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Wednesday, November 25, 2020

As 2020 winds down, it has been an extremely tough year on all of us. Still, there are many reasons to be thankful and today we will share some reasons investors should be thankful. Stocks have had one of the largest reversals ever in...

 

Friday, November 20, 2020

Index Performance US and International Equities This week, as some of the economic news was pointing to worries of a potential economic slowdown, some areas of the stock market are looking ahead to a potential economic recovery. Stocks...

 

Friday, November 13, 2020

Flexible Spending Accounts (FSA) and Health Savings Accounts (HSA) are designed to help you save money on medical costs by giving you access to a special savings account with tax benefits. Although these plans are very similar, they...

 

Monday, November 2, 2020

By the last third of the calendar year, you're likely to have a pretty good idea of what your annual income will be and whether any major expenses or big life changes await you. This can allow you to engage in more robust tax planning,...

 

Wednesday, October 28, 2020

Historically it has been unwise to attempt to “play” the stock market ahead of an election in an attempt to position based on perceived implications of a president’s policies, but the municipal bond market may be...

 

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Friday, October 16, 2020

There are many charts that caught our attention this week, and today we share the top 5 charts we’re watching. The S&P 500 Index recently had a four-week losing streak and fell nearly 10% along the way, while the Nasdaq and many...

 

Tuesday, October 6, 2020

The world's events always affect the markets, and making smart investment choices requires you to look at what's happening around the world. But what about during an election year? How should you invest while the country is deciding...

 

Thursday, October 1, 2020

Financial planning is an important part of securing your current lifestyle as well as preparing yourself for what you wish to do in your eventual retirement. And while this importance may look different during each stage of your life,...

 

Tuesday, September 29, 2020

An old Wall Street adage says bond markets are smarter than equity markets, so when stocks encounter volatility, investors often look to the bond market for clues about the potential severity of equity market weakness. The...

 

Tuesday, September 22, 2020

A few weeks ago we looked at how different bond sectors performed during rising rate periods during the last economic cycle (2009–2020). Today we look at falling rate periods—not the outcome we expect, but it can still be...

 

Thursday, September 10, 2020

As the end of the year approaches, it's time to consider strategies that could help you reduce your tax bill. But most tax tips, suggestions, and strategies are of little practical help without a good understanding of your current tax...

 

Wednesday, September 9, 2020

Many self-improvement goals focus on stability and personal growth — and financial goals are often no different. From buying your first home to saving for retirement, planning your finances can also help you work toward your...

 

Friday, August 28, 2020

Markets moving higher. US markets opened higher, looking for a seventh consecutive higher close. Continued positive trends in COVID-19 progress helped, but the Federal Reserve’s (Fed) change in its views on inflation (more...

 

Wednesday, August 19, 2020

Amid the heat of mid-summer, do you remember your New Year’s resolutions regarding your personal financial planning? How are you coming with your to-do list? It seems like only yesterday that, in late 1999, the worry du jour was...