
Best June for Stocks in 60+ Years #WEVU 7/1/2019
A strong month for equities ends with the renewed possibility of a U.S.-China trade pact.


Tweet, Monetary Policy Outlook Send Bulls Running #WEVU 6/24/19
In this week’s recap: Wall Street maintains its risk-on mood, even as tensions grow between the U.S. and Iran, influenced by a White House tweet and a dovish signal from the Federal Reserve.

Should You Plan to Retire on 80% of Your Income?
Examining a long-held retirement planning assumption.

Stocks Advance for 2nd Straight Week #WEVU 6/17/2019
In this week’s recap: the major Wall Street equity indices see further June gains, oil investors react to tanker attacks, and retail sales improve.

Retiring Single
You will want to replace your income; you will also want to stay socially engaged.

Stocks Have Best Week of 2019 #WEVU 6/10/2019
In this week’s recap: the blue chips have their best week of 2019, as investors like what they hear from the head of the Federal Reserve and interpret the latest monthly employment numbers.


Stocks Struggle During 4-Day Week #WEVU 6/3/19
In this week’s recap: U.S. benchmarks decline as trade issues remain front and center in the Wall Street conversation; major consumer confidence indices are notably high

Market Waits for Further Trade Talk Cues #WEVU 05/28/2019
In this week’s recap: stocks decline as Wall Street adjusts its expectations about the potential duration of the U.S.-China trade dispute, and some retail giants post first-quarter earnings.

Ways to Ease the Cost of College
A look at grants, scholarships, 529 plans, and other methods.


The Latest Trade Developments #WEVU 5/20/19
In this week’s recap: tariffs and U.S.-China trade tensions once again become the talk of Wall Street, and U.S. stocks end up lower, week-over-week

Should You Use 529 Plan Funds on K-12 Education?
Federal law says you can, but you may want to think twice about it.

Tariffs Increase #WEVU 5/13/2019
In this week’s recap: domestic and international stocks sell off as higher tariffs go into effect for Chinese goods coming to the U.S., while the wave of notable initial public offerings continues.

Personal Financial Dashboard
The same way you need a dashboard in your car to get to your next destination, you need a financial dashboard to get to your next financial level.

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.
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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?