After a volatile winter, stocks ended the quarter about where they started. Oil prices, a strong dollar, and concerns about interest rates contributed to the volatility and uncertainty remains as we enter the second quarter. For …
March Letter of the Month
Questions About RMDs? Here's What You Need To Know The rules around Required Minimum Distributions (RMDs) can be confusing and the penalties for failing to take the correct distribution can be severe. For that reason, we've …
Stocks Retreat Ahead of Earnings
Markets lost ground again last week, giving up most of the previous week's gains as investors tread water ahead of earnings season. For the week, the S&P 500 lost 2.23%, the Dow fell 2.29%, and the NASDAQ dropped 2.69%.[1] Though …
What Will the Fed Do Gradually?
Markets finally snapped their three-week losing streak and rebounded as investors bought the dip and rallied after a Fed meeting. For the week, the S&P 500 gained 2.66%, the Dow rose 2.13%, and the NASDAQ added 3.17%.[1] The …
We’ve Come a Long Way
Markets ended another week down after mixed economic data, lower oil prices, and a strengthening dollar made investors nervous ahead of the next Federal Reserve meeting. For the week, the S&P 500 lost 0.86%, the Dow fell 0.60%, …
Markets Slide on Fed Fears
Markets closed Friday with losses after a turbulent week as investors began to worry that strong labor market growth might signal rate hikes next quarter. For the week, the Dow fell 1.52%, the S&P 500 dropped 1.58%, and the NASDAQ …
What’s Grown At the Fastest Pace in 4 Years?
Stocks ended the week mixed after losses related to a lower fourth-quarter Gross Domestic Product estimate. However, after a lackluster January, the major indices ended February on an upbeat note, with the S&P 500 posting a 5.5% …
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February Letter of the Month
Getting Audited By the IRS? Don't Panic. Few things strike fear into a taxpayer's heart like a letter from the IRS. Fortunately, the odds of you ever being audited by the IRS are lower than ever. Recent budget cuts have reduced …