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…
DetailsGeopolitical 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…
DetailsMajor 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…
DetailsDoes 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, …
DetailsOn 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…
DetailsDomestic 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…
DetailsDo 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…
There are many pitfalls that may negatively affect and ultimately derail your retirement, and knowing about them is half the battle. The first one is having the same philosophy and…
DetailsWe just finished the busiest week of 1st quarter earnings season, and although many companies shared positive results, stock indexes experienced modest declines.[1] The S&P 500 lost 0.01%, the Dow dropped 0.62%,…
DetailsStocks posted moderate gains last week, as the S&P 500 added 0.52%, the Dow increased 0.42%, and the NASDAQ rose 0.56%.[1] International stocks in the MSCI EAFE followed suit, gaining 0.41%.[2]…
Details