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Monthly Economic Update

The Month in Brief In February, anxieties about the novel coronavirus (COVID-19) rippled through stock, bond, and commodity markets. Stories about the disease dominated the news cycle, and concerns that a pandemic would occur hurt equities. The S&P 500 slipped 8.41% for the month, and foreign stock markets also retreated. Oil tumbled below $50. Away […]

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Monthly Economic Update

The Month in Brief Early January gains gave way to late January losses as the coronavirus emerged as a global health concern and, correspondingly, a concern for the investment markets. The S&P 500 ended up retreating 0.16% for the month. The coronavirus outbreak was just one of the big stories in January: President Donald Trump […]

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Retirement In Sight: What Matters More in Retirement: Income or Savings?

What Matters More in Retirement: Income or Savings? Retirement saving is not just about accumulating assets. It is also about laying the groundwork for retirement spending. Any retirement strategy has a core goal: the goal of helping an individual or couple pursue their retirement dreams once their careers have concluded. So, from that perspective, the […]

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Retirement In Sight: How the SECURE Act Affects Retirement Accounts

How the SECURE Act Affects Retirement Accounts A new federal law, the Setting Up Every Community for Retirement Enhancement (SECURE) Act, directly affects retirees and retirement savers. It changes the rules regarding “stretching” an individual retirement account (IRA), as well as longstanding retirement account rules keyed to age 70½. Under the SECURE Act, in most […]

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Monthly Economic Update

The Month in Brief Stocks rallied in December, closing out a decidedly positive year on Wall Street. The S&P 500 added another 2.86% last month, rising 28.88% for 2019. What helped the market? The trade dispute between the U.S. and China cooled, as both nations took what was characterized as an initial step toward a […]

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