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What Is a CERTIFIED FINANCIAL PLANNER™ Professional?

Leave a Comment / This Week's Must Read / Donny Morehouse

While others may call themselves financial planners, only those who demonstrate the requisite experience, education, and ethical standards are awarded the CFP® mark.] A CERTIFIED FINANCIAL PLANNER™ professional or a CFP® practitioner is a financial professional who meets the requirements established by the Certified Financial Planner Board of Standards, Inc. While others may call themselves financial […]

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MARKET WATCH: JANUARY 13, 2020

Leave a Comment / Market Watch / Donny Morehouse

The Markets (as of market close January 10, 2020) Last Friday’s jobs report was a mixed bag of information. While 145,000 new jobs were added and the unemployment rate remained at 3.5%, wage growth was tepid in December to cap off a year of only moderate wage growth. This information, coupled with news that the

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Required Minimum Distributions

Leave a Comment / This Week's Must Read / Donny Morehouse

What are required minimum distributions (RMDs)? Required minimum distributions, often referred to as RMDs or minimum required distributions, are amounts that the federal government requires you to withdraw annually from traditional IRAs and employer-sponsored retirement plans after you reach age 70½ (or, in some cases, after you retire). You can always withdraw more than the

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MARKET WATCH : FEBRUARY 25, 2019

Leave a Comment / Market Watch / Donny Morehouse

The Markets (as of market close February 22, 2019) The benchmark indexes listed here posted modest gains last week, led by the small caps of the Russell 2000. With another weekly gain, the Dow has enjoyed its longest streak in almost 25 years. Volatility was moderate last week as the Cboe Volatility Index® hit its

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MARKET WATCH: JANUARY 28, 2019

Leave a Comment / Market Watch / Donny Morehouse

The Markets (as of market close January 25, 2019) Last week did not start off well in the market. However, stocks rebounded on Friday, recouping much of the value lost earlier in the week. Nevertheless, stocks ended last week relatively flat. Of the benchmark indexes listed here, only the S&P 500 lost value. Otherwise, the

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MARKET WATCH: JANUARY 22, 2019

Leave a Comment / Uncategorized / Donny Morehouse

The Markets (as of market close January 18, 2019) Rhetoric that trade tensions between the United States and China may be easing helped quell investors’ concerns, prompting a stock market rally last week. The large caps of the S&P 500 and the Dow led the way, followed by the Nasdaq, the Russell 2000, and the

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MARKET WATCH: DECEMBER 31, 2018

Leave a Comment / Market Watch / Donny Morehouse

The Markets (as of market close December 28, 2018) A crazy week of market swings finally closed with each of the benchmark indexes listed here posting gains for the first time in three weeks. Christmas Eve (Monday) saw stocks drop precipitously heading into the holiday, surely putting a damper on festivities for some investors. The

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MARKET WATCH: DECEMBER 10, 2018

Leave a Comment / Market Watch, Uncategorized / Donny Morehouse

The Markets (as of market close December 7, 2018) Losses in technology and health-care stocks accounted for much of last week’s market drop. The tech-heavy Nasdaq and the small caps of the Russell 2000 suffered the largest declines, leading a week of high market volatility. Bank and industrial stocks also took a big hit last

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How to Get the Best Deals on Black Friday, Cyber Monday and Beyond

Leave a Comment / This Week's Must Read / Donny Morehouse

By Abigail Wise From Real Simple When it comes to which shopping holiday will save you more—Black Friday vs. Cyber Monday—for years, Black Friday dominated, a tried and true tradition for many deal-saavy families. However, as retailers have rolled out sales on Thanksgiving (and even earlier) and more people have gravitated to online shopping, Cyber

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MARKET WATCH: NOVEMBER 19, 2018

Leave a Comment / Market Watch / Donny Morehouse

The Markets (as of market close November 16, 2018) Volatility best describes last week in the market, as each of the benchmark indexes listed here lost value. Apparently, investors may be having trepidations about ongoing business growth and fear that the economy is slowing. Declining oil prices have also contributed to diminishing stock index values.

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What Is a CERTIFIED FINANCIAL PLANNER™ Professional?

MARKET WATCH: JANUARY 13, 2020

Required Minimum Distributions

MARKET WATCH : FEBRUARY 25, 2019

MARKET WATCH: JANUARY 28, 2019

MARKET WATCH: JANUARY 22, 2019

MARKET WATCH: DECEMBER 31, 2018

MARKET WATCH: DECEMBER 10, 2018

How to Get the Best Deals on Black Friday, Cyber Monday and Beyond

MARKET WATCH: NOVEMBER 19, 2018

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