Investment Commentary – June 15th, 2016 Market Indices as of Market Close June 15th, 2016 Dow 17,640 (1.23% YTD) S&P 2,071 (1.35% YTD) NASDAQ 4,834 (-3.44% YTD) Global Dow 2,289 (2,033 52 week low /2,606 high) 10-year Treasury 1.57 (1.53 52 week low /2.49 high) Gold 1,294 ($1,049 52 week low /high $1,308) Oil $47.49 [...]
For Mark Roberts' Use: If you are (or were) and employee for someone, chances are good that you've utilized the company's sponsored retirement account. You're already ahead of the curve because you have considered your retirement income needs and you're working toward a secure future. However, what happens to that account if you decide to change [...]
Investment Commentary – June 8th, 2016 Market Indices as of Market Close June 8th,2016 Dow 18,005 (3.33% YTD) S&P 2,119 (3.68% YTD) NASDAQ 4,974 (-0.65% YTD) Global Dow 2,390 (2,033 52 week low /2,606 high) 10-year Treasury 1.70 (1.53 52 week low /2.50 high) Gold 1,264 ($1,049 52 week low /high $1,308) Oil $51.37 ($31.61 [...]
For Mark Roberts' Use: Along the road to retirement, you might encounter many hazards that can set back your financial goals. From failing to max out your retirement plan contributions, to overlooking tax consequences, there are plenty of mistakes to be made. But you probably wouldn't think of parenting as a potential retirement pitfall! You [...]
Investment Commentary – June 1st, 2016 Market Indices as of Market Close June 1st, 2016 Dow 17,789 (2.09% YTD) S&P 2,099 (2.71% YTD) NASDAQ 4,952 (-1.10% YTD) Global Dow 2,336 (2,033 52 week low /2,606 high) 10-year Treasury 1.84 (1.53 52 week low /2.50 high) Gold 1,214 ($1,049 52 week low /high $1,308) Oil $48.87 [...]
Investment Commentary – May 25th, 2016 Market Indices as of Market Close May 25th, 2016 Dow 17,851 (2.45% YTD) S&P 2,090 (2.28% YTD) NASDAQ 4,894 (-2.25% YTD) Global Dow 2,334 (2,033 52 week low /2,616 high) 10-year Treasury 1.87 (1.53 52 week low /2.50 high) Gold 1,227 ($1,049 52 week low /high $1,308) Oil $49.68 [...]
For Mark Roberts' Use: If your company offers a 401(k) plan, this valuable work benefit can help you save for retirement while also reducing your income tax liability. But like most financial planning tools, a 401(k) is most helpful when it is utilized correctly. Follow these five rules to reap the most benefit from your [...]
Investment Commentary – May 18th, 2016 Market Indices as of Market Close May 18th, 2016 Dow 17,526 (0.58% YTD) S&P 2,047 (0.180% YTD) NASDAQ 4,739 (-5.36% YTD) Global Dow 2,291 (2,033 52 week low /2,644 high) 10-year Treasury 1.85 (1.53 52 week low /2.50 high) Gold 1,259 ($1,047 52 week low /high $1,306) Oil $47.89 [...]
For Mark Roberts' Use: It can be difficult for many families to juggle their priorities, so you're not alone in feeling this way. For parents in particular, putting yourself and your own financial needs first can induce feelings of guilt. You might feel tempted to place college savings above your own retirement planning on the financial [...]
Investment Commentary – May 11th, 2016 Market Indices as of Market Close May 11th, 2016 Dow 17,711 (1.64% YTD) S&P 2,064 (1.00% YTD) NASDAQ 4,760 (-4.93% YTD) Global Dow 2,322 (2,033 52 week low /2,644 high) 10-year Treasury 1.73 (1.53 52 week low /2.50 high) Gold 1,278 ($1,047 52 week low /high $1,306) Oil $46.08 [...]