Market Updates & Articles

Mid-Week Market Minute 3.29.23

The S&P 500 was higher by about 1% in trading this week; bond rates also were higher. The PCE price index, the Fed’s preferred measure of inflation, is due Friday.

Market Recap – Week ending Mar. 24

Federal Reserve, European banks made interest-rate hikes, but global stocks were up last week while bond yields remained volatile. PCE data expected to show signs inflation continuing to slow.

Mid-Week Market Minute 3.22.23

The Federal Reserve, as expected, raised interest rates by 0.25% (25bp) on Wednesday. The FOMC noted future increases will depend largely on incoming data.

Market Recap – Week ending Mar. 17

The S&P 500 index was 1.5% higher in volatile trade last week. Markets are pricing in about a 70% chance of a 25-basis-point hike at the Federal Reserve’s March 21-22 meeting.

Mid-Week Market Minute 3.15.23

Markets were volatile after recent banking news. On data front, CPI’s 6% rate in February met expectations; PPI (4.6%) was lower than expected. Federal Reserve meeting is next week.

Market Recap – Week ending Mar. 10

The S&P 500 index fell 4.5% last week, reacting to concerns in the banking system and remarks from Federal Reserve Chair Jerome Powell. Data shows labor market remains resilient.

Mid-Week Market Minute 3.8.23

Stocks were lower after Federal Reserve Chair Jerome Powell said economic data shows the ultimate level of interest rates is likely to be higher than previously anticipated.

Market Recap – Week ending Mar. 3

The S&P 500 snapped a streak of three consecutive down weeks. Key employment data due this week with ADP report on Wednesday and U.S. nonfarm payrolls report on Friday.

Mid-Week Market Minute 3.1.23

The Dow Jones Industrial Average and the S&P 500 were down about 4.2% and 2.6%, respectively, in February. Thursday brings the Job Openings and Labor Turnover report.

Market Recap – Week ending Feb. 24

Global and U.S. stocks fell last week as markets digested the minutes from February’s Federal Reserve meeting and the core PCE Price Index came in well above consensus expectations.

Mid-Week Market Minute 2.22.23

The S&P 500 was lower by about 2% on Tuesday, marking the worst day of 2023 thus far. The personal income and outlays report, a key release, is due Friday.

Market Recap – Week ending Feb. 17

Global stocks were largely unchanged last week as investors continue to decipher monetary policy and inflation. In the U.S., the S&P 500 index finished the week lower by 0.2%, but still is up 6.5% for the year.

Mid-Week Market Minute 2.15.23

The January CPI report showed hotter-than-expected inflation as stocks and bonds trended higher. The advance estimate of retail sales was stronger than expectations, showing a 3% jump.

Market Recap – Week Ending 02.10.23

Investors continued to evaluate the implications of monetary policy and mixed corporate earnings last week. The CPI report for January will be released Tuesday.

Mid-Week Market Minute 2.8.23

Stocks were relatively unchanged as investors digested corporate earnings and comments from Fed Chair Jerome Powell. Markets now are pricing in two additional 0.25% (25 basis point) interest rate hikes for the remainder of the year.

Market Recap – Week ending Feb. 3

The S&P 500 index was up 1.6% last week, a five-month high. Friday’s monthly employment report showed unemployment fell to 3.4%, the lowest level since 1969.

Mid-Week Market Minute 2.1.23

The S&P 500 posted its best January since 2019, while the NASDAQ recorded its best January in 22 years. Market heavyweights to report fourth-quarter earnings this week.

Market Recap – Week ending Jan. 27

Fourth-quarter U.S. GDP came in better than expected to boost stocks. This week, earnings reports are due from key companies, and Fed is expected to raise the funds rate by 0.25% (25bp).

Mid-Week Market Minute 1.25.23

Markets mixed after latest batch of corporate earnings reports. Personal consumption expenditure (PCE), a key inflation gauge for the Fed, and GDP data coming this week.

Market Recap – Week ending Jan. 20

The S&P 500 finished the week slightly lower, while bonds continued their strong run. Key economic reports and earnings from several market heavyweights are due this week.

