Insights

Filter by:

Market Commentary

Weekly Market Commentary June 18, 2018

Announcements by government officials led market news last week. The Fed announced another rate hike, a judge approved the AT&T-Time Warner merger, and the Trump administration announced sanctions against Chinese goods. The net impact on markets was minimal. The S&P 500 was basically unchanged. The global MSCI ACWI dropped 0.4%, and the Bloomberg BarCap Aggregate Bond Index rose 0.1%.

Read more

Market Commentary

Weekly Market Commentary June 11, 2018

Strength in consumer stocks led markets higher last week. The S&P 500 rose 1.6%. The global MSCI ACWI increased 1.2%, and the Bloomberg BarCap Aggregate Bond Index edged 0.2% lower.

Read more

Market Commentary

Weekly Market Commentary June 4, 2018

The two big news items last week were a strong U.S. jobs report and a political compromise in Italy that reduced the risk of a referendum on staying in the EU. Both are covered in the market fundamentals section below. In addition, the U.S. reversed its position and announced steel sanctions against many of its closest trading partners. The S&P 500 rose 0.5%. The MSCI ACWI dropped 0.1%, and the Bloomberg BarCap Aggregate Bond Index climbed 0.2%.

Read more

Monthly Newsletters

June Monthly Newsletter: Top 5 Reasons Your Estate Plan Needs a Corporate Trustee

As you plan for your own and your family’s financial future, you may be considering the creation of a trust. Many estate plans utilize what is called a revocable living trust. During your life, you generally serve as Trustee of your revocable living trust and can either retitle your assets in the name of the trust during your life or you can use a “pour-over will” to direct your Personal Representative or Executor to transfer any individually owned assets at your passing to your trust. Read more

Market Commentary

Weekly Market Commentary May 29, 2018

The Federal Reserve’s latest minutes confirmed expectations the Fed will continue to raise interest rates gradually and members see no reason to deviate from their plan. Oil prices dropped after an extended rally on concerns Russia and OPEC’s supply reduction efforts will wane as prices rise.  Read more

Blog

When Can You Retire?

Not surprisingly, one of the most common goals financial planners help their clients with is analyzing cash flow in retirement so they can live their lives comfortably without worrying about outliving their money. Cash inflow in retirement can come from many sources (Social Security, retirement plans, savings, annuities, pensions) so it’s important to consider how much and when to expect cash inflows. Read more

Market Commentary

Weekly Market Commentary May 21, 2018

Concerns over trade and global politics pushed markets lower last week. The S&P 500 slipped 0.5%. Global stocks, as measured by the MSCI ACWI, dropped 0.7%. The Bloomberg BarCap Aggregate Bond Index declined 0.5% based on solid U.S. economic data and concerns increasing oil prices may push other prices higher.

Read more

Free Guides

Divorce Planning

There’s no question divorce is one of the most stressful and emotionally- charged experiences people may encounter in their adult lives. However, it is possible to get through a divorce with your self-esteem, finances and future intact. The key is careful and deliberate planning.

Download Guide

Market Commentary

Weekly Market Commentary May 14, 2018

A benign inflation report and positive news out of North Korea provided a boost for global stock markets. For the week, the S&P 500 soared 2.4%. Global stocks rose, as the MSCI ACWI climbed 2.1%. The Bloomberg BarCap Aggregate Bond Index was unchanged for the third straight week.

Read more

Infographics

Divorce Planning

Divorce can be emotionally and financially stressful but with the proper planning, you can get through it with your finances and future intact. Here are some stats to consider when it comes to the financial impact of divorce. Read more