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U.S. stocks weathered the Mideast conflict with the S&P 500 Index posting its 12th weekly gain out of the last 14 weeks. All major averages set fresh record highs during the week, causing some to ask whether stocks had come too far, too fast. 

What's inside this month's edition?

-Outlook 2020: Bringing Markets Into Focus
-What You Should Know About Borrowing from Your 401(k)
-Did You Know? Facts & Statistics
-Saratoga Winterfest 2020
-Planning Tip

2019 has come to a close and as we reflect on the past year, we remember the importance of staying focused on maintaining a long-term perspective. The past 12 months certainly tested us with bouts of market volatility but ended up being a very rewarding year.

What's inside this month's edition?

-Outlook 2020: Bringing Markets Into Focus

-What You Should Know About Borrowing from Your 401(k)

-Did You Know? Facts & Statistics

-Saratoga Winterfest 2020

-Planning Tip

Click here to check it out!

As we wrap up the final weeks of 2019, it's hard to believe another year - another decade - has gone by. We find this to be a great time to reflect on what's been and plan for a successful future ahead in ways that matter most.

What's inside this month's edition?

-6 Year-End Financial Planning Ideas

-IRS Announces Higher 2020 Retirement Plan Contribution Limits

-Did You Know? Facts & Statistics

-America's 10 Best Winter Beach Retreats

-Saratoga First Night 2020

-Planning Tip

Wishing you and your family a safe, healthy and happy Thanksgiving!

Our office will be closed on Thursday, 11/28 and will reopen Friday morning, 11/29 with limited hours of 8:30am to 1pm.

Technicals still lean bullish. U.S. stocks are slightly higher this morning amid trade headlines, but the S&P 500 Index is still poised for its first weekly loss since early October. We have yet to see a concerning breakdown in technicals, as it looks like stocks are simply consolidating strong gains from the past several weeks.

Turning the calendar from October to November brought more than trick-or-treaters, pumpkins, and leaves to rake. It also brought a wave of important economic updates that delivered more treats than tricks and helped the stock markets reach new highs.

Stocks rise. U.S. stocks are higher this morning on news that the United States and China have both agreed to roll back tariffs if a limited trade agreement is reached.