THE WEEK ON WALL STREET U.S. stock indices saw significant ups and downs last week, with traders looking for economic cues from Treasury yields and also developments in the tariff fight between the U.S. and China. The S&P 500 lost 1.03% on the week; the Dow Jones Industrial Average and Nasdaq Composite respectively declined 1.53% […]
Growth Report – Monday, August 19, 2019 Read More
What is it? How might it affect retirement strategy? Provided by Mark K. Lund, Investment Adviser If you follow national news, you may have heard of the Setting Every Community Up for Retirement Enhancement (SECURE) Act. Although the SECURE Act has yet to clear the Senate, it saw broad, bipartisan support in the House of
The SECURE Act and Traditional IRA Changes Read More
THE WEEK ON WALL STREET Stocks spent much of last week rebounding from a Monday drop that reflected nervousness about the U.S.-China trade fight. By Thursday’s closing bell, the S&P 500 had regained all its Monday losses, but it descended again on Friday. The three big U.S. equity benchmarks finished the week lower: the S&P
Growth Report – Monday, August 12, 2019 Read More
Indecision can lead to no decision. Provided by Mark Lund, Financial Planner Investment inaction is played out in many ways, often silently, invisibly, and with potential consequence to an individual’s future financial security. Let’s review some of the forms this takes. Your workplace retirement plan. The worst non-decision is the failure to enroll. Not only
A Decision Not Made is Still a Decision Read More
THE WEEK ON WALL STREET Last week, the Federal Reserve cut interest rates for the first time in more than a decade, in line with Wall Street’s expectations. Ironically, stocks had their worst week of 2019. The S&P 500 finished the week 3.10% lower. The Dow Jones Industrial Average and the Nasdaq Composite also posted
Growth Report – Monday, August 5, 2019 Read More
Not all gifts are taxable. Provided by Mark K. Lund, Financial Adviser I’d like for you to meet my friend, Hugh. He’s a retired film stuntman who, after a long career, is enjoying his retirement. Some of what he’s enjoying about his retirement is sharing part of his accumulated wealth with his family, specifically his
THE WEEK ON WALL STREET Last week, investors assessed earnings and the initial estimate of second-quarter economic growth, while awaiting the Federal Reserve’s next announcement about interest rates. Stocks rose for the week; particularly, tech shares. The S&P 500 gained 1.65%; the Nasdaq Composite, 2.26%. The Dow Jones Industrial Average lagged, adding just 0.14%. MSCI’s
Growth Report – Monday, July 29, 2019 Read More
The right moves for every age. Provided by Mark K. Lund, Financial Planner Have you ever mapped out your financial timeline? If you’re like many Americans, it may have been more difficult than anticipated. One of the most helpful ways to achieve your financial goals is to break it down by your age. After all,
Smart Financial Moves in Your 20s, 30s, 40s, & 50s Read More
THE WEEK ON WALL STREET Friday, the S&P 500 settled above 3,000 for the first time, after rising 0.78% for the week. The Dow Jones Industrial Average chalked up a milestone of its own: the blue chips ended the week above 27,000, gaining 1.52% on the way. Additionally, the Nasdaq Composite wrapped up the week
Growth Report – Monday, July 15, 2019 Read More
A windfall from a loved one can be both rewarding and complicated. Provided by Mark K. Lund, Financial Adviser Inheriting wealth can be a burden and a blessing. Even if you have an inclination that a family member may remember you in their last will and testament, there are many facets to the process of
Coping with an Inheritance Read More
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