Weekly Market Summary- July 15, 2019

The Markets The bulls are running. Last week, the Standard & Poor’s 500 Index set a new record, closing above 3,000 for the first time. Other major U.S. stock indices also finished at record highs, reported Barron’s. Company fundamentals, investor sentiment, and geopolitics all have the power to push stock prices higher. However, according to Financial Times, …

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Three Reasons Why You Should Work Even When You Don’t Need the Money

It might sound a little crazy but there are many benefits to working even though you no longer need the money for your living or retirement needs. These “retirement workers” have discovered that part-time jobs or volunteer positions allow them to keep a nice pace in life and find a balance among using their talents, …

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Weekly Market Summary- July 1, 2019

The Markets In the infamous words of Mortimer Snerd, “Who’d a thunk it?” After U.S. stocks dropped sharply during the last weeks of December 2018, investors were not optimistic about the future. Early in January 2019, the State Street Investor Confidence Index dropped to its lowest point since 2012, and the American Association of Individual Investors (AAII) …

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Giving: How To Do The Most Good Without Disrupting Your Financial Plan

Many studies have shown that charitable giving provides greater happiness than buying more stuff. Eventually, you get used to your fancy new car, and the enjoyment it provides goes down. But giving forges feelings of connectedness and community that don’t fade away. Incorporating charitable giving into your financial plan is a great way to make …

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The Investment Risk No One’s Ever Heard Of

Knowledgeable investors are aware that investing in the capital markets presents any number of risks—interest-rate risk, company risk, and market risk. Risk is an inseparable companion to the potential for long-term growth. Some of the investment risks we face can be mitigated through diversification. As an investor, you face another, less-known risk for which the …

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