Oct. 30, 2017 Should You Consolidate Your Retirement Accounts?
If you’re like most people, you’ve saved for retirement in multiple ways, including employer plans and individual retirement accounts (IRAs). As you approach retirement, it may make sense to consolidate all of your savings into one account to achieve a coordinated investment plan.Read more
Sept. 25, 2017 Market Update for the Month Ending August 31, 2017
Strong August for global markets
August was a solid month for global markets; all three major U.S. indices ended the period on a positive note. The S&P 500 Index, Dow Jones Industrial Average, and Nasdaq were up 0.31 percent, 0.65 percent, and 1.43 percent, respectively.Read more
Sept. 25, 2017 Understanding Social Security
Sept. 25, 2017 What Does Hurricane Harvey Mean for the Economy and Markets?
Over the past few days, Hurricane Harvey has left physical destruction and human tragedy in its wake. This record-setting storm will certainly take its place with other major hurricanes, including Katrina and Sandy, in American history. Both Texas and Louisiana have been hit extremely hard by Harvey, and it will take months, even years, for those areas to recover. Our thoughts are with all of those affected.Read more
Aug. 21, 2017 Market Update for Month Ending July 31, 2017
Global markets post solid results in July
Financial markets around the globe rose in July. In the U.S., the S&P 500 Index gained 2.06 percent, the Dow Jones Industrial Average rose 2.68 percent, and the Nasdaq Composite surged 3.42 percent. On a technical basis, all three indices remained well above their 200-day moving averages.Read more
Aug. 21, 2017 Traditional Vs. Linked-Benefit Long-Term Care Insurance: Which is Right for You?
You’ve taken the time to invest for a financially secure retirement, hoping to spend those years doing the things you enjoy most. But have you considered how an unexpected long-term care event could change your financial outlook? Unfortunately, many individuals require extended care in their later years, and the cost of an uncovered long-term care event can be significant—negatively affecting both your finances and your family.Read more