VIDEO: 5 Financial Planning Tips to End the Year The new year is upon us, so it’s only smart to start looking towards next year so you aren’t caught off-guard. Now is an excellent time to review your entire financial situation, take inventory and set some goals for 2019. Follow these 5 tips and you’ll […]
VIDEO: Annuities in Retirement – When They Make Sense In this video I am going to discuss annuities in retirement, and when they make sense. Do annuities and retirement go hand-in-hand? Well, not always. But, annuities can do things no other financial product can, and they certainly serve as a great way to secure income […]
Weekly Market Insight: Volatility Continues Markets went for another wild ride last week, as major domestic indexes swung back and forth. By Friday, December 7, markets had posted their worst weekly performance since March—and the S&P 500 and Dow both moved into negative territory for 2018.[i] Overall, the S&P 500 lost4.60%, the Dow declined 4.50%, […]
Weekly Market Insight Markets Rebound U.S. markets ended a volatile month on a high note Friday. All three major indices posted impressive increases for the week, buoyed by news from the Fed Reserve and international trade.[i] The S&P 500 jumped 4.85%, and the NASDAQ finished up 5.64%—both gains are almost 7-year highs.[ii] Meanwhile, the Dow […]
Weekly Market Insight Why Did Stocks Drop? Last week was a tough one for markets. The S&P 500 dropped 3.79% and experienced its worst results during a Thanksgiving week since 1939.[i] While the index officially entered correction territory on Friday, it closed 10.2% below its most recent record high.[ii] Meanwhile, the Dow and NASDAQ continued […]
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 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 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 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 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 […]
