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Market Update

Market Update

Daily Insights Stocks open slightly lower as earnings season begins. Once launched by Alcoa, the unofficial start to earnings season now begins with several financial firms reporting. The S&P 500 Index opened slightly weaker Tuesday morning...

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End of Year Planning: Set Goals and Reduce Taxes

End of Year Planning: Set Goals and Reduce Taxes

By the last third of the calendar year, you're likely to have a pretty good idea of what your annual income will be and whether any major expenses or big life changes await you. This can allow you to engage in more robust tax planning, creating...

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Revisit Your Investment Strategy at Each Milestone

Revisit Your Investment Strategy at Each Milestone

As the saying goes, "50 is the new 40"—and with Americans living longer than ever before, it's not unusual for those in their 50s, 60s, or even 70s to be in their peak earning years.1 But for those who would prefer the option of an early...

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Jerrí Hewett Miller CFP®, RICP, BFA

 

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