Certified Financial Planner

MARKET WATCH: MAY 20, 2019

The Markets (as of market close May 17, 2019) Investors were heading for the hills early last week as stocks…

5 years ago

MARKET WATCH: MAY 6, 2019

The Markets (as of market close May 3, 2019) Stocks "labored" for much of last week only to rally following…

5 years ago

Investing for Major Financial Goals

Go out into your yard and dig a big hole. Every month, throw $50 into it, but don't take any…

5 years ago

Hidden Gem: HSAs in Retirement

When saving for retirement, you're probably aware of the benefits of using tax-preferred accounts such as 401(k)s and IRAs. But…

5 years ago

Tax tips for last-minute filing: Tax Strategy Scan

Roundup of tax-related investment strategies and news your clients may be thinking about. This article was originally on FinancialPlanning.com Tax…

5 years ago

MARKET WATCH: APRIL 8, 2019

The Markets (as of market close April 5, 2019) Stocks marked a second consecutive week of solid gains, led by…

5 years ago

There’s Still Time to Contribute to an IRA for 2018

Making a last-minute contribution to an IRA may help you reduce your 2018 tax bill. If you qualify, your traditional…

5 years ago

MARKET WATCH: MARCH 18, 2019

The Markets (as of market close March 15, 2019) Tech shares were bullish last week, leading the way for what…

5 years ago

MARKET WATCH: MARCH 11, 2019

The Markets (as of market close March 8, 2019) The benchmark indexes listed here suffered their worst showing last week…

5 years ago

MARKET WATCH: MARCH 4, 2019

The Markets (as of market close March 1, 2019) The momentum stocks have enjoyed since the beginning of the year…

5 years ago

This website uses cookies.