Insights

Filter by:
Future Funding of Social Security Is A Pivotal Piece To Retirement Security

Blog

Future Funding of Social Security Is A Pivotal Piece To Retirement Security

You’ve probably heard of the three-legged retirement savings “stool.” The idea is that a quality savings plan for retirement starts with having three aspects of saving: personal savings, employer retirement savings and government-provided benefits.

Read More
Weekly Market Commentary April 29, 2019

Market Commentary

Weekly Market Commentary April 29, 2019

The S&P 500 climbed 1.2% last week, and the index rallied to an all-time high even when dividends are excluded. Continued optimism the U.S. and China will reach a new trade deal and solid earnings helped support the move to new highs.

Read More
Weekly Market Commentary April 22, 2019

Market Commentary

Weekly Market Commentary April 22, 2019

It was a quiet week for investors, as none of the three major indexes we track moved significantly. The S&P 500 eased 0.1% lower during the holiday-shortened trading week.

Read More
Weekly Market Commentary April 8, 2019

Market Commentary

Weekly Market Commentary April 8, 2019

The S&P 500 soared 2.1% last week. Better-than-expected economic data from the U.S. and China reduced the risk of a global recession. The global MSCI ACWI gained 2.1% as the rally was broad-based. The Bloomberg BarCap Aggregate Bond Index dropped 0.3% as interest rates rose on the positive economic news. Bond prices move in the opposite direction as interest rates.

Read More
Spring Cleaning for Your Estate Plan: Is Everything in its Place?

Monthly Newsletters

Spring Cleaning for Your Estate Plan: Is Everything in its Place?

Many of us are “celebrating” the warmer weather this time of year by sweeping away dust bunnies and vacuuming behind the couch. Spring cleaning has been part of our annual rhythm for centuries, from ancient religious traditions to scrubbing coal soot off the walls in Victorian times.

Read More
Weekly Market Commentary April 1, 2019

Market Commentary

Weekly Market Commentary April 1, 2019

The S&P 500 rallied 1.2% last week as optimism about U.S.-China trade talks buoyed markets. The global MSCI ACWI gained 0.6%. The Bloomberg BarCap Aggregate Bond Index climbed 0.3%.

Read More
Took Their Ball and Went Home: Staying in Play with Job-Creators

Blog

Took Their Ball and Went Home: Staying in Play with Job-Creators

Valentine’s Day was tough on New Yorkers who hoped to benefit from the more than 20,000 new jobs from Amazon’s move there (not to mention all the additional jobs from construction and supporting the new employees).

Read More
Weekly Market Commentary March 18, 2019

Market Commentary

Weekly Market Commentary March 18, 2019

The S&P 500 rebounded 2.9% after last week’s decline as positive sentiment overcame a number of mildly negative economic reports and continued uncertainty regarding trade. The global MSCI ACWI shed 2.1%. The Bloomberg BarCap Aggregate Bond Index climbed 0.7%.

Read More
Why You Need Disability Coverage

News

Why You Need Disability Coverage

A group policy from work probably won’t replace enough of your income to meet your needs. You may think that your financial life is in perfect order. You have a solid plan to reach your goals, including maxed-out retirement savings and enough life insurance to protect your family in case you die while you’re still earning an income. But it’s a safe bet you’ve left one gaping hole that could jeopardize all of your planning: the risk that you will become disabled and unable to work.

Read More
Ensure you get a tax deduction for that charitable donation

News

Ensure you get a tax deduction for that charitable donation

As they say, good deeds are their own reward. Even so, there’s nothing wrong with taking a tax deduction for a charitable donation. Not surprisingly, the end of the year — a time when people like to wrap up loose ends — is an especially popular time for giving. December takes the top spot for giving, with 18 percent of donations occurring in that month.

Read More