fbpx

Market Commentary – January 21, 2020

The new trade deals are here … The United States and China signed a preliminary trade deal last week. The next day, the United States-Mexico-Canada Agreement was approved by the Senate. The phase-one deal between the United States and China has been analyzed, applauded, disparaged, and questioned. Here is a sampling of what’s being said: […]

Market Commentary – January 21, 2020 Read More »

The New SECURE Act

The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it, comes some of the biggest changes to retirement savings law in recent years. While the new rules don’t appear to amount to a massive upheaval, the SECURE Act will require a change in strategy for many Americans. For others, it

The New SECURE Act Read More »

Monthly Market Insights | January 2020

U.S. Markets Riding a wave of trade optimism and solid economic data, stocks notched solid gains in December, capping off an exceptional year for the equity markets.The Dow Jones Industrial Average rose 1.74 percent, while the Standard & Poor’s 500 Index advanced 2.86 percent. The NASDAQ Composite led, climbing 3.54 percent. I’ve learned that you

Monthly Market Insights | January 2020 Read More »

Market Commentary

October 28, 2019 The Markets More money managers are feeling less bullish, but you sure couldn’t tell by the performance of U.S. stock markets last week. So far, 2019 has been a tremendous year for U.S. stocks. Through the end of last week, the Standard & Poor’s 500 Index had gained more than 20 percent

Market Commentary Read More »

The Investment Risk You’ve Never 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

The Investment Risk You’ve Never Heard Of Read More »

Does Your Company Offer a Retirement Plan?

One of the most discussed topics in the United States is retirement security. Few Americans have set aside enough savings to live comfortably throughout retirement. In fact, the most recent National Retirement Risk Index (NRRI)* found: “…half of today’s households will not have enough retirement income to maintain their pre-retirement standard of living, even if

Does Your Company Offer a Retirement Plan? Read More »