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Market Commentary

Weekly Market Commentary – June 24, 2019

The S&P 500 continued its strong June performance and reached a new high Thursday, before inching lower on Friday. The openness of the Federal Reserve to cutting rates at its next meeting, along with renewed optimism on trade, shot markets higher. The S&P 500 climbed 2.2% for the week. The MSCI ACWI gained 2.4% as international markets performed well. The Bloomberg BarCap Aggregate Bond Index rose 0.4% as bond prices typically increase when yields fall. Read more

CNBC

News

How to Get Investors to Save More for Retirement? Perhaps by Saying Hello to Their Future Self

The number of Americans prepared to meet their basic expenses in retirement has drastically declined in the last 20 years, according to research published by Boston College. Read more

forbes

News

Breaking Down The Complex World Of Social Security Spousal Benefits

Social Security is part of the bedrock of retirement security in the United States. For one-third of all retirees, Social Security represents nearly all of their retirement income. For two-thirds of retirees, Social Security makes up more than half of their retirement income. Overall, Social Security represents nearly one-third of all retirement income for retirees. Read more

planning through the decades

Blog

The Progression of Financial Planning Through Every Decade of Your Life

By Jamie Hopkins

Your career and lifestyle look completely different when you’re in your 20s compared to when you’re in your 60s – your financial focus and planning in each decade should follow suit. I’ve highlighted three financial tactics to focus on in each decade of your life starting with your 20s.

Each decade is riddled with its own risks and problems so it’s important to know what to expect. Which decade can you afford to take more risk? Which decade should you really start to plan for retirement? Which decade should you focus on managing debt? Read more

Blog

Veteran Outdoors Interview – Cody Hirt

Published by Sidney Meriweather, Director of  First Impressions

CODY, WHAT IS YOUR LIFE DEFINED?

Hi, I’m Cody Hirt and one of the co-founders of Veteran Outdoors. For me, a “Life Defined” is getting out serving others in a physical way. When you’re worn out spiritually, emotionally, and physically and at the end of the day you’ve helped someone and made a new friend. Read more

buying a car

Blog

How to Buy a Car Without Losing Your Mind (or Your Wallet)

By Erin Wood

Having to buy a car is like having a sliver stuck under my fingernail. It’s painful and annoying, I know I have to deal with it, but it’s going to take forever. Might as well pack a lunch too, because the second you decide you want to test drive something they have you trapped. Read more

Webinars

QBI Strategy Webinar

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weekly market commentary

Market Commentary

Weekly Market Commentary – June 17, 2019

The S&P 500 followed up the previous week’s strong gains with an increase of 0.5% last week. Decent economic data was encouraging but not strong enough to change expectations for much-desired interest rate cuts this year. The global MSCI ACWI climbed 0.3%. Heightened risks loom in the global market from tanker attacks and Hong Kong protests. The Bloomberg BarCap Aggregate Bond Index was unchanged as expectations for economic growth remained subdued. Read more

estate planning, financial planning,

Blog

Why You Need a Will (and You Need One Today)

by Sarah Duey, JD, CFTA, CAP®, Vice President, Trust Services

Who wants to spend an afternoon thinking about their mortality? No one, which is why more than half of Americans don’t even have a will.

The foundation of your estate plan is a Last Will and Testament. Read more

Blog

How Do “Put” Options Work and Why Should You Care?

Published by Robert W. Huntley, CFP®, CHFC®, CKA® Founder & Wealth Advisor

Imagine you’re a farmer nearing the harvest of your annual corn crop. Everything you have is riding on this crop and you must get at least $3.80 per bushel or you’re in trouble. Read more