Now that 2015 is in the rear-view mirror, let's take a look at some of the factors that influenced markets last year. Though markets closed essentially flat, it's important to realize what a small miracle that is, given the many …
Investment News: Stocks End Holiday Week Positive
Investment NewsMarkets ended the holiday week on an upbeat note, giving stocks their best week since late November.[1] For the week, the S&P 500 gained 2.76%, the Dow Jones grew 2.47%, and the NASDAQ rose 2.55%.[2] On the …
Continue Reading about Investment News: Stocks End Holiday Week Positive
The Fed Raised Interest Rates. Now What?
After a brief rally after the Federal Reserve announced its historic decision, markets ended another choppy week in the red, battered by plummeting oil prices and rocky investor sentiment. For the week, the S&P 500 lost 0.34%, the …
Continue Reading about The Fed Raised Interest Rates. Now What?
Global Growth Worries Weigh on Markets
Markets ended a volatile week sharply down after oil hit near-seven-year lows and a major corporate merger highlighted global growth woes. For the week, the S&P 500 fell 3.79%, the Dow dropped 3.26%, and the NASDAQ lost …
Continue Reading about Global Growth Worries Weigh on Markets
2016 Tax Planning Whitepaper
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 …
Continue Reading about Stocks Close Mixed on Low Holiday Volume
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 …
Continue Reading about Social Security Changes And Your Retirement Picture
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 …
Continue Reading about Investors Keep Cool Despite Recent Events