News

September 8, 2020

Just as there are disadvantages with other types of technology (like that time you had to keep repeating yourself to Siri or Alexa accidentally called your ex), there are also disadvantages to “working with” a robo-advisor. Our (very human) financial planning advisors are here with three reasons why...

August 28, 2020

Since work from home days were implemented at the beginning of the COVID-19 pandemic, it’s safe to say they’ve run the gamut: first, many felt they were a welcomed break from the normal hustle and bustle; then, they had people feeling a bit down in the dumps (hello, isolation and stress from jugglin...

August 25, 2020

Between the coronavirus pandemic, tensions among the United States and China, and turbulent negotiations about another economic aid package, the health of stocks and bonds is currently in flux. Whether you’re an investor who enjoys taking risks with your money or you prefer to play it safe, this is...

The IRA strategies discussed in this article could help enable a sound financial plan for a rewarding retirement—for both you and your heirs.

Halfway through 2020, we’ve already had enough news (and then some) to fill up an average year. So far, we’ve seen a pandemic explode—then moderate. The stock market crashed—then recovered rapidly. There were protests around the nation—and we don’t know what will come next there. In addition to thes...

January 2, 2020

Presented by S. Lisa Hayes, CFP®, ChFC, AIF®

Strong December caps off terrific year for markets

What a difference a year can make. At the end of 2018, markets were selling off due to political concerns, and the year finished on a sour note. But 2019 had a significantly better ending for investors. Mar...

September 6, 2019

Turbulent month for markets

August was a rough one for stocks, with all three major U.S. indices declining during the month. The Dow Jones Industrial Average (DJIA) fell by 1.32 percent, while the S&P 500 lost 1.58 percent. The Nasdaq Composite suffered the heaviest losses, finishing the month down 2...

August 6, 2019

Positive July for U.S. markets

Markets had a solid start to the third quarter, with all three major U.S. indices showing gains for July. The S&P 500 returned 1.44 percent during the month, the Dow Jones Industrial Average rose by 1.12 percent, and the Nasdaq Composite gained 2.15 percent.

This positiv...

Strong June leads to positive quarter for markets

June was a great month for stocks, as all major equity markets saw positive returns. The S&P 500 gained 7.05 percent for the month, the Dow Jones Industrial Average (DJIA) returned 7.31 percent, and the Nasdaq Composite rose by 7.51 percent. Further,...

Markets hit turbulence in May
After four months of rising stock markets, we finally saw a decline in May. All three major U.S. markets ended the month down, driven by rising worries about a trade war. The S&P 500 declined by 6.35 percent during the month, the Nasdaq Composite lost 7.79 percent, and...

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(845) 634-6050 
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