Big Headlines Drive the Markets

Weekly Update – October 31, 2016 At first glance, last week’s headlines may lead you to think that the markets are fluctuating more than they actually are. Yes, Hillary Clinton’s emails are in the news again (more on that below)—but despite that surprise, the major indexes stuck to the same range-bound performance we’ve seen for [...]

October 31st, 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|

Are Your Emotions About Money Derailing Your Finances?

If you’ve ever felt a rush of excitement at making a big purchase or experienced feelings of shame at making a financial mistake, you know that our relationship with money isn’t completely rational. For most people, money comes with a lot of emotional and psychological baggage that affects the decisions we make. Psychologists call these [...]

August 3rd, 2016|

Stocks Set New Records

Weekly Update – July 18, 2016 Stocks were up for the third week in a row, posting record highs on better-than-expected earnings results and solid domestic economic data. Since the bottom of the post-Brexit selloff, the S&P 500 has gained 8.06%. For the week, the S&P 500 gained 1.49%, the Dow grew 2.04%, the NASDAQ [...]

July 18th, 2016|

Bull Market Anniversary: What’s Changed in 7 Years?

Weekly Update – March 14, 2016 Stocks closed out their fourth week of gains as investors gained confidence from higher oil prices and aggressive moves by the European Central Bank. For the week, the S&P 500 rose 1.11%, the Dow grew 1.21%, and the NASDAQ added 0.67%. Last week marked the seventh anniversary of the [...]

March 14th, 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|

Yikes: Private College Tuition for 2013 Babies

Did you have a baby this year? We did! Check out these staggering numbers: A child born in 2013 that begins kindergarten in the fall of 2018 would attend college between the years of 2031 and 2035.  If that child attended an average private 4-year college and if the annual price increases for private colleges [...]

November 19th, 2013|

Market Commentary: Crisis Averted

The US Markets had a slight pullback in the final week of the month, but finished October overall with solid gains. The highlights of the month were once again centered on politics and the Federal Reserve. The global economy collectively breathed another sigh of relief on October 16th. With less than 24 hours before the [...]

November 12th, 2013|

What kind of planner are you?

I’m obviously biased when discussing the importance of 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 reward you for looking into this further. According to new research sponsored by the CFP Board and Consumer Federation of [...]

October 16th, 2013|

Parsing the Fed Talk

The September Market Commentary was delayed by a week so that we could provide you with our comments about the important events that took place last week; specifically, Larry Summers removed himself from contention to be the next Federal Reserve Chairman at the beginning of the week, and the Federal Reserve released notes last Wednesday [...]

September 25th, 2013|