Your 2018 Financial To-Do List

December 13, 2017 · · Articles, Cash Management, Economy, Estates & Trusts, Financial Planning, Investing, Tax Planning · 0 Comments

  Things you can do for your future as the year unfolds. What financial, business, or life priorities do you need to address for 2018? Now is a good time to think about the investing, saving, or budgeting methods you could employ toward specific objectives, from building your retirement fund to lowering your taxes. You.

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2016 Wrap Up for the Holidays

December 20, 2016 · · Articles, Economy, Investing · 0 Comments

  The year in brief. Investors will likely remember 2016 as a year of two momentous votes and one monetary policy decision. This year brought the Brexit referendum in the United Kingdom and a surprise presidential election victory for Donald Trump, and it now appears probable that the Federal Reserve will raise interest rates in.

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Holiday Wrap-Up – 2015

December 21, 2015 · · Articles, Economy, Investing · 0 Comments

A look back at 2015 thus far The year in brief. While the S&P 500 surprised to the upside in 2014 versus the projections of many analysts, it has performed below expectations so far in 2015. As this year began, not many Wall Street pros thought the index would tread water. The consensus forecast among.

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The Big Economic Mystery of 2015

May 22, 2015 · · Articles, Economy · 0 Comments

If the economy is healthy, why are retail sales so poor?     Retail sales have been flat or negative for four out of the past five months. Even though households are saving an average of $50 a month on gasoline compared to a year ago, that savings has not inspired consumers to increase their.

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The Strong Dollar: Good or Bad?

April 22, 2015 · · Articles, Economy, Financial Planning, Investing, Risk Management · 0 Comments

What is dollar strength & who invests in it? You may have heard that the dollar is “strong” right now. You may have also heard that a strong dollar amounts to a headwind against commodities and stocks. While there is some truth to that, there is more to the story. A strong dollar does not.

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2014 Economic Review

January 14, 2015 · · Economy, Economy, Newsletters · 0 Comments

  QUOTE OF THE YEAR “Expect the best, plan for the worst, and prepare to be surprised.”  – Denis Waitley             THE YEAR IN BRIEF As we look back on 2014, we see a year that in many ways defied expectations. Few stock market analysts thought the S&P 500 would.

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Key Tax Breaks Retroactively Reinstated

December 30, 2014 · · Articles, Economy, Tax Planning · 0 Comments

The clock is ticking … is opportunity knocking? If you hurry, you might realize some nice tax breaks before 2014 runs out. Once again, Congress has acted at the eleventh hour to bring back some expired tax perks. H.R. 5771, the Tax Increase Prevention Act, was passed and signed into law by President Obama on.

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What’s Fueling the Drop in Oil Prices?

December 29, 2014 · · Articles, Economy, Newsletters · 0 Comments

How long will it last? Who wins & loses from it? On the New York Mercantile Exchange, a barrel of light sweet crude is currently worth well under $60. Prices have dropped more than 25% in a month and almost 45% year-over-year. What is behind this freefall? How long will prices keep dropping, and who.

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Financial Considerations for 2015

November 6, 2014 · · Articles, Economy, Economy, Financial Planning, Investing, Retirement, Tax Planning · 0 Comments

Is it time to make a few alterations for the near future? 2015 is less than three months away. Fall is the time when investors look for ways to lower their taxes and make some financial changes. This is an ideal time to schedule a meeting with a financial, tax or estate planning professional. How.

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Weekly Economic Newsletter – November 3, 2014

November 3, 2014 · · Economy, Newsletters · Comments Off on Weekly Economic Newsletter – November 3, 2014

  WEEKLY QUOTE “I can’t give you a sure-fire formula for success, but I can give you a formula for failure: try to please everybody all the time.”  – H.B. Swope            WEEKLY TIP When was the last time you reviewed the beneficiary designations on your investment accounts, insurance policies and retirement plans? Now is as.

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