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Economic News Pushes Market Averages Down for August
(McNeely Content/Blog)
Tags: [Consumer confidence, financial markets, consumer spending] ...
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Coping with Market Volatility: Use Cash to Help Manage Your Mindset
(McNeely Content/Blog)
Tags: [Coping with Market Volatility] ...
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Coping with Market Volatility: Be Willing to Take Advantage of Rough Times
(McNeely Content/Blog)
Tags: [volatile market] ...
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Coping with Market Volatility: Remember Your Road Map
(McNeely Content/Blog)
Tags: [asset allocation, diversified portfolio, Timing the market] ...
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Coping with Market Volatility: Consider Playing Defense
(McNeely Content/Blog)
Tags: [Rebalancing, Market Volatility, Dividend Income, allocation] ...
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Manage Your Assets
(McNeely Content/Financial Strategies)
... Credit, Lending and Cash Management, brokered certificates of deposit, money market funds] ...
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Economic News Pushes Market Averages Down for August
(McNeely Content/Blog)
Despite a small uptick as the month ended, investors reacted to a series of disheartening economic reports by pushing stocks steadily lower in August. Broad market averages posted declines for four consecutive ...
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Stocks Drop Sharply on U.S., Global Economic Worries
(McNeely Content/Blog)
... expectations. Among major world exchanges, only the Shanghai market gained for the day. Adding a little impetus to the slide was a report that the nation's trade deficit widened noticeably in June, dropping ...
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Financial Markets Turn Positive Even as Economic Recovery Slows
(McNeely Content/Blog)
The major financial indices finished the month mixed, but results for July overall were generally encouraging. A considerable amount of territory lost in the May and June market decline was recovered, ...
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Establishing a Financial Safety Net
(McNeely Content/Blog)
... FDIC-insured, low-interest savings account isn't your only option. There are several excellent alternatives, each with unique advantages. For example, money market accounts and short-term CDs typically ...
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Annuity Distributions
(McNeely Content/Blog)
... subject to market fluctuations and investment risk including the possibility of loss of principal. Variable annuities contain fees and charges including, but not limited to mortality and expense risk charges, ...
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Gift and Estate Tax
(McNeely Content/Blog)
... the recipient of a lifetime gift received a carryover basis in the property received, while the recipient of a bequest, or gift made at death, got a step-up in basis (usually fair market value on the date ...
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Fixed Annuity Contracts
(McNeely Content/Blog)
... tied directly to the performance of the stock market or some other competitive index. The amount of credited interest is often determined, at least in part, by how a portfolio of stocks has performed. ...
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Shopping for an Annuity
(McNeely Content/Blog)
... minimum interest rate. Although 3 to 4 percent is common in today's market, you may be able to find a company that offers an annuity with a higher minimum rate guarantee. Compare fees Annuity products ...
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Working with a Financial Advisor
(McNeely Content/Blog)
... of financial products) * Monitor your plan and periodically evaluate its progress * Adjust your plan to help meet your changing financial goals and to accommodate changing investment markets or ...
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Advantages and Disadvantages of Self-Employment
(McNeely Content/Blog)
... Finally, do you enjoy wearing many hats? Depending on your line of work, you may be involved in handling marketing and sales duties, financial planning and accounting responsibilities, administrative ...
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Asset Allocation
(McNeely Content/Blog)
... factors, including your investment objectives, attitudes toward risk and investing, desired return, age, income, tax bracket, time horizon, and even your belief in what the market will do in the near term ...
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Is It Time to Harvest Tax Benefits from Investment Losses?
(McNeely Content/Blog)
... in offsetting gains from any market rebound in future years. If you have unrealized losses in a specific investment but are reluctant to sell because you believe it will bounce back eventually, there ...
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Recharacterizing IRA Contributions and Roth Conversions
(McNeely Content/Blog)
... date you converted it. Therefore, you may want to recharacterize your contribution to a Roth IRA if your Roth IRA decreases in value (e.g., through a stock market downturn) after the conversion date. ...
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Be Sure To Stock Up In Your IRA
(McNeely Content/Blog)
... Past performance does not guarantee future results. There is no assurance this trend will continue. The market value of securities fluctuates and you may incur a profit or loss. This analysis done not ...
