MARKET UPDATE: FOURTH QUARTER 2017

MARKET UPDATE: FOURTH QUARTER 2017

MARKET UPDATE: FOURTH QUARTER 2017 The fourth quarter was another celebration for bulls in a year to be remembered for strong returns and an extraordinary lack of market volatility. Although news on health care, tax reforms, political uncertainty and elevated market...
3 resolutions for 2018 if you’re retired

3 resolutions for 2018 if you’re retired

Resolve to manage taxes, invest for the future, and plan for the unexpected. Key takeaways: Manage taxes to help keep more of your money. Review your investment mix. Plan for the unexpected. Now that you’re retired, or nearly there, you may find that you need to...
3 ways to succeed at New Year’s resolutions

3 ways to succeed at New Year’s resolutions

Setting goals and sticking to a plan can help set the tone for a successful year. Key takeaways Resolve to improve your finances in 2018 by setting a manageable number of goals and committing to a plan to achieve them. Stick to your resolution by tracking your...
MARKET UPDATE: THIRD QUARTER 2017

MARKET UPDATE: THIRD QUARTER 2017

MARKET UPDATE: THIRD QUARTER 2017 This was another in a string of profitable quarters for investors. It marks the eighth consecutive quarter of positive returns in the U.S. stock market. Not only were stocks higher in the third quarter, but every major asset class...
MARKET UPDATE: SECOND QUARTER 2017

MARKET UPDATE: SECOND QUARTER 2017

MARKET UPDATE: SECOND QUARTER 2017 The first quarter set the tone for the market; the second quarter continued the momentum. The S&P 500 posted its strongest first half of the year since 2013, boosted by solid corporate earnings and investors’ expectations for...