Have a Plan, Not Just a Stock Portfolio

Have a Plan, Not Just a Stock Portfolio

Long-Running Bulls In the first quarter of 2017, the bull market seemed unstoppable. The Dow Jones Industrial Average soared past 20,000 and closed at all-time highs on 12 consecutive trading days. The Nasdaq Composite gained almost 10% in three months.1 An...
April 2017 Market & Portfolio Summary

April 2017 Market & Portfolio Summary

The Political Angle The market continued rolling right along in the 1st quarter as corporate earnings growth and the prospect of tax and regulation reform kept investors in a good mood. For the quarter, the Dow Jones Industrial Average was up 4.6%, the S&P 500...
Have a Plan, Not Just a Stock Portfolio

Are Millennial Women Saving Enough for Retirement?

Young Women Are Often Hard-Pressed to Save Money Women 35 and younger are often hard-pressed to save money. Student loans may be outstanding; young children may need to be clothed, fed, and cared for; and rent or home loan payments may need to be made. With all of...
March 2017 Market & Portfolio Summary

March 2017 Market & Portfolio Summary

Mother of All Financial Bubbles By all measurable means, it looks as if we are now experiencing what appears to be the mother of all financial bubbles, and with the “Trump Rally” remaining in full play there appears to be no end in sight. We’ve been living with...
The Federal Reserve Raises Benchmark Interest Rate

The Federal Reserve Raises Benchmark Interest Rate

A Quarter Point Raise On March 15, the Federal Reserve raised the benchmark interest rate by a quarter-point to a range of 0.75-1.00%. The increase was widely expected, and it represented a vote of confidence in the economy.1 This was the central bank’s second rate...
Have a Plan, Not Just a Stock Portfolio

Active & Passive Investment Management

Investment Management Can Be Active or Passive Investment management can be active or passive. Sometimes, that simple, fundamental choice can make a difference in portfolio performance. During a particular market climate, one of these two methods may be widely...

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