What Drove the Markets? Four factors influenced investment performance in 2019: a shift in U.S. monetary policy, the ongoing trade dispute between the U.S. and China, earnings, and the economy. Stocks reached record highs in 2019. The [...]
Once all the presents are all unwrapped and the tree is taken down, it’s important to think about the upcoming year and your future. Will 2020 be your retirement year? For some, retirement comes at a milestone. [...]
A recent Northwestern Mutual survey found that 41% of Americans are stressed about retirement planning, and 46% worry about outliving their savings.[1] And with 62% of Americans stressed about money in general[2], it’s surprising that only 28% [...]
Every year, more than 147 million Americans, just like you, file federal tax returns, according to the Tax Policy Center. Many of my clients often tell me how much they dread searching through their files to locate [...]
“I’m traveling for the holidays.” Just those words can make blood pressures rise. Gridlock traffic, delayed flights, and crowded train stations come to mind. Add in high travel costs and making a trip during the holidays seems [...]
The Week on Wall Street The U.S. and China announced a limited trade agreement last week. That news lifted U.S. and foreign stocks, leading to weekly gains. Advancing 0.91% on the week, the Nasdaq Composite outperformed the [...]
You might have a Christmas to-do list to help you stay on track this holiday season. And while it may be an overwhelming list already, there are a few important financial deadlines you should add to it. [...]
You could say that the law of diminishing returns applies to Christmas gifts as we age: As time goes on, we can use less and less material gifts. At a certain point we accumulate so many possessions [...]
The Week on Wall Street Key Wall Street benchmarks were up and down last week – or rather down and then up. A Tuesday retreat was offset by a Friday rally spurred by the Department of Labor’s [...]
Tax-advantaged retirement accounts like traditional 401(k)s and IRAs offer many advantages, but some of these don’t last forever. The government eventually reaps the reward of years of tax-free compounded interest by forcing you to withdraw funds from [...]
