Investment Commentary – December 29th, 2015 Market Indices as of Market Close December 29th, 2015 Dow 17,721 (-0.57% YTD) S&P 2,078 (0.95% YTD) NASDAQ 5,108 (7.85% YTD) Global Dow 2,369 (2,203 52 week low /2,644 high 2.50) 10-year Treasury 2.31 (1.64 52 week low /high ) Gold 1,067 ($1,045 52 week low /high $1,306) Oil [...]
For Mark Roberts' Use: December 31 marks the last day of the calendar year, and it also marks the deadline for taking advantage of certain tax advantages. You want to make sure you qualify for all possible credits and deductions, and you also want to avoid triggering certain penalties. Before you strap on your [...]
Investment Commentary – December 22nd, 2015 Market Indices as of Market Close December 22nd, 2015 Dow 17,418 (-2.27% YTD) S&P 2,039 (-0.97% YTD) NASDAQ 5,071 (5.60% YTD) Global Dow 2,318 (52 week low 2,203/high 2,644 ) 10-year Treasury 2.23 (52 week low 1.64 /high 2.50) Gold 1,072 (52 week low $1,045/high $1,306) Oil $36.14 (52 [...]
For Mark Roberts' Use: As you probably already know, the burden of retirement planning falls on you. Social Security was never meant to fully fund your retirement, so you will rely upon your own savings or investments to provide the income you need once you retire. That realization can add up to a lot of [...]
Investment Commentary – December 17th, 2015 Market Indices as of Market Close December 17th, 2015 Dow 17,749 (-0.42% YTD) S&P 2,073 (0.69% YTD) NASDAQ 5,071 (7.08% YTD) Global Dow 2,356 (52 week low 2,203/high 2,644 ) 10-year Treasury 2.25 (52 week low 1.64 /high 2.50) Gold 1,063 (52 week low $1,045/high $1,306) Oil $35.27 (52 [...]
For Mark Roberts' Use: As the end of the year approaches, the holiday spirit might take over. You’re feeling festive - and generous. Giving to charity feels right, but it can also net you some significant savings on your taxes, via the charitable giving tax deduction. Before you start writing checks, make sure you’re taking [...]
Investment Commentary – December 9th, 2015 Market Indices as of Market Close December 9th, 2015 Dow 17,492 S&P 2,047 NASDAQ 5,022 Global Dow 2333 A Week of Sharp Swings Last week, stocks and bonds in Europe and the United States came under pressure, although U.S. markets were able to finish with a slight gain thanks [...]
For Mark Roberts' Use: As you race toward the retirement finish line, escaping the office might be all you can think about! But it’s better to create a solid plan before entering into a new phase of your life. This will prevent you from feeling disappointed in your retirement, or making major financial mistakes. As [...]
Investment Commentary – December 2nd, 2015 Market Indices as of Market Close December 2nd, 2015 Dow 17,730 (-0.52% YTD) S&P 2,080 (1.00% YTD) NASDAQ 5,123 (8.17% YTD) Global Dow 2,393 (52 week low 2,203/high 2,644) 10-year Treasury 2.18 (52 week low 1.64/high 2.50) Gold 1,052 (52 week low $1,062/high $1,306) Oil 40.17 (52 week low [...]
Investment Commentary – November 24th, 2015 Market Indices as of Market Close November 23rd, 2015 Dow 17,793 (-0.17% YTD) S&P 2,086 (1.34% YTD) NASDAQ 5,102 (7.74% YTD) Global Dow 2,399 (52 week low 2,203/high 2,644) 10-year Treasury 2.21 % (52 week low 1.64/high 2.50) Gold 1,079 (52 week low $1,062/high $1,306) Oil 39.97 (52 week [...]