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…
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…
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.…
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…
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…
On May 4, 2017, the House of Representatives passed the American Health Care Act (AHCA). With some changes, this is essentially the same law that was pulled from consideration by the House back in March. Compared to the Affordable Care…
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…
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…
Is your mailbox overflowing? Do you want a more secure delivery system than having your paper statements sitting in the mailbox for anyone to steal? How about saving a few bucks on equity trade transaction fees? It’s all available via…
In 2014, hedge fund “titan” Bill Ackman managed to earn a 40% return, dramatically outperforming the S&P 500 by over 26%. His fund saw an influx of new investor money and its portfolios’ values ballooned to about $20 billion! As of…
Chesapeake Financial Advisors & Charles Schwab offer automatic downloads of your tax forms. Schwab changed the 2016 mailing dates for the 1099 Composite and Year-End Summary tax report. This change was implemented due to an increase in the number of…