October 8, 2018 — Examining Economies
Although new data continued to show strength in the U.S. economy, markets stumbled across the globe last week.[1] The S&P 500 lost 0.98%, the Dow dropped 0.04%, and the NASDAQ declined…
DetailsOctober 1, 2018 – Special Update – Quarterly Report
Friday, September 28, was the last trading day in 2018’s 3rd quarter, and the S&P 500 posted its strongest quarterly return in nearly 5 years.[1] The Dow also showed impressive returns…
DetailsSeptember 24, 2018 – New Records and Change
Last week brought new tariffs and data, and another look at changes coming to equity classifications. Overall, the S&P 500 gained 0.85% and the Dow was up 2.25%, while the…
DetailsSeptember 17, 2018 – Stocks Up as Milestone Passes
Last week, the East Coast prepared for Hurricane Florence, which roared through the Carolinas and Georgia. As investors kept their eyes on the weather and its potential for destruction, estimates…
DetailsEpisode 20 – How to Design Your Retirement Routine— with Guest, Pete Finlon, Retirement Coach
On today’s podcast, Jim Black has an extra special guest! His firm’s retirement coach, Pete Finlon, is here to walk you through the same questions he asks his clients.
Once you have enough money to support your lifestyle during retirement, you get to de…
September 10, 2018 – A Shaky Start to September
Domestic markets fell last week due to negative trade news and declining tech stocks, with the S&P 500 and Dow both breaking their multi-week winning streaks. Meanwhile, the NASDAQ posted…
DetailsEpisode 19 – Five Big Questions About Retirement
Today, Jim Black shares the five major talking points that he uses to help his clients prepare for retirement. Jim has helped hundreds of people retire. He knows that the path to retirement can be confusing, scary, and it can have its ups and downs. Jim …
DetailsSeptember 3, 2018 – Markets Up Again
Trade continued to dominate the news last week and cause market volatility as investors monitored discussions of the North American Free Trade Agreement (NAFTA) and tension with China. While Mexico…
DetailsAugust 27, 2018 – The Bull Market Continues
Last week marked a noteworthy milestone in our economy: On Wednesday, August 22, the bull market entered its 3,453rd day, the longest such run in U.S. history. In the past…
DetailsEpisode 18 – How to Talk to Grandchildren About Investing
As a grandparent, you have a part to play in helping your grandchildren launch out into the world. Take every opportunity now to share your experiences and help them learn from your mistakes. (And we’ve all made mistakes!)
Specifically, be sure to talk t…