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 [...]
For Mark Roberts' Use: If you're like many people, Social Security will comprise a significant part of your retirement income. And yet, considering the size and complexity of the government program, it's no wonder that so many people are confused about how to file for their Social Security benefits. You have many options at your [...]
Investment Commentary – November 18th, 2015 Market Indices as of Market Close November 18th, 2015 Dow 17,737 (-0.48% YTD) S&P 2,084 (1.20% YTD) NASDAQ 5,075 (7.16% YTD) Global Dow 2,400 (52 week low 2,203/high 2,644) 10-year Treasury 2.27 % (52 week low 1.64/high 2.50) Gold 1,069 (52 week low $1,062/high $1,310) Oil 40.67 (52 week [...]
For Mark Roberts' Use: According to a study by FINRA Investor Education Foundation, 84 percent of Americans aged 40 and older have been solicited to participate in what appeared to be a fraudulent money scam. Unfortunately, 11 percent reported that they lost money this way. Scammers love to target people as they are approaching retirement, [...]
Investment Commentary – November 4th, 2015 Market Indices as of Market Close November 4th, 2015 Dow 17,868 (0.25% YTD) S&P 2,102 (2.11% YTD) NASDAQ 5,142 (5.58% YTD) Global Dow 2,452 (52 week low 2,203/high 2,644) 10-year Treasury 2.09 % (52 week low 1.64/high 2.50) Gold 1,106 (52 week low $1,074/high $1,310) Oil 46.29 (52 week [...]