Weekly Update – April 4, 2016 After a rocky start to the year, most stocks ended the first quarter slightly higher, which is remarkable considering the negative sentiment that caused stocks to selloff in the…
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Q4 GDP Revised Upward by Strong Consumer Spending
Weekly Update – March 28, 2016 Stocks ended the holiday-shortened week down, snapping their five-week winning streak. However, losses were mild amid low trading volume before the Easter weekend. For the week, the S&P 500…
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Simple Tips to Make Tax Time Less Taxing
Tax time! Are we having fun yet? I’m teasing, of course… Even I don’t like filing taxes and I’m a financial planner. Nothing can eliminate completely the stress most taxpayers feel when dealing with the…
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Stocks End Higher for Second Week
Weekly Update – February 29, 2016 Markets closed out another solid week of gains on the back of higher oil prices and some positive economic data. For the week, the S&P 500 increased 1.58%, the…
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Protect Yourself from Tax-Related Identity Theft
Taxes are never far from our minds and with it comes with tax fraud. One particularly pernicious form of fraud is tax identity theft. Tax-related identity theft happens when someone uses sensitive personal information (like…
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