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Monday, February 6, 2023

Stocks were mixed last week following better-than-expected corporate reports and increasing optimism over a slowdown in interest rates.The Dow Jones Industrial Average edged lower, slipping -0.15%. The Standard & Poor’s 500 rose...

Thursday, February 2, 2023

January 30 to February 3, 2023, is Identity Theft Awareness Week. Anytime is a good time to tighten up your identity security, but if you haven’t been as careful as you intended, consider this your annual reminder. Here are a few...

Tuesday, January 31, 2023

Tax time is upon us, and that means gathering all of your documents needed and getting them in one place to make filing your taxes as easy as possible. We thought it would be helpful to send along this handy checklist to assist with...

Monday, January 30, 2023

Stocks added to their early 2023 gains amid a busy stream of mixed corporate earnings results and conflicting economic data.The Dow Jones Industrial Average gained 1.81%, while the Standard & Poor’s 500 added 2.47%. The Nasdaq...

Thursday, January 26, 2023

January 28 serves as an internationally recognized day to remind us about data privacy. Also known as Data Privacy Day, January 28 aims to empower companies and individuals to discuss and implement ways to safeguard data and...

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Tuesday, January 24, 2023

In the final days of 2022, Congress passed a new set of retirement rules designed to make it easier to contribute to retirement plans and access those funds earmarked for retirement.The law is called SECURE 2.0, and it's a follow-up to...

Monday, January 23, 2023

Stocks showed mixed results last week as recession fears resurfaced in response to weak economic data and a tepid start to a new corporate earnings season.  The Dow Jones Industrial Average skidded 2.70%, while the Standard &...

Thursday, January 19, 2023

The New Year means taking a new look at your finances. The most important thing is to make sure you feel like you have the cashflow you need to do the things you want to do. So, let’s set some goals this year to build on last...

Tuesday, January 17, 2023

Stocks rallied last week thanks to fresh confirmation of inflation’s cooling trend and growing optimism that an inflation slowdown may provide the Fed with space to ease up on future rate hikes.The Dow Jones Industrial Average...

Thursday, January 12, 2023

Financial markets are volatile… it’s the nature of the beast when there are so many dollars, traders, brokers, and investors involved. We’ve all heard that time-tested adage, “What goes up must come down.”...

Tuesday, January 10, 2023

With the hustle and bustle of the holidays behind us, it’s a great time to mention that January is Financial Wellness Month. How should you observe this ‘holiday’? Consider it a reminder to prioritize and pay...

Monday, January 9, 2023

A strong Friday rally triggered by fresh signs of moderating inflation pushed stocks into positive territory to begin the new year. The Dow Jones Industrial Average rose 1.46%, while the Standard & Poor’s 500 advanced 1.45%....

Thursday, January 5, 2023

Happy New Year, and welcome to 2023. I’m sure all of us are happy to see 2022 in the rearview mirror. Looking back, it was a challenging year not only for the markets but also for all of our wallets, as inflation hit highs we...

Tuesday, January 3, 2023

In a holiday-shortened week, erratic trading left stocks marginally down for the week.The Dow Jones Industrial Average lost 0.17%, while the Standard & Poor’s 500 slipped 0.14%. The Nasdaq Composite index fell 0.30%. The MSCI...

Thursday, December 22, 2022

Once again, the year has flown by! In these final weeks of the year, our thoughts often turn to the comforts of home and family — of sharing good cheer with neighbors, friends, and loved ones.In that spirit, I would like to wish...

Tuesday, December 20, 2022

What does the bond market know that the Fed isn’t telling us?Fed officials recently have said that short-term rates will need to climb to over 5 percent to bring inflation under control. But in the table below, you can see that...

Monday, December 19, 2022

Hawkish comments by the Fed and weak economic data heightened investors’ recession concerns and sent stocks lower last week.The Dow Jones Industrial Average lost 1.66%, while the Standard & Poor’s 500 retreated 2.08%. The...

Thursday, December 15, 2022

If you’re wondering if estate planning is right for you, it’s important to know it’s not just for the wealthy. Even people with modest assets need a written plan. And right now is a great time to take the next step...

