Monthly Economic Update

THE MONTH IN BRIEF – March 2020 In February, anxieties about the novel coronavirus (COVID-19) rippled through stock, bond, and commodity markets. Stories about the disease dominated the news cycle, and concerns that a pandemic might occur hurt equities. The S&P 500 slipped 8.41% for the month, and foreign stock markets also retreated. Oil tumbled […]

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Coronavirus & More

The 24-Hour News Cycle moves from Impeachment to COVID-19 to the Primaries – What’s next?   In recent weeks, we’ve seen several major stories in the news. On the political front, in addition to the arrival of the presidential election through the 2020 caucuses and primaries, we have just experienced the third presidential impeachment in […]

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Retirement Is a Beginning

See if you are prepared to begin your retirement by answering four key questions.   How do you know you are psychologically ready to retire? As a start, ask yourself four questions.   One, is your work meaningful? If it is emotionally and psychologically fulfilling, if it gives you a strong sense of purpose and […]

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Monthly Economic Update

THE MONTH IN BRIEF – February 2020 Early January gains gave way to late January losses as the coronavirus emerged as a global health concern, and correspondingly, a concern for the investment markets. The S&P 500 ended up retreating 0.16% for the month. The coronavirus outbreak was just one of the big stories in January: […]

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The SECURE Act

Long-established retirement account rules change.   The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it, comes some of the biggest changes to retirement savings law in recent years. While the new rules don’t appear to amount to a massive upheaval, the SECURE Act will require a change in strategy […]

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Monthly Economic Update

THE MONTH IN BRIEF – January 2020 Stocks rallied in December, closing out a decidedly positive year on Wall Street. The S&P 500 added another 2.86% last month, rising 28.88% for 2019. What helped the market? The trade dispute between the U.S. and China cooled a bit, as both nations took what was characterized as […]

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The Major Retirement Planning Mistakes

Why are they made again and again?   Much is out there about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Aside from these blunders, some classic financial missteps plague retirees.   Calling them “mistakes” may be a bit harsh, as not all of them represent errors in judgment. Yet whether […]

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Monthly Economic Update

THE MONTH IN BRIEF – December 2019 The S&P 500 rose 3.4% in November and attained a series of record closes in the process. Earnings results helped stocks, as did intermittent signals that the first stage of a U.S.-China trade agreement might be near at hand. Job creation improved, and consumer spending lived up to […]

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Monthly Economic Update

THE MONTH IN BRIEF – NOVEMBER 2019 Investors and traders found much to like in October. The S&P 500 gained 2.04% during the month, topping 3,000 again. The Federal Reserve made its third interest rate cut of the year. Word came that the U.S. and China could be headed toward the first phase of a […]

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Annual Financial To-Do List

Things you can do for your future as the year unfolds.                         What financial, business, or life priorities do you need to address for the coming year? Now is a good time to think about the investing, saving, or budgeting methods you could employ toward specific objectives, from building your retirement fund to managing […]

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