Mid-Week Market Minute 1.18.23

Earnings reports from banks were mixed this week. Inflation data shows declining prices while retail sales fell more than expected.

Market Recap – Week ending Jan. 13

The S&P 500 index rose 2.7% as investors were encouraged by indications of declining inflation. Key economic data, including a large calendar of earnings, are due this week.

Mid-Week Market Minute 1.11.23

Technology and communications stocks were notably higher as the Nasdaq composite index rallied nearly 2%. Markets are looking toward Thursday’s CPI inflation report.

Market Recap – Week ending Jan. 6

Positive returns last week for stocks and bonds as markets respond to strong labor data and lower-than-expected wage growth. Consumer prices report due Thursday.

Mid-Week Market Minute 1.4.23

U.S. stocks are off to a slow start in the new year while international markets get a boost from encouraging inflation data. Important U.S. jobs report will be released Friday.

Market Recap – Week ending Dec. 30

The S&P 500 finished 2022 down 18.1%, its worst performance since 2008. The monthly employment report, the first key economic report of 2023, comes out Friday, Jan. 6.

Mid-Week Market Minute 12.28.22

With little change this week, the S&P 500 is on track for its worst year since 2008. Report shows climb in wholesale inventories, beating expectations. Home sales, jobs data due this week.

Market Recap – Week ending Dec. 23

The story for the U.S. economy this year has largely been about battling record-high inflation, which has left both equity and fixed income markets bumpier than a ride on Santa’s sleigh.

Mid-Week Market Minute 12.21.22

In response to higher interest rates, recessionary concerns persist. On the data front, November’s new home construction and permits continued to decline as borrowing costs continue to hamper affordability and demand.

Market Recap – Week ending Dec. 16

In the U.S., the S&P 500 index ended 2.1% lower as markets digested the news from the latest Federal Reserve meeting. The Fed delivered a 50bp (0.50%) rate hike for December and raised its projection for the peak Fed funds rate by 50bp to 5.00-5.25%.

Mid-Week Market Minute 12.14.22

The S&P 500 was more than 2% higher this week after CPI data showed headline inflation rose at a modest rate. A 50-basis-point rate hike is expected following the Fed meeting on Wednesday.

Market Recap – Week ending Dec. 9

Stock markets in the U.S. ended lower last week. The Fed is widely expected to slow the pace of rate hikes to 0.50% at this week’s meeting.

Mid-Week Market Minute 12.07.22

Stocks trended down the first half of the week. Ahead of December Fed meeting, inflation data (PPI, CPI) set for release Friday and next Tuesday, respectively.

Market Recap – Week ending Dec. 2

Major global markets saw stocks move higher. With the core PCE price index, a key inflation indicator, falling in November, Fed chair indicated a possible slowing of rate hikes.

Mid-Week Market Minute 11.30.22

S&P 500 rallied about 2% in November, overshadowed by the strong performance of international stocks. Friday will bring the widely followed jobs report for October.

Market Recap – Week ending Nov. 25

U.S. stocks traded higher in the holiday-shortened week. Key reports this week will provide clues to the status of inflation and the strength of the labor markets.

Mid-Week Market Minute 11.23.22

Stocks were higher in the holiday-shortened trading week. Investors will get a look at the durable goods report on Wednesday followed by the release of November’s FOMC meeting minutes.

Market Recap – Week ending Nov. 11

In the U.S., the S&P 500 index was down 0.6% for the week. While higher inflation might be pinching consumer wallets, recent economic data still point to a resilient consumer.

Mid-Week Market Minute 11.16.22

Recent inflation reports help quell inflationary fears as markets now are pricing in a 50-basis-point rate hike for December Fed meeting. Retail sales in October beat expectations.

Market Recap – Week ending Nov. 11

Consumer prices (CPI) were expected to increase 8.0% year-over-year, down from an 8.2% reading in September, but last week the U.S. saw its lowest level of headline inflation since January, a welcomed sign for investors.

Mid-Week Market Minute 11.09.22

Stocks were relatively unchanged for the week as investors digested corporate earnings alongside midterm election results. October’s CPI report due Thursday.

