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MARKET WEEK: NOVEMBER 20, 2017

By on November 20, 2017 in Market Week with 0 Comments

The Markets (as of market close November 17, 2017) Last week saw a mixed bag of returns as the large caps of the Dow and S&P 500 lost value for the second consecutive week, while the tech-heavy Nasdaq and small caps of the Russell 2000 posted gains. Major gains from consumer companies such as Wal-Mart Stores, […]

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What are some tips for reviewing my Medicare coverage during Medicare Open Enrollment?

By on November 16, 2017 in Newsletter Articles with 0 Comments
What are some tips for reviewing my Medicare coverage during Medicare Open Enrollment?

During the Medicare Open Enrollment Period that runs from October 15 through December 7, you can make changes to your Medicare coverage that will be effective on January 1, 2018. If you’re satisfied with your current coverage, you don’t need to make changes, but it’s a good idea to review your options. During Open Enrollment, […]

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Is the Social Security Administration still mailing Social Security Statements?

By on November 16, 2017 in Newsletter Articles with 0 Comments
Is the Social Security Administration still mailing Social Security Statements?

Your Social Security Statement provides important information about your Social Security record and future benefits. For several years, the Social Security Administration (SSA) mailed these statements every five years to people starting at age 25, but due to budgetary concerns, the SSA has stopped mailing Social Security Statements to individuals under age 60. Workers age […]

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Examining the Taxpaying Population: Where Do You Fit In?

By on November 16, 2017 in Newsletter Articles with 0 Comments
Examining the Taxpaying Population: Where Do You Fit In?

Every quarter, the Statistics of Income Division of the Internal Revenue Service (IRS) publishes financial statistics obtained from tax and information returns that have been filed with the federal government. Recently published reports reflect data gleaned from 2014 individual federal income tax returns. These reports offer a snapshot of how the U.S. population breaks down […]

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Ten Year-End Tax Tips for 2017

By on November 16, 2017 in Newsletter Articles with 0 Comments
Ten Year-End Tax Tips for 2017

Here are 10 things to consider as you weigh potential tax moves between now and the end of the year. 1. Set aside time to plan Effective planning requires that you have a good understanding of your current tax situation, as well as a reasonable estimate of how your circumstances might change next year. There’s […]

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From Data Breaches to Ransomware: How to Avoid Becoming the Victim of a Cybercrime

By on November 16, 2017 in Newsletter Articles with 0 Comments
From Data Breaches to Ransomware: How to Avoid Becoming the Victim of a Cybercrime

Each time you connect to the Internet, you risk becoming the victim of a cybercrime. It’s the price we pay for living in a digital world — whether it’s at home, at work, or on your smartphone. According to the Identity Theft Resource Institute, the number of U.S. data breaches in 2016 increased by 40%. […]

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Market Week: November 13, 2017

By on November 13, 2017 in Market Week with 0 Comments

The Markets (as of market close November 10, 2017) Trepidation over proposed tax reform took a toll on large caps last week, ending what had been a run of consecutive weekly positive returns. The small caps of the Russell 2000 were particularly hit, sending that index down over 1.30%. Rising oil prices pushed energy stocks […]

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MARKET WEEK: NOVEMBER 6, 2017

By on November 6, 2017 in Market Week with 0 Comments

The Markets (as of market close November 3, 2017) The benchmark indexes were mixed last week as large caps and tech stocks performed well, while small caps took quite a hit. The S&P 500 closed the week posting gains for the eighth straight week. The small caps of the Russell 2000 lost almost 1.0%. Technology […]

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Market Week: October 30, 2017

By on October 30, 2017 in Market Week with 0 Comments

The Markets (as of market close October 27, 2017) Strong third-quarter corporate earnings and an expanding gross domestic product helped push the S&P 500 and Nasdaq to new record highs last week. The Dow also gained close to 0.50%. While technology stocks led the way, health-care shares didn’t fare as well, pushing the small-cap Russell […]

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MARKET WEEK: OCTOBER 16, 2017

By on October 16, 2017 in Market Week with 0 Comments

The Markets (as of market close October 13, 2017) Each of the benchmark indexes listed here posted gains by last week’s end, except for the Russell 2000, which fell 0.50%. The large caps of the Dow and S&P 500 enjoyed moderate increases, as did the Global Dow, which gained the most last week. Most impressively, the […]

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