Indices closed in red territory on Tuesday. Materials stocks such as Alcoa, Dow Chemical, and Monsanto as well as machinery and aerospace brands like Caterpillar, Boeing, and United Technologies traded lower in the wake of falling oil.
Before year-end, consider meeting with your financial adviser to review your investments. Read why in this week’s Financial Tip.
If your savings goal seems daunting, try focusing more on the details that help refine your plan. We explain in this week’s Financial Plan.
The housing market has finally hit a comfortable stride, but home ownership is still more affordable than renting. Read all about it in this week’s Financial Tip.
U.S. Supreme Court Clarifies How ERISA's Duty to Monitor Plan Investments Interacts with the Six-Year Statute of Limitations
Supreme Court clarifies how ERISA’s duty to monitor plan investments interacts with the six-year statute of limitations. We explain in this week’s Business Tip.
If you are offered a choice when selecting a managed health care system, learn the difference between an HMO and PPO. Read all about it in this week’s Insurance Tip.
Hosts Gene Henssler, Ph.D., Matt Hames, CTFA, Charlie Holloway, CFP®, CDFA™ and Troy Harmon, CFA to discuss the week’s market movements and earnings releases. The week ended on a high note with both the S&P 500 Index and the NASDAQ closing at record highs. Overall the week kept an upward trajectory, except for Tuesday when Travelers Companies led the Dow decline in the wake of less-than-stellar quarterly earnings.
Everyone must have qualifying health insurance coverage, qualify for an exemption or pay a penalty tax. We explain in this Insurance Tip.
Last week the Dow and S&P 500 had their third straight week of losses, which sent both back into negative territory for the year. The dollar continued to gain strength, hitting $1.06 against the euro (its highest level since January 2003), while the price of oil, which had been above $50 a barrel at the beginning of the month, fell to roughly $45. The experts also discuss Wholesale Trade, the Job Openings and Labor Turnover Survey, mortgage rates.
If you’re a non-working spouse, don’t overlook a spousal IRA. It’s the exception to the earned income requirement. Learn more in this Tax Tip.