Monthly Economic Update – January 2023
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…
DetailsMonthly Economic Update – November 2022
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…
DetailsMonthly Economic Update – October 2022
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…
DetailsMonthly Economic Update – September 2022
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…
DetailsMonthly Economic Update – August 2022
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…
DetailsRetirement In Sight: Who Claims Social Security at 62, and Why?
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…
DetailsMonthly Economic Update – July 2022
U.S. Markets Stock prices were lower in June as recession talk prompted investors to manage risk in their portfolios. The Dow Jones Industrial Average lost 6.71 percent, while the Standard…
DetailsRetirement In Sight: Health Savings Accounts for Retirement
If you have the chance to open a Health Savings Account (HSA), you might want to take a look. An HSA is a tax-advantaged account that you can use to pay for qualified medical expenses.
DetailsMonthly Economic Update – June 2022
U.S. Markets Stocks were mixed in May as a powerful rally in the final week of trading helped recoup losses from earlier in the month. The Dow Jones Industrial Average…
DetailsRetirement In Sight: Rethinking Retirement
Some of the “conventional financial wisdom” circulating about retirement may need a second look because those assumptions may not prove true for everyone. Or, to put it another way, sometimes…
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