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Wealth Management

WEALTH MANAGEMENT

Weekly Market Update, May 22, 2017
Weekly Market Update, May 15, 2017
Weekly Market Update, May 8, 2017
Weekly Market Update, May 1, 2017
Estate Planning: It’s for Everyone
Weekly Market Update, April 24, 2017
Evaluating an Early Retirement Offer
Weekly Market Update, April 17, 2017
Weekly Market Update, April 10, 2017
Weekly Market Update, April 3, 2017
5 Ways to Spot a Phishing E-Mail
Weekly Market Update, March 27, 2017
Is Spring on the Way for the Economy?
Weekly Market Update, March 20, 2017
Weekly Market Update, March 13, 2017
Weekly Market Update, March 6, 2017
Dow 21K: How Far Can the Rally Run?
Weekly Market Update, February 27, 2017
Weekly Market Update, February 21, 2017
Weekly Market Update, February 13, 2017
Weekly Market Update, February 6, 2017
Weekly Market Update, January 30, 2017
Weekly Market Update, January 23, 2017
Weekly Market Update, January 17, 2017
Weekly Market Update, January 9, 2017
Weekly Market Update, January 3, 2017
Weekly Market Update, December 19, 2016
Weekly Market Update, December 12, 2016
Should I Invest Outside the U.S.?
Weekly Market Update, December 5, 2016
Market Records and Your Investments
Weekly Market Update, November 28, 2016
Weekly Market Update, November 21, 2016
Weekly Market Update, November 14, 2016
Weekly Market Update, November 7, 2016
Weekly Market Update, October 31, 2016
Weekly Market Update, October 24, 2016
Weekly Market Update, October 17, 2016
Weekly Market Update, October 10, 2016
Weekly Market Update, October 3, 2016
Weekly Market Update, September 26, 2016

Sticker Shock: Creative Ways to Lower the Cost of College

Posted by Paul Miller

Even with all of your savvy college shopping and research about financial aid, college costs may still be prohibitive. At these prices, you expect you'll need to make substantial financial sacrifices to send your child to college. Or maybe your child won't be able to attend the college of his or her choice at all. Before you throw in the towel, though, you and your child should consider steps that can actually lower college costs. Although some of these ideas deviate from the typical four-year college experience, they just might be your child's ticket to college--and your ticket to financial sanity.
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Weekly Market Update, May 22, 2017

Posted by Paul Miller

 

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Weekly Market Update, May 15, 2017

Posted by Paul Miller

 

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Weekly Market Update, May 8, 2017

Posted by Paul Miller

General Market News

The yield on the 10-year Treasury opened at 2.35 percent early Monday morning. It has been bouncing around the 2.30-percent level for a couple of weeks now. The 30-year Treasury opened at 2.98 percent, continuing to test the 3-percent ceiling. Meanwhile, at 1.32 percent, the 2-year was near its highest level in six weeks.

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The Trump Tax Proposal: What You Need to Know

Posted by Paul Miller

Last week, the White House unveiled its tax plan, proposing to cut taxes across the board, relieve millions of people from paying income taxes, and streamline filing—all while keeping the budget in balance (or at least not making the situation worse). But are the plan’s promises possible to fulfill, and does it stand a chance of passing?

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Weekly Market Update, May 1, 2017

Posted by Paul Miller

General market news              

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Estate Planning: It’s for Everyone

Posted by Dan Sparta

If you’re like many people, you’ve thought about making an estate plan, but you just never get around to doing it. Perhaps you’re too busy, or maybe you’d rather avoid considering what will happen in the event of your incapacity or death. Although these concerns are understandable, estate planning is a vital component of your financial well-being—and one that’s best tackled sooner rather than later.

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Weekly Market Update, April 24, 2017

Posted by Paul Miller

General market news              

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Evaluating an Early Retirement Offer

Posted by Paul Miller

In today's corporate environment, cost cutting, restructuring, and downsizing are the norm, and many employers are offering their employees early retirement packages. But how do you know if the seemingly attractive offer you've received is a good one? By evaluating it carefully to make sure that the offer fits your needs.

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Weekly Market Update, April 17, 2017

Posted by Paul Miller

General market news

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Weekly Market Update, April 10, 2017

Posted by Paul Miller

General market news              

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Weekly Market Update, April 3, 2017

Posted by Paul Miller

General market news              

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5 Ways to Spot a Phishing E-Mail

Posted by Paul Miller

Did you know that phishing (i.e., scam) e-mails account for about 91 percent of all cyberattacks? In other words, nearly every cybersecurity issue you could think of—from viruses, to ransomware, to full-blown data breaches—starts with users accidentally clicking malicious links in e-mails.

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Weekly Market Update, March 27, 2017

Posted by Paul Miller

General market news

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Is Spring on the Way for the Economy?

Posted by Richard Snelley

As the end of the first quarter approaches, expectations are high for a new burst of economic growth. With consumer confidence at the highest point since before the financial crisis, business confidence rising to very healthy levels, and job and wage growth continuing to move in the right direction, spring seems just around the corner.

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Weekly Market Update, March 20, 2017

Posted by Paul Miller

General market news

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Weekly Market Update, March 13, 2017

Posted by Paul Miller

General market news

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There's Still Time to Contribute to an IRA for 2016

Posted by Dan Sparta

There's still time to make a regular IRA contribution for 2016! You have until your tax return due date (not including extensions) to contribute up to $5,500 for 2016 ($6,500 if you were age 50 by December 31, 2016). For most taxpayers, the contribution deadline for 2016 is April 18, 2017.

You can contribute to a traditional IRA, a Roth IRA, or both, as long as your total contributions don't exceed the annual limit (or, if less, 100% of your earned income). You may also be able to contribute to an IRA for your spouse for 2016, even if your spouse didn't have any 2016 income.

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The Election's Impact on Fixed Income Investments

Posted by Richard Snelley

Since the election, much of the financial commentary has centered on the stock market’s surprising surge. In fact, though, the largest changes by far have been in the bond markets. Let’s take a look at what this means for the economy and our investments.

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Weekly Market Update, March 6, 2017

Posted by Paul Miller

General market news

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