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Posts Tagged ‘September 2018’

Special Update: Quarterly Report

Friday, September 28, was the last trading day in 2018’s 3rd quarter, and the S&P 500 posted its strongest quarterly return in nearly 5 years.[1] The Dow also showed impressive returns by beating expectations for the quarter, while the NASDAQ notched record highs against 2017 numbers. For the quarter, the S&P jumped 7.2%, the Dow increased…

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New Records and Changes

Last week brought new tariffs and data, and another look at changes coming to equity classifications. Overall, the S&P 500 gained 0.85% and the Dow was up 2.25%, while the NASDAQ dropped 0.29%.[1]International stocks in the MSCI EAFE had sizable growth, posting a 2.89% increase.[2] A Look Back: Last Week’s Tariffs and Mixed Housing Data…

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Everything You Need to Know About Life Insurance

Planning for what happens after your passing requires compassion, a realistic outlook, and a long-term vision. Although you will not be around to address the concerns of your loved ones in the event of your death, you may want to ensure their financial welfare is secure. You may want to provide a legacy of sorts…

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What Does the Required Minimum Distribution Mean?

You spent decades saving for retirement. A long time ago, you understood and took to heart the advice about the importance of your retirement savings. You’ve just turned 70, and you’re proud of your financial achievements. You worked hard; you sacrificed, and now you’re retired and doing well enough so that you don’t have to…

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Stocks Up as Milestone Passes- Georgia weathers the storm.

Last week, the East Coast prepared for Hurricane Florence, which roared through the Carolinas and Georgia. As investors kept their eyes on the weather and its potential for destruction, estimates emerged of up to $27 billion in hurricane damage. This potential for damage contributed to insurance companies in the S&P 500 declining last week.[1] While the…

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