Category: Stock Market

Retirement, Income, Tax & Estate Planning.

Ramp Up Your Retirement

Ramp Up Your Retirement

As you get closer to your retirement, you start to think practically about the steps of your retirement transition. A to-do list emerges of tasks to try and accomplish, as well as things to consider. If haven’t retired but are getting ready to, here’s three things you should think about.   Mind Your Money Now…
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September 14, 2017 0

10 Retirement Mistakes You May Be Making

The prospect of retirement always sounds good—walking out of the office for the last time, Johnny Paycheck blaring from the car speakers as you drive home and sleeping late whenever you want. But too often, common retirement decisions end up being mistakes. To that end, Kiplinger put together a list of 10 financial decisions retirement…
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June 8, 2017 0

The Results Are In: Retirees Are Spending Less

Tired of levitating frogs and determining why pants explode, the eggheads have turned their critical eyes to you, retired persons. More pointedly, how you spend your money. Articles in both the Wall Street Journal and Bloomberg Business this month highlight a growing trend: retirees spending less in their retirement. They have their conjectures why and…
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May 24, 2017 0

The Economy’s Hidden Problem: We’re Out Of Big Ideas

The rally continues.  Wow… what a run.  Many stocks are at their 52-week high as the DOW JONES INDUSTRIAL AVERAGE becomes friends with 20,000.  How long until 30,000?  While I like the Dow, following the S&P 500 makes more sense as the Dow covers just 30 stocks and the S&P covers the 500 largest companies…
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December 15, 2016 0

Time To Go To Cash?

It’s early Wednesday morning as I get ready to fly back to Philly.  With the Fed set to make an announcement later today, this column may be old news by the time you read this. Never the less, it has not only been a few tough weeks in the market, but it has been a…
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July 30, 2015 0

As January Goes… So Goes The Year?

January is now behind us and it couldn’t have happened fast enough if you are an investor.  With the Dow Jones industrial Average down 3.7% and the S&P 500 off 3.1%, it’s certainly not the best way to start a new year.  To put in perspective, last January the S&P was down 3.46% but did…
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February 4, 2015 0

Is This The Beginning Of The Much-Anticipated Bear Market?

With the market gyrations over the past month, the big question is simply this: are we looking at the beginning of a bear market, or is this nothing more than a minor blip as markets continue their path up?  While I’m optimistic that the market has another year or two to run, really…who knows? This…
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January 14, 2015 0

Back To School Time for Your Retirement

With summer just about over, it’s that time again – time for kids and grandkids to go back to school.  The past few weeks have been full of purchases and preparation by parents and grandparents all across America to get the kids prepared for the new school year. Just as important, this is also the…
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August 21, 2014 0

Indicators That Preceded Past Downturns Are Flashing Now

So much for new market highs every other day…or so it seemed.  After the market rout on the last day of July, the Dow Jones Industrial Average was basically flat year to date with the S&P 500 up 4.4% as of the end of July. If you are a dedicated reader of these weekly columns,…
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August 8, 2014 0

First Quarter Market Results Are In

Monday ended the first quarter, and the markets were pretty much flat since the first of the year.  The S&P was up less than 1% for the three months while the Dow was down 1.3%.  While the major averages didn’t move very much, for many, it sure felt like a roller coaster ride again.  Markets…
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April 3, 2014 0
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