a cost, and it’s your...

 

Monday, August 27, 2018

Last week marked a noteworthy milestone in our economy: On Wednesday, August 22, the bull market entered its 3,453rd day, the longest such run in U.S. history. In the past 9 plus years, domestic indexes have come quite a ways since...

 

Monday, August 27, 2018

Last week marked a noteworthy milestone in our economy: On Wednesday, August 22, the bull market entered its 3,453rd day, the longest such run in U.S. history. In the past 9 plus years, domestic indexes have come quite a ways since...

 

Monday, August 27, 2018

Last week marked a noteworthy milestone in our economy: On Wednesday, August 22, the bull market entered its 3,453rd day, the longest such run in U.S. history. In the past 9 plus years, domestic indexes have come quite a ways since...

 

Tuesday, August 21, 2018

Challenges in emerging markets affected both U.S. and global stock performance last week, with the S&P 500 experiencing several down days.[1] By market close on Friday, however, two of the three major domestics posted gains for the...

 

Tuesday, August 21, 2018

Challenges in emerging markets affected both U.S. and global stock performance last week, with the S&P 500 experiencing several down days.[1] By market close on Friday, however, two of the three major domestics posted gains for the...

 

Tuesday, August 21, 2018

Your credit score can be vitally important to your life as it affects many of your financial capabilities. Used by lenders to ascertain how much of a risk you are, credit scores help them decide whether or not they want to offer you a...

 

Tuesday, August 14, 2018

It’s hard to believe that summer is already ending, but with kids heading back to school soon we have to admit that it’s nearly over. With the end of summer comes an exciting time for many 18 year olds as they head off to...

 

Monday, August 13, 2018

Stocks ended the week in mixed territory as trouble with Turkey's currency affected U.S. equity performance on Friday, August 10.[1] For the week, the S&P lost 0.25%, the Dow declined 0.59%, and the NASDAQ increased 0.35%.[2]...

 

Monday, August 13, 2018

Stocks ended the week in mixed territory as trouble with Turkey's currency affected U.S. equity performance on Friday, August 10.[1] For the week, the S&P lost 0.25%, the Dow declined 0.59%, and the NASDAQ increased 0.35%.[2]...

 

Tuesday, August 7, 2018

Planning a wedding can be fun and exhilarating but it’s also extremely stressful and time consuming. Whether you’re planning a wedding for yourself or for one of your children the cost of the wedding will be a huge factor...

 

Monday, August 6, 2018

Domestic markets ended last week in positive territory, as the S&P gained 0.76%, the Dow was up 0.05%, and the NASDAQ increased 0.96%.[1] This performance marked the 5th week in a row that the S&P 500 and Dow posted gains.[2]...

 

Monday, August 6, 2018

Domestic markets ended last week in positive territory, as the S&P gained 0.76%, the Dow was up 0.05%, and the NASDAQ increased 0.96%.[1] This performance marked the 5th week in a row that the S&P 500 and Dow posted gains.[2]...

 

Tuesday, July 31, 2018

Along with all of the great things that home-ownership has to offer there’s a downside: property taxes. While these taxes go towards paying for public services, such as road maintenance and emergency services, they can be a drain...

 

Monday, July 30, 2018

Markets experienced a push-and-pull last week between data indicating strong economic growth and lagging performance from several tech stocks' earnings reports.[1] Domestic indexes had mixed results, as the S&P 500 gained 0.61%, the...

 

Tuesday, July 24, 2018

Is your car starting to feel old and worn out? Has the time once again arrived for you to start considering replacing your vehicle? Having a good, reliable set of wheels to get you around is very important for peace of mind, but...

 

Monday, July 23, 2018

On Friday, July 20, stocks lost a small amount of ground after President Trump escalated his threats of increasing tariffs on China. However, strong quarterly earnings reports from several large companies helped provide balance in the...

 

Tuesday, July 17, 2018

Shopping for new and exciting items to add to your household or your wardrobe can be fun, sociable, and even therapeutic. But stop and ask yourself, are you spending more money than you need to and stressing your budget out whenever...

 

Monday, July 16, 2018

Last week, trade tensions with China lessened somewhat, while the 2nd quarter corporate earnings season started with mixed results. Against this backdrop, domestic stocks experienced sizable growth. By market's close on Friday, July...

 

Tuesday, July 10, 2018

When life hits you hard one of your first considerations will more than likely be how it will affect you financially. Having an emergency fund is the best way to take a little bit of stress out of unexpected problems. It’s a good...

 

Monday, July 9, 2018

Domestic stocks only traded for 4 days last week, due to the Independence Day holiday. In that time, all 3 major domestic indexes posted positive results for the week. The S&P 500 added 1.52%, the Dow gained 0.76%, and the NASDAQ...

 

Tuesday, July 3, 2018

Congratulations! You’ve just purchased your own home! There are few things better in life than the feeling that where you’re living is actually all yours. You no longer have a landlord to answer to or random rises in rent...

 

Monday, July 2, 2018

International trade concerns continue to create uncertainty in markets around the world.[1] Despite the markets' slight rises on Friday, June 29, they recorded losses for the week.[2] The S&P 500 fell 1.33%, the Dow gave back 1.26%,...

 

Tuesday, June 26, 2018

When it comes to the debate on whether using cash or credit is better the answer lies entirely in your personal preferences and your personality as both have advantages and drawbacks. Credit cards can be easy and quick, but cash is...

