Philippe Berthoud |

The Markets (as of market close February 28, 2020)

With a growing number of countries reporting new cases of the coronavirus, the obvious spread of this

Philippe Berthoud |

Overview

The year began with the government stymied by a shutdown, and ended with articles of impeachment levied against the president. In between, both

Philippe Berthoud |

Key Dates/Data Releases

  • 12/2: Markit PMI Manufacturing Index, ISM Manufacturing Index
  • 12/4: ISM Non-Manufacturing Index
  • 12/5: International trade
  • 12/6
Philippe Berthoud |

Key Dates/Data Releases

11/3: Employment situation, Markit PMI Manufacturing Index, ISM
Manufacturing Index

11/5: International trade, ISM Non

Philippe Berthoud |

Go out into your yard and dig a big hole. Every month, throw $50 into it, but don’t take any money out until you’re ready to buy a house, send your child to

Philippe Berthoud |

Key Dates/Data Releases

  • 9/3: Markit PMI Manufacturing Index, ISM Manufacturing Index
  • 9/4: International trade
  • 9/5: ISM Non-Manufacturing Index
  • 9/6
Philippe Berthoud |

You may have heard that IRAs and employer-sponsored plans (e.g., 401(k)s) are the best ways to invest for retirement. That’s true for many people, but what if

Philippe Berthoud |

You’re beginning to accumulate substantial wealth, but you worry about protecting it from future potential creditors. Whether your concern is for your personal

Philippe Berthoud |

Tax reform changes to the standard deduction and itemized deductions may affect your ability to obtain an income tax benefit from charitable giving. Projecting

The Retirement Financial Center |

The Markets (as of market close May 31, 2019)

Stocks fell sharply in May, closing out their worst month since last December. Each of the benchmark indexes

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