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MARKET WEEK: DECEMBER 5, 2016

By on December 5, 2016 in Market Week with 0 Comments

The Markets (as of market close December 2, 2016) Robust gains that marked the last few weeks turned to modest declines last week. Gains in energy shares following OPEC’s announcement to cap production weren’t enough to totally offset a regression in small-cap and technology stocks. Both the Russell 2000 and the Nasdaq dropped over 2.0%, […]

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What should I know before doing my holiday shopping online?

By on December 1, 2016 in Newsletter Articles with 0 Comments
What should I know before doing my holiday shopping online?

In order to skip the lines and traffic, many people opt to shop online for gifts during the holiday season. Unfortunately, hackers often target online shoppers to steal their personal information. Before you click, you might consider these tips for a safer online shopping experience. Research websites before you shop. When shopping online, make sure […]

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What It Means to Be a Financial Caregiver for Your Parents

By on December 1, 2016 in Newsletter Articles with 0 Comments
What It Means to Be a Financial Caregiver for Your Parents

If you are the adult child of aging parents, you may find yourself in the position of someday having to assist them with handling their finances. Whether that time is in the near future or sometime further down the road, there are some steps you can take now to make the process a bit easier. […]

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The Giving Season: Six Tips for Making Smart and Effective Charitable Donations This Holiday Season

By on December 1, 2016 in Newsletter Articles with 0 Comments
The Giving Season: Six Tips for Making Smart and Effective Charitable Donations This Holiday Season

The holidays are a popular time for charitable donations. With so many charities to choose from, it’s more important than ever to ensure that your donation is well spent. Here are six tips that can help you make smart and effective charitable donations. 1. Choose your charities wisely Choosing worthy organizations that support the causes […]

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Playing Catch-Up with Your 401(k) or IRA

By on December 1, 2016 in Featured, Newsletter Articles with 0 Comments
Playing Catch-Up with Your 401(k) or IRA

A recent survey of baby boomers (ages 53 to 69) found that just 24% were confident they would have enough money to last throughout retirement. Forty-five percent had no retirement savings at all, and of those who did have savings, 42% had saved less than $100,000.1 Your own savings may be on more solid ground, […]

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MARKET WEEK: NOVEMBER 28, 2016

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

The Markets (as of market close November 25, 2016) Based on the performance of stock market indexes, it was another banner week for equities amidst slow trading volume. The Dow, S&P 500, Russell 2000, and Nasdaq each reached record highs, with the Dow eclipsing 19000 for the first time ever. Some analysts suggest the market […]

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MARKET WEEK: NOVEMBER 21, 2016

By on November 21, 2016 in Market Week with 0 Comments

The Markets (as of market close November 18, 2016) Treasury yields continue to climb as the 10-year rate jumped 20 basis points for the week while exceeding last year’s closing yield for the first time in 2016. The dollar has been keeping pace with rising bond yields, which is good for imports but not so […]

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MARKET WEEK: NOVEMBER 14, 2016

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

The Markets (as of market close November 11, 2016) The markets climbed at the beginning of last week as money moved from bonds (yield on 10-year Treasuries gained 5 basis points) to equities. The Dow jumped 370 points and Nasdaq gained over 2.0% by the close of trading last Monday. Following the election, equities surged […]

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MARKET WEEK: NOVEMBER 7, 2016

By on November 7, 2016 in Market Week with 0 Comments

The Markets (as of market close November 4, 2016) Even a good jobs report wasn’t enough to steady investors last week, as each of the indexes listed here lost value from the prior week. Oil prices fell sharply midweek following a report that crude oil inventories are much larger than expected. While OPEC leaders agreed […]

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MARKET WEEK: OCTOBER 31, 2016

By on October 31, 2016 in Market Week with 0 Comments

The Markets (as of market close October 28, 2016) As the presidential election draws near, news about the candidates may be affecting the markets. Word of an FBI investigation into more Clinton emails, coupled with some earnings reports that were weaker than expected, sent equities into the red for the week. Of the indexes listed […]

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