• Creative Social Security Claiming Strategies

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    Social Security for Widows PDF

     

  • Stocks Start 2018 With Jump

    The first week of 2018 is behind us, and across the globe, stocks experienced a strong start to the year. International stocks in the MSCI EAFE gained 2.44% last week.[1] In the U.S., our major indexes also leapt forward, hitting a number of records and milestones.[2]

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  • Special Update: 2017 in Review

    In the final trading days of a strong 2017, U.S. indexes lost some ground. During the holiday-shortened week, the S&P 500 dropped by 0.36%, the Dow lost 0.14%, and the NASDAQ gave back 0.81%.[1] A selloff toward the end of the day on Friday contributed to the domestic indexes’ weekly losses.[2] International stocks in the MSCI EAFE ended the week in positive territory, gaining 0.89%.[3]

    Despite the losses, all three major domestic indexes experienced their best year since 2013.[4] During 2017, the Dow hit 71 record highs, and the NASDAQ gained in all but 1 month for the first time ever.[5]

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  • A Tax Bill Before the Holiday

    As we headed into the long holiday weekend, the markets continued to climb as tax reform moved forward.[1] For the week, the S&P 500 closed up 0.29%, the Dow rose 0.43%, and the NASDAQ gained 0.35%.[2] International stocks in the MSCI EAFE increased by 1.23%.[3]

    Before leaving for his holiday vacation, President Trump signed a new tax bill and a measure to temporarily delay a possible government shutdown. Supporters of the $1.5 trillion tax cut, which dramatically reduces the corporate tax rate, believe it will encourage businesses to invest, hire more workers, and increase wages.[4] Some companies are already celebrating by offering bonuses to their employees and promising to improve infrastructure in the workplace.[5]

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