October 29, 2018 — Why Did Stocks Drop?
Last week did nothing to dispel October’s reputation as a tough month for the markets. The S&P 500 lost 3.94%, the Dow declined 2.97%, and the NASDAQ dropped 3.78% during…
DetailsEpisode 21 – Part One: The Financial Planning Process
Today, Matt Halloran and Jim Black bring you part one of their mini-series: The Financial Planning Process. Since financial planning is the cornerstone of what Jim and his team do, Jim is excited to give you a behind-the-scenes view of the process.
In th…
October 22, 2018 — Examining October
Stock performance was mixed last week as investors considered the impact of interest rates, international affairs and corporate earnings.[1] The S&P 500 gained 0.02%, and the Dow added 0.41% to post…
DetailsOctober 15, 2018 — Stocks Take a Ride
Volatility was back in full force last week. The three major domestic indexes posted several days of losses before experiencing wide swings on Friday. By week’s end, the Cboe Volatility…
DetailsOctober 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…
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