U.S. stock markets meandered through the summer months, with the S&P 500 Index managing a small gain of 1.7% for the 3rd Quarter. In July though, stocks rose on expectations of a Federal Reserve rate cut, which was delivered on July 31. Volatility returned to the market in August as…
Taking control of your own financial plan is an important goal. But how do you best accomplish this? And how can a financial planner assist? What financial planners do for a living is obvious from their title: they help people plan for many different aspects of their financial life, from…
2016 was the year of the wake-up call—on the global political stage, many people spoke up and voted down the status quo, confounding investor expectations and jolting financial markets along the way. This is one of eight significant U.S. and World events that shaped market performance in 2016. Can you…