Tuesday, December 13, 2022

It appears that America’s corporate leaders are preparing for the worst while hoping for the best.Almost half of S&P 500 CEOs in second-quarter conference calls pointed to “recession” as a potential headwind in 2023....

Monday, December 12, 2022

Recession fears and concerns that the Fed may consider a longer rate-hike cycle sent stocks lower for the week.The Dow Jones Industrial Average dropped 2.77%, while the Standard & Poor’s 500 fell 3.37%. The Nasdaq Composite index...

Thursday, December 8, 2022

Investing in the stock market can sometimes feel like riding a rollercoaster, full of ups and downs. There’s the thrill and excitement when the market goes up, but also uncertainty and fear when it goes down. It’s important...

Tuesday, December 6, 2022

Our newsletter this month features information about the importance of having an estate plan, a humorous video about Wall Street cliches, a short article about being prepared for upcoming estate tax changes, and a helpful video about...

Monday, December 5, 2022

Stocks ended higher last week as investors navigated the crosscurrents of a potential easing in future rate hikes and continued strength in the labor market.The Dow Jones Industrial Average edged 0.24% higher, while the Standard &...

Thursday, December 1, 2022

Welcome to December. This time of year makes us all feel something. It may be happy; it may be sad; it may be giddy or stressed. But as we approach the end of a challenging year (to say the least), the one thing WE are...

Tuesday, November 29, 2022

The holidays are upon us which means the inevitable increased spending on gifts, travel and festive activities. While it’s nearly impossible not to spend more during these next few weeks, the less credit card debt accumulated...

Monday, November 28, 2022

Growing optimism that the Fed may be ready to ease future interest rate hikes sent stocks higher in a quiet trading week.The Dow Jones Industrial Average gained 1.78%, while the Standard & Poor’s 500 added 1.53%. The Nasdaq...

Thursday, November 17, 2022

The holidays are upon us which means the inevitable increased spending on gifts, travel and festive activities. While it’s nearly impossible not to spend more during these next few weeks, the less credit card debt accumulated...

Tuesday, November 15, 2022

The midterm elections have come and gone, and although the results don’t appear as one-sided as many predicted, it seems one party will narrowly take control of the House, while the Senate may hinge on a Georgia runoff.It's...

Monday, November 14, 2022

A cooling inflation number ignited a powerful rally on Thursday, sending stocks to strong gains for the week.The Dow Jones Industrial Average gained 4.15%, while the Standard & Poor’s 500 added 5.90%. The Nasdaq Composite index...

Thursday, November 10, 2022

The midterm elections have come and gone, and although the results don’t appear as one-sided as many predicted, it seems one party will narrowly take control of the House, while the Senate may hinge on a Georgia runoff.It's...

Tuesday, November 8, 2022

The financial markets are on edge this year each time Fed Chair Jerome Powell takes the podium following a Federal Open Market Committee (FOMC) meeting.The chart below shows that the Standard & Poor’s 500 stock index has gained...

Monday, November 7, 2022

Hawkish comments by Fed Chair Jerome Powell, following the announcement of another 75 basis points interest rate hike last week, cast a pall over financial markets, sending yields higher and stocks lower.The Dow Jones Industrial...

Thursday, November 3, 2022

The Internal Revenue Service has released new limits for the coming year. After months of high inflation and financial uncertainty, some of these cost-of-living-based adjustments have reached near-record levels.Individual Retirement...

Wednesday, November 2, 2022

I’ve always been a little cautious when people say, “it’s different this time.” But the table below suggests the Fed is approaching 2022’s inflation differently than other financial events in recent...

Tuesday, November 1, 2022

This November we celebrate and honor Native American Heritage Month. First authored by Jerry C. Elliot-High Eagle in 1976, the event was announced by President Ronald Reagan in 1986, then expanded from a week to the full month of...

Monday, October 31, 2022

Stocks overcame poor earnings results from some of America’s largest companies to post gains last week as investors cheered positive earnings surprises, easing inflation and a rebound in economic growth.The Dow Jones Industrial...

