Stocks Rally
The Dow and S&P 500 hit new record heights on Tuesday. Energy brands such as Exxon Mobil, Chevron, Halliburton, and ConocoPhillips gained on a jump in crude oil.
10 Years and Counting: Points to Consider as You Approach Retirement
Retiring sounds easy, but have you considered how changes in your income sources affect your standard of living? Read more in this week’s Financial Tip.
Stocks Step Up
The S&P 500 hit a new record high on Monday. Wynn Resorts led the advance. Brands traded well into the green zone in the wake of stronger-than-expected employment numbers for June.
Brands Rise
Brands ramped up on Friday. Stocks gained on favorable employment data for June. Labor Department figures showed an addition of 287,000 jobs versus expectations of 175,000.
Holding Fixed Income in Your IRA, Rather than Your 401(k)
In this week’s Marietta Daily Journal, Bil Lako, CFP® explains why fixed income investments should be in your IRA—not your 401(k). Read the Article
Business Use of Life Insurance: Life Insurance in Qualified Plans
Businesses can use life insurance to fund a qualified retirement plan, but there are limitations. Read all about it in this week’s Business Tip.
A Mixed Session
Indices closed with mixed moves on Thursday. The Dow and S&P 500 rebounded from session lows to land slightly in the red while the Nasdaq stepped up. Results were mixed on a downswing in crude oil futures.
Auto Insurance and Coverage of Other Vehicles
If you have more than one vehicle, it is important to know what your personal auto policy covers. We explain in this week’s Insurance Tip.
A Green Finish
Brands rebounded from early low levels to land in the green zone on Wednesday. Stocks gained on the release of minutes from the last Federal Reserve meeting as well as a variety of other economic news.
How will estate taxes be paid if I leave no provision in my Will?
There are taxes even in death. If you have no estate tax provision in your Will, state laws intervene. Learn more in this week’s Tax Tip.