 

Monday, June 25, 2018

Stocks stumbled across the globe last week as trade tensions continued to escalate. Despite rebounding somewhat on Friday, the S&P 500 experienced its first weekly loss in a month, and the Dow posted its worst week since March.[1] The...

 

Monday, June 18, 2018

Last week stocks showed mixed results as political headlines continued to dominate the news. The Dow lost 0.89% and the S&P 500 was almost flat with a 0.02% gain.[1] The NASDAQ, on the other hand, reached a record high on Thursday and...

 

Monday, June 18, 2018

Negotiating a raise can seem like a really daunting task, but if it’s something you really want or need then it’s a necessary process. As with most things in life there’s a right way and a wrong way to go about it....

 

Tuesday, June 12, 2018

Is there someone in your life who is about to embark upon a very important time in their lives and become a parent? If so it’s probably weighing on you what it is that would make the perfect present for the little newborn...

 

Monday, June 11, 2018

As last week ended, tension between the U.S. and some of its greatest allies was on the rise. Trade remained a hot-button topic ahead of the G-7 meeting in Canada, but investors seemed largely unfazed by the drama.[1] In fact, all 3...

 

Tuesday, June 5, 2018

No matter the time of year you’re probably always thinking about when you’ll next get to get away from the stresses of your day to day life and explore somewhere new. Planning for your vacation is one of the most exciting...

 

Monday, June 4, 2018

Markets experienced heightened volatility this week, with the S&P 500 rising 0.49% and Dow dropping 0.48%. Meanwhile, the NASDAQ rose 1.62%, as international markets took a small dip, with the MSCI EAFE losing 1.10%.[1,2] The markets'...

 

Tuesday, May 29, 2018

Geopolitical uncertainty affected stocks last week, as the historic summit between the U.S. and North Korea began to look less likely. On Thursday, May 24, President Trump announced that the summit was off, and stocks stumbled in...

 

Tuesday, May 29, 2018

With spring drawing to a close and summer just around the corner it’s a great time to really declutter your finances and make sure everything is in order. Take these last few weeks of spring and do a proper clean on your finances...

 

Tuesday, May 22, 2018

Do you find little bits of money constantly being drained from your wallet? Do you wonder where all that money is going? Here are five hidden fees that you should know about in order to save some money: ATM fees How often do you find...

 

Monday, May 21, 2018

Major domestic indexes went down last week after all three gained more than 2% the previous week.[1] The S&P 500 dropped 0.54%, the Dow gave back 0.47%, and the NASDAQ lost 0.66%.[2] International stocks also stumbled; the MSCI EAFE...

 

Tuesday, May 15, 2018

With so many different membership plans available it can be hard to know which ones are the best way to spend your money. Here are the best ones to make sure you are getting the most benefits for your dollar: Amazon Prime One of the...

 

Monday, May 14, 2018

On Friday, the markets closed the week gaining traction. The Dow had 7 days of consecutive growth, rising 2.34% - its largest weekly gain since March.[1] Meanwhile, the S&P 500 rose 2.41%, the NASDAQ jumped 2.68%, and the MSCI EAFE...

 

Tuesday, May 8, 2018

With graduation season approaching finding the perfect gift for the graduate in your life can be challenging. If you are looking for ideas on what to get them that are more thoughtful than just a bit of cash or a gift card then try one...

 

Monday, May 7, 2018

Domestic indexes posted strong results on Friday, May 4, as the latest labor report data lessened investors' concerns about inflation and interest rates. Nonetheless, stocks had mixed results last week.[1] The S&P 500 dropped 0.24%...

 

Tuesday, May 1, 2018

No matter your age it is never too early to think about the best ways to take your social security benefits and how they will play a part in your retirement years. Be Aware of the Full Retirement Age Upon reaching the age of 62 you are...

 

Monday, April 30, 2018

We just finished the busiest week of 1st quarter earnings season, and although many companies shared positive results, stock indexes experienced modest declines.[1] The S&P 500 lost 0.01%, the Dow dropped 0.62%, and the NASDAQ gave...

 

Tuesday, April 24, 2018

With the day-to-day pressures of life it can often be difficult to stop and think about what exactly the future holds. However, thinking about your retirement well in advance is extremely important as you don’t want to reach an...

 

Monday, April 23, 2018

Stocks posted moderate gains last week, as the S&P 500 added 0.52%, the Dow increased 0.42%, and the NASDAQ rose 0.56%.[1] International stocks in the MSCI EAFE followed suit, gaining 0.41%.[2] We received numerous new data updates...

 

Tuesday, April 17, 2018

While the end of your life isn’t the happiest of topics to have to think about, there are some things that you should definitely put some thought into and have taken care of in order to ensure that your wishes for your estate and...

 

Monday, April 16, 2018

Market volatility continues. Stocks slid on Friday, April 13, but still held on to gains for the week.[1] The S&P 500 increased 1.99%, the Dow added 1.79%, and the NASDAQ was up 2.77%.[2] International stocks in the MSCI EAFE also...

 

Monday, April 16, 2018

Market volatility continues. Stocks slid on Friday, April 13, but still held on to gains for the week.[1] The S&P 500 increased 1.99%, the Dow added 1.79%, and the NASDAQ was up 2.77%.[2] International stocks in the MSCI EAFE also...

 

Tuesday, April 10, 2018

With the tax deadline looming, scammers are coming up with fresh, new twists along with their old, classic ways of trying to steal your money. Here are the biggest scams that have been floating around this year: In a scheme that occurs...

