This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview then features the returns of stock and bond asset classes in the US and international markets.
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Newsletter | December 2016
December’s newsletter touches upon catch-up contributions to retirement accounts, tips for making charitable donations, as well as becoming a financial caregiver for your parents. It also discusses the new chip-card technology and what to evaluate when considering a new job offer.
Read moreNewsletter | November 2016
This newsletter explains differences between a will and a trust as well as differences between pretax, Roth, and after-tax contributions to employer-sponsored retirement plans. It provides a year-end financial checklist and answers two questions regarding early-retirement and Medicare coverage.
Read morePresidential Elections and the Stock Market
This article discusses the short and long-term effects that presidential elections have on the stock market. It uses data to explain how the market has provided sizable returns regardless of which party controls the white house.
Read moreNewsletter | October 2016
This newsletter provides insights into interest rates, year-end tax planning, as well as top financial concerns of baby boomers, generation Xers, and millennials. It also discusses health-care options for early retirees and information about home sharing site like Airbnb.
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