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August 4, 2018

1. If you have a child or grandchild, for the first time, you can now pay tuition for kindergarten through 12th grade at private, public or religious schools with money saved in tax-advantaged 529 college savings accounts.

2. Thanks to the Tax Cuts And Jobs Act (TCJA),...

March 2, 2018

Economic data showing mild inflation amid rising employee compensation, along with reassuring testimony before Congress by the new Federal Reserve chair, was overshadowed by stock market volatility this past week.

While worries about a trade war dominated headlines, new...

February 24, 2018

Rising bond yields historically haven't been bad for stocks.

While you may see stories in the financial press saying otherwise, the facts show that periods marked by rising bond yields have often coincided with bull markets in stocks.

The red arrows point to five period...

February 17, 2018

After a 37-page indictment alleging a criminal conspiracy directed by the Russian government to meddle in the 2016 U.S. presidential election was posted at about 1 p.m. E.S.T. on Friday by the U.S. Justice Department, faith in the nation, as measured by the stock marke...

February 16, 2018

With stocks surging one moment and plunging the next, it's good to remember that, from 1926 through 2016, a portfolio diversified across stocks, bonds and cash averaged a 9.6% annual return, with a better risk-reward ratio than any one of the four investments with larg...

February 15, 2018

From its all-time closing high two weeks earlier, investors on Friday had corrected their valuation of stocks in the Standard & Poor's 500 index by 11.8% before rallying about 3% and closing at 2619.55.

From the all-time closing high of 2872.87 on Friday, Jan. 26 to Fri...

February 8, 2018

If you had the power to predict which one of 12 types of investments representing wide range of assets was going to be No. 1 every year for each of the 15 years from 2002 through 2016, you would have averaged a 29.9% annual return.

Of course, no one has the power to pre...

February 3, 2018

Interest rates rose on inflation fears, cratering stocks for the week. On Friday, the Standard & Poor's 500 stock index plunged by 2.1%, capping a 3.9% drop for the week, the biggest weekly loss in two years.

It was a week of big financial news: Janet Yellen exited as c...

January 31, 2018

The new tax law is boosting the economy more than initially thought. After the election of November 2016, the Standard & Poor's 500 rose sharply, coinciding with the growing likelihood the law would be adopted. Then, in the weeks after the legislation was signed on Dec...

January 27, 2018

For investors, 2017 was a mirror image of 2016. The top performing types of American companies in 2016 were the biggest laggards in 2017. Meanwhile, the worst performing types of U.S. stocks in 2016 were the biggest winners in 2017.

The orderly rotation of the leaders a...

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Investment advisory services offered through (RIA Name), a registered investment adviser. This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of the services referenced on this site are available in every state and through every advisor listed. For additional information, please contact PGWM, LLC at rar@pgwm.net.

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