 

Monday, April 9, 2018

Domestic stocks lost ground last week as trade war concerns continued to rattle investors. With these declines, the Dow officially moved back into correction territory.[1] For the week, the S&P 500 lost 1.43%, the Dow dipped 0.95%,...

 

Monday, April 2, 2018

Markets were closed on March 30 for Good Friday, but in the four days of trading, stocks recovered some of this year's losses.[1] For the week, the S&P 500 added 2.09%, the Dow gained 2.67%, and the NASDAQ increased by 1.03%.[2]...

 

Monday, March 26, 2018

Markets experienced significant declines last week. The S&P 500 lost 5.95%, the Dow dropped 5.66%, and the NASDAQ declined 6.54%.[1] With these losses, all 3 domestic indexes had their worst weekly performance in more than 2 years.[2]...

 

Monday, March 19, 2018

Markets were up on Friday, but domestic stocks lost ground for the week as political turmoil and potential trade wars weighed on investors' minds.[1] The S&P 500 dropped 1.24%, the Dow gave back 1.54%, and the NASDAQ decreased 1.04%...

 

Monday, March 12, 2018

Domestic stocks leapt ahead last week as the latest jobs report inspired renewed confidence in our economic standing. The S&P 500 added 3.54%, and the Dow gained 3.25%.[1] The NASDAQ erased its losses from February's market correction...

 

Monday, March 5, 2018

Volatility continued last week as markets posted their 1st weekly loss in 3 weeks.[1] Despite some recovery on Friday, the S&P 500 dropped 2.04%, the NASDAQ slipped 1.12%, and the Dow lost 3.05% for the week.[2] Internationally, the...

 

Monday, February 26, 2018

Last week, the Presidents' Day holiday meant markets were only open for 4 trading days, and during that time, we received comparatively few economic reports. Nonetheless, major domestic indexes showed considerable volatility and...

 

Tuesday, February 20, 2018

Markets rebounded last week, posting sizable gains and moving back into positive territory for the year. All three domestic indexes experienced their largest weekly growth in years, despite losing some ground on Friday after news of...

 

Monday, February 12, 2018

After months of relative calm, market fluctuations are causing many investors to wonder what is happening to the economy. Last week, the S&P 500 lost 5.16%, the Dow dropped 5.21%, and the NASDAQ declined 5.06%.[1] The MSCI EAFE also...

 

Monday, February 5, 2018

After 4 straight weeks of gains, the markets have slipped. As of Friday, the S&P 500 lost 3.85%, the Dow dropped 4.12%, and the NASDAQ decreased by 3.53%.[1] International stocks in the MSCI EAFE also took a 2.78% hit.[2] Domestically...

 

Monday, January 29, 2018

Stocks had an impressive week yet again, as each of the domestic indexes reached record highs and gained at least 2%.[1] The S&P 500 added 2.23%, the Dow increased 2.09%, and the NASDAQ grew 2.31%.[2] International stocks in the MSCI...

 

Monday, January 22, 2018

We're only a few weeks into 2018, and stocks are showing quite a strong performance so far. Last week, major domestic indexes posted gains yet again, with all 3 up at least 5% this year. By Friday, the S&P 500 had added another 0.86%,...

 

Tuesday, January 16, 2018

Domestic markets continued their strong start to 2018, posting gains across the board for their 2nd week. The S&P 500 added 1.57% and closed at a new record high on Friday. The index just posted its best 10-day beginning to a year...

 

Monday, January 8, 2018

The first week of 2018 is behind us, and across the globe, stocks experienced a strong start to the year. International stocks in the MSCI EAFE gained 2.44% last week.[1] In the U.S., our major indexes also leapt forward, hitting a...

 

Tuesday, January 2, 2018

In the final trading days of a strong 2017, U.S. indexes lost some ground. During the holiday-shortened week, the S&P 500 dropped by 0.36%, the Dow lost 0.14%, and the NASDAQ gave back 0.81%.[1] A selloff toward the end of the day on...

 

Tuesday, December 26, 2017

As we headed into the long holiday weekend, the markets continued to climb as tax reform moved forward.up>[1] For the week, the S&P 500 closed up 0.29%, the Dow rose 0.43%, and the NASDAQ gained 0.35%.[2] International stocks in the...

 

Monday, December 18, 2017

Domestic markets were up last week as tax reform became more likely. On Friday, multiple previously undecided Senators announced they would back the combined House and Senate bill, and stocks reacted by hitting new record highs.[1]...

 

Monday, December 11, 2017

As the holiday season progresses, the markets continue to impress. Last week, many energy, financial, and industrial sector stocks helped drive performance.[1] Hitting record highs yet again, the S&P gained 0.35%, and the Dow jumped 0...

 

Monday, December 4, 2017

Markets went for a wild ride last week - especially on Friday. In fact, on December 1, the S&P 500 had its largest fluctuations since the day after the 2016 presidential election.[1] Nonetheless, two of the major domestic markets hit...

 

Monday, November 27, 2017

Last week was a relatively quiet time in the domestic markets. We did not receive a tremendous amount of economic data, and trading halted Thursday for the Thanksgiving holiday. Nonetheless, all 3 of the major domestic indexes...

 

Tuesday, November 21, 2017

Domestic stock performance varied last week, with the S&P 500 and Dow losing ground for the 2nd straight week, while the NASDAQ posted gains.[1] By Friday, the S&P 500 had dropped 0.13%, the Dow gave back 0.27%, and the NASDAQ gained...

