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Weekly Market Commentary – September 3, 2019

Market Commentary

Weekly Market Commentary – September 3, 2019

Global stocks rallied sharply last week and erased much of the decline experienced in August. Economic news was generally in line with recent themes, and the Chinese government’s comments expressing its willingness to negotiate reassured investors.

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Breaking Down The Basics Of HSAs

News

Breaking Down The Basics Of HSAs

Health Savings Accounts (HSAs) might be the single most powerful tax-advantaged savings vehicle in the IRS tax code. You can deduct contributions, experience tax-deferred gains and withdraw money tax free for qualified tax expenditures.

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Weekly Market Commentary – August 26, 2019

Market Commentary

Weekly Market Commentary – August 26, 2019

Global stocks were having a positive week until an escalation in the trade war between the U.S. and China pushed the market lower Friday morning. The S&P 500 dropped 2.6% on Friday after the president indicated the U.S. would respond to additional Chinese tariffs. 

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Weekly Market Commentary – August 19, 2019

Market Commentary

Weekly Market Commentary – August 19, 2019

Volatility continued to rise last week as the markets swung sharply in both directions. Markets moved more than 1% on four days. The most impactful event was the two-year yield temporarily rising above the 10-year yield, a move that has coincided with the last seven recessions.

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Weekly Market Commentary – August 12, 2019

Market Commentary

Weekly Market Commentary – August 12, 2019

Like some employees, the stock market had a great week, if you don’t count Monday. After falling nearly 3% on Monday, the market steadied as the back-and-forth between China and the U.S. calmed.

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3 Money-Smart Strategies for 529 College Savings Plans

Monthly Newsletters

3 Money-Smart Strategies for 529 College Savings Plans

Between squeaky new shoes, fresh pencils, packs of index cards, trendy new backpacks and other learning supplies, back-to-school shopping in the U.S. is expected to exceed $27 billion this year – about $510 per household. That’s a lot of Trapper Keepers.

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Weekly Market Commentary – August 5, 2019

Market Commentary

Weekly Market Commentary – August 5, 2019

Major news buffeted the market last week. The Federal Reserve cut rates as expected, but the press conference and vote margin suggested the cut does not signal more to come, which disappointed investors. Additional tariffs on Chinese goods were announced by President Trump, and the U.S. employment market remained strong.

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How a 529 College Savings Plan Can Help Make Summer Dreams a Reality

Blog

How a 529 College Savings Plan Can Help Make Summer Dreams a Reality

I have always loved the feeling of summer. Once Memorial Day celebrations kick off, the atmosphere seems to relax. Sunshine, water and sunscreen seem to be everyone’s focus. Long, warm nights are filled with the sounds of lawn mowers and children laughing.

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Weekly Market Commentary – July 29, 2019

Market Commentary

Weekly Market Commentary – July 29, 2019

U.S. gross domestic product (GDP) rose enough to calm recession worries, but not enough to cause the Federal Reserve to stray from an expected interest rate cut this week. The S&P 500 resumed its steady climb as positive earnings news and the economic data reassured investors. The S&P 500 climbed 1.7%.

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Why You Need a Will (and You Need One Today)

Blog

Why You Need a Will (and You Need One Today)

Who wants to spend an afternoon thinking about their mortality? No one, which is why more than half of Americans don’t even have a will. The foundation of your estate plan is a Last Will and Testament. Without a will, you are leaving the disposition of your assets and the guardianship of your minor children to a court.

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