The stock market posted small losses last week despite a very strong showing by corporate America. The Dow Jones Industrial Average slipped 0.36%, while the Standard & Poor’s 500 lost 0.37%. The Nasdaq Composite index dropped 1.11% for the week. The MSCI EAFE index, which tracks developed overseas stock markets, jumped 1.51%.1,2,3 Stocks Take a […]
As a parent, you of course want to give your child the best opportunity for success, and for many, attending the “right” university or college is that opportunity. Unfortunately, being accepted to the college of one’s choice may not be as easy as it once was. Additionally, the earlier you consider how you expect to […]
With June officially behind us, it’s time to face the facts: we’re headed toward the second half of 2021. While there’s still plenty of time to enjoy the rest of summer, we encourage you to slow down and check up on your financial well-being. Review your budget: Your spending habits likely look different now than […]
Money saved and invested in IRAs and qualified plans can grow tax-deferred to generate income later in life. While retirees would like to enjoy the pursuits that make their hearts content, they must also expend money on physical maintenance. Besides unfortunate events and extreme longevity, healthcare is the third significant unsystematic retirement risk. It is […]
Only 45 percent of adults have a will or other estate documents in place, which may not be entirely surprising.1 No one wants to be reminded of their own mortality or spend too much time thinking about what might happen once they’re gone. But a will is an instrument of power. Creating one gives you […]