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investment

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 …

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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 …

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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 …

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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 …

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