Market Recap – Week ending Nov. 4

S&P 500 index was down 3.3% as investors brace for more interest-rate hikes following last week’s Federal Reserve meeting. Chairman Jerome Powell remarked it was “premature” to pause interest-rate hikes.

Mid-Week Market Minute 11.02.22

U.S. stocks traded higher on Wednesday as Wednesday’s Fed interest-rate increase was expected. Fed will watch strength of labor market, along with inflation and growth indicators.

Market Recap – Week ending Oct. 28

This week, markets will focus on the Federal Reserve meeting (Nov. 1-2) with Fed expected to raise rates 75 bp.

Financial Professional Year-End Tax Tips

Now that we’re in the fourth quarter, it’s the perfect time to schedule year-end tax conversations with your Financial Professional before the rush and demands of the holiday season consumes everyone’s time and focus.

Mid-Week Market Minute 10.26.22

Investors will keep an eye on third-quarter GDP data on Thursday, along with core PCE, and the University of Michigan’s consumer sentiment report on Friday.

Market Recap – Week Ending Oct 21

S&P 500 rose 4.8% on a solid start to the third-quarter earnings season last week, leading global stocks higher.

Mid-Week Market Minute 10.19.22

After corporate earnings beat expectations, stocks staged an impressive rally this week.

Market Recap – Week Ending Oct 14

The September Consumer Price Index (CPI) report showed headline inflation climbed 0.4% month-over-month, missing estimates for a more modest increase.

Mid-Week Market Minute 10.12.22

Thursday’s CPI report is arguably the most important individual piece of data between now and the next Federal Reserve meeting on November 2nd.

Market Recap – Week Ending Oct 7

This week, focus will be on the Thursday consumer price index (CPI) report, with headline inflation expected to fall to 8.1% for September, down from 8.3% in August.

Mid-Week Market Minute 10.05.22

The past few weeks serve as an important reminder that the best and worst days in the market often occur very close together.

Market Recap – Week Ending Sept 30

Although 4Q22 looks set to be another tough quarter for public markets, investors should not be overly pessimistic.

Mid-Week Market Minute 09.28.22

U.S. stocks were largely unchanged for the week as volatility spiked amid global economic concerns. Investors continue to grapple with the impacts of higher interest rates against the backdrop of slowing economic growth.

Market Recap – Week Ending Sept 23

Drops in the S&P 500, global and international stocks following last week's Fed rate hike are contributing to concerns over a global economic slowdown.

Mid-Week Market Minute 09.21.22

Against the backdrop of persistently high inflation, the Federal Reserve enacted its third consecutive 0.75% interest rate increase on Wednesday.

Market Recap – Week Ending Sept 16

Global stocks traded lower last week amid ongoing angst that central banks around the world will continue with aggressive monetary policy in raising interest rates to fight inflation.

Mid-Week Market Minute 09.14.22

Tuesday’s higher-than-expected inflation report caught markets off guard, implying a third consecutive 0.75% (75 basis point) rate hike at the next Fed meeting on Sept. 21.

Market Recap – Week Ending Sept 9

As economic growth slows this year, a key question for investors is whether job openings can fall from their historical highs without a substantial rise in unemployment.

Mid-Week Market Minute 09.07.22

On Wednesday, the Federal Reserve will release their Beige Book, which could shed some light on the Fed’s current view of the economy and inflation trends.

Market Recap – Week Ending Sept 2

Global stocks were lower last week on the heels of strong U.S. employment and manufacturing data, as investor concerns continue over inflation and aggressive rate hikes by the Federal Reserve.

Mid-Week Market Minute 08.31.22

The Conference Board’s gauge of consumer confidence improved more than expected in August to a three-month high, while the Jobs Openings and Labor Turnover Survey (JOLTS) showed available positions unexpectedly increased to 11.2 million in July.

Market Recap – Week Ending August 26

Stocks in the U.S. traded sharply lower last week as investors became increasingly skeptical the Federal Reserve will be able to tame inflation without causing a significant slowdown in the economy.

Mid-Week Market Minute 08.24.22

Global stocks suffered ahead of this week’s key Fed symposium in Jackson Hole, Wyoming. The S&P 500 was lower by about 2% mid-week, with stocks in technology and communications sectors amongst the worst performers.

