Insights
Market Commentary
Weekly Market Commentary – September 16, 2019
Global stocks rallied sharply for the third straight week. The S&P 500 rose 1.0%. The MSCI ACWI index of global stocks rose 1.3%. The Bloomberg BarCap Aggregate Bond Index dropped 1.7% as optimism about future economic growth pushed interest rates higher and bond prices lower.
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Monthly Newsletters
Leave Them a Legacy, Not Taxes, with a Roth IRA Conversion
The SECURE Act is getting more press attention than retirement accounting has received in… well, probably ever, and was in the news all summer. It’s still being slowly digested by Congress but could change the landscape of retirement finance once it’s enacted.
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Market Commentary
Weekly Market Commentary – September 9, 2019
Global stocks rallied sharply for the second straight week. Stocks have historically performed worse in September than any other month, so the positive performance comes at a welcome time. For the week, the S&P 500 rose 1.8%.
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Free Guides
From Tax Efficiency to Retirement: Financial Planning for Small Business Owners
Financial planning for a small business gets more complicated every day. Business owners must navigate tax efficiency (and life under the new Tax Cuts and Jobs Act), retirement preparations for yourself and your employees, and succession planning. Get your financial plan in place today and prepare for what tomorrow brings with our guide to financial planning for small business owners.
Market Commentary
Weekly Market Commentary – September 3, 2019
Global stocks rallied sharply last week and erased much of the decline experienced in August. Economic news was generally in line with recent themes, and the Chinese government’s comments expressing its willingness to negotiate reassured investors.
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News
Breaking Down The Basics Of HSAs
Health Savings Accounts (HSAs) might be the single most powerful tax-advantaged savings vehicle in the IRS tax code. You can deduct contributions, experience tax-deferred gains and withdraw money tax free for qualified tax expenditures.
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Market Commentary
Weekly Market Commentary – August 26, 2019
Global stocks were having a positive week until an escalation in the trade war between the U.S. and China pushed the market lower Friday morning. The S&P 500 dropped 2.6% on Friday after the president indicated the U.S. would respond to additional Chinese tariffs.
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Market Commentary
Weekly Market Commentary – August 19, 2019
Volatility continued to rise last week as the markets swung sharply in both directions. Markets moved more than 1% on four days. The most impactful event was the two-year yield temporarily rising above the 10-year yield, a move that has coincided with the last seven recessions.
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Market Commentary
Weekly Market Commentary – August 12, 2019
Like some employees, the stock market had a great week, if you don’t count Monday. After falling nearly 3% on Monday, the market steadied as the back-and-forth between China and the U.S. calmed.
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Monthly Newsletters
3 Money-Smart Strategies for 529 College Savings Plans
Between squeaky new shoes, fresh pencils, packs of index cards, trendy new backpacks and other learning supplies, back-to-school shopping in the U.S. is expected to exceed $27 billion this year – about $510 per household. That’s a lot of Trapper Keepers.
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