Investment Commentary – Aug 24, 2021 Year to Date Market Indices as of Aug 24, 2021 • Dow 35,368 (15.22%) • S&P 4,486 (19.44%) • NASDAQ 15,019 (16.54%) • Gold $1,805 (-5.08%) • OIL $67.48 (39.69%) • Barclay Bond Aggregate (-1.79%) • Fed Funds Rate 0-0.25 (0-0.25) • Annual Inflation Rate 5.4% (As of 8/11/21) [...]
After spending much of your career planning for, and dreaming about retirement, you’ve finally hit the home stretch. Retirement is just around the corner and you’re getting excited. Hopefully, there won’t be any surprises, but checking on the status of other people’s retirements can help you prepare. These statistics can clue you in on what [...]
Investment Commentary – Aug 11, 2021 Year to Date Market Indices as of Aug 11, 2021 • Dow 35,368 (15.22%) • S&P 4,447 (18.12%) • NASDAQ 14,833 (14.74%) • Gold $1,744 (-5.40%) • OIL $67.48 (48.53%) • Barclay Bond Aggregate (-1.46%) • Fed Funds Rate 0-0.25 (0-0.25) • Annual Inflation Rate 5.4% (As of 8/11/21) [...]
Once you hit your sixties, you’re in the home stretch toward retirement. At this time, you need to confront several big decisions and make plans for certain parts of your life. If you’ve reached this decade and you’re approaching retirement, consider these five decisions carefully. Decide when to claim Social Security. Social Security deems “full [...]
Investment Commentary – July 27, 2021 Year to Date Market Indices as of July 27, 2021 • Dow 35,058 (14.55%) • S&P 4,401 (17.18%) • NASDAQ 14,660 (13.75%) • Gold $1,810 (-5.40%) • OIL $71.93 (48.53%) • Barclay Bond Aggregate (-1.46%) • Fed Funds Rate 0-0.25 (0-0.25) • Annual Inflation Rate 5.4% (As of 7/3/21) [...]
Have you noticed rising prices on a number of goods and services recently? If so, you’re not alone. In fact, the Consumer Price Index, which monitors inflation, is currently reflecting higher prices in a number of categories. That’s the bad news. The good news is that, since a subsection of the Consumer Price Index is [...]
Investment Commentary – July 20, 2021 Year to Date Market Indices as of July 20, 2021 Dow 34,511 (12.76%) S&P 4,323 (15.1%) NASDAQ 14,498 (12.5%) Gold $1,810 (-4.79%) OIL $67.23 (55.18%) Barclay Bond Aggregate (-2.32%) Fed Funds Rate 0-0.25 (0-0.25) Annual Inflation Rate 5.4% (As of 7/3/21) Dow jumps more than 200 points, rebounding for [...]
Investment Commentary – July 13, 2021 Year to Date Market Indices as of July 13, 2021 • Dow 34,888 (13.99%) • S&P 4,369 (16.32%) • NASDAQ 14,677 (13.88%) • Gold $1,807 (-4.94%) • OIL $75.11 (55.18%) • Barclay Bond Aggregate (-2.32%) • Fed Funds Rate 0-0.25 (0-0.25) • Annual Inflation Rae 5.4% (As of 7/3/21) [...]
Have you always dreamed of living in a mortgage-free home? For many, this goal is central to their retirement plan. Not only does it feel good to free your budget of what is probably your largest monthly expense; there’s just something about coming home to a house that completely belongs to you. So it’s no [...]
Investment Commentary – June 30, 2021 Year to Date Market Indices as of June 30, 2021 • Dow 34,097 (12.41%) • S&P 4,276 (15.39%) • NASDAQ 14,559 (13.13%) • Gold $1,757 (-7.57%) • OIL $73.72 (52.21%) • Barclay Bond Aggregate (-2.85%) • Fed Funds Rate 0-0.25 (0-0.25) • Annual Inflation Rate 5% (As of 6/1/21) [...]