While domestic markets were closed Monday in observance of Memorial Day, international markets were still shrugging off concerns about the United States pulling out of the Paris climate agreement the previous week.
Director of Research, Troy Harmon, CFA, CVA, and Research Analyst, Nick Antonucci, CVA, discuss Factory Orders, the ISM Nonmanufacturing Index, MBA Mortgage Applications, Jobless Claims and Wholesale Trades.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how a reverse mortgage can affect your long-term care options.
Planning on writing off that business convention trip to London? Before you do, know what is deductible. We explain in this week’s Business Tip.
Too late or too expensive to buy long-term care? There are alternatives that may be worth considering. Learn more in this week’s Insurance Tip.
Show hosts, K.C. Smith, CFP®, Jennifer Thomas, CFP®, and Troy Harmon, CFA, CVA, explore a situation where an investor has entered into a reverse mortgage and his children are concerned about his potential need for long-term care. They discuss how reverse mortgages may affect elder care and Medicaid eligibility.
The market kicked off the week with gains on Monday, with stocks ending trading near session peak levels. Crude oil prices also rose ahead of the OPEC meeting set for later this week.
It’s true: Personal finance is all about the numbers. Read all about the four numbers you need to pay attention to in this week’s Financial Tip.
Director of Research, Troy Harmon, CFA, CVA, and Research Analyst, Nick Antonucci, CVA, discuss the S&P/Case-Shiller Home Price Index, the Federal Reserve’s Beige Book release on Wednesday, May’s ISM Manufacturing Index and what they expect for May’s Employment Situation release on Friday.
In today’s Marietta Daily Journal, Bil Lako, CFP® explains why you may not want to make extra mortgage payments with your money.