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Market Commentary

Weekly Market Commentary October 16, 2017

Stocks moved higher last week, and many stock indices continued to hit new highs. The S&P 500 rose 0.2%. Global stocks did even better as the MSCI ACWI rose 0.9%. The Bloomberg BarCap US Aggregate Bond Index climbed 0.5%. Read more

Market Commentary

Weekly Market Commentary October 9, 2017

Stock markets rallied on solid economic data last week. The S&P 500 soared 1.2%, and the MSCI ACWI rose 0.3%. The Bloomberg BarCap U.S. Aggregate Bond Index slipped -0.2% as rate pressures continued to increase. Read more

Monthly Newsletters

October Monthly Newsletter: Medicare Open Enrollment

Leaves changing colors and falling to the ground. Playoff baseball. Pumpkin spice everywhere. We can certainly tell fall is officially here. Fall is also the perfect time to consider an often overlooked yet extremely important aspect of cash flow planning in retirement – Medicare coverage. Read more

Market Commentary

Weekly Market Commentary October 2, 2017

U.S. markets reacted positively to the Trump administration tax proposal. For the week, the S&P 500 climbed 0.7% higher. The MSCI ACWI was basically unchanged. The Bloomberg BarCap U.S. Aggregate Bond Index slipped -0.1%. Read more

Blog

Medicare 101: What You Need to Know

Published by Ben Goethel 

An often overlooked aspect of financial planning is considering health insurance options. Health care costs continue to rise, and as you grow older the likelihood you’ll need those services increases. Read more

Market Commentary

Weekly Market Commentary September 25, 2017

Markets barely moved in response to the much-anticipated announcement that the Fed would begin reducing its balance sheet. For the week, the S&P 500 inched 0.1% higher. Read more

Market Commentary

Weekly Market Commentary September 18, 2017

Relief over hurricane Irma and renewed confidence in the economy pushed some stock indexes to new highs during the week. The S&P 500 soared 1.6% and the MSCI ACWI increased 1.2%. Both indexes hit new highs.The Bloomberg BarCap U.S. Aggregate Bond Index declined 0.5% on increasing risk that the central bank will raise rates one more time this year.

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Blog

Fallout from Equifax Breach

143 million American consumers were affected by the data breach at Equifax, one of the nation’s three major credit reporting agencies. Read more

Blog

Safeguarding Personal Information

Electronic theft of personal information is the fastest-growing crime in the United States, with more than two billion personal records stolen worldwide in 2016. Protecting your personal information is a key component to reducing the potential that your information may be stolen. Read more

Market Commentary

Weekly Market Commentary September 11, 2017

Markets couldn’t overcome concerns over North Korea’s test of a hydrogen bomb and the risks of Irma last week. While stocks rose on the news of a temporary debt-ceiling deal, for the week, the S&P 500 still slid 0.6%. Read more