January 16, 2018 – Equities and Inflation Climb
Domestic markets continued their strong start to 2018, posting gains across the board for their 2nd week. The S&P 500 added 1.57% and closed at a new record high on…
DetailsJanuary 8, 2018 – Stocks Start 2018 With Jump
The first week of 2018 is behind us, and across the globe, stocks experienced a strong start to the year. International stocks in the MSCI EAFE gained 2.44% last week.[1]…
DetailsYear-End Contribution Reminders
Proactive planning for your retirement can help you have the necessary funds to live comfortably in retirement without worrying about going back to work. IRAs, HSAs, 401(k)s, and other accounts…
DetailsJanuary 2, 2018 – 2017 In Review
In the final trading days of a strong 2017, U.S. indexes lost some ground. During the holiday-shortened week, the S&P 500 dropped by 0.36%, the Dow lost 0.14%, and the…
DetailsDecember 26, 2017 – A Tax Bill Before the Holiday
As we headed into the long holiday weekend, the markets continued to climb as tax reform moved forward.[1] For the week, the S&P 500 closed up 0.29%, the Dow rose…
DetailsDecember 18, 2017 – Tax Plan Boosts Stocks
Domestic markets were up last week as tax reform became more likely. On Friday, multiple previously undecided Senators announced they would back the combined House and Senate bill, and stocks…
DetailsEpisode 3 – Happy Trails to You – Happily Ever After by Jim Black Origin of the Book
Throughout his career as a financial planner, Jim Black has been keeping notes: What are retirees biggest concerns? Which financial strategies are retirees benefiting from the most? What financial strategies are they overlooking?
When Jim’s father passed…
December 11, 2017 – Strong Markets for the Holidays
As the holiday season progresses, the markets continue to impress. Last week, many energy, financial, and industrial sector stocks helped drive performance.[1] Hitting record highs yet again, the S&P gained…
DetailsDecember 4, 2018 – Looking Beyond Politics
Markets went for a wild ride last week – especially on Friday. In fact, on December 1, the S&P 500 had its largest fluctuations since the day after the 2016…
DetailsNovember 27, 2017 – Black Friday Brings Gains
Last week was a relatively quiet time in the domestic markets. We did not receive a tremendous amount of economic data, and trading halted Thursday for the Thanksgiving holiday. Nonetheless,…
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