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Episode 22 –  Part Two: Financial Planning Process

Jim Black is back with part two of his mini-series: The Financial Planning Process. In part one, Jim outlined the technical aspects of the planning process, but part two is all about the emotional facets.
Jim has retired hundreds and hundreds of clients,…

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 what was one of 2018's most volatile weeks so far. All three indexes are down significantly...

Episode 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 its first weekly gains in October. The NASDAQ declined 0.64% and...

October 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 Index (VIX), which investors use to help measure fear in the markets, had...

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 3.21%.[2]International stocks in the MSCI EAFE struggled, posting a 2.35%...

October 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 by beating expectations for the quarter, while the NASDAQ notched record highs...

September 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 NASDAQ dropped 0.29%.[1]International stocks in the MSCI EAFE had sizable growth, posting a...

September 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 emerged of up to $27 billion in hurricane damage. This potential for...

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