Friday, August 7, 2020
Although the American Dream means different things to different people, one universal desire is to enjoy a satisfying retirement when our working days are over. Making this dream a reality is no easy task, but there’s nothing...
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Tuesday, July 14, 2020
They don’t call them the golden years for nothing. Golf courses, sandy white beaches, more time with family…these daydreams have been a major motivation to show up to the office every day for the last few decades. And...
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Monday, June 15, 2020
Does it seem like there are more and more news updates about hackers and breaches in security? As we become increasingly dependent on technology and use multiple devices on any given day, there are more opportunities for our personal...
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Friday, May 1, 2020
The number of Americans retiring has nearly doubled in the past 20 years, with 10,000 people a day reaching age 65. (1) Are you getting close to that milestone too? If retirement is on the horizon for you, then Social Security is...
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Friday, May 1, 2020
It’s easy to see why you’d want to buy a house in Denver. With the stunning mountain landscapes, awesome outdoor activities, and progressive-minded community, it’s no wonder U.S. News ranked it the second best place...
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Friday, March 13, 2020
As global markets continue their roller coaster ride due to fears surrounding the coronavirus, our most recent bull market officially turned into a bear market. But what does that mean? And are we on the verge of another recession like...
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Friday, February 28, 2020
The financial markets took a big dip early this week over fears about the spreading coronavirus, erasing gains from earlier this year. After the Dow lost over 800 points on Tuesday, it was down a total of 1,900 points in two days....
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Wednesday, February 26, 2020
Risk is everywhere, every day. But when it comes to your money, taking on too much risk can mean not reaching your goals. While there are some things we can’t control, such as natural disasters and political scandals that cause...
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Monday, February 17, 2020
For many of us, tax season is something we’d rather avoid. And it’s no surprise why, since each taxpayer spends about 12.5 hours preparing for and filing taxes, (1) not to mention the added tax-preparation costs. But since...
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Wednesday, January 8, 2020
The start of a new year is often a time to get organized, reevaluate your portfolio, and plan for the year ahead. But many of us often forget to plan for the unexpected, such as an injury, sickness, or medical emergency. Did you know...
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Monday, December 30, 2019
https://www.findyourindependentadvisor.com/benefits-of-independence.html 5 Benefits of a Fiduciary
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Sunday, December 29, 2019
Retirement is arguably the most talked-about financial topic, and rightly so. Our retirement years can span decades and require sizable assets to take care of all our needs in our non-working years. But the exact amount of those...
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Wednesday, November 13, 2019
Do you ever lose sleep worrying about not having enough money in retirement? If so, you’re in good company. Planning for retirement is a monumental task with too many variables to name, but by arming yourself with information...
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Monday, October 28, 2019
Every decade has its milestones, but the ones you face in your 60s have more financial consequences and require more preparation. After all, you want to enter retirement with confidence and excitement, and that doesn’t happen by...
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Thursday, September 12, 2019
What comes to mind when you think about preparing for retirement? For most of us, we think of the financial aspects of it. But it’s also important to prepare for the emotional and psychological changes that happen in retirement....
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Thursday, August 15, 2019
Would you turn down $1 million? I didn’t think so. But if you think you’ll be set for life with that amount of money, you may be in for a shock. In the past, a $1 million nest egg was the gold standard for success, but now,...
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Wednesday, July 24, 2019
When you make the decision to become a teacher, it’s usually because of your passion for learning and desire to educate the next generation, not the salary. The average annual salary for public school teachers ranges between $40...
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Tuesday, June 25, 2019
Imagine this scenario: you work hard and you diligently save, but then you hear rumors that the market is about to take a dive. Or the market does hit a downturn and you see big losses in your account. What do you do? Do you take all...
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Wednesday, June 5, 2019
Why did I become a financial advisor? It’s simple; I wanted to have an impact on people’s lives. Money, and how much or little you have, can significantly affect your quality of life. It determines what options are...
Read MoreThe Week on Wall Street Stocks struggled during a 4-day market week as the U.S.-China trade standoff continued to weigh on the minds of market participants. From the Friday, May 24 close to the Friday, May 31 close, the S&P 500...
Read MoreThe Week on Wall StreetStocks drifted lower last week as investors considered the possibility that the world's two largest economies might take some time to resolve key trade issues. The S&P 500 retreated 1.17%; the Nasdaq Composite,...
