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What's on your mind?  Changes in tax laws, financial wellness, and insurance regulations can affect you as you prepare for retirement and how you run your business.  Our weekly blog will help you stay up to date on the things you need to know.  And once in a while, we may have a little fun and share news and information about our community.  Keep checking in and we hope you enjoy it!

Wednesday, December 7, 2022

Weekly RecapNovember 28 - December 2, 2022 RecapStocks Post Back-to-Back Weekly GainsThe Fed, Inflation, and the Labor MarketU.S. stocks continued higher for the second consecutive week as investors viewed a speech by Federal Reserve...

Thursday, December 1, 2022

Growing optimism that the Fed may be ready to ease future interest rate hikes sent stocks higher in a quiet trading week.The Dow Jones Industrial Average gained 1.78%, while the Standard & Poor’s 500 added 1.53%. The Nasdaq...

Tuesday, November 29, 2022

Weekly RecapNovember 21-25, 2022 RecapStocks See-Saw PositiveFed Sees Progress in Slowing InflationU.S. stocks rebounded last week, more than fully retracing prior week losses after minutes from the Federal Reserve’s November...

Thursday, November 17, 2022

Weekly RecapNovember 7-11, 2022 RecapTrimming Gains as Rate Outlook SteepensBest Week Since JuneU.S. stocks surged last week, more than fully rebounding from prior week losses after the October consumer price index (CPI) came in...

Tuesday, November 15, 2022

Considering a QCD in 2022? Act Now!As the winter holidays approach, many people are thinking about ways to satisfy their annual charitable giving goals. For those who meet certain requirements, a Qualified Charitable Distribution (QCD)...

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Thursday, November 10, 2022

Weekly RecapOctober 31 - November 4, 2022 RecapTrimming Gains as Rate Outlook SteepensStocks Retrace Prior GainsU.S. stocks ended lower last week after the S&P 500 and Nasdaq Composite previously registered back-to-back weekly gains....

Tuesday, November 8, 2022

Monthly RecapMarket IndicesAt-A-GlanceThe S&P 500 posted its best October gain since 2011.The Dow Jones Industrial Average surged 14.07% in October, its best month since Jan 1976 when it gained 14.4%. The Dow-30 Index is down just 8...

Thursday, November 3, 2022

Cetera Investment Management has released its 2022 Fourth Quarter Outlook. In this outlook, they discuss how the Fed’s commitment to fight inflation at the cost of economic growth and the labor market. The risk of recession...

Tuesday, November 1, 2022

Weekly RecapOctober 24-28, 2022 RecapMomentum Extends Another WeekStocks AdvanceU.S. stocks powered higher for a second weekly gain driven higher on earnings relief mostly centered in value-based companies. Growth-oriented companies...

Thursday, October 20, 2022

Weekly RecapOctober 10-14, 2022 RecapStocks Weaken on Persistent InflationWild Week Ends Moderately Lower U.S. stocks ended mostly lower last week even as the S&P 500 captured a monumental turnaround on Thursday, reversing a 2.39%...

Wednesday, October 19, 2022

5 Ways to Stay on Track in Any Market ClimateLet’s face it, life doesn’t always go as planned. Some circumstances are beyond your control, such as rising inflation, an economic downturn, or an unexpected job loss or...

Friday, October 7, 2022

Monthly RecapMarket IndicesAt-A-GlanceThe S&P 500 nosedived in September, finishing the third quarter at a new 2022 low, down 24.36% from its January 3, 2022 peak.The Nasdaq Composite lost 10.44% last month, more than erasing a net 7...

Tuesday, September 27, 2022

Weekly RecapSeptember 19-23, 2022 RecapAnother Down Week for StocksEquities Approach June LowsThe rout in U.S. stocks deepened last week with the benchmark S&P 500 posting its fifth weekly loss in six weeks and briefly breached its...

Tuesday, September 20, 2022

How Much House Can You Afford in Today’s Rising Rate Environment?Whether you’re buying your first home, trading up or thinking about purchasing a second home or rental property, interest rates play a significant role in...

Monday, September 19, 2022

It’s time for your life insurance checkup.September is National Life Insurance Awareness Month, so it’s a great time to review your coverage.1If you don’t have any life insurance, you’re not alone. Life...

Thursday, September 15, 2022

Monthly RecapMarket IndicesAt-A-GlanceThe S&P 500 posted its worst August performance in seven years, deepening its correction from its Jan 3 peak to -16.68%.The Dow Jones Industrial Average fell 1,334 points in August (-3.72%),...

Tuesday, September 13, 2022

Weekly RecapAugust 29 - September 2, 2022 RecapEquities Fall Third WeekGood Jobs News is Bad News on RatesU.S. equities posted a third consecutive weekly loss, their longest since mid-June, after a solid August payrolls report on...

Thursday, September 8, 2022

Weekly RecapAugust 29 - September 2, 2022 RecapEquities Fall Third WeekGood Jobs News is Bad News on RatesU.S. equities posted a third consecutive weekly loss, their longest since mid-June, after a solid August payrolls report on...

Thursday, September 1, 2022

A comprehensive sell-off on Friday following comments by Fed Chair Jerome Powell drove stocks to losses for the week.The Dow Jones Industrial Average tumbled 4.22%, while the Standard & Poor's 500 dropped 4.04%. The Nasdaq Composite...

Tuesday, August 30, 2022

Weekly RecapAugust 22-26, 2022 RecapEquities Give Back More GainsSecond Week of SellingU.S. equities fell sharply last week and erased month-to-date gains for August in all three major domestic indices. Investor sentiment soured after...

Thursday, August 25, 2022

Weekly RecapAugust 15-19, 2022 RecapStocks Drop After Four Weeks of GainsEquities Give Back Some GainsMarkets had been rallying on reports of falling inflation, but last week investors took a more cautious tone. Investors dissected the...

