The biggest names in technology powered stock market gains and bouts of volatility in 2017, and the trend continued into 2018. The S&P Information Technology sector index posted a 13.19% total return from January through July 2018, compared with 6.47% for the broader S&P 500 index.1 Wall Street analysts and the business media often refer…
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.
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…
We explain that while getting the employer match is important, that should really be the bare minimum you save.
In the past, the business use of a vehicle was determined either by using the standard mileage rate for business or using actual expenses plus vehicle depreciation limited by the luxury auto caps. That continues to be the case, except the luxury auto depreciation limit has been substantially increased. In addition, there are other changes…
Ultimately, an employer is offering a good insurance benefit package if it’s one that appeals to you and meets your needs. But here are some specific things you might look for. Perhaps the most important piece is the health insurance offered. You’ll want coverage that adequately meets your medical needs. Hopefully, it will also allow…
This year’s wildfires, record rains, flooding, tornadoes, hurricanes and potential for earthquakes should all act as reminders that you should be prepared for a disaster. Sure, it will take some effort on your part and you may never be affected by a disaster, but if you are, you will sure wish you had been prepared.…
If you’re saving for a child’s college education, at some point you’ll want to familiarize yourself with a college net price calculator, which is an invaluable tool for estimating financial aid and measuring a college’s affordability. Available on every college website, a net price calculator gives families an estimate of how much grant aid a…
This week on “Money Talks,” Senior Associate Jarrett McKenzie, CFP®, CWS®, and Justin Wagner, AIF®, a Client Relationship Manager in our Retirement Services division, join Chief Investment Officer Troy Harmon, CFA, CVA, to discuss a couple who have been saving the bare minimum to their 401(k) accounts and how much they should really be saving.
Indices kicked off Monday in the red zone after a day of choppy performance. Despite the volatility, some major sectors made progress, as investors saw solid gains in Consumer Discretionary and Utilities. In economic news, U.S. retail sales rose 0.1% in September…