Ten Years Tremendous Gains
A look at where stocks were in 2009 and how they have performed since.
Certain Uncertainties in Retirement
Two financial unknowns may erode our degree of confidence.
Newly Scheduled U.S.-China Talks Advance Stocks #WEVU 9/9/19
In this week’s recap: the three Wall Street benchmarks advance as investors respond to newly scheduled U.S.-China trade talks and see a silver lining in the latest employment and manufacturing data.
Could Assumptions Harm Your Retirement Strategy?
Three common misconceptions to think about.
Fears of U.S.-China Impasse Lessen #WEVU 9/3/19
In this week’s recap: Wall Street finishes August with a rally, China decides to pause a potential response to oncoming U.S. tariffs, and two consumer confidence indices send different messages.
Leading Indicators Rise #WEVU 8/26/19
In this week’s recap: China unveils new tariffs, the U.S. responds in kind, Jerome Powell speaks at Jackson Hole, leading economic indicators rise, and stocks fall.
Equities Hit by Volatility #WEVU 8/19/2019
In this week’s recap: equities are hit by considerable volatility, following developments in the bond market as well as the U.S.-China trade dispute.
Reducing the Risk of Outliving Your Money
What steps might help you sustain and grow your retirement savings?
China Jolts the Markets #WEVU 8/12/2019
In this week’s recap: China jolts the markets by devaluing the yuan, aggregate second-quarter earnings top analyst projections, and stocks retreat for the week.
Market Volatility Update | August 6, 2019
Here is some clarity into what’s going in the markets right now…
Stocks Fall After Rate-Cut #WEVU 8/5/19
In this week’s recap: stocks fall after a Federal Reserve rate cut, new tariffs are planned for Chinese goods, and payrolls see triple-digit monthly growth.
Stocks Rise Awaiting Interest Rate Announcement #WEVU 7/29/2019
In this week’s recap: stocks rise, data shows economic growth slowing from the first quarter, and the stage is set for further U.S.-China trade discussions.
Tax Moves to Consider Mid-Year
If you own a business, earn significant investment income, are recently married or divorced, or have a Flexible Savings Account (FSA), you may want to work on your income tax strategy now rather than in December or April.
Eight Mistakes That Can Upend Your Retirement
Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear of, if possible.
Retirement Now vs. Retirement Then
Today’s retirees must be more self-reliant than their predecessors.
Will Wall Street Expectations Be Met? #WEVU 7/22/2019
In this week’s recap: stocks dip as earnings season begins; investors wait for the July Federal Reserve meeting, while considering retail sales data and comments from Fed officials.
Wise Decisions With Retirement in Mind
Certain financial & lifestyle choices may lead you toward a better future
S&P500 over 3k, Dow over 27k #WEVU 7/15/2019
The S&P 500 and Dow Jones Industrial Average close at historic peaks after bulls consider Capitol Hill testimony from Federal Reserve Chairman Jerome Powell; tame inflation persists.