New Whitepaper: 2017 Tax Planning

We’ve all just gone through the holidays, travels, family gatherings, and more. And though life may still be busy, any free moments you can spare for a little tax planning will help you stay ahead in 2017. We’re happy to share with you highlights of tax planning tips. That way, you can create strategies today [...]

January 11th, 2017|

New Year Starts with Record Highs

Weekly Update – January 9, 2017 The first trading week of 2017 is over, and during this time, all three major domestic indexes hit record highs. The DOW reached 19,999.63 in intra-day trading on Friday, January 6 —just 0.37 away from achieving 20,000 for the first time. On the same day, the S&P 500 and [...]

January 9th, 2017|

Slow, But Positive, Trading Week

Weekly Update – December 27, 2016 In the last full trading week of 2016, domestic markets were relatively quiet, with many people out of the office for the holidays. Nonetheless, all three major domestic indexes ended the week in positive territory. The S&P 500 was up 0.25%, the Dow gained 0.46%, and the NASDAQ added [...]

December 27th, 2016|

Fed Raises Rates

Weekly Update – December 19, 2016 Last week was mixed for the markets, as the Dow increased by 0.44%, while the S&P 500 lost 0.06%, the NASDAQ dropped 0.13%, and the MSCI EAFE gave back 0.55%. We also saw a variety of data released, giving a similarly mixed view of recent economic activity. Retail sales [...]

December 19th, 2016|

How Much Will Hurricane Matthew Cost?

Though stocks rose Friday after statements from Federal Reserve officials, the major indexes ended the week lower amid choppy trading. For the week, the S&P 500 lost 0.96%, the Dow fell 0.56%, the NASDAQ dropped 1.48% and the MSCI EAFE declined 1.40%. Counting the Cost of Hurricanes Whenever disaster strikes, people often wonder: What’s all [...]

October 17th, 2016|

Special Quarterly Update: Stocks See Strong Gains in Q3

Weekly Update – October 10, 2016 After a volatile September, stocks ended the third quarter of 2016 resoundingly in the black. In the third quarter, the S&P 500 gained 3.31%, the Dow grew 2.11%, the NASDAQ added 9.69%, and the MSCI EAFE gained 5.80%. What drove markets in Q3? After pulling back in late June [...]

October 10th, 2016|

Is Deutsche Bank the Next Lehman?

Though the final week of the third quarter ended positively for the major indexes, stocks took a rocky path to get there. A presidential debate, surging oil prices, and concerns about a global bank all took their toll on the market last week. For the week, the S&P 500 gained 0.17%, the Dow grew 0.26%, [...]

October 3rd, 2016|

S&P 500 Closes at Another New Record

Weekly Update – July 25, 2016 Stocks ended a fourth straight week of gains, sending the S&P 500 index to another record high. For the week, the S&P 500 gained 0.61%, the Dow grew 0.29%, the NASDAQ added 1.40%, and the MSCI EAFE closed flat. Second-quarter earnings season is in full swing, and the picture [...]

July 25th, 2016|

S&P Tests New High on Jobs Surge

Weekly Update – July 11, 2016 Markets surged last week after a surprising June jobs report buoyed investor sentiment. The S&P 500 came within a hair of a new record close on the news. For the week, the S&P 500 grew 1.28%, the Dow gained 1.10%, the NASDAQ added 1.94%, and the MSCI EAFE fell [...]

July 11th, 2016|

What kind of planner are you?

I’m obviously biased when discussing the importance financial planning. However, I’d like to present some findings that may (or may not) surprise you. At the end, you’ll find a FREE offer from us to review your financial plan and answer any questions you may have. According to research sponsored by the CFP Board and Consumer [...]

May 19th, 2015|