Weekly Financial Market Updates

Financial Friday

Friday’s Financial Update 7-14-2017

MICHELLE SMALENBERGER, CFP® As this week took the market up to new highs, it is important to be reminded of investing disciplines that should be in place for your portfolio.  Before quarterly earnings hit full steam, this is a great time to review for anything that should be added or changes that should be made….

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Tax Rates by State

Friday’s Financial Update 7-7-2017

STEPHEN SMALENBERGER, EA The State of Illinois has been operating without a budget for over two years… 736 days to be exact.  That all changed yesterday as the members of the Illinois House of Representatives passed into law the largest permanent tax rate increase in state history.  This came only after successfully overriding Governor Bruce…

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Financial Friday

Friday’s Financial Update 6-30-2017

MICHELLE SMALENBERGER, CFP® You have likely given more thought to your summer vacation plans this week than to the performance of the financial markets.  That’s because this week has been relatively quiet.   That means the market has left it to our 4th of July celebrations to provide the fireworks instead of any market headlines! Investors…

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Alternatives Performance - 5

Alternatives Are Not Just
Miscellaneous Investments

MICHELLE SMALENBERGER, CFP® With this week’s events we are reminded again that it is important to pay attention to every investment in our portfolio, not just the current winners that are outperforming. The market just absorbed the 4th Fed rate hike announced on Wednesday.  We got another quarter point increase in interest rates by the…

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Financial Friday

Friday’s Financial Update 6-9-2017

MICHELLE SMALENBERGER, CFP® A week of distraction can leave you questioning future direction.  Let’s sum up this week for what it means to us. Much of this week’s news regarded events that happened later in the week.  Thursday we heard the testimony of Ex-FBI Director James Comey, which consumed most of the media.  With much…

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Financial Friday

Friday’s Financial Update 5-26-2017

MICHELLE SMALENBERGER, CFP® As we near the end of May the old theory of “Sell in May and Go Away” has been on everyone’s mind.  Some may have decided to stick it out and sell at month-end and some may have sold earlier in the month.  However, this year may not prove the best to…

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