September 30, 2019 – Benchmarks End Week Lower
The Week on Wall Street Stocks retreated last week. Traders worried that the formal impeachment inquiry of President Donald Trump might distract White House officials from their pursuit of a trade deal with China, and shift the focus of Congress away from consideration of the United States-Mexico-Canada Agreement (USMCA). Also, news broke Friday that the […]
September 9, 2019 – Dow, Nasdaq, S&P 500 Advance
The Week on Wall Street Stocks rose last week, with help from two developments: the announcement of further U.S.-China trade talks as well as August hiring and manufacturing numbers that seemed to bolster the argument for a rate cut by the Federal Reserve. The broad U.S. equity market, as represented by the S&P 500, added […]
Student Loan Webinar with GradFin
We hosted a webinar last month addressing student loans and repayment strategies. If you were not able to sign on and watch it, we took care of recording it and have posted the recording below. As always, please contact our office if you have any questions about the recording or would like to discuss student […]
The Best and Worst of Times
In the last several weeks, we have continued to face elevated uncertainty in financial markets due to high inflation and rising interest rates, and we thought it was an important time to take stock with the final quarter of 2022 just ahead. It has been a difficult year, not only for investors but also for […]
The Biggest COLA Increase Since 1981
How well do you remember 1981? Harrison Ford had his first bow as Indiana Jones in Raiders of the Lost Ark. Frogger and Donkey Kong were all the rage at video arcades. Bob Ross left the Air Force and took up painting. On top of that, we had the largest Social Security cost-of-living adjustment (COLA) […]
What Do We Do Now
Dear Valued Investor, “What do we do now” has been on the mind of many investors now that Russia has invaded Ukraine. We see it on the news, we hear it from friends, and receive texts from family members. It may seem that now is the time to act, but your team with over 50 […]
What is the chance you will outlive your life insurance?
We hosted a webinar last month addressing life insurance, disability insurance, long term care policies. If you were not able to sign on and watch it, we took care of recording it and have posted the recording below. As always, please contact our office if you have any questions about the recording or would like […]