[VIDEO] What is an Independent Registered Investment Advisor?

[VIDEO] What is an Independent Registered Investment Advisor? What exactly does it mean when you hear the phrase independent registered investment advisor? Well, let’s dig in. When it comes to financial planning and making decisions on who to help you with your financial future, investors are often faced with many options. I feel one of […]

Weekly Market Insight: S&P Ends Week Little Changed

Weekly Market Insight: S&P Ends Week Little Changed The Week on Wall Street Stocks lost a little ground as February gave way to March. While domestic and overseas political developments made headlines, the market stayed relatively calm: from Monday’s open through Friday’s close, the S&P 500 ceded just 0.17%, finishing the week at 2,803.69.[i] The […]

Weekly Market Insight: Optimism Spurs a Broad Rally

Weekly Market Insight: Optimism Spurs a Broad Rally The Week on Wall Street Stocks rallied last week as optimism about a potential U.S.-China trade deal grew. The S&P 500 advanced 0.80% during the 4-day trading week to 2,792.67. The Nasdaq Composite improved 0.86% to 7,527.54, and the Dow Jones Industrial Average gained 0.64% to 26,031.81. […]

[VIDEO] Younger Investors vs Older Investors

[VIDEO] Younger Investors vs Older Investors Do you feel older people should be invested the same way as younger people? Probably not. And why? Well, when you’re younger and the market experiences significant corrections or crashes, you have time to wait for it to come back. But as you get older, and these corrections or […]

Weekly Market Insight: Stocks Post Small Weekly Gains

Weekly Market Insight: Stocks Post Small Weekly Gains The Week on Wall Street Major U.S. stock benchmarks eked out slight gains last week, with corporate profit reports and news about U.S.-China trade negotiations vying for investor attention over five trading sessions. The big three ended the week little changed from where they settled the previous […]

Weekly Market Insight: Markets Gain Again

Weekly Market Insight: Markets Gain Again Last week closed out one of stocks’ top January performances in years. In fact, both the S&P 500 and Dow posted their best January results in at least 3 decades.[i] For the week, major domestic indexes were also up. The S&P 500 gained 1.57%, the Dow added 1.32%, and […]

[VIDEO] 3 Ways to Turn Retirement Savings into Income

[VIDEO] 3 Ways to Turn Retirement Savings into Income When you think about it, we go through 2 very distinct phases with our money throughout our lives. Most of our time is spent savings for retirement, and this is often referred to as the accumulation phase. But, when the time comes where we stop working […]

Weekly Market Insight: Stocks Muted, Big Week Ahead

Weekly Market Insight: Stocks Muted, Big Week Ahead For the first time in months, U.S. markets experienced little movement last week.[i] The Dow and NASDAQ did have their 5th week of gains in a row, but their increases were small: 0.12% and 0.11%, respectively. Meanwhile, the S&P 500 broke its 4-week winning streak with a […]

Weekly Market Insight: The Rally Continues

Weekly Market Insight: The Rally Continues U.S. markets were up again last week, as major domestic indexes posted their 4th weekly gains in a row.[i] In fact, the S&P 500 was no longer in correction territory at Friday’s close—and was in the middle of its best yearly start since 1987.[ii] For the week, the S&P […]

[VIDEO] The FERS Special Retirement Supplement

[VIDEO] The FERS Special Retirement Supplement As a Federal employee, whether you are CSRS or FERS, you already know that one huge benefit of working for the Federal government is that after meeting eligibility, you’ll receive a retirement pension. FERS employees who retire on an immediate, unreduced annuity before reaching age 62, are Also entitled […]