It's easy to wonder if Socially Responsible Investing (SRI) will give a good return. These days, a great deal of research may tell a different story. Even though past performance doesn't guarantee future results, studies have …
Stocks Bounce Back
The Week on Wall Street Stocks advanced four days out of five during the past market week, erasing the losses of the week before. The Nasdaq Composite surged 4.04%, the S&P 500 3.17%, and the Dow Jones Industrial …
Equities Slip on Virus Concerns
WEEKLY UPDATE - FEBRUARY 3, 2020 The Week on Wall Street Stock benchmarks declined for a second straight week as coronavirus news tempered risk appetite. The S&P 500 fell 2.14% on the week. The Nasdaq Composite dipped …
Stocks End the Week Lower
The Week on Wall Street Stock prices fell last week as investors considered the potential health and economic risks of the flu-like coronavirus. Foreign stock markets, as tracked by the broad MSCI EAFE index, fell 1.03% for …
The Importance of Good Record Keeping
The right recordkeeping system can help manage your tax obligations and may save you both time and money. The information in this material is not intended as tax or legal advice but it may be helpful to consider. Here are some …
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Fresh Record Highs
The Week on Wall Street Traders were in an upbeat mood last week, reacting to news out of Washington: the signing of the phase-one trade deal between the U.S. and China as well as the Senate passage of the U.S.-Mexico-Canada …
Further Gains for Stocks
The Week on Wall Street The market had a choppy five days, with traders reacting to geopolitical developments and weaker-than-expected jobs data. Even so, the three major U.S. equity indices posted weekly gains and continued …
Rules Tighten on Stretch IRAs
Washington was busy this holiday season. As many of us were looking forward to some well-earned time off, new legislation was passed, and it affects some of the old rules for traditional Individual Retirement Accounts. These …