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Market Week: September 18, 2017

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The Markets (as of market close September 15, 2017) Stocks followed the prior week’s plunge by surging to record highs last week. The Dow, S&P 500, and Nasdaq reached new all-time highs during the week, as each of the indexes listed here posted impressive gains. The small caps of the Russell 2000 led the way, […]

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MARKET WEEK: SEPTEMBER 11, 2017

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The Markets (as of market close September 8, 2017) Retail gas prices surged as Hurricane Harvey forced refineries to shut down, leading to curtailed petroleum shipments. Higher gas prices cut into investors’ pockets, prompting them to move money from stocks to bonds. Each of the indexes listed here lost value last week, with the exception […]

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Market Week: September 5, 2017

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The Markets (as of market close September 1, 2017) Equities were back in the black last week, with each of the indexes listed here posting end-of-week gains. The Nasdaq soared to its largest weekly gain of the year. The large caps of the Dow and S&P 500 enjoyed noticeable gains, despite last Friday’s mundane jobs […]

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Market Week: August 28, 2017

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The Markets (as of market close August 25, 2017) Amid a scarcity of economic data and the lightest trading levels of the year, stocks managed to end the week in positive territory, as measured by the indexes tracked below. The Russell 2000 was the week’s leader, notching a weekly gain of nearly 1.5%, with all […]

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MARKET WEEK: AUGUST 21, 2017

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The Markets (as of market close August 18, 2017) Last week saw domestic and global conflicts heighten investors’ concerns, pushing stocks lower in what was a slow week for trading. The Dow lost over 270 points last Thursday, offsetting robust gains the prior Monday. The S&P 500 fell 0.65%, while the Nasdaq dropped .64% last week. Once again, […]

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MARKET WEEK: AUGUST 14, 2017

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The Markets (as of market close August 11, 2017) Investors may have been disturbed by the rising tensions between the United States and North Korea last week, resulting in a shift from stocks to long-term bonds. The Dow, which had surged to a new record high the prior week, sunk over 1.0% last week, while the […]

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Market Week: August 7, 2017

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The Markets (as of market close August 4, 2017) Last week ended with a mixed bag of stock market performances. The Dow, influenced by a favorable jobs report and strong corporate quarterly earnings, surged to a new record high. The S&P 500 also ended last week in positive territory. Tech stocks did not fare as […]

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How do the economic milestones of young adults today compare with prior generations?

By on August 4, 2017 in Newsletter Articles with 0 Comments
How do the economic milestones of young adults today compare with prior generations?

If you’re the parent of a young adult who is still living at home, you might be wondering whether this situation is commonplace. According to a recent U.S. Census Bureau study, it is: One in three young people (ages 18 to 34) lived in their parents’ home in 2015. The Census Bureau study examines how […]

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Chart: Young Adult Milestones, 1975 vs. 2016

By on August 4, 2017 in Newsletter Articles with 0 Comments
Chart: Young Adult Milestones, 1975 vs. 2016

The following pie charts compare four common milestones of adulthood — getting married, having children, working, and living independently — achieved by young adults ages 25 to 34 in 1975 and 2016. The data indicates that the experiences of young people today are more diverse, with fewer accomplishing all four milestones in young adulthood. Instead, […]

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Future of the Federal Estate Tax

By on August 4, 2017 in Newsletter Articles with 0 Comments
Future of the Federal Estate Tax

While no one can predict the future, the possibility of tax reform is once again in the spotlight. If it occurs, it may very well include repeal of the federal estate tax and related changes to the federal gift tax, the federal generation-skipping transfer (GST) tax, and the federal income tax basis rules.

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