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Market Commentary

Weekly Market Commentary June 26, 2017

The S&P 500 Index broke out to all-time highs on Monday, only to be dragged down by the fall in oil prices. Monday’s gains were large enough to overcome the rest of the week and major markets finished higher. The S&P 500, the MSCI All Country World Index, and the Bloomberg BarCap U.S. Bond Index all managed to rise 0.2%. Investors, concerned about the Federal Reserve raising rates too quickly, continue to push long-term bond rates lower.

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Blog

Three Reasons to Consider Active Management

Published by Brett Carson

Trends are pervasive in our culture, and the investment world is no different. The latest is the move towards passive investing using low-cost ETFs. Essentially, the argument is that nobody can consistently beat the overall market, so you’re better off owning a cheap index fund with the aim of just keeping pace with it. Read more

Blog

Want to Retire Closer to Grandchildren? Consider these items – Weekly Update 6/23/17

As retirees embrace their new life stage, many of them consider relocating to other locales. In fact, almost two-thirds of retirees plan to move or do move in retirement.[1] While retirees move for a variety of reasons, relocating in retirement carries significant financial obligations. And a common reason for retirees to move is to be closer to family. If you’re exploring retiring closer to your grandchildren, here are some key financial items to consider.   Read more

Market Commentary

Weekly Market Commentary June 19, 2017

Global markets stayed steady during a week where the Federal Reserve behaved as expected and Amazon.com surprised markets with acquisition news. The S&P 500 inched up 0.1%. The MSCI All Country World Index slid 0.5% and the Bloomberg BarCap U.S. Aggregate Bond Index edged 0.2% higher.

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The Correlation Between Interest Rates and Annuities Weekly Update – 6/16/17

Many retirees invest in annuities as a helpful strategy for building retirement income.Since fixed-rate annuities can provide guaranteed payments at set amounts, retirees can more easily predict and manage their budget.And having predictable income is highly important to retirees. In fact, 85% of Baby Boomers say that having guaranteed lifetime income beyond Social Security is somewhat or very important to them. [1] Read more

Blog

What is goals-based planning?

“A goal without a plan is just a wish.”

Is there something you’ve always wanted to do but still haven’t done it? Maybe time constraints are holding you back or you are unsure if your financial resources will accommodate your plans. Or maybe, like a lot of people we meet, you haven’t taken the time to really think about what you want. Read more

Blog

Tips to Keep Your Finances in Order When Divorcing Later in Life Weekly Update – 6/9/17

Divorcing later in life is becoming more normal for people who are 50 years or older. In fact, since the 1990s, this “silver divorce” rate has more than doubled. In 2015, for every 1,000 married people 50 and over, 10 divorced – an increase from 5 people in 1990. And when you account for people 65 years and older, that amount has tripled in the same timeframe.[1] As a result, the need for proper financial strategies during this evolving stage is becoming more important than ever. Read more

Market Commentary

Weekly Market Commentary June 12, 2017

Geopolitics took center stage this week. The diplomatic crisis in Qatar, a terror attack in London, parliamentary elections in the United Kingdom, and former FBI director James Comey’s testimony all moved investment prices. Global markets weathered the barrage fairly well. The S&P 500 fell 0.3%. The MSCI All Country World Index slid 0.5% and the Bloomberg BarCap U.S. Aggregate Bond Index edged 0.2% lower.

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Monthly Newsletters

June Monthly Newsletter – “Supercharged” Charitable Giving with Retirement Assets

Many people are charitably inclined and take advantage of charitable giving during their life. Most people know that as a general rule you can deduct up to 50% of your Adjusted Gross Income annually for charitable gifts to qualified organizations[1] – quite a significant tax advantage you can use to reduce your annual income for tax planning purposes. Read more

Market Commentary

Weekly Market Commentary June 5, 2017

Global stock markets continued to hit new highs. The S&P 500 eclipsed its previous high and rose 1.0% for the week. Global stocks also hit new highs as the MSCI All Country World Index rose 1.1%. Bonds posted healthy gains, rising 0.5% as reflected by the Bloomberg BarCap U.S. Aggregate Bond Index.

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