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 suffered their worst day on Monday following China’s announcement that
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Certified Financial Planner
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 a strong employment report. That report, coupled with the Fed
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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 money out until you’re ready to buy a house, send
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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 you may not be aware of another type of tax-preferred
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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 tips for last-minute filing As the tax-filing deadline draws near,
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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 the small caps of the Russell 2000 and the tech-heavy
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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 IRA contribution may be tax deductible. And if you had
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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 turned out to be a very strong performance in the
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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 since December. Hardest hit was the Russell 2000, which fell
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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 waned some last week as investors took time to consider
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