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August 2018 Newsletter

Hello Everyone, I hope you have all enjoyed your summer. Schools are about to open once again and stores are quickly filling their shelves with Halloween, Thanksgiving, and Christmas all…

August 10, 2018

Market Week: July 16, 2018

The Markets (as of market close July 13, 2018) Stocks posted gains for the second week in a row following some good corporate earnings reports. Each of the indexes listed…

July 16, 2018

July 2018 Newsletter

Hi Everyone, Summer is in full swing and I hope you are all getting outside and enjoying it. Please think of me first with anything financial. If I can't help…

July 11, 2018

Market Week July 2, 2018

The Markets (as of market close June 29, 2018) The benchmark indexes listed here continued to trend downward, losing value for the second week in a row. The Russell 2000…

July 2, 2018

Market Week: June 25, 2018

The Markets (as of market close June 22, 2018) The benchmark indexes listed here closed flat to lower last week amid fears that trade penalties will hurt domestic companies' exports.…

June 25, 2018

June 2018 Newsletter

Hi Everyone, It is truly hard to believe that Summer starts this month. Didn't we just have a foot of snow last week? It's true that time flies. This can…

June 19, 2018

Market Week: June 18, 2018

The Markets (as of market close June 15, 2018) Market gains achieved earlier in the week were given back by last Friday as investors appeared to react to China's retaliatory…

June 19, 2018

Market Week: June 11, 2018

The Markets (as of market close June 8, 2018) As the Group of Seven (G7) summit kicked off last Friday, and tensions seemed to escalate between the United States and its…

June 11, 2018

Market Week: June 4, 2018

The Markets (as of market close June 1, 2018) Last Friday's strong jobs report provided the impetus for a strong finish to the week, as the indexes were able to recoup…

June 4, 2018

Market Week: May 29, 2018

The Markets (as of market close May 25, 2018) Domestic indexes rose last week despite sinking energy stocks and ongoing geopolitical uncertainties. Oil prices plunged, pulling energy shares down following indications…

May 29, 2018

Market Week: May 21, 2018

The Markets (as of market close May 18, 2018) Small and mid caps outperformed large caps during moderate trading last week. Both the Dow and S&P 500 closed the week down…

May 21, 2018

Market Week: May 14, 2018

The Markets (as of market close May 11, 2018) Boosted by higher oil shares and rebounding tech stocks, the benchmark indexes listed here advanced markedly for the first time in…

May 14, 2018

May 2018

Dividend Investing: Small Payments Can Boost Returns Owning shares of stock or stock funds might increase the value of your portfolio in one of two fundamental ways: capital appreciation (i.e., price increases) and dividend payments. Of the two,…

May 7, 2018

Market Week: May 7, 2018

The Markets (as of market close May 4, 2018) Despite a closing rally last Friday, large caps closed the week down from the prior week. The tech-heavy Nasdaq and the small…

May 7, 2018

Market Week: April 30, 2018

The Markets (as of market close April 27, 2018) An avalanche of corporate earnings reports impacted the market last week. Unfortunately, there were enough lackluster corporate earnings statements to prompt investors…

April 30, 2018

Market Week: April 23, 2018

The Markets (as of market close April 20, 2018) Favorable first-quarter earnings reports helped push stocks higher for the second consecutive week. Led by the small caps of the Russell 2000,…

April 23, 2018

Market Week: April 16, 2018

The Markets (as of market close April 13, 2018) Surging energy stocks led a market rebound last week as each of the benchmark indexes listed here posted gains. Although stocks closed…

April 16, 2018

Market Week: April 9, 2018

The Markets (as of the market close April 6, 2018) In likely reaction to the potential trade war with China, stocks fell last week, stripping away the previous week's gains. Last…

April 9, 2018

April 2018

Government Report Details Household Finances Every three years, the Federal Reserve sponsors the Survey of Consumer Finances (SCF), which collects information on the financial state of U.S. households. The survey is one of the nation's primary sources of…

April 5, 2018

Market Week: April 2, 2018

The Markets (as of market close March 29, 2018) Each of the benchmark indexes listed here posted weekly gains last week, as stocks recovered from the prior week's steep losses. The…

April 2, 2018

Market Week: March 26, 2018

The Markets (as of market close March 23, 2018) Volatility is the catchword when describing the market lately. Investors had better buckle up for a bumpy ride from here on,…

March 26, 2018

Market Week: March 19, 2018

The Markets (as of market close March 16, 2018) Consumer Price Index, retail sales, and Producer Price Index reports showed inflationary trends in February were subdued. Nevertheless, stocks posted weekly…

March 19, 2018

Market Week: March 12, 2018

The Markets (as of market close March 9, 2018) Last week's jobs report appears to have quelled investor fears, at least for the time being. Each of the indexes listed…

March 12, 2018

March 2018

Due Date Approaches for 2017 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 your hands on a…

March 8, 2018

Market Week: March 5, 2018

The Markets (as of market close March 2, 2018) Trade wars: That was the ominous phrase that spooked many investors toward week's end, as President Trump announced plans to implement…

March 5, 2018

Market Week: February 26, 2018

The Markets (as of market close February 23, 2018)  For the second week in a row, stocks closed the week ahead. Each of the benchmark indexes listed here ended the holiday-shortened…

February 26, 2018

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