As the end of the year approaches, we know you might be busy with holidays, family, and travel, but it is also a good time to do some last-minute tax planning. As a courtesy, we want to provide you with a few eleventh-hour tax …
Stocks Close Mixed on Low Holiday Volume
Stocks closed out the short week mixed on very low volume as investors stayed home for the holidays. For the week, the S&P 500 grew 0.04%, the Dow lost 0.14%, and the NASDAQ gained 0.44%.[1] The data we got last week suggests …
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Social Security Changes And Your Retirement Picture
Greetings, On November 2, 2015, President Obama signed into law a budget deal that affects certain Social Security claiming strategies. The changes mainly affected two strategies that helped retirees increase their lifetime …
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Investors Keep Cool Despite Recent Events
The major averages ended last week on a high note despite ongoing concerns about terrorism. Investors kept their cool and gave the S&P 500 its best week of the year.[1] For the week, the S&P 500 gained 3.27%, the Dow rose …
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How Will the Paris Attacks Affect Markets?
Markets gave up gains last week and closed lower, ending the worst week since mid-August. Nerves about a possible December rate hike and faltering commodity prices contributed to selling pressure. For the week, the S&P 500 lost …
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Special Update to Social Security Claiming Strategies
Due to the new budget deal signed by President Obama on November 2nd, 2015, popular Social Security claiming strategies will be phased out. These changes affect the ability some individuals have to claim benefits based off …
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Stocks Finish Strong on Surprising Jobs Report
Markets ended last week on a high note, marking the sixth straight week of gains and the longest winning streak for the major averages since late 2014.[1] For the week, the S&P 500 grew 0.95%, the Dow gained 1.40%, and the …
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Questionnaires
Click applicable questionnaires to download in PDF format. Cash Flow and Income Requirements (Lifestyle Budget) FinaMetrica® Risk Tolerance Form © FinaMetrica Pty Limited All Rights Reserved. In the risk tolerance …