Blog
Blog
August 12th, 2024
Weekly Market Insights | August 12th, 2024Stocks Fall, Speculation Slows Down. Stocks ended last week with modest losses, masking a volatile five-day trading period that saw investors embrace recession concerns and then dismiss the slow-down talk as speculation...
Are You Ready for Your Portfolio to Make a Difference?
Are You Ready for Your Portfolio to Make a Difference? Interest in making an impact with one’s investments has grown in recent years, which means many investors may have an increased interest in environmentally or socially focused investments as well. In fact, impact...
August 5th, 2024
Weekly Market Insights | August 5th, 2024Stocks Fall, Concerns Rise. Stocks fell broadly last week as investors looked past upbeat Fed comments and focused on disappointing corporate reports and weaker-than-expected economic data. The Dow Jones Industrial...
July 29th, 2024
Weekly Market Insights | July 29th, 2024Down Corporate Reports Shake Investors Stocks had a mixed, see-saw week as disappointing corporate reports unsettled investors who appeared to rotate away from some leading groups in favor of other names. The Dow Jones...
Tax Deductions You Won’t Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
July 22nd, 2024
Weekly Market Insights | July 22nd, 2024Investors Shift, Anticipating Lower Interest Rates Stocks were under pressure last week as investors appeared to rotate out of mega-cap tech stocks and into areas that may benefit from lower interest rates. The Standard &...
A Bucket Plan To Go With Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
July 15th, 2024
Weekly Market Insights | July 15th, 2024Stocks Advance After New Inflation Data Stocks advanced last week as market leadership shifted amid fresh inflation data and quarterly corporate reports starting to roll in. The Standard & Poor’s 500 Index advanced 0.87...
July 8th, 2024
Weekly Market Insights: Stocks Steady In Short Holiday Trading Presented by Hershey Financial Group, LLC Stocks steadily advanced over the holiday week thanks to strength in mega-cap tech issues and encouraging jobs data. The Standard & Poor’s 500 Index rose 1.95...
Making A Charitable Contribution
Making A Charitable Contribution Why sell shares when you can gift them? If you have appreciated stocks in your portfolio, you might want to consider donating those shares to charity rather than selling them. Donating appreciated securities to a tax-qualified charity...