Read MoreThe Week on Wall Street Stocks fell sharply at the start of last week over trade tensions, then recovered with help from strong earnings and indications that U.S.-China trade talks would continue. Even so, the major indices had a down...
Read MoreThe Week on Wall Street As we noted recently, Wall Street has a wandering eye. Last week, it focused on the new tariff threats in the ongoing U.S.-China trade dispute. Stocks fell across five trading sessions: the Dow Jones Industrial...
Read MoreThe Week on Wall Street Stocks were up and down last week, and the three major benchmarks ended up little changed after five trading days. The S&P 500 rose 0.20% for the week; the Nasdaq Composite, 0.22%. The Dow Jones Industrial...
Read MoreThe Week on Wall Street Stocks returned to record territory, with both the S&P 500 and the Nasdaq Composite closing at historic highs. The S&P gained 1.20% for the week; the Nasdaq, 1.85%. The Dow Jones Industrial Average lagged,...
Read MoreThe Week on Wall Street A short and relatively placid trading week wrapped up Thursday, with the major indices turning in mixed performances. The S&P 500 retreated 0.08%, the Nasdaq Composite advanced 0.17%, and the Dow Jones...
Read MoreThe Week on Wall Street Stocks broke out of a narrow range on Friday following news that two major banks grew their bottom line in the first quarter. For the week, the S&P 500 rose 0.79%; the Nasdaq Composite, 0.91%. The Dow Jones...
Read MoreThe Week on Wall Street Stocks just posted their second straight weekly gain. Investors were encouraged by the latest jobs report and new signs of progress on a U.S.-China trade deal. The Dow Jones Industrial Average advanced 1.17% in...
Read MoreThe Week on Wall Street Stocks ended last week higher as volatility slowed, completing their best quarter since 2009. A Friday tweet from Treasury Secretary Steven Mnuchin encouraged investors, referring to "constructive" discussions...
Read MoreThe Week on Wall Street Friday, the yield of the 3-month Treasury bill exceeded the yield of the 10-year Treasury note for the first time in 12 years. For some analysts, this "inverted yield curve" may imply a short-term lessening of...
Read MoreThe Week on Wall Street The big story last week was the sudden grounding of Boeing 737 Max 8 and 9 passenger jets in dozens of countries. The financial effects of this ban could potentially impact the airline industry and segments of...
Read MoreThe Week on Wall Street As in February, investors spent most of the first full trading week of March hoping for new details in U.S.-China trade negotiations. While they waited, stock benchmarks drifted downward. From Monday's open to...
Read MoreThe Week on Wall Street Stocks lost a little ground as February gave way to March. While domestic and overseas political developments made headlines, the market stayed relatively calm: from Monday's open through Friday's close, the...
Read MoreThe Week on Wall Street Stocks rallied last week as optimism about a potential U.S.-China trade deal grew. The S&P 500 advanced 0.80% during the 4-day trading week to 2,792.67. The Nasdaq Composite improved 0.86% to 7,527.54, and the...
Read MoreThe Week on Wall Street Stocks ended a good week on a high note, as hints of progress in U.S.-China trade talks encouraged investors. When the closing bell rang Friday, the S&P 500 settled at 2,775.60, after rising 2.50% in five days....
Read MoreThe Week on Wall Street Major U.S. stock benchmarks eked out slight gains last week, with corporate profit reports and news about U.S.-China trade negotiations vying for investor attention over five trading sessions. The big three...
Read MoreLast week closed out one of stocks' top January performances in years. In fact, both the S&P 500 and Dow posted their best January results in at least 3 decades.[1] For the week, major domestic indexes were also up. The S&P 500 gained...
Read MoreFor the first time in months, U.S. markets experienced little movement last week.[1] The Dow and NASDAQ did have their 5th week of gains in a row, but their increases were small: 0.12% and 0.11%, respectively. Meanwhile, the S&P 500...
Read MoreU.S. markets were up again last week, as major domestic indexes posted their 4th weekly gains in a row.[1] In fact, the S&P 500 was no longer in correction territory at Friday's close - and was in the middle of its best yearly start...
