U.S. equities experienced a brutal tumble last week after more bad news emerged from China. For the week, the S&P 500 lost 5.96%, the Dow dropped 6.19%, and the NASDAQ fell 7.26%. Click here to read the full article.

As the New Year begins, it’s time to start thinking about how to make 2016 a success for you and your loved ones. Though there’s little consensus about their origins, we know that Americans have been making New Year’s resolutions since at least the 1770s. In 2015, 31% of Americans made financial resolutions. Here are […]

Now that 2015 is in the rear-view mirror, let’s take a look at some of the factors that influenced markets last year.  Though markets closed essentially flat, it’s important to realize what a small miracle that is given the many challenges that markets faced in 2015.  For the year, the S&P 500 lost 0.73%, the […]

Year-end tax planning is rarely fun, but we’re glad not to have a repeat of the Fiscal Cliff and government shutdown dramas that marred the end of other years.  2013 and 2014 ushered in major changes in the tax code in the form of the American Taxpayer Relief Act of 2012 (ATRA), which ended the […]

Markets shrugged off a volatile week Friday to close positive, buoyed by a strong jobs report and an easing of uncertainty around the Federal Reserve’s next interest rate decision.  For the week, the S&P 500 grew 0.08%, the Dow gained 0.28%, and the NASDAQ added 0.29%. Click here to read the full article.

Stocks closed out the short week mixed on very low volume as investors stayed home for the holidays.  For the week, the S&P 500 grew 0.04%, the Dow lost 0.14%, and the NASDAQ gained 0.44%. Click here to read the full article.