This report features world capital market performance and a timeline of events for the third quarter of 2018. It begins with a global overview, then features the returns of stock […]
Investment Portfolio Update
Given the anniversary of one of the longest bull markets in history, I wanted to ensure you have a good understanding of our portfolio strategy and the status of your investments.
Midyear Market Update: Navigating Volatility
Merriam Webster’s dictionary defines the word “volatility” as a tendency to change quickly and unpredictably. The first known use of the word was in 1626, right about the time the Dutch […]
Quarterly Market Review – Second Quarter 2018
This report features world capital market performance and a timeline of events for the Second Quarter 2018. It begins with a global overview, then features the returns of stock and […]
Deciding Between a 401(k) and Roth 401(k)
Which is better for you? Contributing to a pre-tax traditional 401(k) account or an after-tax Roth 401(k) account? As with most financial issues involving tax laws, the answer depends on […]
Interest Rates Are Rising: Should I Worry?
Interest rates are on the move; so much so, that the 30-year mortgage rate is more than 4.5% (up from 3.7% a year ago). Not good for mortgage and credit […]
Estate Planning: Don’t Lose Control in the Final Hour
After the April 2016 death of 57-year-old entertainer Prince, many people were surprised to learn that he had no will. He had been so deliberate in how he handled other […]
Make This April Less Taxing
Tax season is here once again. (We know you’re excited.) For a smooth and painless experience, we encourage you to follow these tips:
Tax forms from Fidelity and TD Ameritrade
Fidelity has […]
