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.

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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.

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North Korea and the Financial Markets

The developing situation between the U.S. and North Korea has rattled the financial markets this week. Should we be worried?

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Tax Tips: Health Insurance

Your client’s health insurance coverage probably came in handy several times over the past year. It all seemed so simple at the time—they paid a deductible, and their insurance usually kicked in the rest. But what do they do at tax time? Just what are they taxed on, and what can they deduct on their federal income tax return?

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How a QTIP Trust Works

 

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Market Update for Month Ending 06.30.17

Mixed returns in June cap strong second quarter

Large-cap equities did well in June, even as technology stocks ran into turbulence. The Dow Jones Industrial Average and S&P 500 Index posted solid gains of 1.74 percent and 0.62 percent, respectively. But the technology-laden Nasdaq suffered, finishing the month down 0.87 percent. 

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