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Market Week: October 9, 2017

The Markets (as of market close October 6, 2017)  Equities continued to surge last week as each of the benchmark indexes listed here posted notable gains despite a late Friday's downturn.…

October 9, 2017

Market Week: October 2, 2017

The Markets (as of market close September 29, 2017) The large caps of the Dow and S&P 500 closed last week with moderate gains, while small caps of the Russell 2000…

October 2, 2017

Market Week: September 25, 2017

The Markets (as of market close September 22, 2017)  The benchmark indexes listed here ended last week mixed, with the large caps of the S&P 500 and Dow posting modest gains,…

September 25, 2017

Market Week: September 18th, 2017

The Markets (as of market close September 15th, 2017) Stocks followed the prior week's plunge by surging to record highs last week. The Dow, S&P 500, and Nasdaq reached new all-time…

September 18, 2017

September 2017

From Data Breaches to Ransomware: How to Avoid Becoming the Victim of a Cybercrime Each time you connect to the Internet, you risk becoming the victim of a cybercrime. It's the price we pay for living in…

September 11, 2017

Market Week: September 11th, 2017

The Markets (as of market close September 8, 2017) Retail gas prices surged as Hurricane Harvey forced refineries to shut down, leading to curtailed petroleum shipments. Higher gas prices cut into…

September 11, 2017

Market Week: September 5, 2017

The Markets (as of market close September 1, 2017) Equities were back in the black last week, with each of the indexes listed here posting end-of-week gains.  The Nasdaq soared…

September 5, 2017

Market Week: August 28, 2017

The Markets (as of market close August 25th, 2017) Amid a scarcity of economic data and the lightest trading levels of the year, stocks managed to end the week in positive…

August 28, 2017

Market Week: August 21, 2017

The Markets (as of market close August 18, 2017) Last week saw domestic and global conflicts heighten investors' concerns, pushing stocks lower in what was a slow week for trading. The…

August 21, 2017

Market Week: August 15, 2017

The Markets (as of the market close August 11,2017) Investors may have been disturbed by the rising tensions between the United States and North Korea last week, resulting in a shift…

August 15, 2017

August 2017

Working in Retirement: What You Need to Know Planning on working during retirement? If so, you're not alone. Recent studies have consistently shown that a majority of retirees plan to work at least some period…

August 7, 2017

Market Week: August 7, 2017

The Markets (as of market close August 4, 2017) Last week ended with a mixed bag of stock market performances. The Dow, influenced by a favorable jobs report and strong corporate…

August 7, 2017

Market Week: July 31, 2017

The Markets (as of market close July 28th, 2017) Of the benchmark indexes listed here, only the Dow and the Global Dow posted gains last week. The remaining indexes closed the…

July 31, 2017

Market Week: July 24, 2017

The Markets (as of market close July 21, 2017) Except for the Dow, each of the indexes listed here posted modest gains by the close of last week. Favorable corporate earnings…

July 24, 2017

Market Week: July 17, 2017

The Markets (as of market close July 14,2017) Both the Dow and S&P 500 reached record highs last week, and each of the indexes listed here posted gains. While the…

July 17, 2017

Market Week: July 10, 2017

The Markets (as of market close July 7,  2017) Stocks ended last week higher, despite falling energy shares. The Dow and S&P 500 rose last Friday on the heels of…

July 12, 2017

Market Week: July 5, 2017

The Markets (as of market close June 30, 2017) Last week was not a positive one for equity investors. In a week of heavy trading, the Dow and S&P 500…

July 5, 2017

July 2017

Don't Let Rising Interest Rates Catch You by Surprise You've probably heard the news that the Federal Reserve has been raising its benchmark federal funds rate. The Fed doesn't directly control consumer interest rates, but changes…

June 30, 2017

Market Week: June 26th, 2017

The Markets (as of the market close June 23, 2017) A drop in energy shares is keeping the large cap indexes of the S&P 500 and Dow in check, although…

June 26, 2017

Market Week: June 19th, 2017

The Markets (as of market close June 16th, 2017) The benchmark indexes listed here seemed to follow last week's mixed economic news. While the Fed raised interest rates based on…

June 19, 2017

Market Week: June 12th, 2017

The Markets (as the of market close June 9th , 2017) The benchmark indexes listed here produced mixed results last week. The large-cap Dow gained a little more than 0.25%,…

June 12, 2017

Market Week: June 5th, 2017

The Markets (as of market close June 2nd, 2017) New highs were reached by the S&P 500, the Dow, and Nasdaq as stocks rose for the second week in a…

June 5, 2017

June 2017

Alternatives to Long-Term Care Insurance The costs of long-term care can be overwhelming, potentially exhausting retirement income and savings. You may be thinking about buying long-term care insurance (LTCI) to help cover some of the potential…

June 5, 2017

Market Week: May 30th, 2017

The Markets (as of market close May 26th, 2017) Following two weeks of losses, equities rebounded last week, with each of the benchmark indexes listed here posting week-over-week gains, led…

May 30, 2017

Market Week: May 22nd, 2017

The Markets (as of the market close May 19th, 2017)  A rally late last week pulled equities higher, but not enough to overcome a midweek tumble. Only the Global Dow…

