Stocks Up, Fed Increase Likely

Weekly Update – November 21, 2016 For the second straight week, the major domestic indexes all ended in positive territory: The S&P 500 was up 0.81%, the Dow increased 0.11%, and the NASDAQ added 1.61%. While American indexes performed well, MSCI EAFE’s international equities declined 1.58%. With the long, drawn-out presidential election behind us, investors [...]

November 21st, 2016|

A Week of Surprises

Weekly Update – November 14, 2016 Last Tuesday, many Americans watched in great surprise as Donald Trump won our presidential election. Just that day, the New York Times had placed Hillary Clinton’s odds of winning at 85%, based on a range of state and national polls. But, like the Brexit vote this past June, 2016 [...]

November 14th, 2016|

Stocks Down but Long-Term View Up

Weekly Update – November 7, 2016 I will get to the Market Commentary in a bit, but first: We owe all of you and big "Thank You!" We celebrated 7 years of business this past Friday, November 4th. We continue to be grateful for the trust you place in us and we renew our commitment [...]

November 7th, 2016|

The Best World Series Ad EVER

While it’s hard as a longtime Royals fan to relinquish the hard-fought World Series crown; we are thrilled for the Chicago Cubs! Most especially for Ben Zobrist (ex-Royal) who had the game-winning hit and was named the MVP. What a proud moment for him, his young family, and the city of Chicago. Some are already [...]

November 3rd, 2016|

Big Headlines Drive the Markets

Weekly Update – October 31, 2016 At first glance, last week’s headlines may lead you to think that the markets are fluctuating more than they actually are. Yes, Hillary Clinton’s emails are in the news again (more on that below)—but despite that surprise, the major indexes stuck to the same range-bound performance we’ve seen for [...]

October 31st, 2016|

A Quiet Week Ends With Indexes Up

Weekly Update – October 24, 2016 After a two-week losing streak, U.S. indexes ended in positive territory across the board. The S&P 500 increased by 0.38%, the Dow was up 0.04%, and the NASDAQ gained 0.83%. The MSCI EAFE, a measure of international developed nations’ performance, increased 0.93%. Of course, seeing positive weekly results is [...]

October 24th, 2016|

How Elections May Affect the U.S. Economy

The 2016 presidential election has been a roller coaster unlike any in recent memory. Amidst the drama, you might be wondering how the outcome will affect the economy and your financial future. You’re not alone. In a recent Bankrate poll, 61% of Americans said they think the election is the greatest threat to our economy [...]

October 20th, 2016|

How Much Will Hurricane Matthew Cost?

Though stocks rose Friday after statements from Federal Reserve officials, the major indexes ended the week lower amid choppy trading. For the week, the S&P 500 lost 0.96%, the Dow fell 0.56%, the NASDAQ dropped 1.48% and the MSCI EAFE declined 1.40%. Counting the Cost of Hurricanes Whenever disaster strikes, people often wonder: What’s all [...]

October 17th, 2016|

Balancing College and Retirement

Are you faced with the dilemma of saving for your own retirement while at the same time trying to put money away for a child’s college education? How do you pursue both goals? How do you determine which is more important or what path to take? If this hard choice sounds familiar, you’re not alone. [...]

October 13th, 2016|

Special Quarterly Update: Stocks See Strong Gains in Q3

Weekly Update – October 10, 2016 After a volatile September, stocks ended the third quarter of 2016 resoundingly in the black. In the third quarter, the S&P 500 gained 3.31%, the Dow grew 2.11%, the NASDAQ added 9.69%, and the MSCI EAFE gained 5.80%. What drove markets in Q3? After pulling back in late June [...]

October 10th, 2016|