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Archive for October, 2016

MARKET WEEK: OCTOBER 31, 2016

By on October 31, 2016 in Market Week with 0 Comments

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 Clinton emails, coupled with some earnings reports that were weaker than expected, sent equities into the red for the week. Of the indexes listed […]

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MARKET WEEK: OCTOBER 24, 2016

By on October 24, 2016 in Market Week with 0 Comments

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 basis points and bond prices increased. Oil (WTI) fell below $50 per barrel before rallying to around $50.50 per barrel last Tuesday morning. Midweek saw […]

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MARKET WEEK: OCTOBER 17, 2016

By on October 17, 2016 in Market Week with 0 Comments

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, prompting stocks to post early week gains. With corporate earnings season upon us, early reports from some major companies were not encouraging. Globally, China’s […]

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MARKET WEEK: OCTOBER 10, 2016

By on October 11, 2016 in Market Week with 0 Comments

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. Only the Global Dow saw gains, largely feeding off the fading value of the British pound. Oil (WTI) opened last week on an uptick, gaining […]

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Money Monsters Cartoon

By on October 11, 2016 in Newsletter Articles with 0 Comments
Money Monsters Cartoon

I’m thinking about asking my parents to move in with me and my family. Is there anything I need to consider?

By on October 11, 2016 in Newsletter Articles with 0 Comments
I’m thinking about asking my parents to move in with me and my family. Is there anything I need to consider?

Many members of the “sandwich generation”–a group loosely defined as people in their 40s to 60s who are “sandwiched” between caring for their own children and aging parents–find themselves in the position of raising a family and looking after the needs of aging parents. If the time has come when you and your parents think […]

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Five Things to Know About Inherited IRAs

By on October 11, 2016 in Newsletter Articles with 0 Comments
Five Things to Know About Inherited IRAs

When an IRA owner dies, the IRA proceeds are payable to the named beneficiary–or to the owner’s estate if no beneficiary is named. If you’ve been designated as the beneficiary of a traditional or Roth IRA, it’s important that you understand the special rules that apply to “inherited IRAs.” It’s not really “your” IRA As […]

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How to Get a Bigger Social Security Retirement Benefit

By on October 11, 2016 in Newsletter Articles with 0 Comments
How to Get a Bigger Social Security Retirement Benefit

Many people decide to begin receiving early Social Security retirement benefits. In fact, according to the Social Security Administration, about 72% of retired workers receive benefits prior to their full retirement age. 1 But waiting longer could significantly increase your monthly retirement income, so weigh your options carefully before making a decision. Timing counts Your […]

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Investors Are Human, Too

By on October 11, 2016 in Newsletter Articles with 0 Comments
Investors Are Human, Too

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 the growth in earnings and dividends. Shiller’s research showed that stock prices fluctuate more often than changes in companies’ intrinsic valuations (such as dividend yield) […]

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QUARTERLY MARKET REVIEW: JULY-SEPTEMBER 2016

By on October 3, 2016 in Quarterly Market Review with 0 Comments

The Markets (as of market close September 30, 2016) The second quarter provided a bumpy ride for investors. Following the upheaval caused by the Brexit vote in June, July kicked off the third quarter by ending the month in favorable fashion, as each of the indexes listed here posted month-to-month gains, led by the Russell […]

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