Market Recap – Week Ending August 19

As markets continue to focus on inflation, key events this week will be a speech from Federal Reserve Chair Jerome Powell on Friday at the Jackson Hole Economic Symposium, as investors look at interest-rate hikes and guidance for the rest of the year

Mid-Week Market Minute 08.17.22

Housing data continues to point toward signs of weakness. Housing starts in July fell a worse-than-expected 9.6% from June to mark its worst reading since February 2021. Building permits declined 1.3%, its slowest pace since September 2021.

Market Recap – Week Ending August 12

Following a relentless rise in inflation this year, markets finally have been able to breathe a sigh of relief as the July inflation figures were softer than expected.

Mid-Week Market Minute 08.10.22

Stocks rallied this week as investors digested the latest update on inflation. The Consumer Price Index (CPI) was unchanged during the month of July, against expectations for a 0.2% gain.

Market Recap – Week Ending August 5

A strong jobs report eased recession fears but suggested that the Fed will need to continue to raise short-term funds rates. Focus will be on the consumer prices (CPI) report due out on Wednesday.

Mid-Week Market Minute 08.03.22

Stocks were modestly lower in early trading this week as markets remained cautious amid heightened geopolitical tensions.

Market Recap – Week Ending July 29

The U.S. economy shrank by more than expected to -0.9% annualized for the second quarter of 2022, primarily on slowing investment and spending, along with a decrease in inventories.

Mid-Week Market Minute 07.27.22

As anticipated, the Federal Reserve enacted its second consecutive 0.75% interest-rate increase on Wednesday. Hikes in June and July represent the largest consecutive moves since the early 1990s.

Market Recap – Week Ending July 22

Global stocks ended last week in positive territory, as better-than-expected corporate earnings in the U.S. aided consumer optimism despite economic and interest-rate pressures.

Consumer Confidence and the Stock Market

Don’t let how you feel about the economy overrule how you feel about investing.

Mid-Week Market Minute 07.20.22

Focus next week will be on the Federal Reserve meeting July 26-27, with markets now pricing in about a 70% chance of a 75 basis point (0.75%) rate hike and an expectation of an ending funds rate of around 3.5% by year-end.

Market Recap – Week Ending 07.15.22

Despite a strong rally on Friday, stocks traded in negative territory last week as higher-than-expected inflation data added to concerns about aggressive rate hikes by the Federal Reserve. In the U.S., the S&P 500 index fell 0.9%.

Mid-Week Market Minute 07.13.22

Stocks turned lower on Wednesday after the Consumer Price Index (CPI) report showed U.S. inflation accelerated in June by more than forecasted. The consumer price index rose 9.1% from a year earlier, the largest gain since the end of 1981.

Market Recap – Week Ending 07.08.22

Global stocks traded higher last week, led in the U.S. by the 2.1% return of the S&P 500 index. Despite expectations for ongoing tighter monetary policy, easing oil prices and some positive signs for economic growth helped stocks finish positive.

Mid-Week Market Minute 07.06.22

The Federal Open Market Committee (FOMC) has changed dramatically regarding transparency over the years, now disclosing policy changes at the end of each meeting. Historically, the Fed used to keep investors guessing about policy changes.

Market Recap – Week Ending 07.01.22

U.S. fixed income markets declined 10.3%, as the Federal Reserve hiked rates by 75 basis points at its June meeting in response to the higher-than-expected inflation. The core personal consumption (PCE price index) decreased to 4.7% annualized.

Mid-Week Market Minute 06.29.22

Revised data for first quarter GDP was reported on Wednesday morning, indicating the U.S. economy contracted at a 1.6% annual rate for the quarter. Weakness was primarily led by volatile trade and inventory data.

Market Recap – Week Ending 06.24.22

After three straight weeks of declines, stocks regained positive momentum last week. In the US, the S&P 500 index finished the week higher by 6.5%, as investors continue to monitor the effects of inflation and monetary policy on the economy.

