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Upside Possibilities More Likely Than Downside
Last week, stocks started the abbreviated trading week on a down note,…
Charitable Giving Vehicles
When making a sizeable donation as a direct gift, you know exactly…
Trending Themes Suggesting More Growth
Last Friday, stocks reached record highs (again) on a better-than-expected nonfarm payrolls…
How Interest Rates Influence Market Tops
No matter where you turn, everyone is predicting the next market top….
Eyes on Washington; Volatility Ahead
When economic data is good and consumer confidence reaches its highest level…
Stock Prices Rising but No Bubble
Heading into the election, headlines pontificated a huge sell-off (following a Trump…
Pause or End to the Equity Rally?
America was highly attuned to the U.S. political backdrop last week as…
Social Security tips for couples
There are many benefits to marriage, but one you may not yet…
Some Investors Rarely Look at the Whole Picture
Heading into the holiday weekend, stocks rose slightly on Friday amid low…
Is inflation a risk to your retirement?
For much of the last decade, inflation has been low by historical…
Santa Claus Rally Arrives Early?
Last week was another display of improving Investor sentiment which helped equity…
Post-Election Outlook
Stocks had one of their best performances in years, with increases of…
This is a special bulletin for our clients regarding the 2016 election.
Election 2016 is in the rear-view mirror and, unexpectedly, Donald Trump was…
Investors Await Election Results
Last week brought a steady stream of news. Corporate earnings were mostly…
Will the election impact your investments?
A recent Fidelity nationwide survey finds 74% of investors think which party…
401(k)s and estates: What you need to know
You worked hard all your life, contributed regularly to your 401(k), and…
It’s Time to Dip Into Those Savings
You saved for years to get to retirement—contributing to a traditional 401(k)…
Market check-in: Why interest rates matter
Is it Taper Tantrum déjà vu? Sure feels that way! The sudden…
Could you be a target for cybercrime?
You’ve likely spent a good deal of time thinking about investment risk….
Rate Hike Decision Looms; Economy Weakens
Last week was relatively quiet until Friday, when the S&P 500 declined…
Low Rates and a Mature Bull; Now What?
Seasonality charts provides investors with a way to quickly determine which months…
Manage your tax brackets in retirement
When planning for retirement, many people think that what they see in…
Dust off your estate plan: 10 common pitfalls to avoid
Your estate plan should be reviewed regularly to ensure it continues to…
Long-Term Care: Challenges and Changes
Learn to navigate the costs, shifting coverage options, and insurance policy features….
