Jan 5, 2018 | Quarterly Reviews
2017 Investment Review and 2018 Outlook Save as PDF In 2017, the bull market in stocks continued for a ninth year. The S&P 500 Index returned 21.83% for the year. The increase in stock prices was driven by higher earnings and a price to earnings (P/E) multiple...
Dec 11, 2017 | In The Media
GE Debacle Reveals Weaknesses in Dividend Strategy Another potential red flag with dividend stocks is weak cash flow, experts say. “If a company has declining cash flow and/or their payout ratio is higher than 50 percent, I’d consider those major red flags and not...
Oct 13, 2017 | In The Media
How to Budget for December Holidays in October Your past holiday spending is the best indicator of what you’ll spend this season, says Robert P. Finley, a certified financial planner and the principal of Virtue Asset Management in Illinois. “Try to get your credit...
Oct 11, 2017 | In The Media
How Most Americans Spend Their Paychecks & How To Make The Most Of Yours If drastic measures like downsizing to a cheaper place aren’t possible, consider other housing hacks, like renting out your space, getting a roommate or even house sitting. Slashing costs by...
Oct 9, 2017 | Quarterly Reviews
2017 Third Quarter Review Save as PDF The strength of the stock market continued in the third quarter. The S&P 500 Index was up 4.48% for the quarter and 14.24% for the year. The strength in U.S. Large Cap as measured by the S&P 500 Index was driven by the...