Friday, October 28, 2022

Lately, "inflation" seems to be the media's favorite word. Everywhere you turn, there's another story about the impact of inflation. For example, many news outlets have reported that confectionary prices have surged over 30% from last...

Thursday, October 27, 2022

We measure the jobs market in many ways, but the Job Opening and Labor Turnover Survey or JOLTS report seems to be of particular interest to Fed Chair Jerome Powell.The JOLTS report tells the Fed how many job openings there are each...

Tuesday, October 25, 2022

Earnings, Fed Spark RallyThe stock market narrative shifted last week from Fed interest rate hikes (a persistent drag on investor sentiment) to corporate earnings, which boosted investor enthusiasm with better-than-expected results....

Monday, October 24, 2022

A positive start to a new earnings season and late-week hopes for a near-term easing in Fed rate hikes lifted investors’ spirits and powered stocks to gains for the week.The Dow Jones Industrial Average jumped 4.89%, while the...

Thursday, October 20, 2022

Stubborn doesn’t seem like a strong enough word, but that’s how Fed officials are describing inflation.Inflation's “stubbornness” has been on full display in recent weeks: First, the Producer Price Index (PPI)...

Tuesday, October 18, 2022

How well do you remember 1981? Harrison Ford had his first bow as Indiana Jones in Raiders of the Lost Ark. Frogger and Donkey Kong were all the rage at video arcades. Bob Ross left the Air Force and took up painting. On top of that,...

Monday, October 17, 2022

Stocks were mixed last week amid wide intra- and inter-day price swings, as technology shares bore the brunt of the downdraft.The Dow Jones Industrial Average gained 1.15% for the week. Meanwhile, the Standard & Poor’s 500...

Friday, October 14, 2022

October is here! Along with cooler temperatures, colorful leaves, and spooky Halloween decorations, October also includes Financial Planning Month. If something has changed in your life and you need to make some updates to your plan,...

Tuesday, October 11, 2022

Traditionally, I’ve been a little cautious when people say, “it’s different this time.” After all, the past few years have seen more financial “firsts” than most.But despite that skepticism, this...

Monday, October 10, 2022

A powerful two-day stock rebound cemented a positive week for investors as a new trading month began.The Dow Jones Industrial Average rose 1.99%, while the Standard & Poor’s 500 added 1.51%. The Nasdaq Composite index increased 0...

Thursday, October 6, 2022

It’s FAFSA time! As your student prepares for college, they can now fill out a Free Application for Federal Student Aid, or FAFSA, for the upcoming school year.Even if your student won’t require help from the government,...

Tuesday, October 4, 2022

Our Your Money Matters Newsletter features money tips for newlyweds to prevent a rift, the real cost of a vacation home, how to make the tax code work for you, and how smart investors know to separate emotion from fact. Hope you...

Monday, October 3, 2022

Rising recession fears and uncertainty in the bond and currency markets sent stocks to new 2022 lows last week.The Dow Jones Industrial Average declined 2.92%, while the Standard & Poor’s 500 slumped 2.91%. The Nasdaq Composite...

Thursday, September 29, 2022

Did you know… You should start preparing a Social Security Strategy by age 55! Most people don’t even think about Social Security until they’re facing retirement, but it really pays to be informed. There are so many...

Tuesday, September 27, 2022

Wall Street is always searching for a hero to embrace or a villain to blame. And right now, Fed Chair Jerome Powell is the villain.After the September Fed meeting, Powell said interest rates may be heading higher for longer than...

Monday, September 26, 2022

Last week, Fed Chair Powell said the U.S. would not tame inflation without economic pain. This week heightened recession fears and sent stocks broadly lower.The Dow Jones Industrial Average dropped 4.00%, while the Standard &...

Thursday, September 22, 2022

Insurance: we all hope to not need it, but wouldn't want to be without it when we do. Car insurance, health insurance, life insurance, home insurance… you probably have most – if not all – of these policies and pay...

Tuesday, September 20, 2022

Our Retirement Readiness newsletter features a focus on women preparing for retirement, gets to the bottom of when you need a will, takes a look at the importance of your Trusted Contact, and asks a loaded question: what can a million...