May 22, 2017

Market Week: May 15th, 2017

The  Markets (as of market close May 12, 2017) Lackluster economic data (weak price gains and import prices that are outpacing export prices), coupled with some not-so-strong quarterly corporate earnings reports,…

May 15, 2017

Market Week: May 8th, 2017

The Markets (as of market close May 5, 2017) Both the S&P 500 and Nasdaq reached record highs last week as most of the benchmark indexes listed here posted solid…

May 8, 2017

May 2017

401(k) Withdrawals: Beware the Penalty Tax You've probably heard that if you withdraw taxable amounts from your 401(k) or 403(b) plan before age 59½, you may be socked with a 10% early distribution penalty tax on…

May 5, 2017

Market Week: May 1, 2017

The Markets (as of the market close April 28, 2017) Tech-heavy Nasdaq reached 6000 for the first time in its history last Tuesday. The small-cap Russell 2000, which surged for much…

May 1, 2017

Market Week: April 24, 2017

The Markets (as of market close April 21, 2017) Better-than-expected earnings reports for the first quarter helped push stocks higher last week. Each of the benchmark indexes listed here posted gains,…

April 25, 2017

Market Week: April 17, 2017

The Markets (as of market close April 14, 2017) With the United States and many global markets closed for Good Friday, stocks ended the short trading week lower. Trading volumes were…

April 19, 2017

April 2017

Four Ways to Double the Power of Your Tax Refund The IRS expects that more than 70% of taxpayers will receive a refund in 2017.¹ What you do   with a tax refund is up…

April 10, 2017

Market Week: April 10, 2017

The Markets (as of market close April 7, 2017) Stocks gave back the prior week's gains as each of the indexes listed here lost value by last Friday's market close.…

April 10, 2017

Market Week: April 3, 2017

The Markets (as of market close March 31, 2017) Stocks rebounded last week as each of the indexes listed here posted week-over-week gains. The small-cap Russell 2000, the strongest-performing index last…

April 3, 2017

Market Week: March 28, 2017

The Markets (as of the market close March 24, 2017) Uncertainty over whether Congress would pass a new health-care law, coupled with the prospects of additional interest rate hikes later…

March 28, 2017

Market Week: March 20, 2017

The Markets (as of the market close  March 17, 2017) Following the Fed's announcement that it was raising the target range for the federal funds rate 25 basis points, investors favored…

March 20, 2017

Market Week: March 13th, 2017

The Markets (as of market close March 10, 2017)  Stocks rallied last Friday, fueled by a robust jobs report. However, the end-of-week surge wasn't enough to overcome index losses from earlier…

March 14, 2017

March 2017

Due Date Approaches for 2016 Federal Income Tax Returns Tax filing season is here again. If you haven't done so already, you'll want to start pulling things together — that includes getting…

March 10, 2017

Market Week: March 6th, 2017

The Markets (as of market close March 3, 2017) The Dow reached 21115 last Wednesday, then fell back a bit, but still closed the week over 21000. The S&P 500 marked…

March 6, 2017

Market Week: February 27, 2017

The Markets (as of market close February 24, 2017) Most of the benchmark indexes listed here rallied by the close of the market last Friday to finish ahead for the week.…

February 27, 2017

February 2017

Quiz: How Much Do You Know About Social Security Retirement Benefits? Social Security is an important source of retirement income for millions of Americans, but how much do you know…

February 21, 2017

Market Week: February 20, 2017

The Markets (as of market close February 17, 2017) Equities closed last week in positive territory, as several of the indexes listed here posted record gains. Some positive economic news,…

February 21, 2017

Market Week: February 13, 2017

The Markets (as of market close February 10, 2017) The stock indexes listed here posted a strong week of gains as the Dow, S&P 500, and Nasdaq each achieved record highs.…

February 13, 2017

Market Week: February 6, 2017

The Markets (as of market close February 3, 2017) Stocks fell early last week, with the Dow dropping below 20000, while yields on long-term Treasuries receded as prices climbed with…

February 6, 2017

Market Week: January 30, 2017

The Markets (as of market close January 27, 2017) The Dow reached 20000 for the first time ever midweek, and each of the indexes listed here posted gains of at least…

January 30, 2017

Market Week: January 23, 2017

The Markets (as of market close January 20, 2017) For most of last week, the market was fairly lackluster. By the close of the market last Thursday, the Dow had fallen…

January 24, 2017

Market Week: January 17, 2017

The Markets (as of market close January 13, 2017) The past few weeks have seen the markets experience some volatility following several weeks of post-election gains. The Dow fell for…

January 17, 2017

January 2017

It's easy to confuse Medicare and Medicaid, particularly since they're both government programs that pay for health care. But there are important differences between each program. Medicare is generally for…

January 17, 2017

Market Week: January 9, 2017

The Markets (as of market close January 6, 2017) The markets regained their swag as each of the indexes listed here posted week-over-week gains at the close of the first week…

January 11, 2017

Market Week: January 2, 2017

The Markets (as of market close December 30, 2016) The Dow suffered its first weekly loss since the presidential election, and each of the indexes listed here closed the last…

