The markets have been on a steady upward path since the election in November 2016 and this past week has shown that market volatility is part of long-term investing. Since peaking on January 26th, the S&P 500 is down 7.8%1 (as of close on Monday), which included Monday’s drop of 4.1%1. But in our…Details
In this Issue:
- Proposed Republican Tax Plan
- Roth 401k, is it right for you?
- Economic Update
- What is Your Investment Risk Score?
Congress Passes the Tax Cuts & Jobs Act What will the near-term impact be? Provided by Focus On Success On December 20, Congress passed the Tax Cuts & Jobs Act, sending the final version of the GOP tax reform bill to President Trump’s desk. The legislation alters the Internal Revenue Code to a degree…Details
THE QUARTER IN BRIEF The final quarter of 2017 was a great one for stocks: the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite all posted 3-month gains of better than 6%. Landmark federal tax reforms were approved and signed into law. Bitcoin was welcomed to two major futures exchanges, and it surged and…Details
Life Insurance Products with Long Term Care Riders Are they worthwhile alternatives to traditional LTC policies? Provided by: Focus On Success The price of long-term care insurance has really gone up. If you are a baby boomer and you have kept your eye on it for a few years, chances are you have noticed this.…Details
Unwinding a divorce can arguably be the second more stressful financial situation, the first possibly being preparing for a retirement. And for those who are nearing retirement and divorced, understanding how you can benefit from the Social Security rules is a vital piece of your retirement income strategy. Why Should You Consider Social Security…Details