Volatility Returns to Markets

Weekly Update – May 22, 2017 Early last week, both the S&P and NASDAQ recorded all-time highs before tumbling along with the Dow as political concerns rose. By Friday, though, the markets had largely rebounded and steadied. The S&P 500 closed the week down 0.38%, the Dow saw a 0.44% loss, and the NASDAQ reported [...]

May 22nd, 2017|

Markets Ignore Politics

Weekly Update – May 15, 2017 Markets tuned out noise from Washington last week and continued to focus on economic fundamentals. Mildly rebounding retail sales and strong consumer sentiment seem to point toward a modestly stronger second quarter. After a three-week winning streak, both the Dow and S&P 500 reported slight losses. The Dow closed [...]

May 15th, 2017|

Women and Investing Guidebook

Women investors face many challenges to building wealth and securing their financial futures. We developed this resource as a guidebook for women who are seeking perspectives on how to take control of their financial lives. We hope you find useful information that helps you make the most of your financial well-being today and every day. [...]

May 10th, 2017|

Markets Stay Steady

Weekly Update – May 8, 2017 Last week, stocks rose but floated within a narrow trading range. By Friday, however, both the S&P 500 and the NASDAQ reached record highs. For the week, the S&P 500 gained 0.63%, the Dow finished up 0.32%, and the NASDAQ rose 0.88%. The MSCI EAFE added 1.7%. Overall, we [...]

May 8th, 2017|

Markets Remain Strong and Slow GDP

Weekly Update – May 1, 2017 Stocks continued their advance on generally strong earnings reports this week despite the GDP report showing a slow first quarter economy. The S&P 500 rose 1.51%, the Dow gained 1.91%, and the NASDAQ added 2.32%. On Tuesday, the NASDAQ posted record highs as it closed over 6,000 for the [...]

May 1st, 2017|

Top 3 Money Management Tips – Financial Literacy Month

Did you know that April is National Financial Literacy Month? What started out as a financial-literacy awareness day more than a decade ago is now a month-long campaign that has been recognized by Congress every year since 2004. The program is designed to highlight the importance of financial literacy and teach people of all ages [...]

April 25th, 2017|

Stocks Gain and Questions Remain

Weekly Update – April 24, 2017 Domestic stocks posted losses on Friday, April 21, largely due to investor concerns about the French election. Despite these daily losses, U.S. indexes broke their two-week losing streak, with the S&P 500 adding 0.85%, the Dow gaining 0.46%, and the NASDAQ increasing 1.82%. International stocks in the MSCI EAFE [...]

April 24th, 2017|

7 Principles of Long-Term Investing

Increasing your wealth over time is about more than making the right stock picks or always buying low and selling high. Too often, we see intelligent investors hamstring their potential for success by making fundamental errors in their investing strategy. Over the years, we have observed the effects of fear, greed, lack of discipline, groupthink, [...]

April 18th, 2017|

Giving Back Through Planned Philanthropy

Success in life is about much more than wealth. Giving back to your community and supporting your values through the gift of your resources and time is an extraordinary way to consciously define your family’s legacy. Affluent Americans are becoming more strategic about their giving and want to engage more with nonprofits in their areas [...]

April 18th, 2017|

Stocks Slip for Second Week

Weekly Update – April 17, 2017 Last week, major indexes experienced losses for the second week in a row, with the S&P 500 falling 1.21%, the Dow giving back 1.01%, the NASDAQ dropping 1.26%, and the MSCI EAFE declining 0.14%. Markets closed on April 14 for the Good Friday holiday, but in the four trading [...]

April 17th, 2017|