Recent Market Moves

This week has seen a dramatic decline in the market indexes.  The Dow, the S & P and international market indexes are down double digits. As I am writing this, the Dow is just approaching its value on Jan 1 of 2018.  So while we have seen a dramatic decline over the last
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What Does the New Tax Plan Mean for Investing?

On December 22 the new tax bill was signed into law. I have received a number of calls on the this topic and I want to discuss what we know and what we don’t know. We know that things will be changing. But the impact is still unclear. Mostly because once a bill is signed into la
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Data Drives More Growth

Another week, another round of positive market performance. The 3 major domestic indexes again ended the week with gains and new record highs. The S&P 500 rose 0.23% and marked a 7th-straight week of increases – its longest string of weekly gains in almost 3 years.[1] The Do
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Third Quarter 2017 Review

In fact, last week, markets posted one record high after another – and the S&P 500 had its longest streak of record closes since 1997.[2] At the markets’ close, the S&P 500 added 1.19%, the Dow gained 1.65%, and the NASDAQ grew by 1.45%.[3] International stocks in
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Target Date Funds

Given the limited choices offered by many 401(k) plans it takes more more time, energy and effort to decide how best to allocate your retirement savings inside your 401(k), 403(b) and similar type plans. Many investors, especially 401(k) investors, have decided to take the easy way ou
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Tips for Tax Deductions and Credit Planning

Tax season is in full swing – and the federal filing deadline is fewer than two months away on Tuesday, April 18. As you prepare to file your taxes, we want to help you make the most of your available credits and deductions. After all, every dollar you do not spend on taxes is o
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Preparing For The Next 4 Years

As we enter the third week of the Trump Presidency, one thing is for sure: we will be in for an interesting and potentially bumpy ride over the next 4 years. Business as usual is out the window, which depending on who you talk to, is a good thing or a bad thing. Starting well before t
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2017: A Look Ahead

Since the election, we have seen a real run up in the stock market.  It appears that a whole lot of investors are betting that our new President is going to accomplish everything that he has promised and more.  Especially when it comes to our economy. How else can you explai
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What Kind Of Investor Are You?

One of the most important questions we all should have to answer.  What kind of investor am I?  This question is so important because without knowing what kind of investor you are it is impossible to evaluate your investment results or properly answer the question, How am I
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File and Suspend

As part of the last deal to keep the government running, a change was made in the social security system.  A very popular strategy called “File and Suspend” was changed so that many of us will no longer be eligible for the benefit.  The rules for filing a restricted applic
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