Financial Planning Health

A Look at HSA Accounts

Health Savings Accounts may provide you with remarkable tax advantages. Why do higher-income households inquire about Health Savings Accounts? They have heard about what an HSA can potentially offer them: a pool of tax-exempt dollars for health care, a…

Market News

News by the Numbers: Week of February 5, 2018

Five noteworthy figures from the previous week 2.4% America’s personal savings rate at the end of 2017. Not since 2005 have households saved so little of their paychecks. On one hand, this is a good thing, as it points…

Advisor Insights

Just Breath – This is Normal

Written by: Benjamin Bimson CIMA® / CIO, BCJ Financial Group Market corrections can be fast, furious and unsettling – but they are also very normal. Nobody wants to see a big point negative move. That is what we all…

Market News

The Dow Dropped, but Should You Drop Out?

Monday’s plunge was hardly the disaster that some media outlets claimed. On February 5, the Dow Jones Industrial Average took an unprecedented fall. The benchmark dropped 1,175 points, and it was down 1,500 points at one moment during the…

Financial Planning

Why Having a Financial Professional Matters

A good professional provides important guidance and insight through the years. What kind of role can a financial professional play for an investor? The answer: a very important one. While the value of such a relationship is hard to…

Market News

Monthly Economic Update: February 2018

U.S., Global Equities Post Stellar Gains in 2017 Dow, S&P 500, Nasdaq Had Best Year Since 2013 Global equity markets produced stronger returns in terms of price than we’ve seen in several years during 2017. Underpinning the strong year…

Market News

News by the Numbers: Week of January 29, 2018

Five noteworthy figures from the previous week 2.6% The federal government’s first estimate of the pace of economic expansion in the fourth quarter. This represents the best Q4 for the economy since 2014. In Q4 2016, GDP was less…