Wednesday, August 24, 2022

4 Ways to Lessen the Blow of Rising Interest Rates on Your Credit Card DebtIn July, the Federal Reserve (the Fed) raised interest rates 0.75% for the second consecutive month to a target range of 2.25% - 2.50%.1 The central bank also...

Thursday, August 18, 2022

Weekly RecapAugust 8-12, 2022 RecapStocks Continue to RiseWeek of Inflation ReadingsMajor U.S. equity indexes were all up around 3% last week, as investors got a few different readings on inflation. On Wednesday, the Consumer Price...

Thursday, August 11, 2022

Weekly RecapAugust 1-5, 2022 RecapStocks Advance Third WeekStrong Jobs Data Trims Weekly GainThe S&P 500 posted fraction gains last week after an unexpected strong July payrolls report on Friday. The economy added 528,000 new jobs last...

Tuesday, August 9, 2022

Is Inflation Shrinking Your Retirement?According to a recent retirement confidence survey, 8 in 10 retirees say they are confident they will have enough money to live comfortably throughout retirement. Among those who are less...

Friday, August 5, 2022

Weekly RecapJuly 25-29, 2022 RecapStocks Advance Second WeekStrong Back-to-Back GainsAll three major U.S. equity indices posted their strongest back-to-back weekly gains since late March, simultaneously capping July with their...

Tuesday, August 2, 2022

Monthly RecapMarket IndicesAt-A-GlanceDespite strong gains, the S&P 500 remains in correction, down 13.14% from its Jan 3 record high.  Positively, the index ended July up 12.80% from its 6/16/22 first-half low.The Dow Jones...

Friday, July 29, 2022

Weekly RecapJuly 18-22, 2022 RecapStocks AdvanceEarnings Help Inspire GainsEquities posted their strongest weekly gain in a month, led by strength in cyclical growth companies, extending a comeback after falling into a bear market...

Thursday, July 21, 2022

Weekly RecapJuly 11-15, 2022 RecapStocks Pare Weekly DeclineWall Street Sentiment Revives FridayU.S. equity markets bounced back at the end of a frenzied week, snapping a five-day slide, as investors dialed back expectations for a full...

Tuesday, July 19, 2022

What's Your Personal Inflation Rate?The annual inflation rate for the United States was 8.6% for the 12 months ended May 2022, marking the largest annual increase since December 1981.1  While there are different ways to measure...

Thursday, July 14, 2022

Weekly RecapJuly 4-8, 2022 RecapStocks ReboundUpbeat Sentiment at Second Half StartU.S. equity markets finished the holiday-shortened week positive with the S&P 500 recouping most of its prior week’s losses after a...

Monday, July 11, 2022

How to Retire With Confidence in Any Market EnvironmentWhether you recently retired or are planning to in the months ahead, you may be wondering how current financial and economic conditions may impact your plans. Do you need to adjust...

Friday, July 8, 2022

Weekly RecapJune 27 - July 1, 2022 RecapStocks Fall After Positive WeekInvestor Bearishness ContinuesU.S equity markets gave back some gains from last week as investors fear a possible recession and Fed tightening. However, going into...

Tuesday, July 5, 2022

Quarterly RecapMarket IndicesAt-A-GlanceThe S&P 500 ended the quarter 20.48% below its January 3, 2022 peak and all-time high.The Nasdaq Composite fell 8.65% in June, extending its 2Q loss to 22.28% for its worst quarter since 2008....

Monday, June 27, 2022

Weekly RecapJune 20-24, 2022 RecapBest Week in a MonthRecession Fears SubsideU.S. stocks rebounded from three weeks of declines as equity sentiment was bolstered by comments from Fed officials while a reading on inflation expectations...

Thursday, June 23, 2022

Weekly RecapJune 13-17, 2022 RecapWorst Week Since March 2020Recession Fears RiseThe S&P 500 capped its 10th weekly decline in the last 11 weeks after weakening retail sales data added to angst over worsening growth fears while the...

Wednesday, June 15, 2022

Weekly RecapJune 6-10, 2022 RecapSecond Worst Week of the YearInflation Sidelines More BullsThe S&P 500 capped its ninth weekly decline in the last 10 weeks after Friday’s unexpectedly red-hot May CPI reading. The headline...

Tuesday, June 14, 2022

Should You Consider Paid Work to Generate Additional Income in Retirement?There are many reasons to pursue paid work in retirement beyond generating additional income. Work can provide a social outlet, create structure in your day, and...

Wednesday, June 1, 2022

Stocks posted solid gains for the week, buoyed by the release of Fed meeting minutes and upbeat earnings from mid-size and discount retailers.The Dow Jones Industrial Average jumped 6.24%, while the Standard & Poor’s 500 advanced...

Friday, May 27, 2022

Weekly RecapMay 16-20, 2022 RecapStocks Formally Avert Bear MarketS&P 500 Declines a Seventh WeekThe S&P 500 closed fractionally higher last Friday, rebounding from an earlier intra-day low that was momentarily down more than 20% from...

Wednesday, May 18, 2022

Wednesday, May 11, 2022

Monday, May 9, 2022

Wednesday, May 4, 2022

Wednesday, April 27, 2022

Wednesday, April 20, 2022

Tuesday, April 5, 2022

Wednesday, March 30, 2022

Tuesday, March 22, 2022

Tuesday, March 15, 2022

Thursday, March 10, 2022

Friday, March 4, 2022

Monday, February 28, 2022

Tuesday, February 22, 2022

Tuesday, February 15, 2022

Monday, February 7, 2022

Tuesday, February 1, 2022

Tuesday, January 25, 2022