Today's Markets



Year-to-Date Markets

through: April 17, 2014
  YTD %  
DJ Industrial Average
-0.36%
NASDAQ Composite
-1.94%
S&P 500
1.49%
Russell Midcap
2.22%
Russell 2000
-1.87%
Russell 3000
1.25%
MSCI EAFE
0.88%

Financial Planning Perspectives

Below are recent articles to help with your financial decisions.

How To Contain Costs For Your College-ready Child
College graduates are increasingly learning a new lesson: one in debt management. And many of them are failing. What can you do to help your child avoid debt?

Understanding Hedge Fund Styles
Hedge funds are a diverse class of investments that use aggressive investment strategies to seek greater-than-average total return with lower levels of risk. Are they right for your portfolio?

Market Capitalization: A Tool For Understanding A Stock's Risk
Learning about stocks? Find out how companies can be segmented and compared by market capitalization. Market cap -- or market capitalization -- allows investors to understand the relative size of one company versus another.

Should You Purchase An Annuity?
You may have the option to convert your plan assets into a guaranteed annuity when you retire. Whether you'll want to exercise this option depends on a number of factors. If you are retiring soon and looking into your options to start drawing down your savings from your employer-sponsored plan, you may have the opportunity to purchase an annuity. Annuities, simply put, help you ensure that you'll have enough income to last a lifetime.

Using 529 Plans To Save For College
Looking to save for your child's education? You have a number of tax-advantaged federal and state college savings vehicles at your disposal, including the 529 plan.

Self-directed Ira: A Vehicle For Increased Diversification
Looking for a way to invest in alternative investments not normally issued through a bank or brokerage, such as real estate or a business? Consider a self-directed IRA.

How Do You Know When It's Time To Sell An Investment?
Knowing when to sell an investment can be every bit as important as knowing what to buy. Here are some guidelines that can help you decide whether it is time to let an investment go.

Is There Value In Value Investing?
Buying on the dips is a favorite strategy of committed stock investors. But when looking for investment bargains, it's important to avoid a value trap.

 

 

Sunday
April 20, 2014

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