Investment Wise: Unwinding Quantitative Easing
Between late 2007 and now, the Fed’s balance sheet grew from $830 billion to $4.5 trillion. It will very likely take years for the Fed to pare that down.
Market Roundup: Both the Dow and S&P 500 Reach Record Highs
While the Large-Cap indices reached new highs during the week, the tech-heavy NASDAQ had the best week, climbing more than 2.50%. The major indices closed with mixed moves on Monday, as the Dow Jones Industrial Average ended fractionally in the red zone, and the S&P 500 Index and NASDAQ posted gains.
Age-Weighted Profit-Sharing Plan
Age-weighted profit-sharing plans allocate contributions based on age, salary and projected benefits at retirement age. Learn more in this week’s Business Tip.
In the News: Mid-Year Reviews Allow Investors to Get Back on Track
In today’s Marietta Daily Journal, Bil Lako, CFP® says with current market conditions, now is a great time to rebalance your investments.
What to Do When You Outgrow Your Technology
Henssler Financial’s sophisticated technology needs were highlighted in an article on independent financial firms.
Household Inventory
Do you know exactly what you own? Remembering it all is practically impossible after a fire, theft or other calamity. Learn more in this week’s Insurance Tip.
Thinking of Tapping Your Retirement Savings? Read This First
Before making any early withdrawals from an IRA or other retirement plan, carefully consider the consequences. Read more in this week’s Tax Tip.
Who Controls the Funds in a Section 529 Plan?
A 529 Plan can reach a hefty balance, but who controls the money? It depends. Read all about it in this week’s Financial Tip.
Mid-Year Reviews Allow Investors to Get Back on Track
Managing Associate K.C. Smith, CFP®, and Senior Associate, Jarrett McKenzie, CFP®, CWS®, are joined by anchor host Troy Harmon, CFA, CVA, to discuss mid-year financial reviews, and how investors can benefit from a financial checkup this summer.
Market Roundup: U.S. Markets End Holiday-Shortened Week in Green Zone
Monday’s trading was light ahead of the Independence Day holiday, which had U.S. markets closed on Tuesday. On Wednesday, the market learned U.S. Factory orders took another step back in May, losing 0.8%, exceeding consensus’ expectations. Stocks ended last week higher, despite falling energy shares..