Mid-Week Market Minute 06.22.22

Stocks rallied in early trading this week as markets continue to grapple with central bank policy and the ultimate repercussions for global economic growth.

Market Recap – Week Ending 06.17.22

Stocks were lower as central bank tightening amid persistent inflation and pricing pressures continued. In the U.S., the Federal Reserve raised the short-term funds rate last week by 75 basis points, the largest increase since 1994.

Mid-Week Market Minute 06.15.22

The Federal Reserve announced it would raise rates by 75 basis points, in line with the markets’ expectations. There was a tremendous amount of investor angst leading up to the meeting in the face of the highest inflation in decades.

Market Recap – Week Ending 06.10.22

Stock market volatility continued last week as investors digested an above-consensus inflation report and upcoming monetary tightening by the Federal Reserve.

Mid-Week Market Minute 06.08.22

Stocks edged higher in early trading this week despite increasing concerns surrounding a slowdown in global economic growth.

Market Recap - Week Ended June 3

Global stock returns were mixed last week as volatility continues in the markets. Emerging market stocks (MSCI EM) finished the week 1.8% higher, while in the U.S. the S&P 500 index was down 1.1% for the week.

Mid-Week Market Minute 06.01.22

Stocks were mostly higher this week as Wall Street turned the page on another volatile month. The S&P 500 edged out a positive total return of about 0.20% in May after briefly dipping into bear market territory.

Market Recap – Week Ending 05.27.22

U.S. stocks ended a seven-week stretch of declines last week as some positive retail earnings helped investor sentiment.

Mid-Week Market Minute 05.25.22

Stocks resumed their downward trajectory alongside elevated volatility as markets digested softer-than-expected data on the economic front.

Market Recap – Week ended May 20

Stocks were mixed across the world last week as investors evaluated softer consumer demand, persistent inflation, and slowing economic growth.

Mid-Week Market Minute 05.18.22

Stocks around the globe stabilized in early trading this week after weathering a steep sell-off last week, fueled by the ongoing uncertainty surrounding inflation and the future path of monetary policy.

Market Recap – Week Ending 05.13.22

Stocks across the globe were lower last week, as markets continue to be challenged by a global economic slowdown given the COVID-19 lockdowns in China, the Russia-Ukraine war, and persistent inflation.

Mid-Week Market Minute 05.11.22

Stocks in the U.S. traded sharply lower this week as inflationary pressures continued to mount. Overseas, international stocks fared slightly better, with China’s Shanghai index flat for the week.

Market Recap – Week Ending 05.06.22

Stocks vacillated last week as volatility remained elevated. In the U.S., investors evaluated guidance from the latest Federal Reserve meeting, while keeping an eye on corporate earnings and jobs data.

Mid-Week Market Minute 05.04.22

Stocks in the U.S. were about 2% higher for the week, with energy and utilities leading the way as the European Union’s proposed ban on Russian oil led to higher prices in global energy markets.

Market Recap – Week Ending 04.29.22

Stocks were lower in volatile trading last week as markets evaluated earnings, COVID-19 lockdowns in China, and Federal Reserve actions. In the U.S., the S&P 500 index was down 3.3% for the week as weak GDP ...

Mid-Week Market Minute 04.27.22

U.S. stocks sold off this week as the repricing in growth-related shares continued ahead of key earnings data. Markets remain vigilant as COVID-19 restrictions continue to weigh on China alongside looming central bank rate hikes.

Market Recap – Week Ending 04.22.22

Overview: Stocks fell across the globe last week on fears of faster rate hikes in the U.S. and renewed lockdowns from a recent COVID-19 surge in China. In the U.S., the S&P 500 index ended down 2.7%, and with the Hang Seng index in Hong Kong down ...

A Primer on Series I Savings Bonds

You may be familiar with Series E or EE savings bonds, which were the paper bonds you used to be able to buy at your local bank. Often used as gifts for birthdays or graduations, Series EE savings bonds earn a fixed rate of interest and ...

Mid-Week Market Minute 04.20.22

Global stocks rallied this week as investors digested corporate earnings reports alongside central bank commentary. Shares of Netflix (NFLX) plummeted on Tuesday following the company’s quarterly earnings report.

