Category: Uncategorized

How this Election Year Could Impact the Economy and Your Retirement

Election years historically bring uncertainty to the stock market, and uncertainty often translates to economic volatility. While the changing of the guard will have an impact on your retirement, changes you make today can determine if it’s positive or negative. 2020 Recap: In January, the retirement landscape was impacted by the SECURE Act which changed retirement rules. […]

Podcasts: Tune in for Investing, Information, and Relaxation

Have you discovered the value of podcasts for financial insight? Gaining outside perspectives is a smart way to look at your financial future. There are podcasts for all ages, genres, and cultures and they can be fiction or nonfiction and range from serious to comedy and everything in between. Between the host and the interviewee, […]

What Drove Last Year’s Rally?

The S&P 500 index rose nearly 29 percent last year, its best performance since 2013. But it might be somewhat concerning that market’s historic run in 2019 was driven almost entirely by a vigorous rise in price rather than steady earnings growth, according to researchers at Goldman Sachs. That rally in stock prices is a […]

Market Scorecard for 2019

The S&P 500 finished 2019 up nearly 30 percent on the year, the strongest performance for that index in six years. The tech-heavy Nasdaq did even better, posting a gain of 35 percent, while the Dow Jones Industrial Average was up 22 percent. But the gains were a bit wind-aided: One of the keys to […]

The Worst Stocks of 2019

In a strong year for the market, no stock in the S&P 500 index lost more than half its value last year. Here are the ten worst-performing stocks in the S&P for the year 2019: Abiomed: down 48 percent Macy’s: down 40 percent DuPont: down 39 percent Occidental Petroleum: down 30 percent DXC Technology: down […]

Thoughts for the New Year

“I hope that in this year to come, you make mistakes. Because if you are making mistakes, then you are making new things, trying new things, learning, living, pushing yourself, changing yourself, changing your world. You’re doing things you’ve never done before, and more importantly, you’re doing something.” ~ Neil Gaiman “The new year stands […]

Biggest Winners of 2019

Four of the stocks in the S&P 500 literally doubled in value this year. On the final day of 2019, these have been the best-performing stocks in the S&P for the year: Advanced Micro Devices: up 150 percent Lam Research: up 120 percent KLA Corp.: up 104 percent Target: up 102 percent Chipotle: up 94 […]

Many Unhappy Returns

Do you know what National Returns Day is? It’s a fairly new “holiday,” taking place each year on January 2. And for the seventh straight year, it’s going to be a record setter. United Parcel Service said last week that it forecasts a record National Returns Day, with 1.9 million returns expected. That will be […]

Retirements Changes in a Decade

What has happened to retirement in America over the past decade? To a certain extent, it has become a tale of two very different realities. Remember, in 2010, the economy was just beginning to recover from the worst recession and financial crisis in recent memory, and millions of workers were worried that their retirement plans […]

Worst Stocks of the Decade

It’s always a little unfair to list the worst stocks over any long period of time, since the absolute worst ones will have gone out of business long before the time frame ends. Nevertheless, here are the worst-performing S&P 500 stocks from the decade of the teens, counting only those that are still around to […]

Thoughts for Christmas Day

Christmas is a season for kindling the fire for hospitality in the hall, the genial flame of charity in the heart. ~ Washington Irving The thing about Christmas is that it almost doesn’t matter what mood you’re in or what kind of a year you’ve had – it’s a fresh start. ~ Kelly Clarkson Before we took […]

Looking Ahead to 2020

It has been a notably strong year for U.S. equity markets, with the S&P 500 boasting a gain of 28.5 percent, while the Dow Jones Industrial Average is up 22 percent in 2019. The Nasdaq exceeds them both, with a gain of 34.5 percent. That performance has some wondering if we’re due for a bounceback, […]