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MARKET WEEK: JULY 21, 2014

By on July 21, 2014 in Market Week with 0 Comments

The Markets U.S. stocks dropped sharply Thursday in response to the downing of a Malaysia Airlines commercial jet over Ukraine and the Israeli ground invasion of Gaza. However, most indexes bounced back Friday to end another week in positive territory. The exception was the Russell 2000 Index, which continued its decline perhaps aided by Fed Chairman Janet Yellen’s comments […]

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MARKET WEEK: JULY 14, 2014

By on July 14, 2014 in Market Week with 0 Comments

The Markets After Alcoa’s strong report unofficially kicked off the Q2 earnings season, domestic equities rebounded from two down days. However, investors decided to take advantage of equities’ recent record levels and take some profits after revelations about a banking problem in Portugal revived concerns about Europe’s financial sector. Meanwhile, the spot price of oil, […]

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MARKET WEEK: JUNE 30, 2014

By on July 1, 2014 in Market Week with 0 Comments

The Markets Domestic equities seemed to shrug off a massive downward revision to first-quarter GDP and mostly ended the week flat. Though the Nasdaq’s gain was slight, it was the sixth positive week out of the last seven. Meanwhile, the benchmark 10-year Treasury yield remained low as demand from bond investors continued to support prices.

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Top 10 Tax Breaks You’ll Miss in 2014

By on June 27, 2014 in Featured, Newsletter Articles with 0 Comments
Top 10 Tax Breaks You’ll Miss in 2014

You probably didn’t notice, but when the clock struck midnight on December 31, 2013, a number of popular tax benefits, commonly included in the list of provisions referred to as “tax extenders” expired. While it’s possible that Congress could retroactively extend some or all of these items, you’ll have to evaluate your 2014 tax situation […]

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Some Things to Consider about Gifts to Children

By on June 27, 2014 in Newsletter Articles with 0 Comments
Some Things to Consider about Gifts to Children

If you make significant gifts to your children or someone else’s children, or if someone else makes gifts to your children, there are a number of things for you to consider. Transfers that are not taxable gifts There are a variety of ways for you to make transfers to children that are not treated as […]

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Financial Choices: College, Retirement, or Both?

By on June 27, 2014 in Newsletter Articles with 0 Comments
Financial Choices: College, Retirement, or Both?

Life is full of choices. Should you watch Breaking Bad or Modern Family? Eat leftovers for dinner or order out? Exercise before work or after? Some choices, though, are much more significant. Here is one such financial dilemma for parents. Should you save for retirement or college? It’s the paramount financial conflict many parents face, especially as more couples […]

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Are con artists adopting trendy twists on old scams?

By on June 27, 2014 in Newsletter Articles with 0 Comments
Are con artists adopting trendy twists on old scams?

In a word, yes. You may be great at deleting e-mails from Nigerian princes to avoid online phishing, but fraudsters keep coming up with new schemes for prying information or money from potential victims. And while scams sometimes involve hot topics that are getting a lot of attention in the news, which may make them […]

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The Origin of Investing

By on June 27, 2014 in Newsletter Articles with 0 Comments
The Origin of Investing

MARKET WEEK: JUNE 23, 2014

By on June 23, 2014 in Market Week with 0 Comments

The Markets Reassurance from the Fed seemed to outweigh the situation in Iraq last week as investors showed greater comfort with taking on more risk. The week’s biggest gains were in the small caps of the Russell 2000, which once again returned to positive territory for the year, while the Nasdaq closed the week at […]

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MARKET WEEK: JUNE 16, 2014

By on June 17, 2014 in Market Week with 0 Comments

The Markets Equities took a break across the board from their recent upward surge. After fresh all-time record closes early in the week, both the S&P 500 and the Dow Industrials saw profit-taking that also returned the small caps of the Russell 2000 to negative territory for the year. Renewed conflict in Iraq contributed to […]

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