Newsletter Archive
Browse previous issues of our monthly newsletter
Smart Financial Moves in Life & Reviewing Your Company Retirement Plan
SMART FINANCIAL MOVES IN YOUR 20s, 30s, 40s, & 50s Have you ever mapped out your financial timeline? If you’re like many Americans, it may have been more difficult than anticipated. One of the most helpful ways to achieve your financial goals is to break it down...
Monthly Economic Update – October 2019
RENTING IN RETIREMENT? What are the things you expect out of retirement? When you think of the many aspirations that you hold for your post-work life, which are the most important to you? Does home ownership figure prominently in your strategy, or is it relatively...
The Cost of Procrastination
Some of us share a common experience. You’re driving along when a police cruiser pulls up behind you with its lights flashing. You pull over, the officer gets out, and your heart drops. “Are you aware the registration on your car has expired?” You’d been meaning to...
Current Stock Market Volatility – August 2019
Last September we witnessed the U.S. stock market jump to new all-time highs briefly, before beginning a three-month regression that ended with stocks dropping 20% by Christmas Eve. The television and news outlets had a three-month period where they threw flashing red...
Monthly Economic Update – July 2019
The Month in Brief July was a positive month for stocks and a notable month for news impacting the financial markets. The S&P 500 topped the 3,000 level for the first time. The Federal Reserve cut the country’s benchmark interest rate. Consumer confidence remained...
Monthly Economic Update – June 2019
In this month’s recap: Stocks, gold, and oil all surge, a door opens for U.S.-China trade talks to resume, and the Federal Reserve suddenly sounds dovish. THE MONTH IN BRIEF You could say June was a month of highs. The S&P 500 hit another record peak, oil...
Three Important Factors When it Comes to Your Financial Life:
Regardless of how the markets may perform, consider making the following part of your investment philosophy: Diversification. The saying “don’t put all your eggs in one basket” has real value when it comes to investing. In a bear or bull market, certain asset classes...
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