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Episode 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….

Episode 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…

May 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 summit was off, and stocks stumbled in reaction. The next day, Trump said the...

May 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 0.66%.[2] International stocks also stumbled; the MSCI EAFE decreased by 0.61%.[3] Two...

Episode 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, …

May 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 2.41%, the NASDAQ jumped 2.68%, and the MSCI EAFE increased 1.41%.[2] Various...

May 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 S&P 500 dropped 0.24% and the Dow gave back 0.20%,...

Episode 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…

April 30, 2018 – Earnings Rise, Stocks Stumble

We 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%, and the NASDAQ gave back 0.37%.[2] International...


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