Weekly Market Update

Retirement by Design

Stay abreast of the stories and headlines that may impact you.

Can You Pass This IRA Beneficiary Quiz?

February 14, 2017

Most people think it is easy to leave an IRA to their heirs. But is it? The following is a quick quiz. How many of these beneficiary questions can you…

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2016-2017 TAX PLANNING GUIDE

January 25, 2017

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…

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Special Update: 2016 in Review

January 4, 2017

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…

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7 Important Steps to Finding the Right Financial Adviser for You

December 19, 2016

Imagine reading a good book. You invest time and emotion into the book wondering how it will turn out. There are ups and downs along the way, but you remain…

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Health=Wealth 2017

December 16, 2016

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…

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6 Critical Social Security Facts Retirees Must Know

June 27, 2016

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…

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Medicare Questions Answered

June 27, 2016

  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…

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Is the Bull Market Too Old?

May 3, 2016

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…

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Stocks End Mixed as Tech Falls on Earnings

April 27, 2016

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%,…

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Dow and S&P 500 Green for 2016

March 22, 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…

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