facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog external search brokercheck brokercheck

Join our Mailing List



Latest From Our Blog

%POST_TITLE% Thumbnail

2019 - The Year in Review

Four factors influenced investment performance in 2019: a shift in U.S. monetary policy, the ongoing trade dispute between the U.S. and China, earnings, and the economy. Stocks reached record highs in 2019. The S&P 500 climbed above 3,000 for the first time. The benchmark ended Friday’s trading session up 29.25% for the year. At Friday’s close, the Dow Jones Industrial Average showed a year-to-date advance of 22.95%, while the Nasdaq Composite was up 35.74% YTD. The MSCI EAFE index, representing foreign stocks, was up 18.10% YTD through December 27.

Investing Retirement Funding Wealth Management Taxes In Retirement Retirement Income Planning Estate Planning IRS Social Security Retirement Stocks Trades
%POST_TITLE% Thumbnail

Phase-One Trade Deal Reached

Friday, White House and Chinese officials confirmed an agreement on what has been characterized as an initial step toward a larger trade pact. As a result of this phase-one deal, new U.S. tariffs (slated to go into effect on December 15) were canceled. The 15% tariffs (imposed on $110 billion of Chinese goods in September) now fall to 7.5%.

Investing
%POST_TITLE% Thumbnail

KEEPING YOUR CASH FLOW STRONG

Whether your retirement is just around the corner or years away, ensuring your preparations are in order can be the centerpiece of an effective retirement strategy. This is especially poignant when you consider that approximately 4 out of 10 households are predicted to run short of money in retirement.1 So, how can you assess your approach? Read on for 3 steps you can take to find out.

Investing Retirement Funding
%POST_TITLE% Thumbnail

November Concludes With Gains

As November wrapped up, U.S. equity benchmarks advanced. Stocks were again aided by a sense of optimism that a preliminary U.S.-China trade deal could be near. For the week, the Nasdaq Composite added 1.87%; the S&P 500, 1.21%; the Dow Jones Industrial Average, 1.03%. The MSCI EAFE index, which measures the performance of developed stock markets outside North America, gained 0.89%.

Investing