June was another positive month for markets. The S&P 500 returned 1.99 percent, the Dow Jones Industrial Average (DJIA) gained 1.82 percent, and the Nasdaq Composite rose by 6.07 percent. On a quarterly basis, the Nasdaq led the way with a gain of 30.95 percent, while the DJIA gained 18.51 percent and the S&P increased by 20.54 percent.

With interest rates at historic lows, learn the pros and cons of purchasing a home or improving your mortgage rate.

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.

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.

March was a terrible month for stocks. The continued spread of the novel coronavirus led to fear and uncertainty in global markets.

The biggest risk investors face over time is overreacting to events and market volatility, which can negatively impact their savings.

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?  

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.

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?

Did you know the SECURE Act made changes to the rules regarding RMDs, QCDs, 529 plans, and more?