VIDEO: The Best Ways to Spot Identity Theft

VIDEO: The Best Ways to Spot Identity Theft  Did you know that a recent study found that there were 16.7 million victims of identity theft in 2017? What’s even more concerning is that these identity thefts combined for a total loss of $16.8 billion.[1] Still to this day, one of the most effective ways […]

Weekly Market Insight: Analyzing Data Amid Decline

Weekly Market Insight Analyzing Data Amid Decline Markets experienced more volatility last week, as perspectives on trade, tech, and retail pulled investor sentiment back and forth. Although domestic indexes were up on Friday, November 16, they still posted losses for the week.[i] In all, the S&P 500 dropped 1.61%, the Dow declined 2.22%, and the […]

Weekly Market Insight – The Impact of Oil and Elections

Weekly Market Insight The Impact of Oil and Elections Last week, markets experienced a 4-day winning streak before dropping on Friday, November 9. Despite those losses, domestic indexes posted gains for the week.[i] The S&P 500 increased 2.13%, the Dow added 2.84%, and the NASDAQ was up 0.68%.[ii] International stocks in the MSCI EAFE had […]

VIDEO: 4 Signs You Aren’t Saving Enough Money

VIDEO: 4 Signs You Aren’t Saving Enough Money According to Bankrate.com, 65% of Americans end up saving little or nothing at all? And, only 39% can cover a $1,000 emergency? This begs the question, are you saving enough money? Here’s 4 signs that you need to be saving more. Number 1, you don’t have a […]

Weekly Market Insight – Markets Bounce Back

Weekly Market Insight – Markets Bounce Back Markets posted strong gains last week after struggling for much of October. The S&P 500 had its best weekly performance since May, and the NASDAQ had its first positive week since September.[i] Despite domestic markets dropping on Friday, November 2, the S&P 500 added 2.42%, the Dow increased […]

Medicare Parts Explained 2018

Medicare Parts Explained 2018 Medicare is a federal program that’s not always easy to understand. You might know about the enrollment window before your 65th birthday, but how much do you understand about the different parts? Medicare Part A through D might sound like an unusual way to organize health insurance, but it’s not as […]

Weekly Market Insight – Why Did Stocks Drop?

Weekly Market Insight: Why Did Stocks Drop? ­­Last week did nothing to dispel October’s reputation as a tough month for the markets. The S&P 500 lost 3.94%, the Dow declined 2.97%, and the NASDAQ dropped 3.78% during what was one of 2018’s most volatile weeks so far. All three indexes are down significantly for the […]

VIDEO: Retirement Investing Pitfall #10 – The Herding Effect

VIDEO: Retirement Investing Pitfall #10 – The Herding Effect   This video series on retirement investing pitfalls is pulled from my book Plan Smart Retire Right. Our previous video covered the phenomenon often referred to as the Unbalanced Loss Effect. This video is going to briefly touch on another pitfall, and behavior, called The Herding […]

Weekly Market Insight – Examining October

Weekly Market Insight – Examining October Stock performance was mixed last week as investors considered the impact of interest rates, international affairs and corporate earnings.[i] The S&P 500 gained 0.02%, and the Dow added 0.41% to post its first weekly gains in October. The NASDAQ declined 0.64% and extended its losing streak.[ii] International stocks in […]