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public.lplgraphics.com Different life milestones require updated investment strategies. Learn how to start saving.
forefieldkt.com Buoyed by generally encouraging labor data, leading equity benchmarks enjoyed a major rally on Friday, overcoming an otherwise sluggish week. While the Dow's gains exceeded those of the S&P 500, both indexes outperformed the Nasdaq. After dipping below 18000 during the week, the Dow closed at 18191,…
public.lplgraphics.com "Healthcare led the upside, followed by energy, technology, and financials, while industrials struggled."
public.lplgraphics.com "Our view remains that the Fed may begin to hike rates in late 2015. "
forefieldkt.com If you've maxed out your contributions to an IRA or employer-sponsored retirement plan, consider adding an annuity to your list of retirement investments. An annuity is a tax-deferred investment contract in which you invest either a lump sum or a series of contributions. The annuity issuer promises…
public.lplgraphics.com "Stubbornly weak wage and income growth, which has a significant impact on consumer spending, remain key constraints on spending."
public.lplgraphics.com "We believe emerging markets (EM) score well when evaluated along some of the same criteria that NFL football teams use to assess potential draft picks: speed, strength, value, upside potential, and ...
forefieldkt.com The combination of investments you choose is as important as the individual investments themselves. In fact, many experts argue that it's even more important, since the mix of various types of investments accounts for most of the ups and downs of a portfolio's return. Each type of investment, or ass…
lplresearch.com S&P 500 climbs as earnings overcome mixed economic data. A busy day of earnings leaned market positive, while a decline in consumer confidence was offset by strong home price data. Gains were b...
public.lplgraphics.com "Investors continued to embrace risk this past week as the Nasdaq reached a new high while peripheral European bonds and emerging market equities rallied."
public.lplgraphics.com "First quarter economic weakness will likely get plenty of attention this week, when the initial estimate of Q1 2015 GDP is expected to confirm tepid growth during the quarter."
forefieldkt.com 529 Plans and Estate Planning In addition to their primary use as a college savings vehicle, 529 plans are increasingly being used for another purpose--estate planning. This estate planning use has emerged thanks to special tax rules surrounding lump-sum contributions to 529 plans, combined with the…
forefieldkt.com Saving and Investing Wisely for Retirement The more you can save for retirement, the better your chances of retiring comfortably. More Details
Corrections Can Be Rare in Long Bull Markets
lplresearch.com Major indexes mixed on tepid day of earnings as oil stalls. Earnings-driven losses may have contributed to downward equity momentum yesterday after three of the four Dow components reporting (Trave...
public.lplgraphics.com "The latest Beige Book suggests that the U.S. economy is still growing at a pace that is at or above its long-term trend, and that some upward pressure on wages is beginning to emerge."
public.lplgraphics.com "The Russell 2000 Index hit a fresh all-time high last week (on tax day, April 15, 2015) and has outpaced large caps by 205 basis points (2.05%) year to date."
forefieldkt.com You raised them, helped get them through school, and now your children are on their own. Or are they? Even adult children sometimes need financial help. But if your child asks you for a loan, don't pull out your checkbook until you've examined the financial and emotional costs.
forefieldkt.com Saving and Investing Wisely The first step in investing is to secure a strong financial foundation. More Details
U.S. Dollar Track Record As Stock Market Signal Is Mixed
public.lplgraphics.com "Regardless of whether China hits its 7% GDP target for Q1, its stock market has already been positive so far this year."
public.lplgraphics.com "The market continues to expect that global GDP growth will accelerate in 2015, 2016, and 2017, aided by lower oil prices and stimulus from the BOJ and the ECB, two of the three leading central banks ...
forefieldkt.com If you are in the unenviable position of owing a large amount of money to the IRS, you may be able to pay what you owe through an installment agreement with the IRS.
public.lplgraphics.com "First quarter 2015 earnings may produce the first year-over-year decline since the financial crisis due to the drags of low oil prices and the strong dollar."
public.lplgraphics.com "Examining the number of mentions of certain buzzwords across news stories, we see a pattern of spikes that are followed by consistent declines over time."
Not All Bond Sectors Are Alike During Periods of Rising Rates
forefieldkt.com A chocolate cake. Pasta. A pancake. They're all very different, but they generally involve flour, eggs, and perhaps a liquid. Depending on how much of each ingredient you use, you can get very different outcomes. The same is true of your investments. Balancing a portfolio means combining various typ…
public.lplgraphics.com "With the NCAA Final Four set, we share our own Final Four for stock market investing: economy, earnings, technicals, and valuations."
public.lplgraphics.com "We continue to expect the broad economy could potentially create between 225,000 and 250,000 net new jobs per month in 2015."
forefieldkt.com One of the longest-standing debates in investing is over the relative merits of active portfolio management versus passive management. With an actively managed portfolio, a manager tries to beat the performance of a given benchmark index by using his or her judgment in selecting individual securitie…
forefieldkt.com The IRS has adopted a stricter interpretation of the one-rollover-per-year rule, starting in 2015.
forefieldkt.com The combined amount you can contribute to your traditional and Roth IRAs remains at $5,500 for 2015, $6,500 if you're 50 or older.
public.lplgraphics.com "The outcome of last week’s FOMC meeting confirmed our long-held view that the Fed would keep rates "lower for longer.""
public.lplgraphics.com "Using intermarket analysis is important to reduce the risk of missing vital directional clues within the financial markets."
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Our company provides real estate settlement services to buyers, sellers and their agents and lenders.
As your experienced and dedicated lending professional, it is my duty and my responsibility to ensur
Mike Stein is a certified mortgage planning specialist with McLean Mortgage Corporation in Fairfax, VA.
Michael Filan | NMLS ID #659409 First Heritage Mortgage, LLC is an Equal Housing Lender Company NMLS ID #86548 (www.nmlsconsumeraccess.org)
Patrick A. Thomas Mortgage Loan Originator NMLS #: 1558085 Homespire Mortgage Corporation NMLS #: 183215
With over twenty years in the real estate industry, I have extensive knowledge of all aspects of buying, selling, building or refinancing your home.
Sr. Loan Officer, NMLS #206078, George Mason Mortgage LLC Company NMLS #153400, www.nmlsconsumeraccess.org, Equal Housing Lender
Trey Reed NMLS #1113052 Trey helps consumers to purchase and refinance a new or existing home.
Senior Vice President at Home Savings and Trust Mortgage NMLS: 259417