Market News

Small Caps Stocks Outperforming Large Caps…For Now

A so-called “flight-to-safety” trade into small capitalization shares in recent weeks continues to lift the performance of these companies’ shares versus large caps. Since trade tensions between the U.S. and China began to boil over in early March, there’s…

Market News

News by the Numbers: Week of April 16, 2018

Five noteworthy figures from the previous week 13.9% The average increase in dividend payments for S&P 500 companies in the first quarter. Recent corporate tax breaks (and rising interest rates) may have encouraged this development. None of the 415…

Financial Planning

The Major 2018 Federal Tax Changes

Comparing the old rules with the new. The Tax Cuts and Jobs Act made dramatic changes to federal tax law. It is worth reviewing some of these changes as 2019 approaches and households and businesses refine their income tax…

Market News

Quarterly Economic Update: Q1 2018

Potential for Escalating Trade Dispute with China Could Become Concern for Sectors of U.S. Economy Despite weather-related factors which dampened the pace of job growth in March, demand for labor remained solid as evident in the most recent jobs…

Market News

News by the Numbers: Week of April 9, 2018

Five noteworthy figures from the previous week 103,000 March’s net jobs gain. This number was certainly disappointing, especially after payrolls swelled with 326,000 more jobs in February. Even so, Department of Labor data shows monthly net job growth in…

Retirement

Will Debt Spoil Too Many Retirements?

What pre-retirees owe could compromise their future quality of life. The key points of retirement planning are easily stated. Start saving and investing early in life. Save and invest consistently. Avoid drawing down your savings along the way. Another…

Market News

Strong Earnings Season Expected

Strong earnings season expected for S&P 500 companies with tax reform a likely contributor. With first quarter earnings season set to kick off in the coming weeks, investors may get more insight into how companies plan to use savings…