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Blog
April 10, 2023
Weekly Market Insights: Hiring Cools; Recession Fears Rise. Stocks ended a shortened week of trading mixed amid revived recession fears on Wall Street triggered by weak economic data. The Dow Jones Industrial Average gained 0.63%, while the Standard & Poor’s 500...
March 27, 2023
Mixed Message Provokes Volatility Presented by Hershey Financial Group, LLC Modest gains in major market indices masked sharp volatility amid the uncertainty arising from mixed messages emanating from public officials and revived banking fears. The Dow Jones...
Counteracting Capital Gains with Tax-Loss Harvesting
Tax-loss harvesting means taking capital losses (selling securities for less than what you initially paid for them) to offset any capital gains you may have. While this doesn't get rid of your losses, it can help you manage your tax liability. Keep in mind that this...
March 20, 2023
Markets Cautious After Banking Woes; Awaiting Fed ReactionPresented by Hershey Financial Group, LLCAmid the reverberations of two U.S. banks being taken over by regulators and the spread of uncertainty to European banks, stocks trended higher last week on the strength...
Pre-Retirement Checklist
HOW PREPARED ARE YOU? Getting ready for retirement? Before you can cross that bridge, you’ll need to cross some important items off your to-do list. But thanks to our work together, you might be more prepared than you think! This handy checklist of ten crucial steps...
March 13, 2023
Weekly Market Insights: Bad News Gives Markets A One-Two Punch Presented by Hershey Financial Group, LLC Stocks tumbled last week as investors reconsidered their interest rate expectations after Fed Chair Powell’s Congressional testimony that rates may need to go...
Tax Efficiency in Retirement
Will you pay higher taxes in retirement? It’s possible. But that will largely depend on how you generate income. Will it be from working? Will it be from retirement plans? And if it does come from retirement plans, it’s important to understand which types of plans...
March 6, 2023
Fed’s Reassurance Boosts Stocks Presented by Hershey Financial Group, LLC A late-week surge, triggered by reassuring Fed-speak, propelled stocks higher last week. The Dow Jones Industrial Average gained 1.75%, while the Standard & Poor’s 500 advanced 1.90%. The...
How Will Working Affect Social Security Benefits?
In a recent survey, 70% of current workers stated they plan to work for pay after retiring.1 And that possibility raises an interesting question: how will working affect Social Security benefits? The answer to that question requires an understanding of three key...
February 27, 2023
FOMC Says Inflation Is Still Too High Presented by Hershey Financial Group, LLC Concerns over a firmer monetary policy were heightened by fresh economic data, touching off a climb in bond yields and a slide in stock prices last week. The Dow Jones Industrial Average...