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Daily Archives: October 29, 2018

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Taking Social Security Benefits and Preserving More of Your Portfolio

Case Study, Investment Selection, RetirementBy Editorial TeamOctober 29, 2018

Managing Associate D.J. Barker, CWS®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, join Chief Investment Officer Troy Harmon, CFA, CVA, to discuss a case study on a couple who delay Social Security but are taking required minimum distributions from their IRA.

Market Roundup: Sharp Decline for Week as Indices Near Correction Territory

Economy/Stock MarketBy Editorial TeamOctober 29, 2018

Indices ended trading with mixed moves on Monday. The Dow Jones Industrial Average and the S&P 500 Index both shed points, led lower by Financials, Healthcare, and homebuilder stocks. Technology sector stocks led advancers on the NASDAQ Composite…

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