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Thursday, June 20, 2024

Members of Ed Slott’s Master Elite IRA Advisor GroupSM Attend Semiannual Workshop on the Latest Retirement Account Planning Strategies, Estate Planning Techniques and Tax Laws.

Tuesday, June 18, 2024

The Juneteeth holiday marks the end of slavery in the United States and is one of the oldest African American holidays. It is the date that troops arrived in Galveston, Texas, after the Civil War, to enforce the Emancipation Proclamation.

Tuesday, June 11, 2024

Having a desire to give and a philanthropic mindset are important qualities to have in modern society. With so many economic and social challenges today, contributions to charities and philanthropy efforts are needed now more than ever

Tuesday, June 4, 2024

Market volatility can unsettle the most seasoned of investors, but with strategic planning and a calm approach, it's possible to weather the storm and emerge in a stronger position.

Tuesday, May 28, 2024

Planning for retirement is exciting, but it may come with a bit of stress. If you worked hard all your life, now might be the time to relax and enjoy the fruits of your labor.

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Tuesday, May 21, 2024

Retirees often have the time, freedom, and desire to explore new destinations and make the most of their golden years. With careful planning, senior travelers can work towards preparing trips that are safe, enjoyable, and stress-free.

Tuesday, May 14, 2024

Nearly 56 million American adults are 65 or older, and the demand for community living and estate planning services may increase over the next few decades. Do you know what arrangements you need to make when the time comes?

Tuesday, May 7, 2024

Delaying retirement appears to increase longevity among men in particular, but it does not seem to have any significant impact on the likelihood of developing health problems like diabetes and depression.

Tuesday, April 30, 2024

A common piece of standard life insurance advice is to get it as early as possible — and there are good reasons why. If you're young, purchasing a term life insurance policy is usually much cheaper than it will be a decade or two later.

Tuesday, April 23, 2024

How Social Security Fits into a Well-Rounded Retirement Plan    If you're nearing retirement age, you know the Social Security process and how much you will likely receive. With that information, you may have also anticipated...

Monday, April 22, 2024

FORBES RECOGNIZES MICHAEL DONOHUE AS A BEST-IN-STATE WEALTH ADVISORSan Diego, CA — April 2024 – Michael Donohue, an independent LPL Financial advisor in San Diego, CA, has been recognized in this year’s list of the Forbes/SHOOK...

Tuesday, April 16, 2024

Here Are 10 Ways a Financial Professional Can Assist You. Often, there is a misconception that seeking financial help indicates incompetence or lack of financial self-sufficiency. However, seeking help is the exact opposite....

Tuesday, April 9, 2024

We spend billions annually on our pets, so pet planning really is prudent Are you a good pet owner? Owning an animal means more than feeding it and loving it. Pets aren’t cheap, so doing right by Fido or Tabby involves financial...

Tuesday, April 2, 2024

Lower healthcare costs, fewer medications and a reduced need for LTC Aging is inevitable, but how we age is, to a significant degree, within our control. For adults between the ages of 35 and 55, contemplating the years leading up to...

Monday, March 30, 2020

An open-ended commitment by the Federal Reserve to support American businesses and capital markets along with the passage of a $2 trillion aid package improved investor sentiment and drove a strong rally in stock prices. The Dow Jones...

Monday, March 23, 2020

The Week on Wall StreetThe stock market suffered through another volatile week as it wrestled with the health and economic fallout of the domestic spread of the coronavirus. Swift and decisive actions by the Federal Reserve and policy...

Monday, March 16, 2020

The Week on Wall StreetMarkets remained exceptionally volatile, buffeted by the spreading impact of coronavirus, uncertain responses from federal policymakers, and the sudden drop in oil prices.The Dow Jones Industrial Average fell 10...

Monday, March 9, 2020

The Week on Wall StreetHeightened coronavirus fears, falling yields, and Super Tuesday primary results sent stocks on a rollercoaster ride of sharp price swings, leaving stocks marginally higher for the week.The Dow Jones Industrial...

Monday, March 2, 2020

The Week on Wall StreetStocks fell sharply last week as Wall Street considered how the coronavirus outbreak might influence global business activity and household spending.The selloff became a correction for the U.S. markets. The S&P...

Monday, February 24, 2020

The Week on Wall StreetTraders paid close attention to coronavirus developments and earnings last week, while wondering how the former might eventually impact the latter. Concern over updated infection numbers moderated risk appetite.A...

Tuesday, February 18, 2020

The Week on Wall StreetDaily headlines about the coronavirus had little impact on stock market averages last week. Earnings and mergers had more influence. All three Wall Street benchmarks improved. The Nasdaq Composite rose 2.21%,...

Monday, February 10, 2020

The Week on Wall StreetStocks advanced four days out of five during the past market week, erasing the losses of the week before. The Nasdaq Composite surged 4.04%, the S&P 500 3.17%, and the Dow Jones Industrial Average 3.00%. Foreign...

Monday, February 3, 2020

The Week on Wall StreetStock benchmarks declined for a second straight week as coronavirus news tempered risk appetite.The S&P 500 fell 2.14% on the week. The Nasdaq Composite dipped 1.76%, and the Dow Jones Industrial Average, 2.55%....

Monday, January 27, 2020

The Week on Wall StreetStock prices fell last week as investors considered the potential health and economic risks of the flu-like coronavirus.Foreign stock markets, as tracked by the broad MSCI EAFE index, fell 1.03% for the week....

Tuesday, January 21, 2020

The Week on Wall StreetTraders were in an upbeat mood last week, reacting to news out of Washington: the signing of the phase-one trade deal between the U.S. and China as well as the Senate passage of the U.S.-Mexico-Canada Agreement...

Tuesday, January 14, 2020

The Week on Wall StreetThe market had a choppy five days, with traders reacting to geopolitical developments and weaker-than-expected jobs data. Even so, the three major U.S. equity indices posted weekly gains and continued their...

Monday, January 6, 2020

The Week on Wall Street Stocks descended from record highs Friday, as traders reacted to a U.S. drone strike that killed Iran's top military officer. Oil prices rose more than 3% following the breaking news.[1] Wall Street benchmarks...