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Archive for March, 2017

Market Week: March 27, 2017

By on March 27, 2017 in Market Week with 0 Comments

The Markets (as of 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 in the year, may have weighed on investors’ minds as stocks tumbled early last week. The S&P 500 lost over 1.0% last week for the first […]

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MARKET WEEK: MARCH 20, 2017

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The Markets (as of 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 government bonds and dividend-paying stocks last week. As a result, the yield on 10-year Treasuries fell 7 basis points as prices climbed with increased demand. […]

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Taxes are Universal

By on March 16, 2017 in Uncategorized with 0 Comments
Taxes are Universal

What’s the difference between a direct and indirect rollover?

By on March 16, 2017 in Newsletter Articles with 0 Comments
What’s the difference between a direct and indirect rollover?

If you’re eligible to receive a taxable distribution from an employer-sponsored retirement plan [like a 401(k)], you can avoid current taxation by instructing your employer to roll the distribution directly over to another employer plan or IRA. With a direct rollover, you never actually receive the funds. You can also avoid current taxation by actually […]

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Key Retirement and Tax Numbers for 2017

By on March 16, 2017 in Newsletter Articles with 0 Comments
Key Retirement and Tax Numbers for 2017

Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans, thresholds for deductions and credits, and standard deduction and personal exemption amounts. Here are a few of the key adjustments for 2017. Retirement plans Employees who participate in 401(k), 403(b), and most 457 plans can defer up to $18,000 […]

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Why Diversification Matters

By on March 16, 2017 in Newsletter Articles with 0 Comments
Why Diversification Matters

When investing, particularly for long-term goals, there is one concept you will likely hear about over and over again — diversification. Why is diversification so important? The simple reason is that it helps ensure that your risk of loss is spread among a number of different investments. The theory is that if some of the […]

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Due Date Approaches for 2016 Federal Income Tax Returns

By on March 16, 2017 in Newsletter Articles with 0 Comments
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 your hands on a copy of last year’s tax return and gathering W-2s, 1099s, and deduction records. You’ll need these records whether you’re preparing your own return or paying someone else to […]

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Market Week: March 13, 2017

By on March 13, 2017 in Market Week with 0 Comments

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 in the week. Falling energy prices dragged down both the large-cap Dow and S&P 500, while the Russell 2000 dropped over 2.0% and is […]

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MARKET WEEK: MARCH 6, 2017

By on March 6, 2017 in Market Week with 0 Comments

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 its sixth consecutive week of gains, while the Global Dow led the way, climbing over 1.0% by last week’s end. Of the benchmarks listed […]

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