Creating a financial plan may seem overwhelming to those that have never completed one, but taking the first steps to creating a plan is much easier than you
As of December 2018, more than 43.7 million retired Americans collected Social Security, with more than 8 million disabled workers collecting benefits as well
The U.S. stock market was up an astonishing 14.09% for the first quarter of 2019. The market recovered from the worst quarterly performance since 2011 with the
The U.S. stock market was down an astonishing -14.08% for the fourth quarter of 2018, and down -5.05 for the year. The fourth quarter was the worst quarter for
Before discussing the third quarter, I need to address the recent volatility in the market. The market has experienced significant volatility last week
The U.S. stock market got back on track in the second quarter, increasing 3.71% for the quarter, however returns for the major benchmarks varied considerably.
In last quarter’s commentary I indicated that volatility will return to the market and it did, with gusto. After a strong start volatility spiked in the first
The U.S. stock market finished 2017 very strong, up 6.46% in the fourth quarter and up an amazing 21.47% for the year. It was a truly a remarkable year for the
The U.S. stock market continued to perform well in the second quarter, up 3% for the quarter and up 9% year to date.
Strong earnings drove the market higher
The U.S. stock market started the year just like it finished 2016 – on a tear! The market was up 5.9% for the first quarter of 2017 and up 17.8% over the past
The U.S. stock market finished 2016 on a tear. The market was up 3.99% for the fourth quarter and up 12.44% for the entire year.
Things got off to a slow
I am often asked about paying down debt vs. contributing to the retirement account. People have limited cash flow and want to know how best to put their money