Monday, September 19, 2022

A hotter-than-expected inflation report sent stocks sharply lower last week as investors faced the prospect of more aggressive interest rate hikes by the Federal Reserve for perhaps a longer period.The Dow Jones Industrial Average fell...

Thursday, September 15, 2022

Scammers are pretty crafty these days. With sophisticated software to help make themselves sound convincing (“You’ve won money!” “You owe the IRS!” “You’re getting a refund!”), it’s...

Tuesday, September 13, 2022

If you’ve felt like stock prices were a little more volatile in 2022 than in recent years, your “spidey senses” are right on the money.The S&P 500 has posted 81 daily moves of at least 1% through August. Of those...

Monday, September 12, 2022

In a holiday-shortened week of trading, stocks posted healthy gains despite more tough talk on monetary policy from Fed officials.The Dow Jones Industrial Average rose 2.66%, while the Standard & Poor’s 500 gained 3.65%. The...

Thursday, September 8, 2022

The White House recently forgave up to $10,000 to student loan borrowers as part of a larger debt forgiveness program. There are still quite a few questions to be answered, but here are some key points to know.Pell vs. non-Pell: Loan...

Tuesday, September 6, 2022

The overhang of Fed Chair Powell’s Jackson Hole speech the previous week carried over into last week as investors recalibrated stock valuations amid a seemingly more assertive monetary policy stance.The Dow Jones Industrial...

Thursday, September 1, 2022

We’re entering a tricky time of year: September and October have a reputation for bringing an extra measure of market volatility.Some of the stock market’s most challenging events have hit in September and October, and...

Tuesday, August 30, 2022

Schools across the nation are getting back to business. For students, it’s a return to education after vacations, summer jobs, and other activities.For parents, grandparents, and guardians, “back to school” often...

Monday, August 29, 2022

A comprehensive sell-off on Friday following comments by Fed Chair Jerome Powell drove stocks to losses for the week.The Dow Jones Industrial Average tumbled 4.22%, while the Standard & Poor's 500 dropped 4.04%. The Nasdaq Composite...

Thursday, August 25, 2022

Have you heard? The Inflation Reduction Act was signed into law on Tuesday, August 16. While the $430 billion package includes many provisions, I thought I’d highlight three key areas where you may benefit the most.Tax credits...

Tuesday, August 23, 2022

I’m hearing a lot of mixed messages these days about the economy. Some headlines say we’re already in a recession; some say one is looming. Others hint that we’ll avoid a recession and have a soft landing. It makes...

Monday, August 22, 2022

Stocks tumbled on Friday, sending stocks to a weekly loss after an otherwise quiet August week of trading.The Dow Jones Industrial Average slipped -0.16%, while the Standard & Poor’s 500 lost 1.21%. The Nasdaq Composite index...

Thursday, August 18, 2022

Have you ever heard the expression, "What's the smart money doing?""Smart money" is an expression that often refers to experts and suggests that well-informed people have a better perspective on current events and what actions to take....

Tuesday, August 16, 2022

These days, an encouraging word can feel like a relief. Here are a few positive stories I’ve noticed lately – like an “everything bagel” sprinkled with good news.I saw a recent report in The Guardian about the...

Monday, August 15, 2022

An improving inflation outlook buoyed investors’ spirits last week, helping lift stocks to solid gains.The Dow Jones Industrial Average advanced 2.92%, while the Standard & Poor’s 500 rose 3.26%. The Nasdaq Composite index...

Thursday, August 11, 2022

Our Retirement Readiness newsletter features info about how the right executor is an important role in your estate planning, a fun video on setting up financial goals for success, a quiz to find out your investment IQ, and 4...

Tuesday, August 9, 2022

Panic selling is not an investment strategy. Repeat: panic selling is not an investment strategy.Investors who pull the emergency brake and bail out during a market decline almost always lock in a loss on their investments. And if they...

Monday, August 8, 2022

Stocks turned in a mixed performance last week as investors struggled with headlines suggesting that the Fed was unlikely to soon ease up on its current monetary tightening policy.The Dow Jones Industrial Average slipped 0.13%, while...

