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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.

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Blog

Preparing for the Passing of a Loved One

Published by Stephanie Wilson

As many of us in middle age face, I recently experienced the death of my mother.

As I entered the different stages of grief, I suddenly faced battles of a more pragmatic kind. These came in the form of the various details about funeral arrangements, medical decisions, and, in my case; who of the four living children would get certain belongings of my mother.

What follows is what I learned along the way about the details and people that matter when you’re coming to grips with the death of loved one.

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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.

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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.

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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

Blog

I.N.V.E.S.T. – A Simple Approach to Successful Investing

Published by Robert W. Huntley, CFP®, CHFC®

I like simple and I like systems.

I heard a successful entrepreneur early in my career say this: “When I encounter a problem, I create a system and delegate running the system to a trusted person on my team. Problem solved.”

Life is just easier with less clutter, confusion, and moving parts. However, financial planning is by nature a complex business.

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Monthly Newsletters

May Monthly Newsletter: Retirement and Social Security Benefits What Baby Boomers Need to Know

Income from Social Security­ benefits plays an incredibly important role for many Americans in retirement. In 2015, 85% of married couples and 84% of non-married persons aged 65 or older received Social Security benefits.

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Market Commentary

Weekly Market Commentary May 7, 2018

Jittery investors and several key economic reports produced big market swings in both directions last week. The S&P 500 dipped 0.2%. The global MSCI ACWI dropped 0.5%, and the Bloomberg BarCap Aggregate Bond Index was unchanged for the second straight week.

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Market Commentary

Weekly Market Commentary April 30, 2018

After weeks of large swings each way, stocks and bonds barely budged last week. The S&P 500 was flat, and the global MSCI ACWI slipped 0.3%. The Bloomberg BarCap Aggregate Bond Index was also unchanged.

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Blog

Why Diversified Investments Are Crucial

Published by Tyler Schlumpf

There are two main types of risk involved in investing: systematic and unsystematic risk. The first, systematic risk, is the general market risk all investors take when they buy stocks and bonds. Unsystematic risk, however, comes in many different forms. Specific company, credit and liquidity risks are just a few. While systematic risk cannot be diversified away, unsystematic risk can through diversified investments. Read more