Market Update for the Quarter Ending September 30, 2017

Positive quarter for global markets

September was a positive month for most financial markets, capping off a solid quarter. In the U.S., the Dow Jones Industrial Average gained 2.16 percent, the S&P 500 Index was up 2.06 percent, and the Nasdaq Composite climbed 1.11 percent. For the quarter, these three indices were up 5.58 percent, 4.48 percent, and 6.06 percent, respectively.

Read more

A Financial Checklist You Can Handle

Starting fresh is always a great feeling, but the scale of what we set out to accomplish at the beginning of the year sometimes becomes overwhelming as the months go by. The question is,how can you stay motivated to meet your financial goals throughout the year?

Read more

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