Jul 6, 2020 | Articles & News, Financial Planning, Investments, Market Summary, Retirement Planning
Stocks rebounded from a dismal March by posting their best monthly returns since 1987, as investors were encouraged by the expectation of additional government stimulus programs and hope that the economy would be reopening soon. The Paycheck Protection Program and...
Apr 2, 2020 | Articles & News, Investments, Market Summary, Retirement Planning
The world’s economies and stock markets have been rocked by the spread of COVID-19. Investors’ fears prompted a major sell-off in February and March, plunging stocks well below their 2019 closing marks. Nevertheless, 2020 started off in a positive way....
Jan 3, 2020 | Articles & News, Investments, Market Summary, Retirement Planning
The year began with the government stymied by a shutdown, and ended with articles of impeachment levied against the president. In between, both domestic and global economies showed signs of slowing, all while the trade war between the United States and China loomed...
Oct 1, 2019 | Articles & News, Investments, Market Summary, Retirement Planning
The third quarter was full of ups and downs for stocks, much like the second quarter. Stock values moved in response to the rhetoric from the participants in the trade war between the United States and China. The Federal Reserve lowered interest rates two times during...
Nov 5, 2014 | Articles & News, Investments, Retirement Planning
Investors hate volatility. They fear declines in the value of their stocks. There is nothing wrong with feeling that way. In fact, itβs perfectly normal. When we see account balances decline, we want it to stop immediately. Our emotions begin telling us to sell...
Jul 11, 2014 | Articles & News, Financial Planning, Investments, Retirement Planning
Deciding to work with a financial advisor is a great step towards meeting your financial goals. However, finding the right adviser to work with can be a difficult task, which requires more effort and research. The first question to ask is whether the advisor is...
