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Weekly Market Commentary – August 5, 2019

Market Commentary

Weekly Market Commentary – August 5, 2019

Major news buffeted the market last week. The Federal Reserve cut rates as expected, but the press conference and vote margin suggested the cut does not signal more to come, which disappointed investors. Additional tariffs on Chinese goods were announced by President Trump, and the U.S. employment market remained strong.

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How a 529 College Savings Plan Can Help Make Summer Dreams a Reality

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How a 529 College Savings Plan Can Help Make Summer Dreams a Reality

I have always loved the feeling of summer. Once Memorial Day celebrations kick off, the atmosphere seems to relax. Sunshine, water and sunscreen seem to be everyone’s focus. Long, warm nights are filled with the sounds of lawn mowers and children laughing.

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Weekly Market Commentary – July 29, 2019

Market Commentary

Weekly Market Commentary – July 29, 2019

U.S. gross domestic product (GDP) rose enough to calm recession worries, but not enough to cause the Federal Reserve to stray from an expected interest rate cut this week. The S&P 500 resumed its steady climb as positive earnings news and the economic data reassured investors. The S&P 500 climbed 1.7%.

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The Original Sin of Investing

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The Original Sin of Investing

By Steve Martin In the Book of Genesis, God gives Adam and Eve dominion over all the Earth, prohibiting them only from tasting the fruit of good and evil. For a moment, their innocence is perfect.

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Beyond the Retirement Plan – What’s Your Plan for Long-term Care?

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Beyond the Retirement Plan – What’s Your Plan for Long-term Care?

By Karin Grablin Chances are, you probably know someone who has received long-term care.

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Can You Afford To Live To Be 100?

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Can You Afford To Live To Be 100?

By Steve Martin First, the good news: you will probably live much longer than you think:  maybe to Age 100 – or beyond.  But here’s the bad news: unless you’ve already amassed a small fortune and have a plan for preserving it to last those 100 years, you’re going to have to figure out a way to pay for living that long.

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Weekly Market Commentary – July 22, 2019

Market Commentary

Weekly Market Commentary – July 22, 2019

The S&P 500’s steady climb took a pause last week as quarterly earnings reports and Fed comments drew the greatest attention from investors. The S&P 500 dropped 1.2%. The MSCI ACWI slid 0.6% as international stocks regained some ground after last week’s underperformance of U.S. markets. The Bloomberg BarCap Aggregate Bond Index climbed 0.4%.

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Weekly Market Commentary – July 15, 2019

Market Commentary

Weekly Market Commentary – July 15, 2019

The S&P 500 continued its steady climb and ended the week at a new record high. Investors remain confident the Federal Reserve will lower rates at its meeting in late July. The S&P 500 climbed 0.8% for the week. The MSCI ACWI gained 0.2%.

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A Financial Mistake Women Can’t Afford to Make

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A Financial Mistake Women Can’t Afford to Make

By Karin Grablin I see it all the time:  a client couple in which one partner (usually the man) takes care of all the finances and the other partner (usually the woman) is often completely in the dark about the family finances. 

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Should you invest in a Roth or Traditional IRA?

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Should you invest in a Roth or Traditional IRA?

Multiple retirement savings vehicles are available but having options can be overwhelming. Each option comes with different rules leading to a variance of outcomes in the short-term and long-term. It’s not that dissimilar to choosing what to eat.

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