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Posts Tagged ‘Investments’

MARKETS END THE WEEK MIXED TO CAP OFF A REMARKABLE YEAR

Weekly Market Update — January 3, 2020 The U.S. stock markets inched down during the final holiday-shortened week of 2019, ending their recent win streak but still capping off a remarkable year On the week, NASDAQ inched up 0.2% whereas the S&P 500 and the DJIA declined 0.2% and 0.4%, respectively The smaller–cap Russell 2000…

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Santa Brings The Markets More Presents & Some Lumps of Coal

SANTA BROUGHT THE MARKETS MORE PRESENTS AND SOME LUMPS OF COAL DURING THE HOLIDAY SHORTENED WEEK The Christmas–shortened trading week brought investors more presents and less coal, as NASDAQ crested the 9,000-point threshold for the first time and the S&P 500 and DJIA set new records NASDAQ moved up 0.9% on the week, followed by…

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Great Jobs Report, Mixed Market & More!

MARKETS END THE WEEK MIXED AS A GREAT JOBS REPORT AND JUMP IN OIL PRICES HELP TURN THINGS AROUND The markets ended the week mixed, after coming back from early–week losses when a very strong Jobs Report was released on Friday The week started with the S&P 500 losing about 2.3% early in the week,…

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Weekly Economic Update

U.S. STOCKS DECLINE MODESTLY, SNAPPING SIX CONSECUTIVE WEEKS OF GREEN NUMBERS The U.S. equity markets paused this week, retreating modestly after six weeks of impressive gains NASDAQ declined just 0.2%, followed by the S&P 500’s drop of 0.3% The smaller–cap Russell 2000 and the mega–cap DJIA both declined this week too, as both indices lost…

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The Importance of Knowing Your Insurance

David Bezar, Bret Elam, and Karen Bezar discuss topics such as managing your investments, as well as retirement preparation and knowing which insurance policies will work for certain situations. In partnership with Del-Val Insurance, Jim Muelbronner will also be discussing the topic of insurance. Listen to the podcast here: Karen, how are you? And why…

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Taxes, Taxes and More Taxes!

David Bezar, Bret Elam, and Karen Bezar discuss common tax mistakes, the importance of planning retirement early, and problems within the financial industry Today we’re going to address one of the things that does have major impact on retirement, which is taxes. Before I get into that I want to share a quick story. Last…

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Common Mistakes in the Marketplace

Are you aware of the most common mistakes people are making as they near retirement? Do you know where to get answers to your retirement questions? Join our retirement planning experts as they discuss the most common mistakes they see people making as they near retirement. — David, set the table for us. What are…

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I’m Retiring And Overwhelmed

  Vacationing to far-off places can seem like a dream. When we think of all the planning that has to be made, we come to realize that maybe that goal by the end is too far off. Much like when we plan for our retirement, the need to plan is very important for everything to…

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Social Security Misconceptions

  Many people would claim that they are all familiar with social security. Yet studies show that people don’t have an accurate sense of how much money they’re going to receive from it. Part of the reason why that’s the case is because of the misconceptions that cloud social security and what it is all…

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Proposed Tax Laws And Your Future

  People living their lives with a million things on their plate would want nothing but time on their side. However, getting caught up with a lot of things could also mean not having the time to prepare for retirement. Planning it before it arrives will surely afford you all the time to relax and…

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