 

Monday, November 13, 2017

After posting gains every week since September, U.S. stocks declined by market's close on Friday. The S&P 500 and Dow ended their longest stretch of weekly increases since 2013, and the NASDAQ ended its own 6-week streak.[1] By...

 

Monday, November 6, 2017

Once again, the markets ended the week in positive territory - and all 3 major domestic indexes hit new record highs. The S&P 500 added 0.26%, and the Dow was up 0.45%, with both indexes notching their 8th straight week of growth. The...

 

Monday, October 30, 2017

Another week, another round of positive market performance. The 3 major domestic indexes again ended the week with gains and new record highs. The S&P 500 rose 0.23% and marked a 7th-straight week of increases - its longest string of...

 

Monday, October 23, 2017

Last week, all 3 major U.S. markets hit record highs once again.[1] The Dow added 2.00% to notch both intraday and closing records, the S&P 500 rose 0.86%, and the NASDAQ gained 0.35%.[2] International stocks in the MSCI EAFE dipped...

 

Monday, October 16, 2017

Last Friday, all 3 major domestic indexes continued their streak of weekly gains and record highs. The S&P 500 added 0.15%, and the Dow was up 0.43%. Meanwhile, both indexes posted their 5th weekly gain in a row. In addition, the S&P...

 

Monday, October 9, 2017

This Monday, October 9, marks the 10-year anniversary of the S&P 500's highest point before the Great Recession. While the ensuing decade has provided quite a rocky road for the markets at times, the recovery is undeniable.[1] In fact...

 

Monday, October 2, 2017

Before we begin our usual weekly commentary, we wanted to take a moment to honor the victims of Sunday's terrible attack in Las Vegas. Though details are still scarce, it is the most devastating mass shooting in U.S. history. Our...

 

Monday, September 25, 2017

Domestic indexes were mixed last week, as the Dow gained 0.36%, the S&P 500 eked out a 0.08% increase, and the NASDAQ lost 0.33%.[1] International stocks in the MSCI EAFE added a solid 0.68%.[2] Three stories that have dominated...

 

Monday, September 18, 2017

After briefly stumbling the week of September 4, domestic indexes notched significant gains last week and hit record highs. By Friday, the S&P 500 exceeded 2,500 for the first time, the Dow closed at its highest level ever, and the...

 

Tuesday, September 12, 2017

Last week, the markets closed for Labor Day, and in the subsequent four trading days, all three domestic indexes gave back some recent gains. The S&P 500 declined 0.61%, the Dow lost 0.86%, and the NASDAQ slid 1.17%.[1] International...

 

Tuesday, September 5, 2017

Last week gave a number of things for both investors and non-investors to think - and worry - about. From North Korea's missiles to Hurricane Harvey's devastation to an unemployment uptick, the headlines were busy. Yet, despite these...

 

Monday, August 28, 2017

After several weekly losses, the major domestic indexes all ended in positive territory on Friday, August 25. The S&P 500 gained 0.72%, the Dow was up 0.64%, and the NASDAQ added 0.79% for the week.[1] International stocks in the MSCI...

 

Tuesday, August 22, 2017

From domestic unrest to international terrorism, last week provided many headlines that could easily rattle the markets. While we did see days with volatility and declines, the major indexes remained relatively flat.[1]sup> For the...

 

Monday, August 14, 2017

Last week, rising tension between North Korea and the U.S. rattled the world's markets. As the two countries traded tough words, concerns escalated and markets reacted emotionally to the news.[1] Though stress is building...

 

Monday, August 7, 2017

Another week of economic performance brought more news that the markets continue their bullish streak. After eight consecutive record-high closings, the Dow rose above 22,000 for the first time ever and finished the week up 1.20%.[1]...

 

Monday, July 31, 2017

Last week, markets marched ahead within a busy reporting week. The Dow rose 1.16% to close Friday on another new high.[1] The S&P 500 notched a record high during the week, despite closing the week slightly down 0.02%.[2] Meanwhile,...

 

Monday, July 24, 2017

Last week, the Dow, S&P 500, and NASDAQ again hit record highs. The midweek peaks fell by Friday, though market performance remained strong.[1] By week's end, the Dow dropped 0.27%, and the S&P 500 and NASDAQ dipped on Friday but...

 

Thursday, July 20, 2017

Last Friday, stocks closed on more record highs. The S&P 500 rose 1.41% and the Dow climbed 1.04% - both closing at new peaks.[1] The NASDAQ reported a 2.58% gain and the MSCI EAFE posted a 2.38% increase.[2] Despite continuing...

 

Monday, July 10, 2017

As the country celebrated the Fourth of July last week, the markets experienced some volatility, though they finished a bit flat overall.[1] The Dow fell then rose to close the week up 0.30%.[2] The S&P 500 climbed a modest 0.07% for...

 

Monday, July 3, 2017

As Q2 ended, markets hit a six-week volatility high.[1] While the tech sector declined during the week, consumer discretionary and industrial sectors drove stocks higher on Friday.[2] On Friday, the tech-heavy NASDAQ slumped 1.99%.[3]...

 

Monday, June 26, 2017

Last week, markets kept relatively quiet despite the continuing drop in oil prices. The S&P 500 rose by 0.21%, the Dow increased by 0.05%, and the NASDAQ - the week's best performer - jumped 1.84%.[1] Internationally, the MSCI EAFE...

