A Week of Surprises

Last Tuesday, many Americans watched in great surprise as Donald Trump won our presidential election. Just that day, the New York Times had placed Hillary Clinton’s odds of winning at 85%, 1 based on a range of state and national polls. But, like the Brexit vote this past June, 2016 seems to be the year …

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The True Cost of Life Insurance

Are you questioning whether or not you need life insurance? Here is an article that explains the importance of saving a dollar a day to be proactive and budget for life insurance for you.   The True Cost of Life Insurance   If you have any questions about what life insurance coverage plan is right …

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Stocks Surge on August Jobs Miss

After losing steam the previous week, stocks rose last week as investors cheered a weak jobs report and the declining probability of a September interest rate increase by the Federal Reserve. For the week, the S&P 500 gained 0.50%, the Dow grew 0.52%, the NASDAQ added 0.59%, and the MSCI EAFE grew 0.44%. 1 The …

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S&P 500 at New High After Jobs Blowout

Stocks bounced last week, ending sharply higher after a better-than-expected jobs report. For the week, the S&P 500 gained 0.43%, the Dow rose 0.60%, the NASDAQ added 1.14%, but the MSCI EAFE lost 1.41%. 1 Among last week’s major events was a shockingly good July jobs report. Last month, the economy added 255,000 new jobs, …

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The Average American Is Paying Too Much in 401(k) Fees. Are You?

The typical 401(k) plan charges 1% of assets managed. Over a worker’s lifetime, this can add up to hundreds of thousands of dollars.   John Maxfield (JohnMaxfield37) Apr 6, 2015 at 6:05AM   The typical American worker, earning a median salary starting at age 25, will pay an estimated $138,336 in 401(k) fees over their …

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9 Investment Pitfalls High Net-Worth Investors Should Avoid

Few words better characterize today’s financial markets than uncertainty. We believe investors need to adjust their expectations in order to adapt to the road ahead. It seems to be the nature of today’s markets to subject investors to price fluctuations and confusing global events that test emotional fortitude at every turn. Experience has taught us …

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Quarterly Update

Stocks End Q2 With a Bang After the previous week’s post-Brexit selloff, stocks closed out last week with one of the best performances of 2016 as investors bought the dip. In the first half of the year, the S&P 500 was up 2.69%, the Dow was up 2.90%, the NASDAQ was down 3.29%, and the …

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