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Archive for March, 2016

MARKET WEEK: MARCH 28, 2016

By on March 28, 2016 in Market Week with 0 Comments

The Markets (as of market close March 25, 2016) After five consecutive weeks of gains, stocks cooled as each of the major indexes listed here slid into negative territory by the close of last week. With the latest downturn, only the Dow is ahead of its 2015 year-end closing value. Several of the markets were […]

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MARKET WEEK: MARCH 21, 2016

By on March 21, 2016 in AMR, Market Week, Monthly Commentary with 0 Comments

The Markets (as of market close March 18, 2016) After a fifth consecutive week of gains, both the S&P 500 and the Dow have finally surpassed their 2015 year-end closing values. The Dow gained 389 points to close up 2.26%, while the S&P 500 increased 1.35% over the prior week. In fact, each of the […]

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MARKET WEEK: MARCH 14, 2016

By on March 14, 2016 in Market Week with 0 Comments

The Markets (as of market close March 11, 2016) Both the large-cap Dow and S&P 500 posted gains for the fourth consecutive week, helped by a late rally at week’s end. The latest run of gains has pulled the Dow and S&P 500 to within 1.22% and 1.06% of their 2015 year-end levels. The Global […]

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MARKET WEEK: MARCH 7, 2016

The Markets (as of market close March 4, 2016) Equities continued to show life as each of the major indexes listed here posted gains over the prior week. Favorable reports from the employment and manufacturing sectors may be quelling investor fears of an imminent recession. For the week ended March 4, each of the indexes […]

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Can you separate college financial aid myths from facts?

By on March 4, 2016 in Newsletter Articles with 0 Comments
Can you separate college financial aid myths from facts?

For all you parents out there, how knowledgeable are you about college financial aid? See if you know whether these financial aid statements are myth or fact. 1. Family income is the main factor that determines eligibility for aid. Answer: Fact. But while it’s true that family income is the main factor that determines how […]

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Should I loan my child money for a down payment on a house?

By on March 4, 2016 in Newsletter Articles with 0 Comments
Should I loan my child money for a down payment on a house?

For a lot of young people today, it’s difficult to purchase a home without at least some financial assistance. As a result, many young adults turn to their parents or other family members for help with a down payment. If you plan on lending your child money for a down payment on a house, you […]

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Can You Get to a Million Dollars?

By on March 4, 2016 in Newsletter Articles with 0 Comments
Can You Get to a Million Dollars?

Often in life, you have investment goals that you hope to reach. Say, for example, you have determined that you would like to have $1 million in your investment portfolio by the time you retire. But will you be able to get there? In trying to accumulate $1 million (or any other amount), you should […]

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Rates on the Rise: Strategies for Fixed-Income Investors

By on March 4, 2016 in Newsletter Articles with 0 Comments
Rates on the Rise: Strategies for Fixed-Income Investors

A long period of low yields has been challenging for many fixed-income investors, but owning bond investments in a rising interest-rate environment could become even trickier. When interest rates go up, the prices of existing bonds typically fall. Consequently, the Federal Reserve’s rate-setting decisions could affect the entire fixed-income market. Still, bonds are a mainstay […]

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Earn Too Much for a Roth IRA? Try the Back Door!

By on March 4, 2016 in Newsletter Articles with 0 Comments
Earn Too Much for a Roth IRA? Try the Back Door!

Background Roth IRAs, created in 1997 as part of the Taxpayer Relief Act, represented an entirely new savings opportunity–the ability to make after-tax contributions that could, if certain conditions were met, grow entirely free of federal income taxes. These new savings vehicles were essentially the inverse of traditional IRAs, where you could make deductible contributions […]

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MARKET MONTH: FEBRUARY 2016

By on March 1, 2016 in Monthly Commentary with 0 Comments

The Markets (as of market close February 29, 2016) Following steep declines in January and a rocky start to February, equities rebounded by the end of the month to finish close to their ending values from the prior month. The Dow actually finished up, gaining a little over 50 points by February’s market close. Each […]

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