Importance of Estate Planning

Importance of Estate Planning   During retirement there are three things that can happen. We can live a long time, pass away too soon, or become ill and need some form of extended care. An essential part of your retirement preparation needs to include your completed Estate Plan.   Estate Planning spells out the manner […]

Weekly Market Update – January 16, 2018

General Market News The yield on the 10-year Treasury opened at 2.55 percent on Monday morning, up from 2.40 percent, where it started the year, but below its recent high of 2.59 percent. As actions by the Federal Reserve (Fed) continue to affect the short end of the yield curve, the longer end has stayed […]

2018 (The Markets and the Economy)

2018 (The Markets and the Economy)   How many people can honestly say they predicted what would happen in 2017? The stock markets around the globe outpaced most of the so-called experts. So, what happened and what will happen in 2018?   When Donald Trump was elected president, many people speculated the markets would fall […]

Weekly Market Commentary – January 8, 2018

Weekly Market Update January 8, 2018 Presented by Paul Levin, CFP®, ChFC®, RICP®   General market news Early Monday morning, the yield on the 2-year Treasury opened just below 2 percent at 1.95 percent, while the longer end of the curve essentially stayed flat, making the entire curve flatter. After an initial spike in the […]

2017 Tax Cuts and Jobs Act

Tax Cuts and Jobs Act of 2017: What Taxpayers Need to Know Presented by: Paul Levin, CFP®, ChFC®, RICP®   On December 20, 2017, the U.S. House of Representatives and U.S. Senate passed the Tax Cuts and Jobs Act of 2017 (the act or TCJA). The legislation makes significant changes to the Internal Revenue Code […]