Stock Market Update

A bull figurine looking at a bear figurine.
A brief recap of last week's stock market activity, economic news, and an eye on the week ahead.
 

Newsletters

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? 
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
A look at 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!
Scale with heart icon on one side and bag of money on other side
How to give like a billionaire when you don't have billions to give. The newest retirement trend is all about retiring EARLY. Benefits and drawbacks of 529 plans for college savings. Whether or not you should sign up for an identity theft protection service. The December newsletter is one you won't want to miss!
The front of the Federal Reserve with a twenty dollar bill above it.
Regrets that retirees have, tax tips for 2019 and how to manage your holiday spending. All this information and more in our November newsletter.
Laptop sitting on desk
What can investors take away from corporate reports?  What are the 5 times in your life when you might need help with your finances?  
Get answers to these questions in our October newsletter.  
investment options
Do millennials need life insurance?  What are the 5 retirement lessons retirees need to know? Hear the passive and active debate about mutual funds and more in our September newsletter.    
 
 
 
 

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:
 
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