Read MoreAfter months of volatility, markets relaxed a bit last week. For the first time since October, the S&P 500 went 5 days without a 1% gain or loss.[1] The Cboe Volatility Index, or VIX, also fell to lower than 20 - in December, it...
Read MoreU.S. markets experienced more wild sessions last week before ending in positive territory as the recent turbulence continued. In fact, we are currently in the middle of some of the most volatile market performance in more than eight...
Read MoreThe close of the year provides an opportunity for investors to step back and consider the wider financial landscape. This week, we're reviewing some key issues that defined 2018, as well as some factors that may influence financial...
Read MoreLast week, domestic markets had some of their worst performance in 10 years.[1] The S&P 500 lost 7.05%, the Dow declined 6.87%, and the NASDAQ dropped 8.36%. All three indexes have now lost at least 8% in 2018.[2] On Friday, December...
Read MoreLast week brought more volatility to the markets. While domestic indexes had some rallies as positive trade news emerged earlier in the week, by Friday, December 14, they had erased any gains. The last time major U.S. indexes ended in...
Read MoreMarkets went for another wild ride last week, as major domestic indexes swung back and forth. By Friday, December 7, markets had posted their worst weekly performance since March - and the S&P 500 and Dow both moved into negative...
Read MoreU.S. markets ended a volatile month on a high note Friday. All three major indices posted impressive increases for the week, buoyed by news from the Fed Reserve and international trade.[1] The S&P 500 jumped 4.85%, and the NASDAQ...
Read MoreLast week was a tough one for markets. The S&P 500 dropped 3.79% and experienced its worst results during a Thanksgiving week since 1939.[1] While the index officially entered correction territory on Friday, it closed 10.2% below its...
Read MoreMarkets experienced more volatility last week, as perspectives on trade, tech, and retail pulled investor sentiment back and forth. Although domestic indexes were up on Friday, November 16, they still posted losses for the week.[1] In...
Read MoreLast week, markets experienced a 4-day winning streak before dropping on Friday, November 9. Despite those losses, domestic indexes posted gains for the week.[1] The S&P 500 increased 2.13%, the Dow added 2.84%, and the NASDAQ was up 0...
Read MoreMarkets posted strong gains last week after struggling for much of October. The S&P 500 had its best weekly performance since May, and the NASDAQ had its first positive week since September.[1] Despite domestic markets dropping on...
Read MoreLast week did nothing to dispel October's reputation as a tough month for the markets. The S&P 500 lost 3.94%, the Dow declined 2.97%, and the NASDAQ dropped 3.78% during what was one of 2018's most volatile weeks so far. All three...
Read MoreStock performance was mixed last week as investors considered the impact of interest rates, international affairs and corporate earnings.[1] The S&P 500 gained 0.02%, and the Dow added 0.41% to post its first weekly gains in October....
Read MoreVolatility was back in full force last week. The three major domestic indexes posted several days of losses before experiencing wide swings on Friday. By week's end, the Cboe Volatility Index (VIX), which investors use to help measure...
Read MoreAlthough new data continued to show strength in the U.S. economy, markets stumbled across the globe last week.[1] The S&P 500 lost 0.98%, the Dow dropped 0.04%, and the NASDAQ declined 3.21%.[2] International stocks in the MSCI EAFE...
Read MoreFriday, September 28, was the last trading day in 2018's 3rd quarter, and the S&P 500 posted its strongest quarterly return in nearly 5 years.[1] The Dow also showed impressive returns by beating expectations for the quarter, while...
Read MoreLast week brought new tariffs and data, and another look at changes coming to equity classifications. Overall, the S&P 500 gained 0.85% and the Dow was up 2.25%, while the NASDAQ dropped 0.29%.[1] International stocks in the MSCI EAFE...
Read MoreLast week, the East Coast prepared for Hurricane Florence, which roared through the Carolinas and Georgia. As investors kept their eyes on the weather and its potential for destruction, estimates emerged of up to $27 billion in...
Read MoreDomestic markets fell last week due to negative trade news and declining tech stocks, with the S&P 500 and Dow both breaking their multi-week winning streaks. Meanwhile, the NASDAQ posted losses for 4 days in a row for the first time...
Read MoreTrade continued to dominate the news last week and cause market volatility as investors monitored discussions of the North American Free Trade Agreement (NAFTA) and tension with China. While Mexico and the U.S. reached a new trade...
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