Friday, August 5, 2022

If you have teenagers, you’re likely very in touch with the adage, “One day you’re changing diapers, and the next you’re sending them off to college.” One of the results of that compressed passage of time...

Wednesday, August 3, 2022

What would you do with a windfall? It’s a question I’ve read or heard a lot lately. Considering the Mega Millions jackpot has now grown to $1.02 billion, it’s safe to say most of us have thought about what it would be...

Monday, August 1, 2022

Undaunted by another Fed rate hike and news of a contracting economy, the stock market rallied last week on better-than-expected corporate earnings.The Dow Jones Industrial Average increased 2.97%, while the Standard & Poor’s 500...

Thursday, July 28, 2022

Nowadays, it’s pretty difficult to define what a “traditional” family unit looks like – they literally come in all shapes and sizes. For decades the number of single-parent households has been rising worldwide,...

Tuesday, July 26, 2022

Divorce is an ending, and endings aren’t easy. There’s a lot of emotion involved: sadness, confusion, fear of the future, and maybe anger, to name just a few. It’s understandable if you want to sit on the sofa...

Monday, July 25, 2022

Stocks rallied last week as investor spirits lifted thanks to a better-than-expected start to the second-quarter earnings season.The Dow Jones Industrial Average gained 1.95%, while the Standard & Poor’s 500 added 2.55%. The...

Thursday, July 21, 2022

With half the year behind us, now is a great time to consider what the remainder of 2022 may hold. However, with inflation and economic uncertainty causing many of us to delay or cancel vacations, large purchases, and more, it can be...

Tuesday, July 19, 2022

Summer travel is picking up this year. If you’re headed to Europe, you may notice that you get more bang for your buck.Why is that?For the first time in almost 20 years, the U.S. dollar and the euro have reached parity. Souvenirs...

Monday, July 18, 2022

A record-high inflation report, the prospects of a more aggressive Fed, and growing recession fears sent stocks lower– though losses were pared by a Friday rally.The Dow Jones Industrial Average slipped 0.16%, while the Standard...

Thursday, July 14, 2022

Grab a lemonade and find a shady spot… we’re entering the dog days of summer! Any idea where that phrase comes from? Some say it’s because these hot, sultry days “aren’t fit for a dog,” but in fact...

Monday, July 11, 2022

In a holiday-shortened trading week, stocks rallied despite mixed economic data and vacillating energy prices and bond yields.The Dow Jones Industrial Average increased 0.77%, while the Standard & Poor’s 500 rose 1.94%. The...

Thursday, July 7, 2022

Despite progress toward financial planning and saving, women often face challenges regarding their financial security. These challenges can include more time away from the workforce (often caring for children or for parents), the...

Tuesday, July 5, 2022

It’s safe to say that everyone was hoping to see the markets settle down in June, but it ended up being another painfully bumpy month. Ongoing volatility meant both stocks and bonds were under pressure amid inflation worries and...

Monday, July 4, 2022

How will you celebrate this Fourth of July? The Fourth is all about freedom – remembering the men and women who fought to sustain it, and enjoying the privilege of being who you want to be, and doing what you want to do.I wish...

Thursday, June 30, 2022

It’s natural to think “defense” during a bearish market season. But why not mix in some “offense” with your defense? Here are three moves we can discuss together that may be helpful during the current...

Wednesday, June 29, 2022

Summer’s here, and the time is right for vacations, outdoor activities, and fun. It’s also a good time to consider a few financial matters. Here are some questions to ask yourself mid-year.Goals still the same for 2022? Has...

Monday, June 27, 2022

Prospects of cooling inflation powered a rally in stock prices last week despite growing recession concerns.The Dow Jones Industrial Average gained 5.39%, while the Standard & Poor’s 500 climbed 6.45%. The Nasdaq Composite index...

Friday, June 24, 2022

Divorce is an ending, and endings aren’t easy. There’s a lot of emotion involved: sadness, confusion, fear of the future, and maybe anger, to name just a few. It’s understandable if you want to sit on the sofa...