Financial Planner or Fee-Only Advisor – Which is Right for You?

You’ve made that leap and you are ready to work with a financial advisor. You have your checklist of what to ask, but how do you know if they are qualified for what you want? Here you’ll find many of the common designations that you will ...

Market Recap – Week Ending 04.14.22

Stocks were lower last week as investors continue to monitor inflation and interest rates. Last week, markets digested two important inflation readings – the Consumer Price Index (CPI) and producer prices (PPI).

Mid-Week Market Minute 04.13.22

Global stocks took a breather this week as investors continued to monitor geopolitical and inflation risks. On Tuesday, data from the Bureau of Labor Statistics showed headline CPI rose by 8.5% from a year ago, the largest annual gain since 1981.

Market Recap – Week Ending 04.08.22

Stocks worldwide were lower last week, with the S&P 500 index down 1.2% on the week. In the U.S., investors focused on the release of the March FOMC meeting minutes, which indicated more aggressive monetary tightening from the Federal Reserve.

Your CPA and Your Financial Professional – Dynamic Duo

They may not be fighting crime exactly, but this dynamic duo should definitely have “hero” status when it comes to protecting and building wealth. When these professionals work together to identify problems and find better solutions ...

Mid-Week Market Minute 04.06.22

Global stocks retreated this week as markets grappled with a progressively more hawkish Federal Reserve along with a fresh round of European Union sanctions on Moscow.

Market Recap – Week Ending 04.01.22

International stock traded higher last week, led by emerging markets (MSCI EM) up 1.9%, and developed stocks (MSCI EAFE) trading 0.8% higher. In the U.S., the S&P 500 index was up a marginal 0.1%, as inflation concerns continued ...

Your 4% Withdrawal Strategy May Not Be Enough

Get the Tax Guidance You Need to Help Live the Retirement You Desire

Mid-Week Market Minute 03.30.22

Global stocks continued to mount an impressive rally this week as optimism surrounding ceasefire talks between Russia and Ukraine helped bolster sentiment.

Market Recap – Week Ending 03.25.22

Stocks across the globe were generally higher last week as geopolitical concerns continued to fuel volatility in the markets.

Mid-Week Market Minute 03.23.22

Global stocks moved higher in early trading this week as investors continue to take cues from the Federal Reserve while keeping a close watch on developments in Eastern Europe.

Market Recap – Week Ending 03.18.22

Stocks across the globe rallied last week as investors evaluated the latest Russia-Ukraine news and as the Federal Reserve began their cycle of interest rate increases.

Mid-Week Market Minute 03.16.22

Global stocks traded marginally higher this week as investors continue to assess the impacts of developments in Eastern Europe.

Market Recap – Week Ending 03.11.22

U.S. stocks and bonds fell last week as consumer prices (CPI) inflation reached a 40-year high and investors factored in the impact on global growth of Russia’s invasion of Ukraine.

Mid-Week Market Minute 03.09.22

Stocks traded solidly higher mid-week and recovered most of the losses from a sharp sell-off over the first two days of the week. The market’s main focus remains Russia/Ukraine as flows are being driven by possible progress toward a ceasefire deal...

Market Recap – Week Ending 03.04.22

The effects of the intensifying Russia-Ukraine conflict continued to drive global stocks lower last week. International stocks were hit the hardest, with international developed (MSCI EAFE) and emerging markets (MSCI EM) down 5.5% and 2.3%, ...

Mid-Week Market Minute 03.02.22

Global stocks moved lower this week amid the intensifying conflict between Russia and Ukraine. Russia’s invasion of Ukraine is sparking investor worries about supply shortages...

How the Child Tax Credit Payments Could Impact Your 2021 Tax Return

If you are one of the millions of American taxpayers receiving advance Child Tax Credit payments from the IRS this year, you may be wondering how this could affect your 2021 tax return.

The Ins and Outs of Capital Gains

Not all income is created equal, and how you treat capital gains can make a pretty significant difference to your yearly tax bill. Read on to understand capital gains and how they affect your bottom line. Then enlist the help of your CPA for tax ...

