Stock Market Update

market week logo
A brief recap of last week's stock market activity, economic news, and an eye on the week ahead.

Thrivalist Guide

Lantern lit in the night
Guidance for resisting emotional investing and staying on track for the long term.

Newsletters

elderly woman smiling at the camera
  • Increased Interest in Medicare Advantage Plans
  • Five Tips to Regain Your Retirement Savings Focus in 2021
  • Sharing Your Money Values Can Be Part of Your Legacy
  • Four Steps to Rebuilding Your Business
young couple smiling holding keys to their new house
  • Homeownership Rate Spikes During Quarantine
  • Seeking Sun or Savings?  Explore a Retirement Move
  • Year-End 2020 Tax Tips
  • Lessons from the Lockdown:  A Back-to-Basics Holiday
bank building
  • Working in Retirement
  • Five Investment Tasks to Tackle by Year-End
  • Is It Time to Think About Tax-Free Income?
  • Medicare Open Enrollment: It's Time to Review Your Coverage
An illustration of a college
  • Women Outpace Men in Degrees Earned
  • Surge in COVID-19 Scams
  • Return of Premium Life Insurance: Protection and Cash Back
  • Back-to-College Insurance Needs
laptop sitting on desk
  • Almost 9 out of 10 Woman Qualify for Social Security on Their Own
  • Four Things to Consider Before Refinancing Your Home
  • The Changing College Landscape
  • Going Mobile
investment options
  • New Twist in the Labor Market
  • Portfolio Performance: Choose Your Benchmarks Wisely
  • Turbulent Times: Bear Markets Come and Go
  • Debit or Credit? Pick a Card
A group of graduates throwing their caps in the air
  • Student Debt: It's Not Just for Young Adults
  • Mid-Year Is a Good Time to Fine-Tune Your Finances
  • Investor Psychology: Behavioral Biases That Can Lear to Costly Mistakes
  • Telemedicine: The Virtual Doctor Will See You Now
two rocks balancing on beam
  • A report on population increases and decreases by state for 2019.
  • Five key benefits of the CARES Act for individuals and businesses.
  • The difference between a will and a trust.
  • Information about the CARES Act suspending Federal student loan payments.
money going into piggy bank
  • Should you spend your tax return or put it into your savings?
  • Keeping a steady investment strategy through a rocky start to the year.
  • How Social Security could offer a lifetime of protection.
  • How long should you keep financial records? 
scraper clearing rained on window
  • What to do as the due date approaches for 2019 federal income tax returns.
  • Is it time to review your IRA estate planning strategies?
  • Spring cleaning your way to better finances.
  • Is there anyway to stop getting unwanted robocalls?
Ladders against a wall with one taller, against a target
  • Tips for targeting your retirement savings goals.
  • An overview of the new opportunities that the SECURE Act offers individuals and businesses.
  • Helpful discussion on how to close the gap in insurance coverage.
  • Answering a commonly asked question - "How can I lower my credit card debt?"
Heart shape made of our greenery
  • Socially responsible investing (SRI) and how to align your money with your values.
  • Discussion on financial regrets and how to avoid them in the year to come.
  • Key retirement and tax numbers for 2020.
  • Tips on how to stick to a "no-spend month" - it could save you more than you think!
 
 
 

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA and SIPC). Insurance products are offered through LPL or its licensed affiliates. Shore United Bank and Wye Financial Partners are not registered as a broker-dealer or investment advisor. Registered representative of LPL offer products and services using Wye Financial Partners and may also be employees of Shore United Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Shore United Bank or Wye Financial Partners. Securities and insurance offered through LPL or its affiliates are:
 
Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed
Not Bank Deposits or Obligations May Lose Value

This communication is strictly intended for individuals residing in the state(s) of AL, AK, AZ, CO, CT, DE, DC, FL, GA, IL, ME, MD, MA, MI, NH, NJ, NY, NC, PA, RI, SC, SD, TX, VA, WA and WV. No offers may be made or accepted from any resident outside the specific states referenced.