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Resources: Financial Articles

Keys to Prevailing Through Stock Market Declines

Given recent stock market turbulence and uncertainty, you may have doubts about your long-term investment strategy. Here are some tips to help you avoid common pitfalls and stay on track toward achieving your financial goals


Summer 2015

Spring 2015

These last few post-crisis years could be called the Age of Recovery: The Federal Reserve and other central banks have kept interest rates extraordinarily low to try to revive their economies. In doing so, they've helped stocks, but the low rates have made it much more difficult for investors in need of income.




Summer 2014

Psst...the backdoor route to a Roth IRA
High earners who can't contribute to a Roth have another way in. Read More >>

Q&A: Outlook for U.S. Markets
Economist Darrell Spence discusses his outlook for the U.S. economy and financial markets.

Q&A: Outlook for Fed Policy
Economist Benson Durham discusses the prospects for the Federal Reserve to taper its bond purchasing program, the importance of housing market recovery and the long-term legacy of central bank intervention.

Q&A: Outlook on Interest Rates and the Economy
Portfolio Manager John Smet discusses whether interest rates are set to rise as the U.S. economy shows signs of improvement and whether investors should stay invested in bonds.

Recapping Our Beginning-of-Year Calls
Stocks capped off a strong first quarter by closing at record highs. After coming close several times in the past few weeks, the S&P 500 Index gained 0.8% last week to close at 1,569, surpassing the pre-credit-crisis 1,565 record from 2007. The Dow Jones Industrial Average gained 0.5% to yet another new high of 14,578 and the Nasdaq Composite rose 0.7% to a one-year high of 3,267. In fixed income markets, Treasury yields continued to fall (as prices correspondingly rose), with the 10-year yield dropping from 1.93% to 1.85%. Read More >>

Spring 2014

Roth IRA

Social Security Articles

Fall 2013

Winter 2013

Fall 2012

Summer 2012

Spring 2012

Winter 2012

Summer 2011

Spring 2011

Winter 2011

Fall 2010

Spring 2010

This newsletter/advertisement is produced for our clients, friends and associates through an arrangement with WPI Communications, Inc. for the representatives’ use. Although the editorial content is professionally researched, written and edited, neither our firm nor any of its agents, representatives or associates make any representations regarding the accuracy of the content or its applicability to your situation. The information in this communication is not intended as tax or legal advice. In accordance with IRS Circular 230, the information provided herein may not be relied on for purposes of avoiding any federal tax penalties. Any tax advice contained in the body of this material was not intended or written to be used, and cannot be used, by the recipient for the purpose of 1) avoiding penalties that may be imposed under the Internal Revenue Code or applicable state or local tax law provisions, or 2) promoting, marketing or recommending to another party any transaction or matter addressed herein. You are encouraged to seek tax or legal advice from an independent advisor.

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Enforce the Fair Housing Act and other civil rights laws to ensure the right of equal housing opportunity and free and fair housing choice without discrimination based on race, color, religion, sex, national origin, disability or family composition.

Major Goals

1. Reduce discrimination in housing by doubling the Title VIII case load by the end of 2000 through aggressive enforcement of civil rights and fair housing laws;

2. Promote geographic mobility for low-income and minority households;

3. Integrate fair housing plans into HUD's Consolidated Plans;

4. Further fair housing in other relevant programs of the Federal government; and

5. Promote substantial equivalency among state, local and community organizations involved in providing housing.