The New Year is upon us, bringing a fresh opportunity to consider your goals. For 2018, we are taking a different approach to resolutions. Instead of giving you a laundry list of tasks to accomplish, we want to encourage you to make this the year you really own your financial life. Imagine fast forwarding your […]

In the final trading days of a strong 2017, U.S. indexes lost some ground.  During the holiday-shortened week, the S&P 500 dropped by 0.36%, the Dow lost 0.14%, and the NASDAQ gave back 0.81%.  A selloff toward the end of the day on Friday contributed to the domestic indexes’ weekly losses.  International stocks in the […]

As we headed into the long holiday weekend, the markets continued to climb as tax reform moved forward.  For the week, the S&P 500 closed up 0.29%, the Dow rose 0.43%, and the NASDAQ gained 0.35%.  International stocks in the MSCI EAFE increased by 1.23%. Click here to read the full article.

Domestic markets were up last week as tax reform became more likely.  On Friday, multiple previously undecided Senators announced they would back the combined House and Senate bill, and stocks reacted by hitting new record highs.  For the week, the S&P 500 gained 0.92%, the Dow added 1.33%, and the NASDAQ grew by 1.41%.  International […]

This fall, the Senate and House released proposed legislation that would dramatically alter taxes in the United States.  Both bills have to pass through a number of steps before potentially becoming law. In the meantime, many people have questions about how the changes could affect them. Read on to learn more about the following tax […]

As the holiday season progresses, the markets continue to impress.  Last week, many energy, financial, and industrial sector stocks helped drive performance.  Hitting record highs yet again, the S&P gained 0.35%, and the Dow jumped 0.40% for the week.  Meanwhile, the NASDAQ fell slightly by 0.11%, and the MSCI EAFE rose 0.08%. Click here to […]