Weekly Market Insights – August 24, 2021

Stocks turned lower last week amid the increasing probability of a Fed tapering, mixed economic data, and growing concerns about the economic impact of the Delta variant. The Dow Jones Industrial Average slumped 1.11%, while the Standard & Poor’s 500 lost 0.59%....

Immediate vs. Deferred Annuities

Despite not being as well known as some other retirement tools, annuities account for 7% of all assets earmarked for retirement. With about $2.5 trillion in assets, annuities hold more funds than Roth IRAs.1 An annuity is a contract with an insurance company. In...

Five Most Overlooked Tax Deductions

Who among us wants to pay the IRS more taxes than we have to? While few may raise their hands, Americans regularly overpay because they fail to take tax deductions for which they are eligible. Let’s take a quick look at the five most overlooked opportunities to manage...

4 Steps to Protecting a Child with Disabilities

Raising a child is expensive and can cost a quarter of a million dollars, not including college. For a child with special needs, that cost can more than double.1 If you’re the parent of a special needs child, it’s vital to ensure your child will continue to be...

Weekly Market Insights – August 16, 2021

Looking past inflation figures and Delta variant trends, stocks last week found a way to climb higher and set fresh record highs in the process. The Dow Jones Industrial Average rose 0.87%, while the Standard & Poor’s 500 advanced 0.71%. The Nasdaq Composite...