4
Mar

Stock Market Performance For First Two Months of 2019

The momentum stocks have enjoyed since the beginning of the year waned some last week as investors took time to consider economic and trade developments. The tech-heavy Nasdaq gained the most, up almost 1.0%. At the other end of the spectrum was the Global Dow, which fell 0.15%. In between, the Dow and the Russell 2000 almost broke even, while

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2
Jan

The Markets At The End Of 2018

What a Crazy Week! A crazy week of market swings finally closed with each of the benchmark indexes listed here posting gains for the first time in three weeks. Christmas Eve (Monday) saw stocks drop precipitously heading into the holiday, surely putting a damper on festivities for some investors. The Dow fell over 19% from its peak early Wednesday, only

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13
Dec

8 Smart Year End Financial Planning Moves

8 Smart Year End Financial Planning Moves 1.Review your income or portfolio strategy Are you reaching a milestone in your life such as retirement or a change in your circumstances? Has your tolerance for taking risk changed? If so, this may be just the right time to evaluate your approach.  However, let me caution you about making changes based simply

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30
Nov

Market Week: November 26

The Markets (as of market close November 23, 2018) Trading volume may have been slower than usual during the Thanksgiving holiday week, but that didn’t stop the downward spiral for stocks. Tumbling oil prices, which fell to their lowest levels in over a year, pulled energy shares downward and raised fears of an economic slowdown. Each of the benchmark indexes

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16
Oct

The Benefits of Tax-Advantaged Savings Vehicles

Taxes can take a big bite out of your total investment returns, so it’s helpful to look for tax-advantaged strategies when building a portfolio. But keep in mind that investment decisions shouldn’t be driven solely by tax considerations; other factors to consider include the potential risk, the expected rate of return, and the quality of the investment. Tax-deferred and tax-free

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27
Mar

Navigating The Top 5 Retirement Risks

A successful retirement plan begins, of course, with making prudent savings and investing decisions long before you contemplate retiring. But of equal or even greater importance is how you manage your money after you’ve left your primary career and begin to turn to your investments to provide the income that supports your lifestyle. To boost the chances that your savings

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28
Sep

Is Your Mutual Fund Manager Worth It

According to S&P Dow Jones Indices SPIVA® U.S. Mid-Year 2016 Report, 9 out of 10 mutual fund managers who invest in large U.S. companies failed to beat the S&P 500 index over the last 5 years.  This under-performance is directly linked to the fees that these managers charge.  The statistics from S&P Dow Jones show that lower-cost managers on average

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