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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…
The Seven Deadly Mistakes People Make Before They Retire
There are many pitfalls that may negatively affect and ultimately derail your retirement, and knowing about them is half the battle. [dt_gap height="10" /] The first one is having the same philosophy and mindset in retirement that you did in your working years. When...
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...
April 23, 2018 — Examining Earnings & Yields
Stocks 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] We received numerous new data updates last week, and most provided...
Episode 10 – The Top 10 Retirement Mistakes and How to Avoid Them
A lot of people make errors when planning their retirement, but we can learn how to avoid or overcome them. In order to transition into retirement – a lifestyle that’s drastically different than being employed full time – it’s essential that we have prop…
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