July was a mostly positive month for investors. For the equity investor all the US-focused indexes we follow were up more that 1% each. The bond investor saw its index, the Aggregate Bond Index, move higher as well. The dollar reversed its June losses with a strong month. The two losers were … Read More
Beyond Contribution Limits: How to Save More for Your Retirement
When you make more than you spend, one financial goal is to make annual retirement savings up to your contribution limits. Even so, many of you high earners still won't save enough to maintain your current living standards during retirement. To help achieve your retirement goals, you'll need to do … Read More
Monthly Stock Market Review – June 2019
To say June was a good month for stock market investors would be a big undersell of what actually happened. All the major indices we follow, including the global indexes, posted gains of more than 6%. In an unusual twist, bonds and commodities posted strong gains as well. The U.S Dollar was the lone … Read More
How to Balance Retirement and College Savings
Like many parents today, you probably feel like you have multiple financial goals you need to juggle at the same time. We understand this kind of financial pressure and want to help you make solid financial choices for you and your family. For example, one theme often comes up in discussion with the … Read More
Monthly Stock Market Review – May 2019
As good as the first third of the year was for stock market investors the month of May was just as bad, giving back a large chunk of the gains made earlier this year as global markets sold off. All the indexes we follow gave back at least 6% for the month. The “risk off” trade was not limited to the … Read More
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