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The Blog

Weekly insights on the markets, economy, and financial planning

This might sound a little strange coming from someone who invests other people's money in the stock market, but it's true - Most Stocks Are Bad Investments.

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Recent Articles

In the first part of our Social Security blog series, we discussed the basics of retirement benefits. It’s equally important to understand what benefits are available for spouses.
Days like today, and last week, are not fun for stock investors. The S&P 500 was down 4% today and has lost around 7% over the last five days. After a freakishly calm 2017, our old friend, Volatility, is back.
Well, it's been a while since we've had a week like this. We're reminded that the market cannot continue to go straight up, without some interruption.
The market continued its strong start to 2018, posting gains for the fourth consecutive week. The Nasdaq jumped 2.3% this week, while the S&P 500 climbed 2.2%, and the Dow Jones Industrial Average advanced 2.1%.
Social Security is an important part of the retirement plans we create for our clients. It is one of the only guaranteed sources of income available to most retirees.
We have all heard that money can’t buy happiness. But, what is it that money can do?
It was another good week on Wall Street; the Dow Jones Industrial Average jumped 1.0%, the Nasdaq Composite climbed 1.0%, and the S&P 500 added 0.9%.
Well, 2017 is in the history books! Our Q4 2017 Newsletter features articles on the markets, investing, and financial planning. We hope you find them helpful.
Well, it was a heck of a year - in a good way! This annual review features world capital market performance for 2017. We hope you find it helpful.
Still Rolling. Equities kept the new year rally going this week with the Dow Jones Industrial Average, the Nasdaq Composite, and the S&P 500 adding between 1.6% and 2.0%.
It’s a brand new year, and that means champagne, Auld Lang Syne, weight loss resolutions, and lots of predictions.
Boom! Off to the races - the stock market began 2018 with a bang, advancing to new record highs in each of this week's four trading sessions.
As investors ring in the new year, some may see the occasional headline about the “January Effect,” “January Indicator,” or “January Barometer.”
Republicans released the final details of their tax legislation on December 15, and appear ready to sign the bill into law before Christmas.

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