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…
DetailsOn 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…
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…
DetailsToday, 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 …
DetailsTrade 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…
DetailsLast 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…
DetailsAs 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…
Challenges in emerging markets affected both U.S. and global stock performance last week, with the S&P 500 experiencing several down days.[1] By market close on Friday, however, two of the three…
DetailsStocks ended the week in mixed territory as trouble with Turkey’s currency affected U.S. equity performance on Friday, August 10.[1] For the week, the S&P lost 0.25%, the Dow declined 0.59%,…
DetailsIt is time to do some financial spring cleaning!
Today, Matt Halloran and Jim Black discuss ways for retirees to tweak their budgets, organize their bank accounts and, ultimately, simplify their lives. From protecting your assets to managing your income …