Market
Stock Market Roundup: What to Watch
Stock Market Roundup: What to Watch Between 1926 and 2018, the S&P 500 experienced double-digit annual losses only 11 times. Not only did the market recover, but the index has…
Read MoreWe Had a Strong Q1 2019; What’s the Outlook for the Rest of the Year?
We Had a Strong Q1 2019; What’s the Outlook for the Rest of the Year? The first quarter of 2019 proved to be a strong one. The S&P 500…
Read MoreBull Market Turns 10
Bull Market Turns 10 March 9, 2019, marked the 10th anniversary of the current bull market, the longest-running in U.S. history. In that decade, the market more than quadrupled,…
Read MoreRetirement Planning Tools
Retirement Planning Tools Here’s an interesting tidbit from the investment industry: In 2014, Merrill Lynch hired a gerontologist on staff – the first financial gerontologist of all time.1 Why? Because their…
Read MoreIRA Refresher
IRA Refresher In 2019, the IRS increased the limit on annual individual retirement account contributions to $6,000 from $5,500. The catch-up contribution for people ages 50 and up remained the…
Read MoreInsights from the “Oracle of Omaha”
Insights from the “Oracle of Omaha” In his 2018 Berkshire Hathaway annual report, published in February, renowned investor Warren Buffett reiterated the holding company’s objective to purchase well-managed businesses with…
Read MoreWorkplace Trends
Workplace Trends It’s common for all types of relationships to experience “power swings” — when one person or entity holds more sway over another, for a wide variety of reasons.…
Read More2019 Market Prognostications: What the Experts Say
2019 Market Prognostications: What the Experts Say By the end of 2018, not one of the eight asset categories tracked by Ned Davis Research was on track to post a…
Read MoreResponsible Investing Options Keep Sprouting
Responsible Investing Options Keep Sprouting Nearly $23 trillion of assets worldwide are managed using responsible investing (RI) strategies, a 25 percent increase since 2014, according to the Global Sustainable Investment…
Read MorePros and Cons of Municipal Bonds
Pros and Cons of Municipal Bonds U.S. stock markets were enjoying an eighth consecutive year of a bull market until volatility toward the end of 2018 erased all of the…
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