Dec. 10, 2019 Market Update for the Month Ending November 30, 2019

A November to be thankful for - November was another positive month for markets, with the three major U.S. indices setting all-time highs. The S&P 500 gained 3.63 percent, and the Dow Jones Industrial Average rose by 4.11 percent. The Nasdaq Composite led the way with a 4.64 percent gain.

Dec. 10, 2019 Year-End Financial Planning Checklist

As 2019 draws to a close, it’s time to begin organizing your finances for the new year. To help you get started, we’ve put together a list of key planning topics to consider.

Nov. 25, 2019 Tips for Avoiding Common Holiday Cyberscams

For many of us, the holiday season is a wonderful time of year. Unfortunately, it can be especially profitable for cybercriminals. Because of the prevalence of online shopping, we almost always see a significant increase in cyberscams during November and December. To help you avoid becoming a victim of holiday cybercrime, here are some of the top scams to watch out for—and tips for avoiding them. 

Nov. 25, 2019 Market Update for the Month Ending October 31, 2019

More treats than tricks for markets in October

October was another positive month for markets. The S&P 500 gained 2.17 percent in October and finished the month at a new high. The Dow Jones Industrial Average grew by 0.59 percent, while the Nasdaq Composite led the way with a 3.71 percent return. 

Nov. 25, 2019 IRS Benefit Plan Limits for 2020

On November 6, 2019, the Internal Revenue Service released Notice 2019-59, announcing cost-of-living adjustments that affect contribution limits for retirement plans and retirement accounts in 2020. The list below, although not exhaustive, highlights key changes that retirement plan sponsors should be aware of, as well as some limitations that remain unchanged from 2019:  

Oct. 23, 2019 Market Update for the Quarter Ending September 30, 2019

Positive month for markets caps off turbulent quarter. U.S. markets had a positive September. The S&P 500 returned 1.87 percent in September and 1.70 percent for the quarter. The Dow Jones Industrial Average had a 2.05 percent monthly gain and quarterly growth of 1.83 percent. The Nasdaq Composite showed a 0.54 percent monthly gain and a 0.18 percent quarterly gain.