Wall Street rallied this week with investors shrugging off another tranche of U.S. tariffs on Chinese goods. The S&P 500 and the Dow touched new records – the first time that’s happened for the Dow since January 26 – and finished the week with respective gains of 0.8% and 2.3%. The Nasdaq lagged, slipping 0.3%. Read More
Yes, indeed we can! We are pleased to announce an expansion of our service to manage your employer’s retirement plan. This includes 401(k), 403(b), 457 deferred compensation plans and more. Read More
Wall Street returned to its winning ways this week, powering through trade-related headlines and Hurricane Florence, one of the strongest storms to hit the Carolinas in decades. The S&P 500 advanced 1.2%, the tech-heavy Nasdaq rose 1.4%, and the blue-chip Dow Jones climbed 0.9%. Read More
We’re sometimes asked by potential clients, looking to generate income in retirement, if we will construct for them an “income portfolio,” enabling them to live off the dividends and interest without dipping into principal. Read More
The Three-Week Rally Comes to an End as Tech Shares Slide. Investors returned from the extended Labor Day weekend in a selling mood, pulling stocks away from last week’s record highs. Read More
With school back in session in most of the country, many parents are likely thinking about how best to prepare for their children’s future college expenses. Now is a good time to sharpen your pencil for a few important lessons before heading back into the investing classroom to tackle the issue. Read More
After returning to record territory last Friday, the S&P 500 headed even higher this week, adding 0.9% in total. The tech-heavy Nasdaq outperformed, adding 2.1%, and the Dow also advanced, tacking on 0.7%. Read More
The current bull market is now officially the longest on record, surpassing the 1990’s bull run. Over the past nine and a half years, the S&P 500 index has risen 325%, the Dow Jones Industrial Average 294%, and the NASDAQ Composite 526%. Read More
The S&P 500 clawed back to record territory this week, closing Friday at a new high for the first time since January 26. Political uncertainty, trade ambiguity, and expectations for two more rate hikes this year all failed to dissuade motivated buyers, who pushed stocks higher in three of the week’s five sessions. Read More
From 1928 – 2017 the value premium (value stock returns minus growth stock returns) in the US had a positive annualized return of approximately 3.5%. In seven of the last 10 calendar years, however, the value premium in the US has been negative. Read More
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