Consider Your Plan Before Customizing Your Insurance

Case Study, Insurance

Bil Lako, CFP®, and Troy Harmon, CFA, CVA, are joined by insurance expert Jim Crone, CLU®, CFS®, to discuss a case study of a couple who need insurance for protection purposes, but they are being offered a policy that is trying to accomplish too many goals and contains too many features. Jim explains that going back to the financial plan to determine the insurance need is the best strategy.

Market Roundup: Equities Surged During Week Until Friday’s Abrupt Decline

Economy/Stock Market

The indices kicked off the week with mixed action as the Dow Jones Industrial Average posted gains while the S&P 500 Index and NASDAQ dipped on a variety of economic news. New-home sales ticked up in October with sales rising 6.2% from the revised September rate and increased 18.7% from October 2016. New record levels were hit on Tuesday, as stocks stepped up on progress in the GOP tax bill.