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Monday, October 14, 2019

The Week on Wall Street Stock prices pushed higher last week, as investors remained hyper-focused on any new developments with the U.S. trade negotiations with China. The Dow Jones Industrial Average picked up 0.91%, while the...

 

Monday, October 7, 2019

The Week on Wall Street The fourth quarter started with a mixed week for equities. The Dow Jones Industrial Average lost 0.92% for the week; the S&P 500, 0.33%. In contrast, the Nasdaq Composite improved 0.54%. Overseas stocks pulled...

 

Monday, September 30, 2019

The Week on Wall Street Stocks retreated last week. Traders worried that the formal impeachment inquiry of President Donald Trump might distract White House officials from their pursuit of a trade deal with China, and shift the focus...

 

Monday, September 23, 2019

The Week on Wall Street Investors reacted to two major news items last week, one far more of a surprise than the other. The Federal Reserve did indeed make a rate cut, matching Wall Street expectations. Drone strikes on two of the...

 

Monday, September 16, 2019

The Week on Wall Street Stocks edged toward all-time peaks during a relatively calm week marked by easing trade tensions. Friday marked the eighth straight daily advance for the Dow Jones Industrial Average.[1] Small-cap shares, as...

 

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Monday, September 9, 2019

The Week on Wall Street Stocks rose last week, with help from two developments: the announcement of further U.S.-China trade talks as well as August hiring and manufacturing numbers that seemed to bolster the argument for a rate cut...

 

Tuesday, September 3, 2019

The Week on Wall Street Fears of an impasse in the U.S.-China trade dispute lessened last week. While additional U.S. tariffs on Chinese imports were scheduled to take effect on September 1, China's government communicated that it...

 

Monday, August 26, 2019

The Week on Wall Street Traders assumed that the week's biggest news event would be Federal Reserve Chairman Jerome Powell's speech at the annual Jackson Hole banking conference. Instead, China seized the headlines by announcing new...

 

Monday, August 19, 2019

The Week on Wall Street U.S. stock indices saw significant ups and downs last week, with traders looking for economic cues from Treasury yields and also developments in the tariff fight between the U.S. and China. The S&P 500 lost 1...

 

Monday, August 12, 2019

The Week on Wall Street Stocks spent much of last week rebounding from a Monday drop that reflected nervousness about the U.S.-China trade fight. By Thursday's closing bell, the S&P 500 had regained all its Monday losses - but it...

 

Monday, August 5, 2019

The Week on Wall Street Last week, the Federal Reserve cut interest rates for the first time in more than a decade, in line with Wall Street's expectations. Ironically, stocks had their worst week of 2019. The S&P 500 finished the...

 

Monday, July 29, 2019

The Week on Wall Street Last week, investors assessed earnings and the initial estimate of second-quarter economic growth, while awaiting the Federal Reserve's next announcement about interest rates. Stocks rose for the week;...

 

Wednesday, February 8, 2017

This upcoming April, the Department of Labor’s landmark fiduciary rule is scheduled to take effect. How does this rule benefit you, and how is the Trump administration approaching it? Contrary to popular belief, today many...

 

Thursday, November 10, 2016

Since I have been asked on numerous occasions the last two days, I thought I would share my opinion on the Presidential election and what we might expect. First, let me start by stating these are my views alone. Also, this is our firms...

 

Tuesday, August 2, 2016

You probably remember the cast of characters in your estate plan. You were the creator of your trust, known as the grantor, settlor, or The trustee controls the assets in the For most revocable trusts, that’s also you, while...

 

Tuesday, June 21, 2016

When it comes to estate planning, you probably think of wills and trusts. But there are three other estate planning documents you should think about to make your plan complete: A Living Will A Healthcare Directive, also called an...

 

Wednesday, February 24, 2016

When looking for advice, what is a resource? According to Wordsmyth it is a source of aid, support or other reinforcement. According to Wikipedia it is a source or supply from which benefit is produced. The benefits can vary and may...

 

Friday, January 29, 2016

The Social Security rule changes that I discussed last quarter (http://bit.ly/1JLNzly) seem to be worrying a lot of people and for good reason. For over 80 years, Social Security has played a significant role in helping Americans...