by Lori Eason | Sep 17, 2017 | Quarterly Commentary
Since last year’s presidential election, the stock market has been on an absolute tear. Most of the major U.S. stock averages are up roughly 17% since then. The biggest chunk of these gains came immediately after the election in November. However, just as the market...
by Lori Eason | Aug 17, 2017 | Financial Planning
Last week, I went to the biannual Schwab Advisor Solutions conference and it motivated me to write about some of Schwab’s tools that our clients may be missing out on. I pulled up our most recent technology adoption scorecard which gives us some very informative...
by Lori Eason | Jun 17, 2017 | Quarterly Commentary
Stocks continued to rise through the second quarter, albeit at about half the rate of the first quarter. The large cap group had the best quarterly performance with the S&P 500 returning roughly 3%. Mid and small cap stocks increased as well but about a percentage...
by Lori Eason | Jun 17, 2017 | Financial Planning, Tax Planning
Health Savings Accounts have been growing in popularity with the increased number of high deductible health plans used. High deductible health plans (HDHP) are currently defined as ones with a deductible above $1,300 for an individual and $2,600 for a family. Under a...
by Lori Eason | Jan 27, 2017 | Financial Planning
Recently, the Department of Education released a memo saying that it vastly overstated the student loan repayment rates for most colleges. The new figures suggest that at more than 1000 colleges and trade schools (about a fourth of all schools), at least half of the...
