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December 10, 2018 — Examining Recent Volatility

Markets went for another wild ride last week, as major domestic indexes swung back and forth. By Friday, December 7, markets had posted their worst weekly performance since March - and the S&P 500 and Dow both moved into negative territory for 2018.[1] Overall,...

Episode 24 – How to Avoid Outliving Your Money

With the advancement of technology and medicine, we’re now living longer than ever. As you plan out your life, are you considering how long you might actually live? Most people aren’t considering their own longevity.
In this episode, Jim Black discusses …

December 3, 2018 — Fed Developments

U.S. markets ended a volatile month on a high note Friday. All three major indices posted impressive increases for the week, buoyed by news from the Fed Reserve and international trade.[1] The S&P 500 jumped 4.85%, and the NASDAQ finished up 5.64% - both gains are...

November 26, 2018 — Why Did Stocks Drop?

Last week was a tough one for markets. The S&P 500 dropped 3.79% and experienced its worst results during a Thanksgiving week since 1939.[1] While the index officially entered correction territory on Friday, it closed 10.2% below its most recent record high.[2]...

November 19, 2018 — Retail Sales Beat Projections

Markets experienced more volatility last week, as perspectives on trade, tech, and retail pulled investor sentiment back and forth. Although domestic indexes were up on Friday, November 16, they still posted losses for the week.[1] In all, the S&P 500 dropped...

November 12, 2018 — Oil Prices Declined

Last week, markets experienced a 4-day winning streak before dropping on Friday, November 9. Despite those losses, domestic indexes posted gains for the week.[1] The S&P 500 increased 2.13%, the Dow added 2.84%, and the NASDAQ was up 0.68%.[2] International stocks...

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,…

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