Personal Finance Articles
- Nine Questions to Ask Your Advisor
- When Should You Start Taking Social Security?
- Why You Should Do An IRA Rollover with an Old 401k
- Should You Take a Pension Buyout?
- Why Term Life Insurance is the Only Life Insurance you Need
- How Much Life Insurance Do You Need?
- Why You Should Never Buy a Front-End Loaded Mutual Fund
- How Much House Can you Afford?
- The Importance of Non-Retirement Savings
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Recent Posts
Author Archives: Marc
12/6/19 – Strong Jobs Report Lifts Stocks
The November jobs report came in significantly higher than expectations leading to a 300+ point rally in the Dow on Friday. The economy added 266k net new jobs, the unemployment rate declined to 3.5% and wages grew at a 3.1% … Continue reading
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Tagged financial planning, investing, investments, retirement, stock market, stocks
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11/27/19 – Happy Thanksgiving!
Stocks climbed higher through Wednesday in the holiday-shortened week. Markets are closed tomorrow and will only be open until 1pm on Friday, so the Weekly Recap is coming out early. Both indices closed at all-time highs as concerns about economic … Continue reading
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Tagged financial planning, investing, investments, retirement, stock market, stocks
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11/8/19 – Dow Finishes 3rd Consecutive Positive Week
Markets continued higher in a relatively quiet week. Third quarter earnings are largely over, with roughly 75% of all companies reporting better than expected earnings. We hit all-time highs several times this week and while the indices were down most … Continue reading
11/1/19 – Stocks Higher in Busy Week
Markets posted their best week since early September in a week with a lot of news and several conflicting economic reports. Earlier in the week, the Fed lowered interest rates another 0.25%. The equity market has wanted lower rates and … Continue reading
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Tagged financial planning, investments, retirement, stock market, stocks
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