Last week was mixed for the markets, as the Dow increased by 0.44%, while the S&P 500 lost 0.06%, the NASDAQ dropped 0.13%, and the MSCI EAFE gave back 0.55%.[1] We also saw a variety of data
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Rational Exuberance?
On Friday, December 9, all three major U.S. stock indexes ended at record highs. For the first time in five years, they each posted gains every day of the trading week.[1] The S&P 500 was up 3.08%,
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A Mixed View
After a three-week run where all major U.S. indexes posted significant gains, we saw more mixed results last week. The Dow was up 0.10%, but the S&P 500 lost 0.97% and the NASDAQ was down 2.65%.
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Understanding the Election and Market Surprises
November Letter of the Month
As the end of 2016 grows closer, we have to say that this has certainly been an eventful year. A long presidential election campaign left many Americans feeling bruised
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The CARES Process
The CARES Process™ Downloads:
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Sample Income Report
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The TOPS Process
T.O.P.S. Downloads:
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The RISK Process
R.I.S.K. Process Downloads
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The ARC Process
Achieving Retirement Clarity
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