Market Update for the Quarter Ending September 30, 2018

A mixed September but strong quarter for U.S. stocks

The Dow Jones Industrial Average (DJIA) led the way in September with a return of 1.97 percent, and the S&P 500 followed with a 0.57-percent return. But the Nasdaq Composite finished the month down 0.70 percent. Still, the Nasdaq ended the quarter in line with its peers; it returned 7.41 percent for the quarter compared with 7.71 percent for the S&P 500 and 9.63 percent for the DJIA.

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Important Legal Documents for College Students

As summer turns to fall, flocks of recent high school graduates leave the nest and head off to college or university for the first time. Their parents are faced with a wide range of emotions as they watch their children prepare to spread their wings as independent young adults. 

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Changes Ahead for the GICS: What Could They Mean for Your Portfolio?

As you may know, the Global Industry Classification Standard (GICS) controls how companies are sorted into sectors within stock indices. On September 28, 2018, the MSCI and S&P Dow Jones indices plan to make big changes to the structure of the GICS—perhaps the most impactful changes we’ve seen in GICS history. But how will your portfolios be affected? Let’s take a closer look, starting with a breakdown of exactly what these changes entail.

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