Blog
Blog
Diversification, Patience, and Consistency
Diversification, Patience, and Consistency Regardless of how the markets may perform, consider making the following part of your investment philosophy: Diversification.The saying “don’t put all your eggs in one basket” has some application to investing. Over time,...
August 19th, 2024
Weekly Market Insights | August 19th, 2024The S&P 500's Best Weekly Gain of The Year. Stocks posted solid gains last week, buoyed by robust economic data and constructive comments from Fed officials. The Standard & Poor’s 500 Index rose 3.93 percent,...
Conquering Retirement Challenges for Women
Conquering Retirement Challenges for Women When it comes to retirement, women may face unique obstacles that can make saving for retirement more challenging. Given that women typically live longer than men, retirement money for women may need to stretch even further.1...
August 12th, 2024
Weekly Market Insights | August 12th, 2024Stocks Fall, Speculation Slows Down. Stocks ended last week with modest losses, masking a volatile five-day trading period that saw investors embrace recession concerns and then dismiss the slow-down talk as speculation...
Are You Ready for Your Portfolio to Make a Difference?
Are You Ready for Your Portfolio to Make a Difference? Interest in making an impact with one’s investments has grown in recent years, which means many investors may have an increased interest in environmentally or socially focused investments as well. In fact, impact...
August 5th, 2024
Weekly Market Insights | August 5th, 2024Stocks Fall, Concerns Rise. Stocks fell broadly last week as investors looked past upbeat Fed comments and focused on disappointing corporate reports and weaker-than-expected economic data. The Dow Jones Industrial...
July 29th, 2024
Weekly Market Insights | July 29th, 2024Down Corporate Reports Shake Investors Stocks had a mixed, see-saw week as disappointing corporate reports unsettled investors who appeared to rotate away from some leading groups in favor of other names. The Dow Jones...
Tax Deductions You Won’t Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
July 22nd, 2024
Weekly Market Insights | July 22nd, 2024Investors Shift, Anticipating Lower Interest Rates Stocks were under pressure last week as investors appeared to rotate out of mega-cap tech stocks and into areas that may benefit from lower interest rates. The Standard &...
A Bucket Plan To Go With Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.