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Kristen Boyd

Market Week: May 1, 2017

By on May 1, 2017 in Market Week with 0 Comments

The Markets (as of market close April 28, 2017) Tech-heavy Nasdaq reached 6000 for the first time in its history last Tuesday. The small-cap Russell 2000, which surged for much of 2016 but fell back earlier this year, rebounded over the past few weeks, attaining a record high of 1419.43 by midweek. Better-than-expected quarterly corporate […]

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Market Week: April 24, 2017

By on April 24, 2017 in Market Week with 0 Comments

The Markets (as of market close April 21, 2017) Better-than-expected earnings reports for the first quarter helped push stocks higher last week. Each of the benchmark indexes listed here posted gains, some for the first time in several weeks. The small-cap Russell 2000, which had fallen below its end-of-year closing value, jumped 2.57% for the […]

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MARKET WEEK: APRIL 17, 2017

By on April 18, 2017 in Market Week with 0 Comments

The Markets (as of market close April 14, 2017) With the United States and many global markets closed for Good Friday, stocks ended the short trading week lower. Trading volumes were low for much of the week, as investors may be concerned with rising tensions overseas in Syria and North Korea, and the continuation of […]

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Market Week: April 10, 2017

By on April 10, 2017 in Market Week with 0 Comments

The Markets (as of market close April 7, 2017) Stocks gave back the prior week’s gains as each of the indexes listed here lost value by last Friday’s market close. The small-cap Russell 2000, which had gained over 2.0% the prior week, fell over 1.5% and is once again in danger of falling below its […]

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QUARTERLY MARKET REVIEW: JANUARY-MARCH 2017

By on April 3, 2017 in Monthly Commentary with 0 Comments

The Markets (as of market close March 31, 2017) Riding the momentum following the presidential election, stocks surged for much of the first quarter of 2017. Buoyed by the anticipation of tax cuts and policies favorable to domestic businesses, the benchmark indexes listed here reached historic highs throughout the quarter. At the end of January, […]

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MARKET WEEK: APRIL 3, 2017

By on April 3, 2017 in Market Week with 0 Comments

The Markets (as of market close March 31, 2017) Stocks rebounded last week as each of the indexes listed here posted week-over-week gains. The small-cap Russell 2000, the strongest-performing index last year, hit a rough patch over the past several weeks. But the index gained over 2.30% last week, pushing it up 2.12% year-to-date. Tech-heavy […]

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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

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

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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