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Market Commentary

Weekly Market Commentary January 16, 2018

Global stock markets continued their blazing 2018 pace. The S&P 500 climbed another 1.6% and is now up 4.2% for the year. Global stocks participated in the rally as the MSCI ACWI rose 1.2%. The Bloomberg BarCap Aggregate Bond Index slid 0.2% last week and is down 0.5% for the year. The risk-on approach by investors and greater optimism about the economy have pushed rates higher. Read more

Blog

Strategies Aimed at Maximizing Your Social Security Benefits

By Melanie Hasty-Grant

In the old days, the Social Security Administration would send you a Social Security statement each year in the mail. It estimated what your benefits would be if you retired at your full retirement Read more

Monthly Newsletters

January Monthly Newsletter: Holiday Spending

If you’re like many Americans, the recently passed tax reform and the continuation of the current bull market may have given you the confidence to dig a little deeper into your pockets for holiday spending. Newly released sales data showed retailer’s holiday sales increased 4.9% when compared to last year; the best holiday sales season since 2011.[1] While that may be good news for the retail sector that has seen several recent store closures, it’s probably not great news for the average consumer. Read more

Market Commentary

Weekly Market Commentary January 8, 2018

Global stock markets are moving along at a torrid pace. After a strong fourth quarter, the S&P 500 soared 2.6% last week. Global stocks did slightly better as the MSCI ACWI rose 2.7%. The Bloomberg BarCap Aggregate Bond Index dropped 0.3% last week. Read more

News

Financial Tips 2018: How to get ahead on taxes, savings and insurance

It’s 2018 and now’s the time to get your finances in order.

To help you and your family make all the right money moves next year, here’s a financial game plan that could help you grow your 401(k), avoid financial ruin and adjust to the new tax rules signed into law by President Trump. Read more

Blog

THE GREED MONSTER IS BACK

By Melanie Hasty-Grant

I always tell my clients to be aware of the two beasts that run the markets. Their names are FEAR and GREED. Well right now, the GREED MONSTER is back in full force. The greed monster is Read more

Blog

Rollercoasters, Tilt-A-Whirls, and Merry-Go-Rounds

By Melanie Hasty-Grant

Whee! While an exciting adrenaline rush at the state fair, this upsidedown, twist around, chug to the top, and scream to the bottom routine is not investors’ idea of a good time. When it comes to
Read more

Blog

PRESERVE THE GAINS IN YOUR 401K

By Melanie Hasty-Grant

“The higher they go the harder they fall” rings loud in this type of environment. As the market continues into record territory, you have to wonder which of these days is going to be the “high” of the Read more

Blog

Long Term Care Insurance: To Buy or Not To Buy…that is the question.

By Melanie Hasty-Grant

There comes a time when you must talk about the elephant in the living room. For many retirees, this elephant is the topic of long term care. Often when I initially bring this possibility up with my Read more

Blog

INSIDER INFORMATION: TIPS FOR HIRING THE RIGHT FINANCIAL ADVISOR

By Melanie Hasty-Grant

I have heard so many stories from people about how their advisor doesn’t meet with them, doesn’t call them, doesn’t manage their investments. They say to me …”well, he’s a really nice guy but I Read more