Special Update: Understanding Volatility 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%. The MSCI EAFE also gave back 6.19%. These losses pushed all four indexes into negative territory […]

It’s Never Too Early to Estate Plan A lot of people ask, “When should I start my estate planning?” The short answer is: it’s never too early. There’s lots of ways to go about planning, but generally there are three main steps to be followed when you start: Take stock of all the assets you […]

Markets Slide as Bond Yields Rise 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%.[i] International stocks in the MSCI EAFE also took a 2.78% hit.[ii] Domestically, the losses spanned sectors and asset classes. For the […]

Stocks Jump Again Stocks had an impressive week yet again, as each of the domestic indexes reached record highs and gained at least 2%.[i] The S&P 500 added 2.23%, the Dow increased 2.09%, and the NASDAQ grew 2.31%.[ii] International stocks in the MSCI EAFE joined the growth, adding 1.49%.[iii] On Monday, January 22, the government […]

Stocks Up as Shutdown Begins 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%, and both the Dow and NASDAQ […]

Make Your Charitable Donations Count on Your Taxes, Too During the holiday season, many of us take time to donate to our favorite charities and causes. While the season is coming to an end, along with the donation boom, tax season is still around the corner. Though donating is kind and selfless, it’s not quite […]

Weekly Market Insight – Equities and Inflation Climb 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 since 2003, with a 4.2% […]

Finding Funding for Long-Term Care Did you know that just about half of all Americans turning 65 today will require long-term care (LTC) in their later years? With life expectancy continuing to rise as care costs grow with it, finding sustainable funding for LTC needs can be a challenge [1]. Luckily, there’s several funding options […]

Weekly Market Insight – Stocks Start 2018 With a Jump 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.[i] In the U.S., our major indexes also leapt forward, hitting a number of records and […]

Financial Advice for a Prosperous New Year A new year brings with it lots of excitement, but also a lot of uncertainty. As a family, are you taking to necessary steps to set achievable, realistic financial goals for 2018 that will help remove any uncertainty from your personal financial space. Here’s a few tips to […]