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...

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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...

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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 2018.

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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...

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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.

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Is the Cloud Secure Enough for Me?

Have you ever used Dropbox or 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...

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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.

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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...

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Upcoming Events

Retirement Seminar | October 29, 2019

Krasl Art Center, St. Joseph, MI

Recent Events

Commonwealth National Conference | October 2019

Denver, Colorado

25th Anniversary | September 12, 2019

Saranac Schoolhouse, Saranac, MI

Retirement Seminar | September 9 & 10, 2019

Lincoln Township Public Library, Stevensville, MI

Growler’s Game | June 27, 2019

Homer Stryker Field, Kalamazoo, MI

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