Market Recap – Week Ending 02.25.22

Global stocks sold off sharply mid-week as Russia invaded Ukraine, with uncertain ramifications causing investors to move to safe haven assets.

Market Turbulence – Rates and Russia

The return of market turbulence, heightened volatility, and geopolitical uncertainty have dominated the investment landscape as we begin the year 2022.

Mid-Week Market Minute 02.23.22

Stocks around the globe moved lower this week as investors assessed the impacts of the ongoing standoff between Russia and Ukraine.

Market Recap – Week Ending 02.18.22

Global stocks were lower last week as investors moved into safe assets amid rising tensions in Ukraine. The S&P 500 ended 1.5% lower, as geopolitical concerns dominated encouraging earnings releases.

Mid-Week Market Minute 02.16.22

Stocks around the globe were modestly higher in early trading this week. Improving COVID-19 trends and relatively upbeat earnings have provided a tailwind for risk assets despite looming inflation and geopolitical tensions.

Why Does the Beginning of 2022 Feel Different?

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Perspective on Late January Sell Off

Stocks in the U.S. continued to decline this week following three consecutive weeks of negative performance.

Roth Conversion – A Tax-Smart Retirement Strategy

If you’re approaching retirement, conventional wisdom recommends allowing your 401(k) savings to grow as long as possible to enjoy the benefits of compound growth at a tax-free rate.

Determining Retirement Plan Investment Allocation

Deciding how to invest your retirement plan balance can be difficult. Most retirement plans provide many investment options and choosing the best option for you can be challenging.

How to Handle the Death of a Loved One

Expected or not, managing issues that must be addressed following the death of a family member or friend can be extremely difficult.

Teach Children About Money Now, Or Be Ready to Help Later

Monetary transactions look much different today than they did 10, even 5, years ago. Today, consumers can pay for goods and services with a swipe of a card or through an app on a phone.

Tax Planning for the Biden Administration

Many individuals are stuck in a holding pattern as they wait to see what impact the Biden Administration will have on tax regulations.

If You Have Not Already, It Is Time to Take Control of Your Finances

The basics of financial planning for women are not much different than for men – spend less, save, and invest more, and work from a plan.

Should Your Financial Advisor Be Local?

There’s so much to consider when choosing a financial advisor: what kind of fees they charge, the services they provide, and whether you get along with them and trust them, to start. Should their location be in that list?

Fee or Commission: What’s the Best Way to Pay Your Financial Advisor?

When looking for a financial advisor, there’s much to consider: what states they conduct business in, their certifications, whether you enjoy talking with them and trust them, what their specialties are, and, of course, how much they charge.

Investment Rules That Do Apply to Your Financial Advisor

Knowing what to watch for will help protect you. It’s, also, helpful for investors to know how to talk with their advisor. As they say, “knowing is half the battle.”

You’re an Accredited Investor: Now What?

Higher-income investors and those who have become millionaires—with seven-figure investment accounts, excluding their primary home’s value—become known as so-called “accredited investors.”

Should I Diversify My Index Funds?

Consistent and responsible investing is all about diversity.

5 Solutions to the Biggest Financial Problems Families Face

Whether you make a lot of money or a little or have massive amounts of credit card debt or none, more than likely, finances are an issue in most households.

Financial Advisor Glossary: Common Financial Planning Terms

When you’re working with a financial advisor to plan your financial future, you’ll encounter a number of industry words and terms that might not be familiar to you.

5 Questions You Need to Ask Your Financial Advisor Before Buying a Home

Starting the homebuying process can be like taking a crash course in a different language, especially if you’ve never bought before.

10 Lessons in Financial Literacy All College Students Should Learn

Ask a mid-lifer what they wished they’d learned in college, and chances are they’ll say they wished they had used their time more wisely or really knew more about financial literacy.

Should You Participate in an Employee Stock Purchase Plan?

An employee stock purchase plan (ESPP) can help employers promote loyalty among employees while allowing those same employees to participate in the success of the company they work for.

How to Review a Financial Advisor

Once you’ve found a financial advisor that you feel is a good match for your needs, what’s next? It’s a good idea to carefully review the person you’ll trust with your finances.

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