Providing personalized investment services to those intent on enjoying a secure retirement.

Newsletter Articles

MARKET WEEK: APRIL 25, 2016

By on April 25, 2016 in Market Week with 0 Comments

The Markets (as of market close April 22, 2016) Equities markets had a fair week as each of the major indexes listed here posted gains (except the Nasdaq) over the prior week. Both the large-cap Dow and S&P 500 are well ahead of their respective 2015 closing values. The Russell 2000 recorded the largest weekly […]

Continue Reading »

MARKET WEEK: APRIL 18, 2016

By on April 19, 2016 in AMR, Market Week, Newsletter Articles with 0 Comments

The Markets (as of market close April 15, 2016) Despite inflationary trends slowing as retail and producer prices fell in March, stocks gained over the past week, buoyed by better than expected first-quarter corporate earnings reports. Each of the indexes listed here posted gains led by the Global Dow and the Russell 2000, followed by […]

Continue Reading »

MARKET WEEK: APRIL 11, 2016

By on April 11, 2016 in Market Week with 0 Comments

The Markets (as of market close April 8, 2016) The equities market has been volatile thus far this year. Following last week’s gains, the indexes listed here all closed the week in negative territory. Both the Dow and the S&P 500 fell 1.21% for the week–this following a rally last Friday after gains in the […]

Continue Reading »

Market Week: April 4, 2016

By on April 4, 2016 in Market Week with 0 Comments

The Markets (as of market close April 1, 2016) A solid jobs report for March, coupled with continued strength in the housing sector, may have influenced equities as each of the indexes listed here posted gains week-over-week. Following the prior week’s sell-off, gains in the large-cap indexes have moved the S&P 500 and Dow solidly […]

Continue Reading »

MARKET WEEK: MARCH 28, 2016

By on March 28, 2016 in Market Week with 0 Comments

The Markets (as of market close March 25, 2016) After five consecutive weeks of gains, stocks cooled as each of the major indexes listed here slid into negative territory by the close of last week. With the latest downturn, only the Dow is ahead of its 2015 year-end closing value. Several of the markets were […]

Continue Reading »

MARKET WEEK: MARCH 21, 2016

By on March 21, 2016 in AMR, Market Week, Monthly Commentary with 0 Comments

The Markets (as of market close March 18, 2016) After a fifth consecutive week of gains, both the S&P 500 and the Dow have finally surpassed their 2015 year-end closing values. The Dow gained 389 points to close up 2.26%, while the S&P 500 increased 1.35% over the prior week. In fact, each of the […]

Continue Reading »

MARKET WEEK: MARCH 14, 2016

By on March 14, 2016 in Market Week with 0 Comments

The Markets (as of market close March 11, 2016) Both the large-cap Dow and S&P 500 posted gains for the fourth consecutive week, helped by a late rally at week’s end. The latest run of gains has pulled the Dow and S&P 500 to within 1.22% and 1.06% of their 2015 year-end levels. The Global […]

Continue Reading »

MARKET WEEK: MARCH 7, 2016

The Markets (as of market close March 4, 2016) Equities continued to show life as each of the major indexes listed here posted gains over the prior week. Favorable reports from the employment and manufacturing sectors may be quelling investor fears of an imminent recession. For the week ended March 4, each of the indexes […]

Continue Reading »

Can you separate college financial aid myths from facts?

By on March 4, 2016 in Newsletter Articles with 0 Comments
Can you separate college financial aid myths from facts?

For all you parents out there, how knowledgeable are you about college financial aid? See if you know whether these financial aid statements are myth or fact. 1. Family income is the main factor that determines eligibility for aid. Answer: Fact. But while it’s true that family income is the main factor that determines how […]

Continue Reading »

Should I loan my child money for a down payment on a house?

By on March 4, 2016 in Newsletter Articles with 0 Comments
Should I loan my child money for a down payment on a house?

For a lot of young people today, it’s difficult to purchase a home without at least some financial assistance. As a result, many young adults turn to their parents or other family members for help with a down payment. If you plan on lending your child money for a down payment on a house, you […]

Continue Reading »

Top