Market News & Guidance

Week in Review

Each week we provide a summary of market highlights and the latest economic news.

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Have You Reviewed Your Accounts Lately?

It's a good time to schedule your annual review.

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Daily Market Recap

We're following the market and industry news to provide information relevant to your investments. (Updated daily after market close.)

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Market Watch

Market Indexes

Current Market Indexes information

Quotes are delayed at least 15 minutes. Market data provided by Thomson Reuters.

NYSE Most Active

Table of stocks and symbols that have most active on the New York Stock Exchange.
Index Current Net Change % Change

Quotes are delayed at least 15 minutes. Market data provided by Thomson Reuters.

Fixed Income

Table of Fixed Income information
rates

Economic Indicators

Table of Economic Indicators information
rates

Have You Reviewed Your Accounts Lately?

The end of the year is quickly approaching – it’s a good time to schedule your annual review.

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Don't Wait to Take Your RMD

If you have a traditional Individual Retirement Account you’re required to withdraw a certain amount from these accounts annually, beginning the year you turn 70.

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Do You Think Stocks Are Too Expensive?

U.S. stocks have set all-time records this year, with lower market volatility – but pullback predictions have increased.

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Hook, Line and Sinker: A Look at Phishing Schemes

Can you spot an email phishing scheme? Here are some cyber-savvy tips.

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The Risk of Not Investing

Any time you go through periods of market fluctuations, it’s important to remember why you’re investing – to reach your financial goals.

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Are You in Control of Your Legacy?

Developing an estate strategy is not merely about wealth. It’s about putting you in control of your legacy, ensuring the items most important to you are cared for as you intend.

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Don't Let IPO Buzz Cloud Your Judgment

Before making an investment decision, it's important to research the company and determine if its stock would be a good fit for your investment strategy and portfolio.

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Communications Services Spotlight – Growth Opportunities in a Maturing Sector (Sector Report)

The communications-services sector is experiencing the convergence of different types of services.

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Long-term Investing: Four Lessons for Staying on Course

Whether you're a new or experienced investor, these four simple lessons can keep you on track during market uncertainty.

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Tax Diversification: Strategies to Create Flexible and Sustainable Retirement Savings

Changes in tax rules, much like the stock market, can be unpredictable. Tax diversification may help counter the tax environment and provide flexibility in retirement.

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Too Much of a Good Thing - The Impact of Stock Overconcentration

“Too much of a good thing” may actually be exposing your portfolio to greater risks.

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Your Investment Mix Matters – What You Need to Know About Asset Allocation

The best asset allocation is one that is designed to help you reach your financial goals.

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The Long-term Security of Social Security

Social Security can stay healthy for years to come – but changes will most likely be necessary to keep it that way.

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If You’re Retired,Your Reliance Rate Matters

The more you rely on your portfolio for retirement income, the greater the impact market declines could have on your strategy.

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Staying the Course: Five Ways to Prepare Today

Stocks sprinted to new highs in 2017 – but the calm environment may not continue. What can you do today to prepare for the possibility of lower returns?

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Making Sense of Financial Terms

Every industry has its fair share of jargon – but when it comes to your money, you want to be sure you and your financial advisor are speaking the same language. Matt Collins of Equity Research explains some common abbreviations in the financial world.

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Rule #6: Have Realistic Expectations

You can compare your return to a market index such as the S&P 500, an index is not built with your goals or risk tolerance in mind. Expectations should be based on your asset allocation.

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Avoiding Emotional Investing Mistakes

To avoid emotional investing mistakes, it's important to take a timeout and work with your financial advisor to review your goals when you feel your emotions beginning to get the best of you.

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Answering Your Questions About Today’s Job Market

The economy has added more than 16 million jobs since 2009 – but the sluggish and lengthy recovery has some investors questioning its merits.

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Does Your Portfolio Need a Passport?

Political risks are rising around the world – but savvy investors can benefit by looking beyond the worries and adding international equities as appropriate.

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The 3 R's of Investing: Review, Review, Review

The one constant you can expect in life is change – but is your financial strategy keeping up? You can find out with a financial review.

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Rule #9: Focus on What You Can Control

Rule No. 9 from our "Rules of the Road" may seem obvious, but it's a good reminder for any investor.

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How Do Long-term Investors Fare?

Do you find it difficult to “buy and hold” during market volatility? It’s a simple strategy – but not always easy.

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The World Is Changing - Is Your Portfolio Prepared?

Hockey legend Wayne Gretzky noted that great players skate where the puck is going to be. But in hockey, like in investing, the puck doesn’t always go where you expect.

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4 Questions About the Fed and Interest Rates

The Federal Reserve has been raising short-term interest rates. What does this mean for you as an investor?

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5 Steps to Stay on Track Toward Your Goals

Staying on track toward your financial goals comes over time. We find these 5 questions can help investors determine if they're on the right track.

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    Quarterly Market Outlook - 4th Quarter - 2017

    Our perspective on important market and economic topics to help you make decisions affecting your long-term financial strategy.

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