Weekly Market Insight – Job Report Calms Volatility

Job Report Calms Volatility Markets experienced heightened volatility this week, with both the S&P 500 and Dow dropping 0.82% and 1.60% respectively. Meanwhile, the NASDAQ rose 0.24% as international markets took a small dip with the MSCI EAFE losing 1.10%.[i] [ii] The markets’ highs and lows came from a variety of economic and geopolitical developments. […]

Weekly Market Insight – Stocks Up, Signals Mixed

Stocks Up, Signals Mixed 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 reaction. The next day, Trump said the meeting might still occur next month, leaving […]

Weekly Market Insight – Tackling Trade & Treasuries

Tackling Trade & Treasuries Major domestic indexes went down last week after all three gained more than 2% the previous week.[i] The S&P 500 dropped 0.54%, the Dow gave back 0.47%, and the NASDAQ lost 0.66%.[ii] International stocks also stumbled; the MSCI EAFE decreased by 0.61%.[iii] Two familiar topics were on many investors’ minds last […]

VIDEO: The Greatest Risk All Retirees Face

VIDEO: The Greatest Risk All Retirees Face   Do you realize you could spend as many years in retirement as you did in your working years? Actually, according to the Society of Actuaries, as of 2017, the life expectancy for a 65-year-old man is 85.8 years, and 87.8 years for a 65-year-old woman. Further, the […]

Weekly Market Insight – Markets Post Week of Growth

Markets Post Week of Growth 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.[i] Meanwhile, the S&P 500 rose 2.41%, the NASDAQ jumped 2.68%, and the MSCI EAFE increased 1.41%.[ii] Various factors came together to support the growth. From geopolitical […]

Weekly Market Insight – Earnings Rise, Stocks Stumble

VIDEO: Weekly Market Insight – Earnings Rise, Stocks Stumble &nbsp We just finished the busiest week of 1st quarter earnings season, and although many companies shared positive results, stock indexes experienced modest declines.[i] The S&P 500 lost 0.01%, the Dow dropped 0.62%, and the NASDAQ gave back 0.37%.[ii] International stocks in the MSCI EAFE decreased […]

VIDEO: Money Tips for Children and Grandchildren

VIDEO: Money Tips for Children and Grandchildren &nbsp Financial literacy in America is staggeringly low. The U.S. ranks 14th on a global scale of financial literacy, and 1 in 5 teenagers do not have basic financial skills.[i] Helping our younger loved ones to understand the responsibilities and skills behind their money has grown increasingly important. […]

Weekly Market Insight – Examining Earnings and Yields

VIDEO: Examining Earnings and Yields 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%.[i] International stocks in the MSCI EAFE followed suit, gaining 0.41%.[ii] We received numerous new data updates last week, and most provided positive news for the economy. Retail sales, housing […]

VIDEO: Annuities In Retirement

VIDEO: Annuities in Retirement &nbsp As it stands today, many Americans are anxious about their money and retirement. One of The biggest concerns I hear is that many are worried about retiring with little money to live the lifestyle they want in retirement . I actually once read how people fear running out of money […]