Year-End Planning for Potential Tax Reform
As you have probably read, the Senate passed its own version of the “Tax Cuts and Jobs Act” early Saturday morning. To work out the differences between the House...
Don’t Miss Open Enrollment
Each year, the Affordable Care Act—popularly known as Obamacare—creates a period when health insurance policyholders can buy or change their coverage through state exchanges or the government website. This year, many locations will...
Third Quarter 2017 Market Review
Third Quarter 2017 Market Review The attached report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of...
Protecting Your Identity
As the recent Equifax data breach continues to unfold, below are items you can do to help protect yourself: 1. Check to see if you were potentially affected. Equifax has on...
Charitable gifting from your IRA
In late 2015, Congress made permanent a rule that allows certain individuals the ability to make charitable donations directly from their IRA. Named a “qualified charitable distribution” (QCD), individuals who are over age...
World of Opportunities
When you hear the financial media, friends, family, and co-workers refer to the market, what comes to mind? Chances are they are referring to the S&P 500 or the Dow Jones 30. However,...
2018 Social Security Benefit COLA
Do you feel like your Social Security benefits have not increased much lately? If so, you’d be correct. Social Security benefits have increased by more than 2% only three times in the last...
Second Quarter 2017 Market Review
Second Quarter 2017 Market Review The attached report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of...
Investing for the Long-Term
Worried the current U.S. stock market run won’t last? The following chart of the S&P 500 by First Trust illustrates the value of investing for the long-term and staying the course in a...
When Rates Go Up, Do Stocks Go Down?
Should stock investors worry about changes in interest rates? Research shows that, like stock prices, changes in interest rates and bond prices are largely unpredictable. It follows that an investment strategy based upon...