January 3, 2017

Market Week: December 19, 2016

The Markets (as of market close December 16, 2016) The fallout from the increase in the federal funds rate saw bond yields rise, with the yield on 10-year Treasuries hitting…

December 19, 2016

Market Week: December 12, 2016

The Markets (as of market close December 9, 2016) Following a week of tepid movement in the major stock market indexes, equities picked up the pace last week, reaching new…

December 13, 2016

December 2016

A recent survey of baby boomers (ages 53 to 69) found that just 24% were confident they would have enough money to last throughout retirement. Forty-five percent had no retirement savings at all, and of those who…

December 12, 2016

Market Week: December 5th, 2016

The Markets (as of market close December 2nd, 2016) Robust gains that marked the last few weeks turned to modest declines last week. Gains in energy shares following OPEC's announcement…

December 5, 2016

Market Week: November 28, 2016

The Markets (as of market close November 25, 2016) Based on the performance of stock market indexes, it was another banner week for equities amidst slow trading volume. The Dow,…

November 28, 2016

Market Week: November 21, 2016

The Markets (as of market close November 18, 2016) Treasury yields continue to climb as the 10-year rate jumped 20 basis points for the week while exceeding last year's closing…

November 22, 2016

Market Week: November 14, 2016

The Markets (as of market close November 11, 2016) The markets climbed at the beginning of last week as money moved from bonds (yield on 10-year Treasuries gained 5 basis…

November 15, 2016

November 2016

When it comes to planning your estate, you might be wondering whether you should use a will or a trust (or both). Understanding the similarities and the differences between these two important documents may help you decide which…

November 11, 2016

Market Week: November 7, 2016

The Markets (as of market close November 4, 2016) Even a good jobs report wasn't enough to steady investors last week, as each of the indexes listed here lost value from…

November 8, 2016

Market Week: October 31, 2016

The Markets (as of market close October 28, 2016) As the presidential election draws near, news about the candidates may be affecting the markets. Word of an FBI investigation into more…

November 1, 2016

Market Week: October 24, 2016

The Markets (as of market close October 21, 2016) Last week began with a whimper as equities closed down (the Dow fell 0.3%), while the 10-year Treasuries yield dropped 4…

October 24, 2016

Market Week: October 17, 2016

The markets (as of market close October 14, 2016) Oil prices reached a one-year high early last week, as Russia expressed its support of OPEC in its efforts to limit production,…

October 18, 2016

Market Week: October 10, 2016

The markets (as of market close October 7, 2016) Equities took a tumble early last week as the Dow, the Nasdaq, the S&P 500, and the Russell 2000 lost value.…

October 10, 2016

October 2016

The second quarter of 2016 marked the fifth quarter in a row of declining U.S. corporate earnings. Low oil prices and a strong dollar were largely to blame for lackluster…

October 6, 2016

Market Week: October 3, 2016

The markets (as of market close September 30, 2016) Last week equities started off well enough, still feeding off the Fed's decision to leave interest rates alone for the time…

October 3, 2016

Market Week: September 26, 2016

The markets (as of market close September 23, 2016) Buoyed by news from the Fed and the Bank of Japan that measures intended to stimulate the economy would continue — at…

September 26, 2016

Market Week: September 19, 2016

The markets (as of market close September 16, 2016) Volatility in the markets reigned last week as each of the indexes listed here enjoyed gains early in the week, only to…

September 20, 2016

September 2016

In December 2015, the Federal Reserve raised the federal funds target rate to a range of 0.25% to 0.50%, the first rate increase from the near-zero range where it had lingered for seven years.  Many economists…

September 15, 2016

Market Week: September 12, 2016

The Markets (as of market close September 9, 2016) Equities indexes rebounded early last week as lackluster economic reports in the labor and manufacturing sectors, coupled with a falling dollar, appear…

September 13, 2016

Market Week: September 6, 2016

The Markets (as of market close September 2, 2016) Trading continues to be light heading into the Labor Day weekend. Stocks finished modestly higher for the week, buoyed by last…

September 7, 2016

Market Week: August 29, 2016

The Markets (as of market close August 26, 2016) As the "dog days" of summer drag on, trading continues to be relatively light. Oil prices fell at the beginning of last…

August 29, 2016

Market Week: August 22, 2016

The Markets (as of market close August 19, 2016)  By the close of last Monday, the Dow, S&P 500, and Nasdaq each had reached record highs for the second time in…

August 23, 2016

Market Week: August 15, 2016

The Markets (as of market close August 12, 2016) Talk of a possible cut in oil production following news of an informal meeting of OPEC next month sent energy stocks…

August 16, 2016

August 2016

In 1981, the Nobel Prize-winning economist Robert Shiller published a groundbreaking study that contradicted a prevailing theory that markets are always efficient. If they were, stock prices would generally mirror…

August 8, 2016

Market Week: August 8, 2016

The Markets (as of market close August 5, 2016) Oil prices continued to fall early last week, sending large-cap indexes lower. As the week progressed, oil prices gained some momentum,…

August 8, 2016