Wednesday, June 22, 2022

Stocks moved lower last week as recession fears deepened following a Fed hike in interest rates and weak economic data.The Dow Jones Industrial Average fell 4.79%, while the Standard & Poor’s 500 dropped 5.79%. The Nasdaq...

Monday, June 20, 2022

What an “interesting” week. In a move unseen since 1994, the Federal Reserve has taken an aggressive stance toward inflation by raising the key interest rate by three-quarters of a percentage point.Investors initially...

Thursday, June 16, 2022

As the economy continues to recover from the effects of the pandemic over the past year, you may have noticed the term ‘inflation’ coming up in the news. But don’t let it scare you! The fact is, some inflation is good...

Monday, June 13, 2022

A higher-than-expected inflation report triggered a sell-off on Friday, leaving stocks in the red for the week.The Dow Jones Industrial Average lost 4.58%, while the Standard & Poor’s 500 dropped 5.05%. The Nasdaq Composite index...

Wednesday, June 8, 2022

This month’s Your Money Matters newsletter features some tips on budgeting after a divorce, how your credit score compares to the rest of the country, what could happen if you invested instead of buying more stuff, and the true...

Monday, June 6, 2022

In a holiday-shortened week of volatile trading, stocks surrendered some of the previous week’s strong gains.The Dow Jones Industrial Average fell 0.94%, while the Standard & Poor’s 500 declined 1.20%. The Nasdaq Composite...

Thursday, June 2, 2022

Stocks posted solid gains for the week, buoyed by the release of Fed meeting minutes and upbeat earnings from mid-size and discount retailers.The Dow Jones Industrial Average jumped 6.24%, while the Standard & Poor’s 500 advanced...

Thursday, June 2, 2022

Summer is here and that means it’s time to fire up the grill!! There’s just something about that smoky, charred flavor you get from a grill. Turns out, it’s got a name! It’s called the Maillard Reaction, and...

Tuesday, May 31, 2022

Every year in June, National Safety Month focuses on reducing causes of injury and death in the workplace, on the road, at home, and in our communities by making safety a priority. It’s a great time to intentionally focus on...

Friday, May 27, 2022

As we go into the holiday weekend, I wanted to wish you a safe and happy Memorial Day. For me, Memorial Day is more than the unofficial beginning of summer: it’s a chance to honor those who have sacrificed everything for their...

Monday, May 23, 2022

Thursday, May 19, 2022

Wednesday, May 18, 2022

Monday, May 16, 2022

Thursday, May 12, 2022

Monday, May 9, 2022

Friday, May 6, 2022

Wednesday, May 4, 2022

Monday, May 2, 2022

Wednesday, April 27, 2022

Tuesday, April 26, 2022

Friday, April 22, 2022

Wednesday, April 20, 2022

Wednesday, April 13, 2022

Monday, April 11, 2022

Friday, April 8, 2022

Wednesday, April 6, 2022

Monday, April 4, 2022

Saturday, April 2, 2022

Monday, March 28, 2022

Friday, March 25, 2022

Thursday, March 24, 2022

Monday, March 21, 2022

Friday, March 18, 2022

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Monday, March 14, 2022

Friday, March 11, 2022

Wednesday, March 9, 2022

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Friday, March 4, 2022

Wednesday, March 2, 2022

Tuesday, March 1, 2022

Monday, February 28, 2022

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Thursday, February 17, 2022

Monday, February 14, 2022

Saturday, February 12, 2022

Thursday, February 10, 2022

Tuesday, February 8, 2022

Monday, February 7, 2022

Tuesday, July 20, 2021

The news keeps getting better for Social Security recipients.It's now projected that benefits will increase 6.1% in 2022, up from the 4.7% forecast just two months ago. That would be the most significant increase since 1983.1...

Friday, July 9, 2021

As a financial professional, my conversations with clients often center around retirement goals and dreams. When we really think about what retirement is, it’s not just about doing all the things you enjoy most, it’s...

Sunday, July 4, 2021

Gear up for the holiday with some history knowledge! The Fourth of July is the perfect opportunity to read up on the Founding Fathers of the United States, a term coined by a speech given by Warren G. Harding in 1916. Here are a few...