 

Monday, June 26, 2017

Last week, markets kept relatively quiet despite the continuing drop in oil prices. The S&P 500 rose by 0.21%, the Dow increased by 0.05%, and the NASDAQ - the week's best performer - jumped 1.84%.[1] Internationally, the MSCI EAFE...

 

Monday, June 19, 2017

Markets remained mixed last week as the Dow closed at another record high, while the NASDAQ fell and the S&P 500 held steady.[1] By Friday, the Dow gained 0.52%, the NASDAQ fell -0.92%, and the S&P 500 gained a slight 0.05%.[2]...

 

Monday, June 12, 2017

Markets last week were mixed with leading tech stocks falling dramatically as some investors pulled profits.[1] The NASDAQ took the biggest hit, finishing 1.55% down on the week - its worst week of the year.[2] Meanwhile, the Dow rose...

 

Monday, June 5, 2017

Last week, the S&P 500, Dow, and NASDAQ closed at all-time record highs.[1] The S&P 500 rose 0.96%, the Dow gained 0.6%, and the NASDAQ grew by 1.54%.[2] Meanwhile, the MSCI EAFE gained 1.64% for the week.[3] Despite strong equity...

 

Wednesday, May 31, 2017

The markets marched ahead last week with the S&P 500 and the NASDAQ reporting all-time records, albeit just slightly above previous highs.[1] The S&P rose 1.43% over last week, while the NASDAQ was up 2.08%.[2] The Dow gained 1.32%...

 

Monday, May 22, 2017

Early last week, both the S&P and NASDAQ recorded all time highs before tumbling along with the Dow as political concerns rose.[1] By Friday, though, the markets had largely rebounded and steadied. The S&P 500 closed the week down 0...

 

Wednesday, May 17, 2017

After a long career and years of planning for retirement, you expect your Social Security benefits to be there when you need them. After all, you’ve paid taxes into the system for decades. But sometimes, retirees find that their...

 

Monday, May 15, 2017

Markets tuned out noise from Washington last week and continued to focus on economic fundamentals. Mildly rebounding retail sales and strong consumer sentiment seem to point toward a modestly stronger second quarter.[1]After a...

 

Tuesday, May 9, 2017

Way back in the “old days”, marriage arrangements often involved an exchange of property. At the very least, a family overseeing their daughter’s betrothal would seek some guarantee of her well-being in the event her...

 

Monday, May 8, 2017

Last week, stocks rose but floated within a narrow trading range. By Friday, however, both the S&P 500 and the NASDAQ reached record highs.[1] For the week, the S&P 500 gained 0.63%, the Dow finished up 0.32%, and the NASDAQ rose 0...

 

Thursday, May 4, 2017

So, you know that investing in your future is a wise choice. And you might have heard that an Individual Retirement Account (IRA) can be a smart choice, due to certain tax-related advantages. But beyond that, what else do you know...

 

Monday, May 1, 2017

Stocks continued their advance on generally strong earnings reports this week despite the GDP report showing a slow first quarter economy. The S&P 500 rose 1.51%, the Dow gained 1.91%, and the NASDAQ added 2.32%.[1] On Tuesday, the...

 

Monday, April 24, 2017

Domestic stocks posted losses on Friday, April 21, largely due to investor concerns about the French election.[1] Despite these daily losses, U.S. indexes broke their two-week losing streak, with the S&P 500 adding 0.85%, the Dow...

 

Friday, April 21, 2017

Do you find yourself feeling like you’re always running from one place to the next, with a never-ending list of chores to accomplish? You’re not alone. Most of us are feeling overwhelmed with the hectic pace of life these...

 

Monday, April 17, 2017

Last week, major indexes experienced losses for the second week in a row, with the S&P 500 falling 1.21%, the Dow giving back 1.01%, the NASDAQ dropping 1.26%, and the MSCI EAFE declining 0.14%.[1] Markets closed on April 14 for the...

 

Thursday, April 13, 2017

Every year, millions of taxpayers eagerly wait for their income tax refunds. Whether a few hundred or a few thousand dollars, we can’t wait to cash those checks and spend the money. That’s because we tend to view tax...

 

Monday, April 10, 2017

The first quarter of 2017 is now behind us, and although we won't have complete economic data for a while, we do know that domestic stocks had a solid start to the year. Last week, major indexes took a pause from some recent gains and...

 

Friday, April 7, 2017

Can you picture yourself twenty years from now? If you’re like most people, you find this to be a difficult task. Maybe you can envision this summer’s vacation, or next year’s move to a new home, but 2037 seems like a...

 

Monday, April 3, 2017

With the first quarter of 2017 now behind us, we have seen the three major indexes all gain more than 4.5% so far this year.[1] In fact, the NASDAQ just experienced its best quarter since 2013 due to tech stocks driving growth.[2]...

 

Wednesday, March 29, 2017

We’re all celebrating the arrival of spring, and many of you are probably feeling the urge to do some spring cleaning. But clutter has a tendency to invade every area of your life, from closets, to your desk, to that weird drawer...

 

Monday, March 27, 2017

Last week, all four of the indexes we discuss in these market updates saw their performance stumble. The S&P 500 lost 1.44%, the Dow was down 1.52%, the NASDAQ gave back 1.22%, and the MSCI EAFE declined 0.07%.[1] On Tuesday, March 21...

