Large cap U.S. equities continued to roll higher in September as both the Dow Industrials and S&P 500 hit new all-time highs. Smaller stocks, represented by the S&P 600 and S&P 400 respectively, posted losses for the month. Global equities were modestly higher. Our bond index reversed … Read More
How to Cut Expenses to Attain Your Retirement Lifestyle
How do you know if you're saving enough for retirement? To begin to answer that question, run a basic retirement calculator at least once a year. Even better, consider obtaining more customized answers from a financial advisor. A financial professional will consider your unique goals and help you … Read More
Monthly Stock Market Review – August 2018
Another strong month for U.S. equities as all three indexes we follow were up strong on the back of strong corporate earnings. Global equities did not fare as well as the MSCI EAFE was down for the month. Our bond index, while still down for the year, was higher in August. Dollar strength continued … Read More
Tips to Plan for Retirement by the Decade
You have a great chance to achieve your retirement goals if you treat retirement planning as a long-term project. When you start saving young, you can keep reinvesting gains and earning compound interest that adds up over the years. Perhaps even more important, you have time on your side. That means … Read More
Monthly Stock Market Review – July 2018
Stock market returns were strong in the month of July with all four US equity indexes we follow posting solid gains. Global markets were just as strong with the MSCI World and MSCI EAFA higher for the month. After a surge of strength earlier this year the US dollar was slightly lower. Finally, … Read More
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