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Kim Laing

April 26, 2017

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Financial News

Edward Jones: Time for some financial spring cleaning

Your investment portfolio is also a structure of a sort, and it, too, can be damaged

Mark Alliman, financial advisor
Edward Jones
107 S. Main St.
Bluffton - 419-358-2622

Spring is in the air, even if it’s not quite there on the calendar. This year, as you shake off the cobwebs from winter and start tidying up around your home and yard, why not also do some financial spring cleaning?

Actually, you can apply several traditional spring cleaning techniques to your financial situation. Here are a few ideas:

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Steiner and Grainger Financial Services: Here's the 2016 annual market review

The Dow recorded its best performance since 2013

Provided by Jason A. Granger
Steiner & Granger
141 N. Main St., Bluffton
419-358-0689 (Phone)
419-358-8507 (Fax)

The Markets

Equities: The year didn't start off well for equities, but by the end of 2016 each of the indexes listed here posted year-over-year gains, some reaching all-time highs. The Dow recorded its best performance since 2013, gaining almost 13.5% from its 2015 closing value. Stocks weathered several financial crises, including China's economic downturn and the Brexit vote.

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Steiner and Granger: Third market review

July 1 to September 30

Provided by Jason A. Granger
Steiner & Granger
141 N. Main St., Bluffton

419-358-0689 (Phone)
419-358-8507 (Fax
)

Quarterly Market Review: July-September 2016

The second quarter provided a bumpy ride for investors.

Following the upheaval caused by the Brexit vote in June, July kicked off the third quarter by ending the month in favorable fashion, as each of the indexes listed here posted month-to-month gains, led by the Russell 2000 (5.90%) and the Nasdaq (6.60%).

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Steiner and Granger: Here's the April to June quarterly market review

From Jason Granger
Steiner and Granger Insurance and Finanal Services
141 N. Main St., Bluffton
419-358-0689

The Markets (as of market close June 30, 2016)

In the world of equities, the second quarter of the year was anything but dull. April saw the large-cap S&P 500 and Dow make marginal gains, with the small-cap Russell 2000 and the Global Dow leading the way for the month.

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Steiner and Granger: First quarter 2016 review

Steiner & Granger
141 N. Main St
P.O. Box 28
Bluffton, OH 45817
419-358-0689
jgranger@sagepointadvisor.com

CHECK THE TWO ATTACHMENTS AT THE BOTTOM OF THIS STORY FOR ADDITIONAL INFORMATION RELATED TO THIS ARTICLE.

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Steiner and Granger: The first quarter of 2016 in review

Steiner & Granger
141 N. Main St
P.O. Box 28
Bluffton, OH 45817
419-358-0689
jgranger@sagepointadvisor.com

CHECK THE TWO ATTACHMENTS AT THE BOTTOM OF THIS STORY FOR ADDITIONAL INFORMATION RELATED TO THIS ARTICLE.

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Steiner and Granger: Annual market review of 2015 - and an eye on 2016

Steiner & Granger
141 N. Main St
P.O. Box 28
Bluffton, OH 45817
419-358-0689
jgranger@sagepointadvisor.com

Overview

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Steiner and Granger: Third quarter market review - July to September

Steiner & Granger
141 N. Main St
P.O. Box 28
Bluffton, OH 45817
419-358-0689
jgranger@sagepointadvisor.com

The Markets

Volatility returned to the equities markets in the third quarter, impacted by economic stress in China (the world's second largest economy) and Greece, coupled with underwhelming corporate earnings reports and falling energy stock prices.

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Steiner & Granger: Market review for second quarter 2015

Steiner & Granger
141 N. Main St
P.O. Box 28
Bluffton, OH 45817
419-358-0689

jgranger@sagepointadvisor.com

The Markets

As winter weather finally lost its chokehold on the U.S. economy, investors grew increasingly comfortable with the Federal Reserve's slow-and-steady approach to determine when to raise short-term interest rates.

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Steiner and Granger: Saving for retirement - Suggestions to help you get started

 

Steiner & Granger
141 N. Main St
P.O. Box 28
Bluffton, OH 45817
419-358-0689

 

jgranger@sagepointadvisor.com

Although most of us recognize the importance of sound retirement planning, few of us embrace the nitty-gritty work involved. With thousands of investment possibilities, complex rules governing retirement plans, and so on, most people don't even know where to begin. Here are some suggestions to help you get started.

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