Market Update for the Month Ending November 30, 2017

Another strong month for markets

Domestic and international stock markets had a good month. In the U.S., the Dow Jones Industrial Average popped 4.24 percent, the S&P 500 Index climbed 3.07 percent, and Nasdaq Composite gained 2.34 percent. All three indices hit all-time highs during the month.

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Which College Savings Plan Is Right for You?

The cost of college is steadily rising, and student loan debt has reached crisis status. What does this mean for you? It is more important than ever to commit to saving for the education expenses of the future scholars in your life.

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Cybersecurity Tips for Safer Online Holiday Shopping

The holiday season is a busy time for everyone—especially cyber thieves. While shopping online for the best deals, it’s critical to be aware of common scams and risky online behavior that could ruin the holidays.

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Market Update for the Month Ending October 31, 2017

Treats, not tricks, for markets

Better-than-expected economic data in the U.S. and positive corporate earnings news lifted the major market indices in October. The S&P 500 Index returned 2.33 percent, the Nasdaq Composite popped 3.61 percent, and the Dow Jones Industrial Average climbed 4.44 percent.

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Building a Solid Asset Protection Plan

Although commonly associated with multimillion-dollar offshore trusts, asset protection planning takes many forms, for every type of individual. It starts with building a foundation of protection and may progress to more complex strategies.

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Why Should You Consider Long-Term Care Insurance?

Living a long life is likely; planning for it is a necessity. Most people envision themselves living a long life. They invest for a financially secure retirement and plan to spend those years doing the things they enjoy most. As part of your financial planning process, it’s important to understand how needing long-term care may affect your assets, your family, and your future. The cost of an uncovered long-term care event can range from tens of thousands to more than a million dollars, so it makes financial sense to manage that risk.

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