Market Week : May 1, 2023

The Markets (as of market close April 28, 2023) Stocks ended the week higher as strong corporate earnings data helped offset worries of another round of interest rate hikes, following the Federal Reserve’s meeting this week. Each of the benchmark indexes listed...

Sell in May? | Weekly Market Commentary | May 1, 2023

“Sell in May and go away” is probably the most widely cited stock market cliché in history. Every year a barrage of Wall Street commentaries and stories in the financial press floods in about this popular, but overused, stock market adage. Here we take our annual look...

Market Week : April 24, 2023

The Markets (as of market close April 21, 2023) Stocks were relatively listless last week, with only the Russell 2000 posting a gain of 0.6%. The Nasdaq, the Dow, and the Global Dow fell between 0.2% and 0.4%, while the S&P 500 was nearly flat. Energy stocks were...

May 2023 Newsletter

Reasons to Roll A rollover can give you more control over your retirement savings.   More Details How Taxes Impact Your Retirement-Income StrategyAre you aware of the unique tax concerns retirees face?  More Details Yours, Mine, and Ours: Financial Tips for...