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2Q 2017 Market Commentary

The markets continued to march higher into the 2nd quarter.  With the strong finish, it marked the eighth straight month of gains for the Dow Jones Industrial Average.  The Dow is now enjoying a rise of 8.0% for the year…

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Retirement Planning (It is never too Early)

Retirement is one of the biggest experiences that you will have in your lifetime. The planning takes many years of hard work and persistence. The headaches and uncertainty can be reduced with homework, investment plan, and a long term commitment.…

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What Are Required Minimum Distributions (RMDs)?

Required minimum distributions, often referred to as RMDs or minimum required distributions, are amounts that the federal government requires you to withdraw annually from traditional IRAs and employer-sponsored retirement plans after you reach age 70½ (or, in some cases, after…

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3 Potential Benefits of Dollar Cost Averaging

We put together this short presentation video as a reminder and overview of the three primary benefits of dollar-cost averaging. It is appropriate for investors considering or already utilizing a systematic investing plan, including retirement plan participants in a 401k…

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At Schwab your voice can be your password

How does no more PINs and no more personal questions sound? Schwab has introduced a new voice ID service that allows you to access your Schwab accounts by saying, “At Schwab, my voice is my password.”  The new technology uses…

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When do I need to open a Roth IRA?

The deadline for opening a Roth IRA account and making contributions is April 15th of the following tax year. For instance, the deadline to make contributions for the 2016 tax year is April 17, 2017; that's because the 15th falls…

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