Changes in tax laws, insurance regulations, estate planning and the general fluctuations in the marketplace can affect your investment strategies. Our weekly blog will keep you current on everything you need to know to pursue your financial objectives.
Trevor N. Coe, CFP® |
Thursday, August 18, 2022
Please don’t confuse the new IRA (Inflation Reduction Act of 2022) with the old IRA (Individual Retirement Account)!As the opening paragraph of the Weekly Market Review points out the act projects to reduce our federal deficit by...
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Michael J. Levine, CLU, ChFC, AIF® |
Monday, August 15, 2022
An improving inflation outlook buoyed investors’ spirits last week, helping lift stocks to solid gains.The Dow Jones Industrial Average advanced 2.92%, while the Standard & Poor’s 500 rose 3.26%. The Nasdaq Composite index...
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Trevor N. Coe, CFP® |
Wednesday, August 10, 2022
Ever wonder how Social Security benefits are funded? Notable Number 1 in this week’s Weekly Market Review provides a basic overview of where the money comes from. July was a rally month for the market with investors...
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Michael J. Levine, CLU, ChFC, AIF® |
Monday, August 8, 2022
Stocks turned in a mixed performance last week as investors struggled with headlines suggesting that the Fed was unlikely to soon ease up on its current monetary tightening policy.The Dow Jones Industrial Average slipped 0.13%, while...
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Michael J. Levine, CLU, ChFC, AIF® |
Monday, August 1, 2022
Undaunted by another Fed rate hike and news of a contracting economy, the stock market rallied last week on better-than-expected corporate earnings.The Dow Jones Industrial Average increased 2.97%, while the Standard & Poor’s 500...
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