June 11th, 2018 – Strength, Growth, and Tension
As last week ended, tension between the U.S. and some of its greatest allies was on the rise. Trade remained a hot-button topic ahead of the G-7 meeting in Canada,…
DetailsJune 4th, 2018 – Jobs Report Calms Volatility
Markets experienced heightened volatility this week, with the S&P 500 rising 0.49% and Dow dropping 0.48%. Meanwhile, the NASDAQ rose 1.62%, as international markets took a small dip, with the…
DetailsEpisode 14 – What to do when the markets get crazy
How do you feel when the markets fluctuate? Anxious, concerned and stressed out? Or are you disinterested and carefree? When you have a financial plan, you’re less likely to feel impacted by ups and downs in the markets– even when the markets get crazy….
DetailsEpisode 13 – President Trump’s New Tax Plan
Would you like to set up a tax plan that could help you pay less in taxes? The tax law changes are fairly simple once you understand the rules of the game. While these changes are temporary, there are ways to save and opportunities to take advantage of n…
DetailsMay 28th, 2018 – Stocks Up, Signals Mixed
Geopolitical uncertainty affected stocks last week, as the historic summit between the U.S. and North Korea began to look less likely. On Thursday, May 24, President Trump announced that the…
DetailsMay 21st, 2018 – Tackling Trade & Treasuries
Major domestic indexes went down last week after all three gained more than 2% the previous week.[1] The S&P 500 dropped 0.54%, the Dow gave back 0.47%, and the NASDAQ lost…
DetailsEpisode 12 – Retirement Should Be A Waltz Not a Tango
Does your dance towards retirement look like a graceful waltz or a fast-paced tango? We want your planning to go smoothly and have structure, like the waltz! In this episode, Jim Black shares what he learned when he took ballroom dancing during college, …
DetailsMay 14th, 2018 – Markets Post Week of Growth
On Friday, the markets closed the week gaining traction. The Dow had 7 days of consecutive growth, rising 2.34% – its largest weekly gain since March.[1]Meanwhile, the S&P 500 rose…
DetailsMay 7, 2018 – Examining Employment
Domestic indexes posted strong results on Friday, May 4, as the latest labor report data lessened investors’ concerns about inflation and interest rates. Nonetheless, stocks had mixed results last week.[1] The…
DetailsEpisode 11 – How Do You Play Catch Up If You Need To?
Do you need to play catch up when it comes to retirement planning? Whether you’re approaching retirement or already retired, Jim has financial strategies you can use to steer your retirement in the right direction.
Learn more about how to play catch up i…