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2016-2017 TAX PLANNING GUIDE

Time to Plan Your Year-End Taxes Click here to download this whitepaper. The simple word “taxes” can make people squirm as they think about all the details they need to address. But, with some forward-looking planning, managing your taxes doesn’t have to be as difficult as it can seem. As we move into an economy…

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Special Update: 2016 in Review

Looking back on the final trading week of a very eventful year, we saw low volume and a break from the recent rallies for domestic indexes. While international stocks in the MSCI EAFE added 0.56%, all major U.S. indexes declined.[1] The S&P 500 lost 1.10%, the Dow was down 0.86%, and the NASDAQ gave back…

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Health=Wealth 2017

Join us in a “lifestyle change challenge” to start improving your body and health and gain up to 10 more healthy and happy years. If you’d like to know how changing your lifestyle can achieve weight control, anti-aging and brain health benefits, while learning how to reduce your risk of Type 2 diabetes, heart attack,…

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6 Critical Social Security Facts Retirees Must Know

According to Social Security Administration (SSA) statistics, Social Security benefits account for about 36 percent of retirement income for the average American. One of the biggest mistakes today’s retirees can make is to underestimate the importance of Social Security in their retirement strategies. We updated this special report to help you understand the factors that…

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Medicare Questions Answered

  Medicare is complex and today’s changing health care landscape makes it more important than ever to fully understand how it works. If you or someone you know is near retirement, you may have questions about how to enroll in Medicare and what Medicare covers. Here are answers to some common questions about Medicare that…

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Is the Bull Market Too Old?

As of Friday, the S&P 500 is on the second-longest bull market run in history, surpassing the 1949-1956 bull market that lasted 2,607 days. The longest bull market in history ran between 1987 and 2000, lasting nearly 4,500 days.[1] After months of volatility and challenges on the horizon, can the bulls keep running? In the…

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Stocks End Mixed as Tech Falls on Earnings

Stocks ended last week mixed on earnings that were largely better than expected, though the tech sector disappointed. For the week, the S&P 500 gained 0.52%, the Dow grew 0.59%, and the NASDAQ lost 0.65%.[1] First-quarter earnings reports drove a lot of market activity last week. Though analysts expect overall S&P 500 earnings to be…

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Dow and S&P 500 Green for 2016

After a historically rough start to the year, stocks finally rallied enough to put the S&P 500 and Dow in the green for the year. Extended weakness in the dollar-which investors hope could boost economic growth and corporate profits-contributed to the gains.[1] For the week, the S&P 500 rose 1.35%, the Dow added 2.26%, and…

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Stocks End Higher for Second Week

Markets closed out another solid week of gains on the back of higher oil prices and some positive economic data. For the week, the S&P 500 increased 1.58%, the Dow grew 1.51%, and the NASDAQ added 1.91%.[1] Investors got their second look at fourth-quarter 2015 Gross Domestic Product (GDP) last week. The latest data shows…

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