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February 20th, 2018 – Stocks Rebound

Markets rebounded last week, posting sizable gains and moving back into positive territory for the year. All three domestic indexes experienced their largest weekly growth in years, despite losing some ground on Friday after news of additional indictments in the...

Episode 5 – There are No Do-Overs in Retirement

Have you ever started a project and then realized (probably after some denial), that you want to start over? Maybe you’re working on a painting, and it just isn’t looking how you’d envisioned. You decide it’s time to paint over it and try again.
It’s fr…

January 29, 2018 – Stocks Jump Again

Stocks had an impressive week yet again, as each of the domestic indexes reached record highs and gained at least 2%.[1] The S&P 500 added 2.23%, the Dow increased 2.09%, and the NASDAQ grew 2.31%.[2] International stocks in the MSCI EAFE joined the growth, adding...

January 22, 2018 – Stocks Up as Shutdown Looms

We're only a few weeks into 2018, and stocks are showing quite a strong performance so far. Last week, major domestic indexes posted gains yet again, with all 3 up at least 5% this year. By Friday, the S&P 500 had added another 0.86%, and both the Dow and NASDAQ...

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 Friday. The index just posted its best 10-day beginning to a year since 2003, with a 4.2% gain so...

January 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] In the U.S., our major indexes also leapt forward, hitting a number of records and milestones.[2]...

Year-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 allow you to multiply your savings with unique tax benefits not available...

January 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 NASDAQ gave back 0.81%.[1] A selloff toward the end of the day on Friday contributed to the...

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