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February 2018

What's Your Money Script? Money is power. A fool and his money are soon parted.  A penny saved is a penny earned.  Money is the root of all evil. Do any of these expressions ring true for you?…

February 20, 2018

Market Week: February 19, 2018

The Markets (as of market close February 16, 2018) Stocks rebounded last week following a tumultuous few weeks of significant losses. Led by the Nasdaq, each of the benchmark indexes listed…

February 20, 2018

Market Week: February 12, 2018

The Markets (as of market close February 9, 2018) OUCH! That's probably the most apt way to describe investor sentiment about the stock market over the past couple of weeks. Despite…

February 12, 2018

Market Week: February 5, 2018

The Markets (as of market close February 2, 2018) Whether it was the start of a market correction or just a blip in what otherwise has been an almost nine-year bull…

February 5, 2018

Market Week: January 29, 2018

The Markets (as of market close January 26, 2018) Major stock market indexes continue to set records, as the S&P 500 broke its 14th record in January.  Favorable corporate earnings reports,…

January 29, 2018

Market Week: January 22, 2018

The Markets (as of market close January 19, 2018) Corporate earnings season entered its second week with generally favorable results, which likely drove equities last week. Each of the benchmark indexes…

January 22, 2018

Market Week: January 16, 2018

The Markets (as of Market Close January 12, 2018) Equities continued their strong showing to start the year. Each of the benchmark indexes listed here posted solid gains, led by the…

January 17, 2018

January 2018

How Much Risk Can You Take? Many market shocks are short-lived once investors conclude the event is unlikely to cause lasting economic damage. Still, major market downturns such as the 2000 dot-com bust and the 2008-09…

January 11, 2018

Market Week: January 8, 2018

The Markets (as of market close January 5, 2018) The first week of 2018 saw equities enjoy a strong start to the new year. Less than a year after breaking…

January 8, 2018

Market Week: January 2, 2018

The Markets (as of market close December 29,2017) While 2017 surely was a strong year for equities overall, the last week of the year was lackluster at best. Each of the…

January 2, 2018

Market Week: December 26, 2017

The Markets (as of market close December 22, 2017) Last week saw moderate trading and lukewarm gains. The small caps of the Russell 2000 outperformed the Dow and S&P 500, while…

December 26, 2017

Market Week: December 18, 2017

The Markets (as of market close December 15, 2017) Each of the benchmark indexes listed here closed last week in the black, led by the Nasdaq and the Dow, both of…

December 18, 2017

Market Week: December 11, 2017

The Markets (as of market close December 8, 2017) Last week proved to be a mixed bag of market returns as the large caps of the Dow and S&P 500…

December 11, 2017

December 2017

Questions to Ask Before Buying That Thing You Always Wanted  Even if you're generally comfortable with your finances, you may occasionally worry about how much you're spending, especially if you consistently have trouble saving for short or long-term…

December 11, 2017

Market Week: December 4, 2017

The Markets (as of market close December 1, 2017) Equities surged for much of last week until an abrupt decline midday last Friday culled some of the earlier gains. Nevertheless, of…

December 4, 2017

Market Week: November 27, 2017

The Markets (as of market close November 24, 2017)  Stocks rebounded last week in spite of the market shutting down for the Thanksgiving holiday. Each of the benchmark indexes listed here…

November 27, 2017

Mark Week: November 20, 2017

The Markets (as of market close November 17, 2017) Last week saw a mixed bag of returns as the large caps of the Dow and S&P 500 lost value for…

November 22, 2017

Market Week: November 13, 2017

The Markets (as of market close November 10, 2017) Trepidation over proposed tax reform took a toll on large caps last week, ending what had been a run of consecutive weekly…

November 13, 2017

November 2017

What You Can Do with a Will A will is often the cornerstone of an estate plan. Here are five things you can do with a will. Wills enable you to leave your property…

November 6, 2017

Market Week: November 6, 2017

The Markets (as of market close November 3, 2017) The benchmark indexes were mixed last week as large caps and tech stocks performed well, while small caps took quite a hit.…

November 6, 2017

Market Week: October 30, 2017

The Markets (as of market close October 27, 2017) Strong third-quarter corporate earnings and an expanding gross domestic product helped push the S&P 500 and Nasdaq to new record highs last…

November 1, 2017

Market Week: October 23, 2017

The Markets (as of market close October 20, 2017) The Dow jumped 2.00% last week, reaching 23000 for the first time in its history. Strong corporate earnings and the anticipation of…

October 23, 2017

Market Week: October 16, 2017

The Markets (as of market close  October 13, 2017) Each of the benchmark indexes listed here posted gains by last week's end, except for the Russell 2000, which fell 0.50%. The…

October 18, 2017

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