Is Now the Time to Buy or Refinance?
With interest rates at historic lows, learn the pros and cons of purchasing a home or improving your mortgage rate.
Should You Save for Retirement or for a Child’s College Education?
For parents, deciding how much to save for retirement versus what to set aside for a child’s education can be a difficult balancing act. Saving for your future should be a priority, particularly through maximizing the benefits of retirement plans. But, although paying yourself first is essential, that doesn’t mean you can’t set funds aside to further a child’s education.
Market Update for the Month Ending April 30, 2020
Equity markets saw a swift recovery in April, as progress toward slowing the spread of the coronavirus gave investors hope. The S&P 500 rose by 12.82 percent, marking the best monthly gain since 1987. The Dow Jones Industrial Average (DJIA) gained 11.22 percent, and the Nasdaq Composite gained 15.49 percent.
Market Update for the Quarter Ending March 31, 2020
March was a terrible month for stocks. The continued spread of the novel coronavirus led to fear and uncertainty in global markets.
Market Volatility and Your Investing Strategy: Should You Stay the Course?
The biggest risk investors face over time is overreacting to events and market volatility, which can negatively impact their savings.
Is the Bear Market Here to Stay?
Where do we go from here? Are things going to keep getting worse? If so, how much worse? And is there any reason to believe we may be close to a bottom?
Market Update for the Month Ending February 29, 2020
February was a tough month for markets, as investors were spooked by news about the spread of the coronavirus. The S&P 500 fell by 8.23 percent, the Dow Jones Industrial Average (DJIA) dropped by 9.75 percent, and the Nasdaq Composite lost 6.27 percent.
What Does the Coronavirus Mean for Investors?
In recent weeks, news of the coronavirus has dominated the headlines. But while the health risks have been well documented, what about the risk to our investments?
Answering Your Biggest Questions on the SECURE Act
Did you know the SECURE Act made changes to the rules regarding RMDs, QCDs, 529 plans, and more?
Market Update for the Month Ending January 31, 2020
January was a mixed month for markets. Both the S&P 500 and the Dow Jones Industrial Average declined, falling 0.04 percent and 0.89 percent, respectively. The Nasdaq Composite also saw some late-month volatility, but previous gains were strong enough to leave the index up 2.03 percent.