Solid corporate earnings reports and encouraging signs on the trade war front spurred stocks higher last week. The S&P 500 reached its second-highest closing value by last Friday, while the Dow is nearing a record high.

Beginning on November 1, 2019, individuals may apply for new health insurance, switch to a different health-care plan, or re-enroll in their current plan through a Health Insurance Marketplace under the Affordable Care Act (ACA).

October 20 to 26, 2019, is National Retirement Security Week. What better time to review the benefits of your retirement plan and determine if you're making the most of them?

Both the Dow and Nasdaq rose by almost 1.0%, followed by the Russell 2000 and the S&P 500. However, the biggest mover was the Global Dow, which surged almost 2.0%.

People frequently observe that the United States tax code is a mess, and they are absolutely right.  The tax system is now the result of decades of parochial interests lobbying for various increases and reductions to benefit themselves. 

The Medicare Open Enrollment Period is the time during which Medicare beneficiaries can make new choices and pick plans that work best for them.

Despite a solid labor report, unfavorable reports from domestic and global manufacturers, and an expanding trade deficit apparently shook investors.

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Investors were hit with potentially worsening trade tensions between the United States and China, along with political uncertainty following the House's impeachment inquiry proceedings against President Trump.

 I was a Russian major in college, learning Russian language, history, culture, and literature, and I loved learning about this important country.  I also learned about its problems, and its historical failure to form a truly democratic system.

Following three consecutive weekly gains, stocks closed down last week.

In the wake of Tropical Storm Imelda, you or others may have sustained property damage, which may have tax implications.

While false, ugly, and bad news abounds these days, I am also seeing signs that more and more people now recognize that preservation and growth of all forms of valuable capital are vital to the future.

Many people now work into their retirement years, with implications for Social Security and other retirement benefits.

Many clients ask us about long-term care insurance. This is a complex and challenging marketplace. We may be able to help.

The President of the United States has recently raised tariffs yet again on Chinese products entering the United States, has demanded that US companies cease doing business in China, and has asserted that he has the right to enforce the latter.

The yield curve at the beginning of 2017 reflected strong optimism about future growth, while the curve on August 14, 2019, suggested a much more pessimistic outlook.

September is Life Insurance Awareness Month, a good time to evaluate your life insurance needs and review your life insurance coverage.