Blog

3rd Quarter 2017 Market Summary

The Markets (as of market close September 29, 2017) Trading during the summer months is customarily slow, and the summer of 2017 proved no different. July kicked off the third quarter with equity markets enjoying noteworthy gains over their June closing values. Both...

2nd Quarter 2017 Market Summary

The Markets (as of market close June 30, 2017) The second quarter proved to be a bit bumpy for equities, but each of the benchmarks listed here closed the quarter ahead of their first-quarter closing values. April saw equities close the month ahead of March, buoyed by...

1st Quarter 2017 Market Summary

Riding the momentum following the presidential election, stocks surged for much of the first quarter of 2017. Buoyed by the anticipation of tax cuts and policies favorable to domestic businesses, the benchmark indexes listed here reached historic highs throughout the...

2016 Market Summary

The year 2016 likely will be remembered for the election of Donald Trump as the 45th president of the United States and the Brexit vote. This year also saw the Fed raise interest rates for the first time since last December, noting that the labor market has continued...

3rd Quarter 2016 Market Summary

The Markets (as of market close September 30, 2016) The second quarter provided a bumpy ride for investors. Following the upheaval caused by the Brexit vote in June, July kicked off the third quarter by ending the month in favorable fashion, as each of the indexes...

2nd Quarter 2016 Market Summary

The Markets (as of market close June 30, 2016) In the world of equities, the second quarter of the year was anything but dull. April saw the large-cap S&P 500 and Dow make marginal gains, with the small-cap Russell 2000 and the Global Dow leading the way for the...

1st Quarter 2016 Market Summary

The first quarter of 2016 started with a whimper as equities suffered several weeks of losses. However, as March came to a close, several of the indexes listed here recovered enough to finish the quarter in positive territory. The Dow picked up 260 points to close...

Student Loan Refinancing Process

10-Day Payoff It is crucial to obtain the correct 10-day payoff information. The 10-day payoff is your current loan from your current servicer, which includes the principal and interest accrued up until today, plus interest that accrues over the next 10 days. You will...

2015 Market Summary

Volatility may best describe the equities markets for the majority of 2015, as they were impacted by economic stress in China and Greece, coupled with underwhelming corporate earnings reports, falling oil prices, and terrorist attacks here and abroad. While some...

3rd Quarter 2015 Market Summary

Volatility returned to the equities markets in the third quarter, impacted by economic stress in China (the world's second largest economy) and Greece, coupled with underwhelming corporate earnings reports and falling energy stock prices. While some economic sectors,...