Stocks Fall on Interest Rate Worries

Weekly Update – September 12, 2016 After trading flat for most of the week, stocks broadly sank Friday on fears of a future rate hike. For the week, the S&P 500 lost 2.39%, the Dow fell 2.20%, the NASDAQ dropped 2.36%, and the MSCI EAFE lost 0.16%. Monetary policy was at the forefront of investors’ [...]

September 12th, 2016|

What’s driving the S&P 500?

U.S. stocks resumed their positive streak in July (after a slightly negative June). Large-cap stocks rose in three out of the four weeks and were up 5% for the month. Smaller companies generally outperformed their larger-cap counterparts. After Federal Reserve comments regarding the timing of its stimulus withdrawal upset markets in May and June (particularly [...]

August 14th, 2013|

2012 Vital Financial Data

We've created a printable guide to this year's most important financial numbers. Click to access our 2012 Vital Financial Data. no checking account loans It is common each year for me to be asked: "How much can I contribute to an IRA this year?" or "What is the standard deduction amount this year?"  The following [...]

February 16th, 2012|

KS Tax Credit and Investment Opportunity

Unhappy with your 2011 tax bill?  Tax credits can be extremely beneficial to taxpayers who are phased-out of other potential deductions due to their income level.  Tax credits are also more beneficial than tax deductions because a credit lowers your tax bill dollar for dollar; a deduction lowers your taxable income, meaning it’s value depends [...]

February 15th, 2012|

Gail’s Scoop: BE HEALTHY, SAVE MONEY, and HAVE FUN

Busy parents need all the help they can get.  If you’re struggling to sift through the bombardment of information, Gail’s Scoop is for you.  Get all the information you need to BE HEALTHY, SAVE MONEY, and HAVE FUN in JoCo. Gail’s Scoop has been keeping thousands of local parents informed through a local newsletter, social media, [...]

October 11th, 2011|

Market Commentary: Week Ending 9/9/11

This past week was a rocky week that ended in a sharp selloff over Thursday and Friday.  The sharp decline in global stocks was mostly precipitated by the ongoing nightmare that is Europe. One very notable event this past week was the fall of the last safe haven - the Swiss Franc.  The Swiss National [...]

September 12th, 2011|