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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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MARKET WEEK: JUNE 22, 2015

By on June 22, 2015 in Market Week with 0 Comments

The Markets The markets responded favorably following the Federal Reserve’s announcement that interest rates would not be raised next month. Both the large-cap Dow and S&P 500 closed ahead of last week. But the biggest weekly gainers were the Nasdaq, which gained 1.3%, and the Russell 2000, which closed the week 1.55% better than last […]

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MARKET WEEK: JUNE 15, 2015

By on June 15, 2015 in Market Week with 0 Comments

The Markets Reports from this past week revealed that the number of job openings is increasing, and the federal deficit and crude oil inventories are shrinking, while consumers are spending more of their hard-earned money. Unfortunately, news out of Europe is that negotiations between Greece and its creditors are regressing with default seemingly inevitable. The […]

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Are higher interest rates right around the corner?

By on June 10, 2015 in Newsletter Articles with 0 Comments
Are higher interest rates right around the corner?

Are stock dividends reliable as a source of income?

By on June 10, 2015 in Newsletter Articles with 0 Comments
Are stock dividends reliable as a source of income?

Dividends can be an important source of income. However, there are several factors you should take into consideration if you’ll be relying on them to help pay the bills. An increasing dividend is generally regarded as a sign of a company’s health and stability, and most corporate boards are reluctant to cut them. However, dividends […]

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Millennials vs. Boomers: How Wide Is the Gap?

By on June 10, 2015 in Newsletter Articles with 0 Comments
Millennials vs. Boomers: How Wide Is the Gap?

Texting versus email (or even snail mail). Angry Birds versus Monopoly. “The Theory of Everything” versus “The Sound of Music.” “Dancing with the Stars” versus “American Bandstand.” It’s no secret that there are a lot of differences between baby boomers, born between 1946-1964, and millennials, who were generally born after 1980 (though there is disagreement […]

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Age-Based Tips for Making the Most of Your Retirement Savings Plan

By on June 10, 2015 in Newsletter Articles with 0 Comments
Age-Based Tips for Making the Most of Your Retirement Savings Plan

No matter what your age, your work-based retirement savings plan can be a key component of your overall financial strategy. Following are some age-based points to consider when determining how to put your plan to work for you. Just starting out Just starting your first job? Chances are you face a number of financial challenges. […]

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Reviewing Your Finances Mid-Year

By on June 10, 2015 in Featured, Newsletter Articles with 0 Comments
Reviewing Your Finances Mid-Year

You made it through tax season and now you’re looking forward to your summer vacation. But before you go, take some time to review your finances. Mid-year is an ideal time to do so, because the demands on your time may be fewer, and the planning opportunities greater, than if you wait until the end […]

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MARKET WEEK: JUNE 8, 2015

By on June 8, 2015 in Market Week with 0 Comments

The Markets The Federal Reserve may be on track to raise short-term interest rates later this year, as a favorable jobs report may be signaling the start of anticipated economic growth and inflationary expansion. However, other economic indicators have not been as positive, further enforcing the Federal Reserve’s “wait and see” approach. Possibly in response […]

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MARKET WEEK: JUNE 1, 2015

By on June 1, 2015 in Market Week with 0 Comments

The Markets After experiencing positive gains the past few weeks, the short holiday week closed with all the major indexes experiencing losses. Both the S&P 500 and the Dow ended the week in the red, as did the small-cap Russell 2000 and Nasdaq, although each of the latter performed a little better than their large-cap […]

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