 

Wednesday, March 22, 2017

You hear the mantra all the time: Save all you can for retirement! But what if you don't have much left over after the mortgage payment, medical bills, and necessary purchases? You're stashing as much as you can, but you wish you could...

 

Monday, March 20, 2017

For the fifth time in six weeks, domestic stock indexes ended last week in positive territory. The S&P 500 gained 0.24%, the NASDAQ added 0.67%, and the Dow eked out a 0.06% increase.[1] International equities in the MSCI EAFE grew by...

 

Wednesday, March 15, 2017

Since Social Security was first created in 1935, the program has provided retirees with a valuable source of supplemental retirement income. Anyone who works and pays taxes should care about the future of Social Security, and staying...

 

Monday, March 13, 2017

After at least four consecutive weeks of growth, the three major domestic indexes all lost ground this week. The S&P 500 was down 0.44%, the Dow lost 0.49%, and the NASDAQ declined 0.15%.[1] Meanwhile, international stocks in the MSCI...

 

Wednesday, March 8, 2017

We always say that you have to “pay yourself first” because you are your only way of funding retirement! And that's still true... mostly. Yes, you're responsible for setting aside money in a qualified retirement fund,...

 

Monday, March 6, 2017

On Wednesday, March 1, the three major domestic indexes all had their best performance in 2017 and reached record highs yet again.[1] In fact, the S&P 500 hit 2,400 for the first time ever on the same day the Dow went above 21,000 for...

 

Thursday, March 2, 2017

Choosing a target retirement date is an integral part of retirement planning. Taking this step will help you to estimate how much you need to save for the future, as well as helping you estimate your future budget. Some people can't...

 

Monday, February 27, 2017

Once again, domestic markets reached record highs last week. The S&P 500 was up by 0.69% and the NASDAQ increased by 0.12%.[1] With its 0.96% week-over-week growth, the Dow has posted gains for 11 straight days and is currently...

 

Wednesday, February 22, 2017

Are you dreaming of a retirement on a tropical island? Or would you prefer to stay closer to home? While an exotic retirement location sounds nice, most retirees actually report a desire to stay in their current communities....

 

Tuesday, February 21, 2017

Another week, another round of record highs. Despite concerns about how France's upcoming presidential election could affect the European Union's stability, U.S. stocks ended the week up yet again.[1] The S&P 500 gained 1.51%, the Dow...

 

Wednesday, February 15, 2017

No one enjoys tax season, and that’s why many of us rush through our returns. But hold up! Not only can mistakes cost you time and money down the road; you could also be overlooking ways to reduce your income tax liability in...

 

Monday, February 13, 2017

The political world has presented many topics of conversation lately. But one discussion has been relatively quiet: tax reform. Last week, however, the president announced that a "phenomenal" tax plan is forthcoming, and domestic...

 

Tuesday, February 7, 2017

You know that sound budgeting and spending habits will significantly impact your future. So will proper tax planning, investment decisions, and working with a skilled financial planner. But there’s one more component of a health...

 

Monday, February 6, 2017

Political headlines continued to fill the news last week, and while domestic markets declined during mid-week trading, they rebounded on Friday, February 3.[1] Overall, the week showed only modest movement, as the S&P 500 added 0.12%,...

 

Wednesday, February 1, 2017

Retirement planning often revolves around saving money in your qualified account. Then, as you transition into retirement, you begin to focus more on budgeting that money so that it lasts for the rest of your life. But there’s...

 

Monday, January 30, 2017

After a brief pause during inauguration week, stocks continued to climb last week. The S&P 500 added 1.03%, the NASDAQ was up 1.90%, and the MSCI EAFE increased by 1.29%.[1] The Dow also grew, adding 1.34%, ending the week above while...

 

Thursday, January 26, 2017

Retirement should be the time of your life. After all, you’re finally free of your commute, your boss, your work schedule, and the strain of balancing a career with your personal life. But for some people, retirement can come...

 

Monday, January 23, 2017

A new presidential era began last Friday with Donald Trump's inauguration, and the market reaction was far more restrained than its response to his election. For weeks after the presidential election, we saw markets defy expectations...

 

Thursday, January 19, 2017

What are your retirement dreams? For some, the goal is to move to a sunny, tropical location and spend days on the golf course and nights in fine restaurants. For others, it is simply to retire comfortably and without debt. Everyone...

 

Tuesday, January 17, 2017

As we look back on markets last week, we see mixed results, with none of the major domestic indexes gaining or losing more than 1%.[1] The S&P 500 was down 0.10% for the week, and the Dow gave back 0.39%, once again failing to reach...

 

Tuesday, January 10, 2017

When your parents or grandparents retired, they probably accessed a pension through their former employer. That income, along with Social Security and any savings they might have accumulated, helped them cover the cost of living over...

 

Monday, January 9, 2017

The first trading week of 2017 is over, and during this time, all three major domestic indexes hit record highs. The DOW reached 19,999.63 in intra-day trading on Friday, January 6 - just 0.37 away from achieving 20,000 for the first...

 

Tuesday, January 3, 2017

Looking back on the final trading week of a very eventful year, we saw low volume and a break from the recent rallies for domestic indexes. While international stocks in the MSCI EAFE added 0.56%, all major U.S. indexes declined.[1]...

 

Tuesday, January 3, 2017

For about a decade now, interest rates have remained at historically low levels. However, in response to signs of economic recovery, the Fed has issued a pair of interest rate hikes. The first was in December 2015, and the second...

