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Kristen Boyd

Market Week: December 11, 2017

By on December 11, 2017 in Market Week with 0 Comments

The Markets (as of market close December 8, 2017) Last week proved to be a mixed bag of market returns as the large caps of the Dow and S&P 500 posted moderate gains, while the tech-heavy Nasdaq and small caps of the Russell 2000 closed the week down. A stronger than expected jobs report may […]

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Market Week: December 4, 2017

By on December 4, 2017 in Market Week with 0 Comments

The Markets (as of market close December 1, 2017) Equities surged for much of last week until an abrupt decline midday last Friday culled some of the earlier gains. Nevertheless, of the indexes listed here, only the Nasdaq lost value from the prior week. The Dow led the way posting an impressive gain of 2.86%, […]

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Market Month: November 2017

By on December 1, 2017 in Quarterly Market Review with 0 Comments

The Markets (as of market close November 30, 2017) The Dow soared over 300 points on the last day of November to close above 24000 for the first time in its history. Hopes for a tax overhaul may have contributed to investor confidence in equities. Each of the benchmark indexes listed here posted favorable monthly […]

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Market Week: November 27, 2017

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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 […]

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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, […]

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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, […]

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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 […]

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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 […]

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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 […]

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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%. […]

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