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 […]
Weekly Market Insight – 2017 In Review 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%.[i] A selloff toward the end of the day on Friday contributed to the domestic […]
Weekly Market Insight – Tax Plan Boosts Stocks 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.[i] For the week, the S&P 500 gained 0.92%, the Dow added […]
Save More Money With These Tips Financial information can often include confusing industry jargon and lingo. But understanding your financial details can help you use better judgment to make decisions. We are continuing our guide to help you get a hold of common financial phrases. From definitions associated with life insurance to annuities, use this […]
Strong Markets for the Holidays As the holiday season progresses, the markets continue to impress. Last week, many energy, financial, and industrial sector stocks helped drive performance.[i] Hitting record highs yet again, the S&P gained 0.35%, and the Dow jumped 0.40% for the week.[ii] Meanwhile, the NASDAQ fell slightly by 0.11%, and the MSCI EAFE […]
Save More Money With These Tips No matter your stage in life, saving money is essential to ensure you can afford your lifestyle. Yet, Americans have a money-savings problem: 69% of people do not have $1,000 in savings.[i] Without this financial buffer, we end up with little wiggle room to protect our financial standing should […]
Looking Beyond Politics 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.[i] Nonetheless, two of the major domestic markets hit new record highs on Thursday and ended the week with sizable gains. The S&P […]
Financial Checklist for Newly Widowed Spouses Losing a loved one and life partner is a devastating experience that no one can fully predict. Despite the emotional heaviness one must navigate, another pressing topic requires attention: finances. Knowing how to move forward in your financial life after such loss can feel overwhelming and confusing. In fact, […]
End the Year on a Financial High Note The holiday season is around the corner, and with the busy days ahead, 2018 will be here before you know it. Amidst all the action, we understand how easy it is to wait until the New Year to consider financial changes. But taking a few steps now […]
Weekly Market Insight: Black Friday Brings Gains 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 experienced sizable gains in only 4 trading days.[i] By Friday, the […]