 

Tuesday, December 27, 2016

In the last full trading week of 2016, domestic markets were relatively quiet, with many people out of the office for the holidays. Nonetheless, all three major domestic indexes ended the week in positive territory. The S&P 500 was up...

 

Tuesday, December 20, 2016

Most of us are always interested in learning new ways to save money, but then these tasks keep sliding down to the bottoms of our to-do lists. That's because a lot of tasks, such as winterizing your home, can take a significant amount...

 

Monday, December 19, 2016

Last week was mixed for the markets, as the Dow increased by 0.44%, while the S&P 500 lost 0.06%, the NASDAQ dropped 0.13%, and the MSCI EAFE gave back 0.55%.[1] We also saw a variety of data released, giving a similarly mixed view of...

 

Monday, December 12, 2016

On Friday, December 9, all three major U.S. stock indexes ended at record highs. For the first time in five years, they each posted gains every day of the trading week.[1] The S&P 500 was up 3.08%, the Dow added 3.06%, and NASDAQ...

 

Wednesday, December 7, 2016

It often feels difficult to stay on a budget, and that can make saving for retirement seem impossible. But in reality, most of us are wasting quite a bit of money every day. You probably just don't think about it much, because some of...

 

Monday, December 5, 2016

After a three-week run where all major U.S. indexes posted significant gains, we saw more mixed results last week. The Dow was up 0.10%, but the S&P 500 lost 0.97% and the NASDAQ was down 2.65%. The MSCI EAFE's measure of...

 

Friday, December 2, 2016

Tis the season for shopping and great deals... but if you aren't careful, it could also be the season of a tanked credit score and long-lasting consequences. Every year, many of us fall victim to the temptation to overspend, and we end...

 

Monday, November 28, 2016

During a week while many were thankful, the markets gave us much to be thankful for. Through the four-day trading week, the S&P 500 was up 1.44%, the Dow gained 1.51%, the NASDAQ added 1.45%, and the MSCI EAFE increased 1.26%.[1] What...

 

Monday, November 28, 2016

News reporters and social media posts frequently mention the “one percent”. It is true that one percent of people now own half of the world’s wealth! When you read stats like these, it might make you wonder if these...

 

Monday, November 21, 2016

For the second straight week, the major domestic indexes all ended in positive territory: The S&P 500 was up 0.81%, the Dow increased 0.11%, and the NASDAQ added 1.61%.[1] While American indexes performed well, MSCI EAFE's...

 

Thursday, November 17, 2016

According to many reports, Americans are feeling uneasy about retirement. Longer life spans, rising healthcare costs, and a sluggish economy have sparked worries for many of you. The good news is that projections show our economy is...

 

Monday, November 14, 2016

Last Tuesday, many Americans watched in great surprise as Donald Trump won the presidential election. Just that day, the New York Times had placed Hillary Clinton's odds of winning at 85%,[1] based on a range of state and national...

 

Monday, November 14, 2016

Did you set a retirement goal years ago, perhaps by establishing regular contributions to an employer-sponsored plan? Perhaps you’ve since watched your parents retire easily, and you assume that it will go just as smoothly for...

 

Wednesday, November 9, 2016

How’s your debt load? With American households currently owing 12.25 trillion dollars, chances are good that you’re holding some debt of your own. Mortgages account for nearly 70 percent of that amount, and student loans...

 

Monday, November 7, 2016

We're in the middle of an interesting moment for the markets, where short-term volatility and uncertainty might lead you to believe that the economy is faltering. After all, the major stock indexes lost ground this week, with the S&P...

 

Wednesday, November 2, 2016

As if understanding all of the rules and procedures for claiming your Social Security benefits isn't difficult enough, policymakers continually tweak the system and change things! They're doing this to improve the program, of course,...

 

Monday, October 31, 2016

At first glance, last week's headlines may lead you to think that the markets are fluctuating more than they actually are. Yes, Hillary Clinton's emails are in the news again (more on that below), but despite that surprise, the major...

 

Monday, October 24, 2016

After a two-week losing streak, U.S. indexes ended in positive territory across the board. The S&P 500 increased by 0.38%, the Dow was up 0.04%, and the NASDAQ gained 0.83%. The MSCI EAFE, a measure of international developed nations'...

 

Tuesday, October 18, 2016

It's not even Halloween yet, but already the stores are rolling out the Christmas decorations! You might already be selecting a Thanksgiving menu, planning your Black Friday shopping trips, and even thinking about holiday gifts. The...

 

Monday, October 17, 2016

Though stocks rose Friday after statements from Federal Reserve officials, the major indexes ended the week lower amid choppy trading. For the week, the S&P 500 lost 0.96%, the Dow fell 0.56%, the NASDAQ dropped 1.48%, and the MSCI...

 

Thursday, October 13, 2016

Financial worries are a significant source of stress for many people. As we know, many Americans are deep in debt, and money problems are cited as a leading cause in divorces. Occasionally, financial stress even drives us to depression...

 

Monday, October 10, 2016

After a volatile September, stocks ended the third quarter of 2016 resoundingly in the black. In the third quarter, the S&P 500 gained 3.31%, the Dow grew 2.11%, the NASDAQ added 9.69%, and the MSCI EAFE gained 5.80%.[1] What drove...

 

Wednesday, October 5, 2016

What do you do, when your car begins to make a funny noise? If you're like most people, you take it straight to a certified mechanic. After all, your car is a pretty big investment, as well as a safety concern, and you aren't taking...

