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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...
December 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 0.43%, and the NASDAQ gained 0.35%.[2] International stocks in the MSCI EAFE increased by 1.23%.[3]...
December 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 reacted by hitting new record highs.[1] For the week, the S&P 500 gained...
Episode 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 0.35%, and the Dow jumped 0.40% for the week.[2]...
December 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 presidential election.[1] Nonetheless, two of the major domestic markets hit new record highs on Thursday...
November 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, all 3 of the major domestic indexes experienced sizable gains in only 4...
November 20, 2017 – Stocks Mixed, Data Up
Domestic stock performance varied last week, with the S&P 500 and Dow losing ground for the 2nd straight week, while the NASDAQ posted gains.[1] By Friday, the S&P 500 had dropped 0.13%, the Dow gave back 0.27%, and the NASDAQ gained 0.47%.[2] International...
Episode 2 – The Seven Deadly Mistakes People Make Before They Retire
There are many things that can try to block you as you move along the path to achieving the retirement you always dreamed of. In this podcast, Jim shares the seven deadly mistakes people can make before they retire, and how he and his team can help gui…
November 13, 2017 – Stocks Slide as Uncertainty Rises
After posting gains every week since September, U.S. stocks declined by market's close on Friday. The S&P 500 and Dow ended their longest stretch of weekly increases since 2013, and the NASDAQ ended its own 6-week streak.[1] By November 10, the S&P 500...
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