The first trading week of 2017 is over, and during this time, all three major domestic indexes hit record highs.  The DOW reached 19,999.63 in intra-day trading on Friday, January 6 – just 0.37 away from achieving 20,000 for the first time.  On the same day, the S&P 500 and NASDAQ both closed at record […]

The New Year is upon us, and now is the time to start thinking about how you’ll make 2017 fulfilling and fruitful for you and your loved ones. For more than 4,000 years, many people have celebrated the start of their new year by making promises to change their behavior or improve themselves.[1] And it’s […]

Looking back on the final trading week of a very eventful year, we saw low volume and a break from the recent rallies for domestic indexes.  While international stocks in the MSCI EAFE added 0.56%, all major U.S. indexes declined.  The S&P 500 lost 1.10%, the Dow was down 0.86%, and the NASDAQ gave back […]

In the last full trading week of 2016, domestic markets were relatively quiet, with many people out of the office for the holidays.  Nonetheless, all three major domestic indexes ended the week in positive territory.  The S&P 500 was up 0.25%, the Dow gained 0.46%, and the NASDAQ added 0.47%.  International equities in the MSCI […]

The simple word “taxes” can make people squirm as they think about all the details they need to address.  But, with some forward-looking planning, managing your taxes doesn’t have to be as difficult as it can seem. Click here to read the full article.

Last week was mixed for the markets, as the Dow increased by 0.44%, while the S&P 500 lost 0.06%, the NASDAQ dropped 0.13%, and the MSCI EAFE gave back 0.55%.  We also saw a variety of data released, giving a similarly mixed view of recent economic activity.  Retail sales and the Consumer Price Index showed […]