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Weekly Market Insights: Markets Upbeat, Despite Gloomy Inflation Talk
In a holiday-shortened week of trading, stocks posted healthy gains despite more tough talk on monetary policy from Fed officials.The Dow Jones Industrial Average rose 2.66%, while the Standard & Poor’s 500 gained 3.65%. The...
Read MoreWhat You May Not Know About 529s
With summer winding down and school getting ready to start up again, college savings and preparing for the future always seem to be top of mind for my clients at this time of year. I’m reaching out in case that’s true for...
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Weekly Market Insights: Markets Tap Brakes, But Hold Fast Against Downbeat News
Stocks tumbled on Friday, sending stocks to a weekly loss after an otherwise quiet August week of trading.The Dow Jones Industrial Average slipped -0.16%, while the Standard & Poor’s 500 lost 1.21%. The Nasdaq Composite index...
Read MoreAll Recessions Are Not Created Equal
With inflation at 40-year highs, the Fed is aggressively hiking interest rates; but it's a tricky proposition: raise rates too much and many fear the next recession is right around the corner. Markets have been reflecting that fear,...
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Weekly Market Insights: Stocks Have Warmer Week as Inflation Cools
An improving inflation outlook buoyed investors’ spirits last week, helping lift stocks to solid gains.The Dow Jones Industrial Average advanced 2.92%, while the Standard & Poor’s 500 rose 3.26%. The Nasdaq Composite index...
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Is Now a Good Time for a Roth IRA Conversion?
We know that taxes are one of life’s two inevitables. So, the question is not if you will pay taxes on your retirement accounts, but when and how much. That’s where Roth IRAs enter the discussion, especially in the current...
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Weekly Market Insights: Markets Rally; Earnings Better Than Expected
Undaunted by another Fed rate hike and news of a contracting economy, the stock market rallied last week on better-than-expected corporate earnings.The Dow Jones Industrial Average increased 2.97%, while the Standard & Poor’s 500...
Read MoreWhat is the Cost of Missing a Market Rebound?
Panic selling is not an investment strategy. Repeat: panic selling is not an investment strategy.Investors who pull the emergency brake and bail out during a market decline almost always lock in a loss on their investments. And if they...
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5 Types of Insurance Your College Student May Need
If you have teenagers, you’re likely very in touch with the adage, “One day you’re changing diapers, and the next you’re sending them off to college.” One of the results of that compressed passage of time...
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Weekly Market Insights: Markets React to Dim Forecast, 2Q Reports
Stocks rallied last week as investor spirits lifted thanks to a better-than-expected start to the second-quarter earnings season.The Dow Jones Industrial Average gained 1.95%, while the Standard & Poor’s 500 added 2.55%. The...
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5 Reasons Why Women Need to Invest
Despite progress toward financial planning and saving, women often face challenges regarding their financial security. These challenges can include more time away from the workforce (often caring for children or for parents), the...
Read More7/15 Phil Blancato Market Update Call
We strive to keep you regularly updated with important market changes and news.Please listen to the most recent market update from Phil Blancato, Advisor Group’s Chief Market Strategist. This call discusses recent updates for the...
Read MoreEstate Planning Considerations for 2022
Is Your Estate Plan Tax-Optimized?Minimizing taxes is a common part of any estate planning strategy. Currently, it’s a relatively favorable environment for estate taxes, but tax rates can, and likely will change, which means...
Read MoreTime for a Portfolio Check-Up?
It’s summer. You’ll probably take the car in for a checkup before heading out on a road trip, because you want to ensure the vehicle will get you to your destination. Should you treat your investment portfolio similarly?The...
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Weekly Market Insights: Friday Rally Stems Week of Losses
A record-high inflation report, the prospects of a more aggressive Fed, and growing recession fears sent stocks lower– though losses were pared by a Friday rally.The Dow Jones Industrial Average slipped 0.16%, while the Standard...
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Weekly Market Insights: Stocks Rally Despite Mixed Data
In a holiday-shortened trading week, stocks rallied despite mixed economic data and vacillating energy prices and bond yields.The Dow Jones Industrial Average increased 0.77%, while the Standard & Poor’s 500 rose 1.94%. The...
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