The Markets (as of market close August 14, 2020) Stocks started the week mostly higher as investors anticipated additional virus stimulus relief. Value stocks, industrials, and energy shares outperformed mega-cap […]
MARKET WATCH: AUGUST 17, 2020 Read More »
Retirees who took RMDs in 2020 have until August 31, 2020, to roll the money back into a qualified account. This rollover will not affect the one-rollover-per-year rule. The Coronavirus
IRS Clarifies COVID-19 Relief Measures for Retirement Savers Read More »
Myth: Social Security will provide most of the income you need in retirement. Fact: It’s likely that Social Security will provide a smaller portion of retirement income than you expect.
Myths and Facts about Social Security Read More »
The Markets (as of market close June 28, 2019) With a strong close last Friday, stocks recovered most of the losses endured earlier last week. Only the Russell 2000 posted
You’ve worked hard over the years to accumulate wealth, and you probably find it comforting to know that after your death the assets you leave behind will continue to be
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
MARKET WATCH : FEBRUARY 25, 2019 Read More »
Long-term care is not just provided in nursing homes–in fact, the most common type of long-term care is home-based care. Understandably, many people put off planning for long-term care. But
Five Questions about Long-Term Care Read More »
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
MARKET WATCH: JANUARY 22, 2019 Read More »
The Markets (as of market close September 28, 2018) The third quarter proved to be very strong for domestic stocks. July saw the major benchmark indexes listed here enjoy robust
Quarterly Market Review: July-September 2018 Read More »
The Markets (as of market close August 10, 2018) Despite the continued strength shown in corporate earnings reports, investors reeled in their enthusiasm last week, sending the large caps of
MARKET WATCH : AUGUST 13, 2018 Read More »