Q3 2017 Newsletter

We hope you enjoy our latest quarterly newsletter (Q3 2017), which includes articles on the markets, investing, financial planning and more! Read More

October 6, 2017 Weekly Market Recap

Fall is looking pretty green. Stocks started October strong, climbing to new record highs once again, despite the devastating shooting in Las Vegas on Sunday evening, which claimed the lives of more than 50 people and injured over 500 others. Read More

Lessons for the Next Crisis

It will soon be the 10-year anniversary of the Global Financial Crisis when, in early October 2007, the S&P 500 Index hit what was its highest point before losing more than half its value over the next year and a half. Read More

New Goal Tracking Tools in Wealth360°

Recently we released an update to your Wealth360° Personal Financial Management site. We know your life is busy, so this update was designed to make it even easier to see what’s most important to you. Read More

Sep 15, 2017 Weekly Market Recap

Stocks rallied to new record highs this week – more than making up for last week’s decline – following Hurricane Irma’s weaker-than-expected Florida landfall and ahead of next week’s FOMC meeting. Read More

September 8, 2017 Weekly Market Recap

The major U.S. indices all moved lower this week as geopolitical tensions with North Korea, declining confidence in the feasibility of tax reform, and Hurricane Irma – which is expected to hit Florida this weekend – weighed on investor sentiment. Read More

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