 

Monday, October 3, 2016

Though the final week of the third quarter ended positively for the major indexes, stocks took a rocky path to get there. A presidential debate, surging oil prices, and concerns about a global bank all took their toll on the market...

 

Wednesday, September 28, 2016

A while back, we wrote about the predicted lack of a Social Security cost of living adjustment (COLA) for 2017. At the time, the inflation rate was flat. Because COLA is based upon inflation rates as reported by the Consumer Price...

 

Monday, September 26, 2016

Stocks rallied again last week after the Federal Reserve voted not to raise interest rates this month. While few expected the Fed to act last week, official statements suggest the path to higher rates looks clearer. For the week, the...

 

Wednesday, September 21, 2016

If you read financial blogs on a regular basis, you’re likely to see one key piece of advice over and over: You must discuss finances (retirement in particular) with your partner, yet many people still ignore this topic. You...

 

Monday, September 19, 2016

Volatility picked up last week due to pressures from lower oil prices and speculation about the timing of the Federal Reserve's next rate hike. This summer has been historically calm for markets, leading markets to trade without big...

 

Wednesday, September 14, 2016

If you’re reading this blog, chances are good that you’ve started thinking about retirement. Unfortunately, according to the Employee Benefit Research Institute, only 2 in 10 American workers report feeling “very...

 

Monday, September 12, 2016

After trading flat for most of the week, stocks broadly sank Friday on fears of a future rate hike. For the week, the S&P 500 lost 2.39%, the Dow fell 2.20%, the NASDAQ dropped 2.36%, and the MSCI EAFE lost 0.16%.[1] Monetary policy...

 

Thursday, September 8, 2016

Once upon a time, Americans prepared for a retirement that would last about ten years or so. They knew that long-term nursing care might become necessary at some point, and a nursing home was viewed as a possible necessity at some...

 

Tuesday, September 6, 2016

After losing steam the previous week, stocks rose last week as investors cheered a weak jobs report and the declining probability of a September interest rate increase by the Federal Reserve. For the week, the S&P 500 gained 0.50%, the...

 

Tuesday, September 6, 2016

An overseas retirement may have once sounded like a pipe dream, but it is becoming a reality for many Americans. Due to the low cost of living in many countries, and the ease of modern travel, more of us are finding an overseas...

 

Monday, August 29, 2016

After rallying for weeks, the major indexes fell last week ahead of key remarks by Federal Reserve officials and turbulence in money markets.[1] For the week, the S&P 500 lost 0.68%, the Dow fell 0.85%, the NASDAQ dropped 0.37%, while...

 

Tuesday, August 23, 2016

If you’ve entered the final stretch of your career, you probably can’t wait to retire. We can’t blame you for feeling anxious, but retirement represents a major life change and an enormous financial decision. Since...

 

Tuesday, August 23, 2016

The S&P 500 and Dow ended last week slightly lower, but the NASDAQ posted an eighth straight week of gains for the first time since 2010.[1] For the week, the S&P 500 lost 0.01%, the Dow fell 0.13%, the NASDAQ gained 0.10%,and the...

 

Monday, August 15, 2016

Stocks ended last week mostly flat, falling slightly on Friday after the major U.S. indexes set new record highs on Thursday on positive earnings surprises. The NASDAQ also notched a seventh week of gains, its longest winning streak...

 

Monday, August 15, 2016

You hear the same mantra over and over: Save as much as you can for retirement! It’s true that you really cannot save too much money for the future. However, saving isn’t the only important factor in retirement planning....

 

Tuesday, August 9, 2016

Stocks bounced last week, ending sharply higher after a better-than-expected jobs report. For the week, the S&P 500 gained 0.43%, the Dow rose 0.60%, the NASDAQ added 1.14%, but the MSCI EAFE lost 1.41%.[1] Among last week's major...

 

Tuesday, August 9, 2016

Last fall, Congress passed the Bipartisan Budget Act of 2015, which made many significant changes to Social Security regulations. One of those changes was the closing of the file-and-suspend filing status, which was basically a...

 

Friday, August 5, 2016

For many of our clients, their number one question is: When I can finally retire? We certainly can't blame you for wanting to trade in your desk for a sailboat (or golf cart, or lounge chair on the beach). But of course, there is no...

 

Monday, August 1, 2016

Stocks broke their four-week winning streak, closing mixed after the release of a surprisingly low estimate of second-quarter economic growth. For the week, the S&P 500 lost 0.07%, the Dow fell 0.75%, the NASDAQ grew 1.22%, and the...

 

Monday, August 1, 2016

Are you a senior citizen, living on a fixed income? Or are you planning to retire in a few years? In either case, you might be carefully watching the state of Social Security. Issues such as the annual cost of living adjustment (COLA)...

 

Thursday, July 28, 2016

Have you ever considered what would happen to you, in the event that you become unable to care for yourself? We are all subject to the risks of car accident, strokes, dementia, and serious illnesses, and the fallout can cost us both or...

 

Monday, July 25, 2016

Stocks ended a fourth straight week of gains, sending the S&P 500 index to another record high.[1] For the week, the S&P 500 gained 0.61%, the Dow grew 0.29%, the NASDAQ added 1.40%, and the MSCI EAFE closed flat.[2] Second-quarter...

 

Tuesday, July 19, 2016

It's an election year, and you know what that means: Debates, disagreements, and awkward Thanksgiving dinners! All joking aside, during an election year we do tend to hear a lot more about the problems we face as a nation, as...