Indications of a Thriving Economy #WEVU 5/6/19
The Federal Reserve stands pat on interest rates, key indicators show strength, and stocks end the week little changed.
Spring Cleaning! [Complimentary Shredding]
Bring your unwanted & unneeded documents to our office & we’ll take care of shredding them for you.
A Shift in Focus Following a Strong Quarter #WEVU 4/29/19
In this week’s recap: stocks come all the way back from their December lows, Q1 growth surpasses expectations, and earnings take center stage.
Including Digital Assets in Your Estate Plan
What should you know? What should your executor know?
Stocks Move Sideways #WEVU 4/22/19
In this week’s recap: stocks move sideways as earnings season gathers momentum, and retail sales jump.
Following Lull, Stocks Break Out #WEVU 4/15/2019
In this week’s recap: stocks advance after earnings season gets off to an encouraging start, and consumer prices rise the most in more than a year.
Stocks Post 2nd Straight Weekly Gain #WEVU 4/8/19
In this week’s recap: stocks rise with help from a reassuring March employment report as well as news of further progress in U.S.-China trade talks.
Guarding Against Identity Theft
Take steps so criminals won’t take vital information from you.
Stocks Close Out a Great Quarter #WEVU 4/1/2019
In this week’s recap: stocks close out a great quarter, mortgage rates decline, and Wall Street awaits a wave of IPO action.
Ways the Middle Class Can Make a Difference for Charity
You don’t need to be wealthy to make an impact and get a win-win.
The Yield Curve Inverts #WEVU 3/25/19
In this week’s recap: the "yield curve" inverts for the first time this decade, the Federal Reserve adjusts its stance on interest rates, and the price of oil climbs.
When You Retire Without Enough
Start your “second act” with inadequate assets, and your vision of the future may be revised.
Stocks Post Solid Gains #WEVU 3/18/19
In this week’s recap: the Dow, S&P, and Nasdaq all advance more than 2% in five trading sessions, while investors review tame inflation data and wait for further news in U.S.-China trade negotiations.
Wall Street pauses #WEVU 3/11/2019
In this week’s recap: a disappointing jobs report and a downgrade of the 2019 growth forecast for Europe give Wall Street pause.
Stocks End the Week Little Changed #WEVU 03/04/2019
In this week’s recap: stocks end the week little changed after investors interpret commentary from Jerome Powell and hear that higher taxes on Chinese imports are indefinitely postponed.
Tax Changes That May Be Overlooked
Some alterations to the Internal Revenue Code were less publicized than others.