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MARKET WEEK: JULY 27, 2015

By on July 27, 2015 in Market Week with 0 Comments

The Markets (as of market close July 24, 2015) Despite favorable reports on unemployment claims, home sales, and the Greek debt crisis, the market took quite a hit pretty much across the board last week, apparently in response to mediocre corporate earnings reports from some big-name companies. Each major U.S. index listed here lost over […]

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MARKET WEEK: JULY 20, 2015

By on July 20, 2015 in Market Week with 0 Comments

The Markets (as of market close July 17, 2015) Following a week of losses, the market rebounded in a big way for the week ended July 17. News of a tentative agreement between Greece and its creditors seemed to quell investor concerns of a Grexit. Moves by the Chinese government have stopped a stretch of […]

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MARKET WEEK: JULY 13, 2015

By on July 13, 2015 in Market Week with 0 Comments

The Markets (as of market close July 10, 2015) A week of volatility ended with the stock market little changed from the prior week. On Wednesday, the major indices responded negatively to the potential for a Greek exit from the eurozone (Grexit), the free fall of China’s major markets, and a “technical glitch” on the […]

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What is the Roth IRA five-year rule?

By on July 9, 2015 in Newsletter Articles with 0 Comments
What is the Roth IRA five-year rule?

Actually, there are two five-year rules you need to know about. The first five-year rule determines when you can begin receiving tax-free qualified distributions from your Roth IRA. Withdrawals from your Roth IRA–including both your contributions and any investment earnings–are completely tax and penalty free if you satisfy a five-year holding period and one of […]

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What is the Roth 401(k) five-year rule?

By on July 9, 2015 in Newsletter Articles with 0 Comments
What is the Roth 401(k) five-year rule?

The Roth 401(k) five-year rule determines when you can begin receiving tax-free qualified distributions from your 401(k) plan Roth account. While it’s similar to the five-year rule that applies to Roth IRAs, there are important differences. Withdrawals from your Roth 401(k) plan account–including both your contributions and any investment earnings–are completely tax and penalty free […]

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Planned Charitable Giving

By on July 9, 2015 in Newsletter Articles with 0 Comments
Planned Charitable Giving

Today more than ever, charitable institutions stand to benefit as the first wave of baby boomers reach the stage where they’re able to make significant charitable gifts. If you’re like many Americans, you too may have considered donating to charity. And though writing a check at year-end is one of the most common ways to […]

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Five Steps to Tame Financial Stress

By on July 9, 2015 in Newsletter Articles with 0 Comments
Five Steps to Tame Financial Stress

Do you sometimes lie awake at night thinking about bills that need to be paid? Does it feel as though you’re drowning in debt? If this describes you, you might take solace in the fact that you’re not alone. A recent report released by the American Psychological Association (APA) showed that 72% of adults feel […]

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What’s New in the Housing Market for 2015?

By on July 9, 2015 in Newsletter Articles with 0 Comments
What’s New in the Housing Market for 2015?

Home buyers and sellers finally have reason to celebrate in 2015. After almost a decade of limping along toward recovery, it seems as though the housing market has finally hit a more comfortable stride. According to the S&P/Case-Shiller Home Price Indices, well-known gauges of the U.S. housing market, real estate is finally showing healthy signs […]

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MARKET WEEK: JULY 6, 2015

By on July 6, 2015 in Market Week with 0 Comments

The Markets Stock markets closed the holiday week on a sour note for the second week in a row. While several domestic indicators have been favorable, such as housing and unemployment, the markets across the board continued to lose value on the heels of Greece closing its banks for a week and missing a debt […]

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MARKET WEEK: JUNE 29, 2015

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

The Markets Bolstered by very favorable housing news and heightened consumer expectations, the economic news was generally good for the week ending June 26. Unfortunately, the markets, which had experienced gains the prior week, can be described as mundane at best. Both large-cap benchmarks dipped this week, while small caps were not immune to a […]

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