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

Newsletter Articles

Market Week: August 7, 2017

By on August 7, 2017 in Market Week with 0 Comments

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 […]

Continue Reading »

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 […]

Continue Reading »

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, […]

Continue Reading »

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.

Continue Reading »

Test Your Investing IQ

By on August 4, 2017 in Newsletter Articles with 0 Comments
Test Your Investing IQ

How much do you know about market basics? Put your investing IQ to the test with this quiz on stocks, bonds, and mutual funds. Questions 1. What does it mean to buy stock in a company? a. The investor loans money to the company b. The investor becomes a part owner of the company c. […]

Continue Reading »

Working in Retirement: What You Need to Know

By on August 4, 2017 in Newsletter Articles with 0 Comments
Working in Retirement: What You Need to Know

Planning on working during retirement? If so, you’re not alone. Recent studies have consistently shown that a majority of retirees plan to work at least some period of time during their retirement years. Here are some points to consider.

Continue Reading »

Market Week: July 31, 2017

By on July 31, 2017 in Market Week with 0 Comments

The Markets (as of market close July 28, 2017) Of the benchmark indexes listed here, only the Dow and the Global Dow posted gains last week. The remaining indexes closed the week modestly lower, despite a rise in energy stocks following Saudi Arabia’s promise to cut back oil production. Technology shares fell, which hampered both […]

Continue Reading »

Market Week: July 24, 2017

By on July 24, 2017 in Market Week with 0 Comments

The Markets (as of market close July 21, 2017) Except for the Dow, each of the indexes listed here posted modest gains by the close of last week. Favorable corporate earnings reports helped boost the S&P 500 and the Nasdaq, which performed the best. The Russell 2000 gained almost 0.50% and the Global Dow inched […]

Continue Reading »

Market Week: July 17, 2017

By on July 17, 2017 in Market Week with 0 Comments

The Markets (as of market close July 14, 2017) Both the Dow and S&P 500 reached record highs last week, and each of the indexes listed here posted gains. While the large-cap indexes reached new highs, the tech-heavy Nasdaq had the best week, climbing over 2.50% by last week’s end, followed by the Global Dow, […]

Continue Reading »

Market Week: July 10, 2017

By on July 10, 2017 in Market Week with 0 Comments

The Markets (as of market close July 7, 2017) Stocks ended last week higher, despite falling energy shares. The Dow and S&P 500 rose last Friday on the heels of June’s strong labor report. Of the indexes listed here, the Dow led the way followed by the Nasdaq and the Global Dow. The yield on […]

Continue Reading »

Top