Providing personalized investment services to those intent on enjoying a secure retirement.

Archive for November, 2017

Market Week: November 27, 2017

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

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 posted weekly gains, led by the Russell 2000, which posted one of its largest weekly advances this year. The tech-heavy Nasdaq was next, followed […]

Continue Reading »

MARKET WEEK: NOVEMBER 20, 2017

By on November 20, 2017 in Market Week with 0 Comments

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 the second consecutive week, while the tech-heavy Nasdaq and small caps of the Russell 2000 posted gains. Major gains from consumer companies such as Wal-Mart Stores, […]

Continue Reading »

What are some tips for reviewing my Medicare coverage during Medicare Open Enrollment?

By on November 16, 2017 in Newsletter Articles with 0 Comments
What are some tips for reviewing my Medicare coverage during Medicare Open Enrollment?

During the Medicare Open Enrollment Period that runs from October 15 through December 7, you can make changes to your Medicare coverage that will be effective on January 1, 2018. If you’re satisfied with your current coverage, you don’t need to make changes, but it’s a good idea to review your options. During Open Enrollment, […]

Continue Reading »

Is the Social Security Administration still mailing Social Security Statements?

By on November 16, 2017 in Newsletter Articles with 0 Comments
Is the Social Security Administration still mailing Social Security Statements?

Your Social Security Statement provides important information about your Social Security record and future benefits. For several years, the Social Security Administration (SSA) mailed these statements every five years to people starting at age 25, but due to budgetary concerns, the SSA has stopped mailing Social Security Statements to individuals under age 60. Workers age […]

Continue Reading »

Examining the Taxpaying Population: Where Do You Fit In?

By on November 16, 2017 in Newsletter Articles with 0 Comments
Examining the Taxpaying Population: Where Do You Fit In?

Every quarter, the Statistics of Income Division of the Internal Revenue Service (IRS) publishes financial statistics obtained from tax and information returns that have been filed with the federal government. Recently published reports reflect data gleaned from 2014 individual federal income tax returns. These reports offer a snapshot of how the U.S. population breaks down […]

Continue Reading »

Ten Year-End Tax Tips for 2017

By on November 16, 2017 in Newsletter Articles with 0 Comments
Ten Year-End Tax Tips for 2017

Here are 10 things to consider as you weigh potential tax moves between now and the end of the year. 1. Set aside time to plan Effective planning requires that you have a good understanding of your current tax situation, as well as a reasonable estimate of how your circumstances might change next year. There’s […]

Continue Reading »

From Data Breaches to Ransomware: How to Avoid Becoming the Victim of a Cybercrime

By on November 16, 2017 in Newsletter Articles with 0 Comments
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 a digital world — whether it’s at home, at work, or on your smartphone. According to the Identity Theft Resource Institute, the number of U.S. data breaches in 2016 increased by 40%. […]

Continue Reading »

Market Week: November 13, 2017

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

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 positive returns. The small caps of the Russell 2000 were particularly hit, sending that index down over 1.30%. Rising oil prices pushed energy stocks […]

Continue Reading »

MARKET WEEK: NOVEMBER 6, 2017

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

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. The S&P 500 closed the week posting gains for the eighth straight week. The small caps of the Russell 2000 lost almost 1.0%. Technology […]

Continue Reading »

MARKET MONTH: OCTOBER 2017

By on November 1, 2017 in Monthly Commentary with 0 Comments

The Markets (as of market close October 31, 2017) Despite continuing drama in the White House and the fury of Mother Nature, stock growth remained steady for much of October. Favorable corporate earnings reports, a strong jobs sector, and growing consumer income overcame any trepidations investors may have had. Each of the benchmark indexes listed […]

Continue Reading »

Top