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Monday, January 11, 2021

The Week on Wall Street Shrugging off COVID-19 infections and the disruption at the Capitol on January 6, stocks powered higher to kick off a new year of trading.The Dow Jones Industrial Average gained 1.61%, while the Standard &...

Monday, January 4, 2021

The Week on Wall Street Stocks moved higher during a holiday-shortened week of trading, capping off a turbulent, but otherwise strong year for equity investors. The Dow Jones Industrial Average gained 1.35%, while the Standard &...

Monday, December 21, 2020

The Week on Wall Street Stocks climbed higher amid the COVID-19 vaccine rollout and an improving outlook for a fiscal stimulus bill.The Dow Jones Industrial Average, which has lagged all year, gained 0.44%. The Standard & Poor’s 500...

Monday, December 14, 2020

The Week on Wall Street Stocks retreated last week on rising COVID-19 infections and slow progress on an economic relief bill. The Dow Jones Industrial Average dipped 0.57%, while the Standard & Poor’s 500 dropped 0.96%. The Nasdaq...

Tuesday, December 8, 2020

The Week on Wall Street Stocks marched higher last week on an improving outlook for the passage of a fiscal stimulus package. The Dow Jones Industrial Average rose 1.03%, while the Standard & Poor’s 500 tacked on 1.67%. The Nasdaq...

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Monday, November 30, 2020

The Week on Wall Street Stocks surged last week, ignited by another COVID-19 vaccine announcement, encouraging economic data, and the easing of political uncertainty.The Dow Jones Industrial Average rose 2.21%, while the Standard &...

Monday, November 23, 2020

The Week on Wall StreetDespite news of another COVID-19 vaccine candidate, stocks were mixed amid investor anxiety over an increase in new infections and economic lockdowns.The Dow Jones Industrial Average fell 0.73%, while the...

Monday, July 13, 2020

It seems, sometimes, as though financial professionals come in only two flavors. There are those who promise everything is going to be fine; you don't have to fret about retirement, they say, because they'll help you make more than...

Friday, July 10, 2020

It’s time to reexamine conventional ideals to see if they still apply. Retirement planning is a primary reason for long-term saving, and when people think about retirement, finances are often the focus. However, it is important...

Thursday, July 9, 2020

The Treasury Department and the Internal Revenue Service extended the federal income tax filing deadline from April 15, 2020, to July 15, 2020. That means that taxpayers could defer federal income tax payments, without penalties and...

Wednesday, July 8, 2020

U.S. stock markets continue to trend up as optimism returns to Wall Street while Main Street USA continues to reopen. Yes, there is plenty of social unrest around the country, geopolitical tensions with China are increasing and...

Tuesday, July 7, 2020

Many parents may feel it is unnecessary to inform their adult children about their personal, financial affairs. However, as your children grow older, it can work to your advantage—and that of your entire family— to share...

Friday, July 3, 2020

As a socially conscious investor, you may want to create a financial portfolio that reflects your values. You can align your investments with your beliefs generally in one of two ways: negative screening (Socially Responsible...

Friday, July 3, 2020

Sectors rotate from performance leaders to performance laggards quickly. Investors are bombarded with news about how well (and poorly) individual companies perform and how well groups of companies that share similar business...

Wednesday, July 1, 2020

In response to the significant changes to the tax deduction rules under the Tax Cuts and Jobs Act (TCJA), many taxpayers are searching for ways to recover some of the tax benefits associated with itemizing deductible expenses that have...

Wednesday, June 24, 2020

On Friday, June 5th, the Department of Labor reported that nonfarm payrolls added 2.5 million jobs during the month of May. But “consensus expectations” were for May’s numbers to show a loss of about 9 million jobs....

Tuesday, June 16, 2020

COVID-19 caused the Treasury Department and the Internal Revenue Service to extend the 2019 federal income tax filing deadline from April 15, 2020, to July 15, 2020. That means that taxpayers could defer federal income tax payments,...

Friday, June 12, 2020

A charitable remainder trust (CRT) can be a highly effective financial and estate planning tool. The CRT can allow you to: avoid capital gains taxes on highly appreciated assets, however, when income is distributed to the income...

Friday, June 12, 2020

A charitable remainder trust (CRT) can be a highly effective financial and estate planning tool. The CRT can allow you to: avoid capital gains taxes on highly appreciated assets, however, when income is distributed to the income...

Friday, June 5, 2020

It is common knowledge that having a savings plan in place for retirement is very important, but how do we put that plan into action? Sometimes the most obvious options like budgeting and cutting expenses are the hardest to implement....

Wednesday, May 27, 2020

Choices are presented to us in our everyday lives. Some people are completely content doing the same things every day, but for others, variety is the spice of life. Sometimes having too many options is seen as a bad thing, however, in...

Monday, May 25, 2020

Retirement is a tough pill to swallow for some folks. Some are ecstatic and ready to depart from the workforce, and others feel like if they stop working they will drop dead. Are you having trouble trying to decide which type of...

Wednesday, May 20, 2020

Estate planning helps with the transfer of your assets through a trust or a will. In today’s day and age, settling an estate isn’t as straightforward as it used to be. This is due to the fact that most of our assets are...

Tuesday, May 19, 2020

I have seen my share of client-drafted wills. While most people opt to have a lawyer draft their last will and testament, there is no requirement that an attorney does so. If you do opt to draft your own will, make sure to avoid the...

Friday, May 15, 2020

Around the middle of the month of March, a worldwide panic due to COVID-19 triggered a massive sell-off across the stock market and in turn, ended the longest-running bull market in the history of the United States. As a result of the...

Saturday, May 9, 2020

The pace with which the Coronavirus bear toppled the longest-running bull market in history was startling. The Dow Jones Industrial Average officially entered the “Coronavirus bear market” in just 20 trading days, easily...

Monday, May 4, 2020

Minimize the need to decide taxes and transaction costs for all beneficiaries. Nothing ignites family arguments like inheritance problems. If you plan to leave money to more than a few beneficiaries, for the sake of peace and your own...

Friday, May 1, 2020

When discussing bank accounts, investments, loans, and mortgages, it is important to understand the concept of interest rates. Interest is the price you pay for the temporary use of someone else’s funds; an interest rate is the...

Monday, April 13, 2020

The majority of us understand when a personal financial disaster occurs, usually, we can trace back to the start of the process that led to the monetary failing, however, the issue seems to be that some individuals keep repeating these...

Saturday, April 11, 2020

Estate Planning is a technique of preparing and also considering options that will satisfy specific wishes as well as goals to plan for points that might occur to a person and also individuals they find special to them. Estate Planning...

Thursday, April 9, 2020

If you have a business that you have logged countless hours building to make successful, then it's probably a smart idea to look into getting a private wealth management broker. If you do not have to have a wealth advisor currently, a...

Wednesday, April 8, 2020

Financial preparation is a large principle that consists of topics like budgeting, retirement preparation, conserving, insurance coverage as well as leaving your debt in the past. However, you don't need to be a financial planning...

Tuesday, April 7, 2020

Believe it or not, preparation for retired life doesn't have to be a four-letter word when it concerns saving for the future. Retirement planning makes the process simple by helping you understand the basic structure of how retirement...