News

Considerations for taking retirement distributions, including maximizing their benefits, managing expenses, debts, and taxes.

U.S. Markets The Dow Jones Industrial Average led, picking up 2.48 percent. The Standard & Poor’s 500 Index rose 1.46 percent, while the Nasdaq Composite was flat (+0.04 percent).(1) Recession […]

In this month’s recap: Stocks stumbled as investors worried that the Fed would maintain its tight monetary posture due to ongoing inflation.

U.S. Markets Stocks rallied in January as moderating inflation, a better-than-feared earnings season, and healthy economic data put investors in a buying mood. For the month, the Dow Jones Industrial […]

U.S. Markets Stocks were under pressure in December on renewed recession fears and concerns that the Fed may keep rates higher than markets anticipated.  The Dow Jones Industrial Average lost […]

U.S. Markets Stocks posted big gains in October, propelled by better-than-expected corporate reports. The Dow Jones Industrial Average led, gaining 13.95 percent. The Standard & Poor’s 500 Index tacked on […]

U.S. Markets Stocks trended lower in September as investors retreated in the face of rising bond yields and growing recession fears. The Dow Jones Industrial Average dropped 8.84 percent, while […]

U.S. Markets Renewed fears of higher rates and economic weakening, coupled with a tough talk by Fed Chair Jerome Powell and other Fed officials, sent stocks lower in August.  The […]

U.S. Markets Stocks posted big numbers in July, erasing some of their first-half losses. Investor sentiment was lifted by receding inflation and recession worries and a better-than-expected start to the […]

In a perfect world, most would consider waiting until their full retirement age to file for Social Security. The longer you wait to claim your retirement benefit, your monthly Social […]