Newsroom

Market Thoughts for April 2018

Brad McMillan, Commonwealth’s CIO, recaps the market and economic news for March. Last month, both U.S. and international markets saw losses. It was the second down month in a row, something we haven't seen in a while. This was due, in part, to markets becoming...

read more

Market Thoughts for March 2018

Brad McMillan, Commonwealth’s CIO, recaps the economic news for February. Last month, there was a 10-percent market drawdown in the U.S., something we haven’t seen for almost two years. Although many were worried that this was the “big one,” the markets recovered more...

read more

ABLE Accounts: Frequently Asked Questions

ABLE accounts, also known as 529A or 529 ABLE accounts, were established as part of the Achieving a Better Life Experience Act of 2014. This act created these tax-advantaged accounts for people with disabilities under section 529A of the Internal Revenue Code. But who...

read more

Market Thoughts for February 2018

Brad McMillan, Commonwealth’s CIO, recaps another great month for the markets. In January, all three U.S. indices were up by at least 5 percent, as were international markets. There was a bit of a pullback at the end of the month, as interest rates moved up to levels...

read more

Year-End Financial Planning Checklist

As 2018 begins, it’s time to begin organizing your finances for the new year. To help you get started, we’ve put together a list of key planning topics to consider. Savings and investments Revisit your retirement contributions. Review how much you’re contributing to...

read more

Market Thoughts for January 2018

  Because December markets were up across the board, we are entering 2018 with a huge amount of momentum. Commonwealth's CIO, Brad McMillan, discusses whether this will continue or if the recent tax reform bill have a major impact in...

read more

Should You Pay Off Your Mortgage?

After years of dutiful payments, you find yourself in the enviable position of having enough accumulated savings or discretionary income that you could aggressively pay down—or completely pay off—your mortgage. But should you? Are there better ways to ensure your...

read more

Market Thoughts for November 2017

Find out why, despite three of the worst storms in U.S. history, consumer and business confidence grew in October. Brad McMillan, Commonwealth's CIO, recaps a terrific month for the markets.

read more

Is the Cloud Secure Enough for Me?

Have you ever used Dropbox or Box.com? How about web-based mail, like Gmail, Yahoo! Mail, or Hotmail? If you consider that all of these are clouds—as are most Google apps—it’s hard to find an Internet user who doesn’t have some information in the cloud. As cloud-based...

read more

What Does Hurricane Harvey Mean for the Economy and Markets?

Texas, and Houston in particular, is the core of the U.S. petroleum industry. Several major refineries have been shut down; this has limited gasoline production, and prices have increased in response. The stock market, on the other hand, has moved up over recent days, and it’s now close to an all-time high. Despite the local damage, then, the market’s reaction suggests the effect on the country as a whole has not been severe.

read more

IRS Benefit Plan Limits for 2016

The Internal Revenue Service has announced contribution limits for retirement plan participants for 2016. As expected, most of the contribution limitations for retirement plans have not changed from the 2015 limits. Some associated tax breaks and other items have...

read more

7 Common Retirement Plan Mistakes

Authored by Nevin E. Adams, JD The headlines are all about revenue sharing, conflicts of interest, and statutes of limitation—but the things that are likely to get a Retirement Plan and plan sponsor in trouble are a lot more mundane. Here are seven that are more...

read more

How to Handle a Financial Windfall

What would you do if you won the lottery? Unfortunately, when a large sum of money is thrust into their hands, otherwise smart people can make serious financial mistakes. In fact, as many as 70 percent of Americans who receive a windfall lose it all within a few years, according to the National Endowment for Financial Education.

read more

What You Need to Know About Health Care Reform

What You Need to Know About Health Care ReformAs you're no doubt aware, big changes are under way in the health care industry. The Patient Protection and Affordable Care Act, commonly known as the Affordable Care Act or Obamacare, is intended to expand access to...

read more

Tips for Managing Your Finances After a Divorce

Tips for Managing Your Finances After a DivorceIf you've recently been through a divorce, it's normal to be worried about your finances. Although settling into a new financial life takes time, there are steps you can take today to help ensure a secure future. Your...

read more

Tips and Tricks for Smart Holiday Shopping

Tips and Tricks for Smart Holiday ShoppingAs the end of the year approaches, shopping malls and online stores will soon be bustling with bargain hunters on a mission to check items off their gift lists. Although the thought of crowded parking lots, long lines, and...

read more

Ready to start a conversation?

logo2 This communication strictly intended for individuals residing in the states of CO, CT, FL, MI, OH, PA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®. Member FINRA, SIPC, a Registered Investment Advisor.

Share This