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Q3 Market Update

Sunday, October 16, 2016 | Leave a comment

In the last Quarterly Market Overview we discussed the narrow market range and said, “We believe the market will soon break above current resistance. We should see new highs in time and, the momentum established as we finally break above this significant resistance area could propel the market for a while.” By mid-July the S&P500… Continue Reading…

Estimated reading time: 10 minute(s)

In Investing Retirement Planning Wealth Management

Q2 Market Commentary

Wednesday, July 13, 2016| 1 Comment

Through all the news and volatility over the first six months of 2016, the S&P500 was up by the end of the first quarter and up again as we ended the second quarter. As of the beginning of the quarter, the market re-entered the old trading range from about S&P 2050 to 2120. The market… Continue Reading…

Estimated reading time: 7 minute(s)

In Retirement Planning Wealth Management

Brexit and The Fed

Monday, June 20, 2016| 1 Comment

Brexit and The Fed The market made a steady move from mid-May into June which ended within 1% of all-time highs on June 9th.  From there, volatility entered the market again over concerns about the Fed’s decision on interest rates and whether or not the U.K. would leave the European Union when they vote next… Continue Reading…

Estimated reading time: 4 minute(s)

In Investing Retirement Planning Wealth Management

Q1 2016 Market Overview

Tuesday, April 12, 2016| 1 Comment

Quarterly Market Overview April 11, 2016 The first quarter and year began with the worst five day start in market history. A mid-January attempt at a bounce failed and the market made a correction low on February 11th.   We released a post to the Latest News section of our website on February 8th to calm… Continue Reading…

Estimated reading time: 10 minute(s)

In Investing Retirement Planning Wealth Management | |

Unlock the full potential of your on-line safe deposit box

Wednesday, March 9, 2016 | Leave a comment

Do you have the ability to see your full financial picture on-line?  Are you aware of all of the functions in Blueleaf?   Blueleaf has the ability to show you a weekly snapshot of your entire financial picture.   You can add your credit card accounts, mortgages, loans and even important documents.   I recently heard… Continue Reading…

Estimated reading time: 4 minute(s)

In Investing Retirement Planning Wealth Management |

IRA Contribution Reminder

Tuesday, February 23, 2016| 1 Comment

Don’t forget to make your 2015 IRA contributions.  The cut-off date for 2015 contributions is April 15, 2016.  If you have not contributed to your IRA account, you still have time.  Contribution limits for Traditional IRA’s are simple.  For individuals under age 50 the maximum you can contribute is $5,500.   For individual’s over age… Continue Reading…

Estimated reading time: 3 minute(s)

In Investing Retirement Planning Wealth Management | | | | | |
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