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Archive for December, 2016

MARKET WEEK: DECEMBER 26, 2016

By on December 27, 2016 in Market Week with 0 Comments

The Markets (as of market close December 23, 2016) The Dow reached its seventh consecutive week of gains as it nears 20000. As it stood at the close of last week, the Dow was about 66 points away from that milestone. During a slow week of trading leading up to the holidays, each of the […]

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MARKET WEEK: DECEMBER 19, 2016

By on December 19, 2016 in Market Week with 0 Comments

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 a 2-year high. Bond prices tend to fall (and yields rise) when interest rates increase. Lender rates from financial institutions are also expected to climb, […]

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MARKET WEEK: DECEMBER 12, 2016

By on December 12, 2016 in Market Week with 0 Comments

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 record highs. Growth in financial company and bank stocks led the way as both the large-cap Dow and S&P 500 rose over 3.0%. Some analysts […]

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MARKET WEEK: DECEMBER 5, 2016

By on December 5, 2016 in Market Week with 0 Comments

The Markets (as of market close December 2, 2016) Robust gains that marked the last few weeks turned to modest declines last week. Gains in energy shares following OPEC’s announcement to cap production weren’t enough to totally offset a regression in small-cap and technology stocks. Both the Russell 2000 and the Nasdaq dropped over 2.0%, […]

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What should I know before doing my holiday shopping online?

By on December 1, 2016 in Newsletter Articles with 0 Comments
What should I know before doing my holiday shopping online?

In order to skip the lines and traffic, many people opt to shop online for gifts during the holiday season. Unfortunately, hackers often target online shoppers to steal their personal information. Before you click, you might consider these tips for a safer online shopping experience. Research websites before you shop. When shopping online, make sure […]

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What It Means to Be a Financial Caregiver for Your Parents

By on December 1, 2016 in Newsletter Articles with 0 Comments
What It Means to Be a Financial Caregiver for Your Parents

If you are the adult child of aging parents, you may find yourself in the position of someday having to assist them with handling their finances. Whether that time is in the near future or sometime further down the road, there are some steps you can take now to make the process a bit easier. […]

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The Giving Season: Six Tips for Making Smart and Effective Charitable Donations This Holiday Season

By on December 1, 2016 in Newsletter Articles with 0 Comments
The Giving Season: Six Tips for Making Smart and Effective Charitable Donations This Holiday Season

The holidays are a popular time for charitable donations. With so many charities to choose from, it’s more important than ever to ensure that your donation is well spent. Here are six tips that can help you make smart and effective charitable donations. 1. Choose your charities wisely Choosing worthy organizations that support the causes […]

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Playing Catch-Up with Your 401(k) or IRA

By on December 1, 2016 in Featured, Newsletter Articles with 0 Comments
Playing Catch-Up with Your 401(k) or IRA

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 did have savings, 42% had saved less than $100,000.1 Your own savings may be on more solid ground, […]

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MARKET MONTH: NOVEMBER 2016

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

The Markets (as of market close November 30, 2016) The economy picked up the pace in November, as did the stock market. After getting off to a sluggish start during the early part of the month, equities soared following the results of the presidential election. Each of the indexes listed here reached record highs during […]

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