S&P 500 Earnings Season Update: April 27, 2018

To date, 53% of the companies in the S&P 500 have reported actual results for Q1 2018. In terms of earnings, more companies are reporting actual EPS above estimates (79%) compared to the five-year average. Read more: https://insight.factset.com/sp-500-earnings-season-update-april-27-2018

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Is $92,000 per Year Pocket Change?

Financial & Estate Planning Update: Is $92,000 per Year Pocket Change? At age sixty-five, there is an approximate 66% chance that person will need long-term care (LTC) at some point in their life going forward. On average, women need care […]

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Individual Bonds, Bond Funds and Bond Exchange Traded Funds

From the Desk of the Investment Policy Committee: ¬†April 2018 – Individual Bonds vs. Bond Funds and Bond Exchange Traded Funds There are many ways of investing in fixed income to properly diversify a portfolio.¬† Often, bond mutual funds or […]

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