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Newsletters, Financial Tips & Articles of Interest

Newsletters 

January 13, 2020

In this week’s recap: Stocks end up higher and oil ends up lower after an up-and-down week, as traders react to events in the Middle East and the data in the December unemployment report. Weekly Economic Update Presented by David H. Smith, January 13, 2020 THE WEEK ON...

January 6, 2020

In this week’s recap: Oil prices spike after a U.S. airstrike in Iran raises supply disruption concerns; a manufacturing activity index disappoints; stocks are little changed following an abbreviated trading week. Weekly Economic Update Presented by David H. Smith,...

December 30, 2019

In this year-end recap: A look back at the ascent stocks made during 2019 and some of the key economic developments of the year. Weekly Economic Update Presented by David H. Smith, December 30, 2019   What Drove the Markets? Four factors influenced investment...

December 16, 2019

In this week’s recap: the U.S. and China reach a phase-one trade deal, the Fed leaves the benchmark interest rate alone, and November retail sales come in below expectations. Weekly Economic Update Presented by David H. Smith, December 16, 2019 THE WEEK ON WALL STREET...

December 9, 2019

In this week’s recap: stocks ride out a choppy week, as traders react to a potential delay for a phase-one U.S.-China trade deal and a surprising jobs report. Weekly Economic Update Presented by David H. Smith, December 9, 2019   THE WEEK ON WALL STREET Key Wall...

December 2, 2019

In this week’s recap: a shortened trading week sees additional gains for the major stock benchmarks, as optimism about a new trade pact with China outweighs doubts; household spending rises, but confidence declines. Weekly Economic Update Presented by David H. Smith,...

November 25, 2019

In this week’s recap: stocks move lower as traders again absorb conflicting messages about trade talks; the Federal Reserve shares its October meeting minutes; good news comes from the housing market. Weekly Economic Update Presented by David H. Smith, November 25,...

November 18, 2019

In this week’s recap: the Dow crests 28,000; more hints emerge that the U.S. and China could be heading toward a new trade pact; retail sales rise. Weekly Economic Update Presented by David H. Smith, November 18, 2019 THE WEEK ON WALL STREET Stock benchmarks were...

November 11, 2019

In this week’s recap: the Dow and S&P 500 extend their winning streaks, even with conflicting messages emerging about U.S.-China trade negotiations; a gauge of U.S. business activity improves. Weekly Economic Update Presented by David H. Smith, November 11, 2019...

November 4, 2019

In this week’s recap: stock indices again set records, the Fed makes its third rate cut of the year, October’s employment report is a nice surprise, and U.S. and Chinese trade negotiators make some progress. Weekly Economic Update Presented by David H. Smith, November...

Financial Tips

The Secure Act

The SECURE Act Long-established retirement account rules change.  Provided by David H. Smith   The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it, comes some of the biggest changes to retirement savings law in recent years....

Creating a Retirement Strategy

Creating a Retirement Strategy Most people just invest for the future. You have a chance to do more.   Provided by David H. Smith   Across the country, people are saving for that “someday” called retirement. Someday, their careers will end. Someday, they may live off...

Debunking Common Retirement Assumptions

Debunking Common Retirement Assumptions Don’t fall for these misconceptions.   Provided by David H. Smith   Financial generalizations are as old as time. Some have been around for decades, while others have only recently joined their ranks. Let’s examine a few.  ...

Will You Avoid These Estate Planning Mistakes

Will You Avoid These Estate Planning Mistakes? Too many wealthy households commit these common blunders.   Provided by David H. Smith    Many people plan their estates diligently, with input from legal, tax, and financial professionals. Others plan earnestly but make...

Eight Mistakes That Can Upend Your Retirement

Eight Mistakes That Can Upend Your Retirement Avoid these situations, if you can.   Provided by David H. Smith   Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear...

Your Diversified Portfolio vs. the S&P 500

Your Diversified Portfolio vs. the S&P 500 How global returns and proper diversification are affecting overall returns.     Provided by David H. Smith   “Why is my portfolio underperforming the market?” This question may be on your mind. It is a question that...

End-of-the-Year Money Moves

End-of-the-Year Money Moves Here are some things you might consider before saying goodbye to 2019.    Provided by David H. Smith                         What has changed for you in 2019? Did you start a new job or leave a job behind? Did you retire? Did you start a...