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Quarterly Market Review, July - September 2019 - The third quarter was full of ups and downs for stocks, much like the second quarter. Stock values moved in response to the rhetoric from the participants in the trade war between the United States and China. The Federal Reserve lowered interest rates two times during the quarter. More new jobs were added, but at a reduced rate, while wage growth continued. Manufacturing and industrial production remain muted, influenced, in part, by the waning global economy. Nevertheless, consumers were undaunted by economic developments, spending at a steady rate throughout the quarter.
 
Monthly Market Review August 2019 - Despite a closing push, August closed on a weak note for stocks, ending a tumultuous month marked by high volatility. Investors moved away from stocks, fearing that the ongoing U.S.-China trade war would negatively impact domestic and global economies. As a result, gold prices surged and long-term bond yields plummeted as prices rose. Despite the wide market swings, consumers spent more of their income as the job market remained strong. 


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Investment & Trust Articles

A sign that says national debt ceiling. Debt Ceiling: A Stop Sign for Federal Borrowing - The Bipartisan Budget Act of 2015 suspended the federal government's statutory debt limit — commonly called the debt ceiling — through March 15, 2017.
A person is depositing money into a piggy bank. Holding Equities for the Long Term: Time Vs Timing - Legendary investor Warren Buffett is famous for his long-term perspective. He has said that he likes to make investments he would be comfortable holding even if the market shut down for 10 years.
Handling Market Volatility - Conventional wisdom says that what goes up must come down. But even if you view market volatility as a normal occurrence, it can be tough to handle when your money is at stake. 
11 Ways to Stay Sane in a Crazy Market Keeping your cool can be hard to do when the market goes on one of its periodic roller-coaster rides. It's useful to have strategies in place that prepare you both financially and psychologically to handle market volatility.
A short video that shows tips and tricks for becoming a better investor. How To Be a Better Investor Watch this video for simple tips and guidance from reviewing your portfolio regularly, to making sure it is diversified.
A daughter and her older mother hugging and smiling. Serving As Financial Caregiver - More people are playing the role of financial caregiver. Read this article to learn steps to prepare yourself.
A couple meeting with a business woman. Financial Planning: Seeing the Big Picture - A comprehensive financial plan serves as a framework for organizing the pieces of your financial picture. It helps you better focus on your goals and what it will take to reach them.
retirement means spending more time with your grandkids, whats your retirement vision "Estate Planning" Doesn't Require a lot of Money - Planning for the handling of our assets as we age isn't something we like to think about, but it is an important process. Individuals do not complete estate plans for themselves; they do it for their loved-ones.





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