WEEKLY EDUCATIONAL UPDATE - AUGUST 15, 2018​

You understand the value of setting financial goals. Goals serve as stepping stones to achieving your dreams.

Stocks ended the week in mixed territory as trouble with Turkey’s currency affected U.S. equity performance on Friday, August 10.¹ For the week, the S&P lost 0.25%, the Dow declined 0.59%, and the NASDAQ increased 0.35%.² International stocks in the MSCI EAFE stumbled, giving back 1.57%.³

WEEKLY EDUCATIONAL UPDATE - AUGUST 8, 2018​

Analysts say couples will need an estimated $280,000 to cover health-care costs in their retirement. That's a 2% increase from last year's estimate.

Domestic markets ended last week in positive territory, as the S&P gained 0.76%, the Dow was up 0.05%, and the NASDAQ increased 0.96%.¹ This performance marked the 5th week in a row that the S&P 500 and Dow posted gains.² Meanwhile, international stocks in the MSCI EAFE stumbled, losing 1.47% for the week.³

WEEKLY EDUCATIONAL UPDATE - AUGUST 1, 2018

On one side, people in the sandwich generation provide some type of care to aging parents. It may include financial, emotional, or health-care help.

Markets experienced a push-and-pull last week between data indicating strong economic growth and lagging performance from several tech stocks’ earnings reports.¹ Domestic indexes had mixed results, as the S&P 500 gained 0.61%, the Dow was up 1.57%, and the NASDAQ dropped 1.06%.² International stocks in the MSCI EAFE had more of an uptick, gaining 1.32% for the we

WEEKLY EDUCATIONAL UPDATE - JULY 25, 2018

The creative team for real estate developers came up with the term "the golden years" in 1959 as part of a pitch to sell homes in the nation's first large-scale retirement community.

On Friday, July 20, stocks lost a small amount of ground after President Trump escalated his threats of increasing tariffs on China.

Last week, trade tensions with China lessened somewhat, while the 2nd quarter corporate earnings season started with mixed results. Against this backdrop, domestic stocks experienced sizable growth. By market’s close on Friday, July 13, the S&P 500 was above 2,800 for the first time since February 1.

As you age, calculating the chances that you’ll need long-term care—and the associated costs—is incredibly important. More than half of people turning 65 will require long-term care during their lifetimes, and the costs may be much higher than you expect. In 1980, the U.S. had $30 billion in long-term care spending.