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MARKET WEEK: MARCH 30, 2015

By on March 30, 2015 in Market Week with 0 Comments

The Markets An uptick in equities on Friday couldn’t overcome the four-day downdraft across the board that preceded it. Whether the slump was caused by weak economic data, a fresh outbreak of Middle East conflict, a discouraging report about corporate profits, or simple profit-taking after the previous week’s strength, it left the S&P 500 a […]

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MARKET WEEK: MARCH 23, 2015

By on March 23, 2015 in Market Week with 0 Comments

The Markets An easy-does-it approach from the Federal Reserve’s monetary policy committee calmed immediate investor anxiety about future rate hikes. That gave both the Dow and the S&P 500 relief from a three-week losing streak. Meanwhile, the Nasdaq closed less than half a percentage point away from its all-time closing high of 5048.62, set in […]

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MARKET WEEK: MARCH 16, 2015

By on March 16, 2015 in Market Week with 0 Comments

The Markets Bulls and bears duked it out last week, with the Dow experiencing multiple triple-digit intraday swings. In the end, the bears prevailed as the Dow and S&P 500 had their third straight week of losses, which sent both back into negative territory for the year. The dollar continued to gain strength, hitting $1.06 […]

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How much can I contribute to my IRA in 2015?

By on March 16, 2015 in Newsletter Articles with 0 Comments
How much can I contribute to my IRA in 2015?

The combined amount you can contribute to your traditional and Roth IRAs remains at $5,500 for 2015, or $6,500 if you’ll be 50 or older by the end of the year. You can contribute to an IRA in addition to an employer-sponsored retirement plan like a 401(k). But if you (or your spouse) participate in […]

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Should Life Insurance Be Part of Your Retirement Plan?

By on March 16, 2015 in Newsletter Articles with 0 Comments
Should Life Insurance Be Part of Your Retirement Plan?

Most of us think of life insurance as protection against financial loss should we die prematurely. But if and when we reach retirement and the kids are all self-sufficient, do we still need life insurance? The answer is maybe–or maybe not. Here are some situations where life insurance may make sense for retirees, or those […]

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Points to Consider If Your Retirement Goal Seems Out of Reach

By on March 16, 2015 in Newsletter Articles with 0 Comments
Points to Consider If Your Retirement Goal Seems Out of Reach

Each year in its annual Retirement Confidence Survey, the Employee Benefit Research Institute reiterates that goal setting is a key factor influencing overall retirement confidence. But for many, a retirement savings goal that could reach $1 million or more may seem like a daunting, even impossible mountain to climb. What if you’re investing as much […]

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Last-Minute Tax Tips

By on March 16, 2015 in Newsletter Articles with 0 Comments
Last-Minute Tax Tips

It’s that time of year again–tax filing season. And while many taxpayers like to get a head start on filing their returns, there are those of us who always find ourselves scrambling at the last minute to get our tax returns filed on time. Fortunately, even for us procrastinators, there is still time to take […]

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MARKET WEEK: MARCH 9, 2015

By on March 9, 2015 in Market Week with 0 Comments

The Markets Good news about unemployment proved bad news for the equities markets. The Dow industrials closed 279 points lower after Friday’s strong jobs report as investors feared it might help hasten the end of the Fed’s near-zero target interest rate. Nevertheless, the Nasdaq topped 5,000 earlier in the week for the first time since […]

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Market Week: March 2, 2015

By on March 2, 2015 in Market Week with 0 Comments

The Markets Equities markets were mildly buoyed by Federal Reserve Chair Janet Yellen’s congressional testimony and the grudging approval of Greece’s plans for qualifying for additional assistance. The S&P 500 and Russell 2000 hit new record highs during the week. However, both had backed away from those highs by week’s end after U.S. economic growth […]

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MARKET WEEK: FEBRUARY 23, 2015

By on February 23, 2015 in Market Week with 0 Comments

The Markets Reprieve relief: Even a temporary agreement about Greek debt helped equities edge upward. Friday‘s relief rally gave the S&P 500 its third straight week of gains, though the Nasdaq continued to lead the pack. Meanwhile, as oil prices remained relatively stable at roughly $50 a barrel, the benchmark 10-year Treasury yield rose.

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