Archive: August 2016

Where do You draw the line?

Written by:  Cassandra Laymon, CFP®, MBA This month the website Financial Planning published an article announcing that American Funds (largest mutual fund company in the US) is launching a new…
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Weekly Update: “LIBOR Surge May Rule Out September Fed Rate Hike”

THE MARKETSAfter rallying for weeks, the major indexes fell last week ahead of key remarks by Federal Reserve officials and turbulence in money markets.[1] For the week, the S&P 500…
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Weekly Update: “NASDAQ Posts Eighth Week of Gains”

THE MARKETSThe S&P 500 and Dow ended last week slightly lower, but the NASDAQ posted an eighth straight week of gains for the first time since 2010.[1] For the week,…
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Shining Light Company – Popeyes Louisiana Kitchen

Our Shining Light Company this month is Popeyes, the second-largest operator in the fast food chicken restaurant group. The company has an interesting beginning and an even more interesting founder. …
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Weekly Market Update: “S&P 500, Dow, and NASDAQ Post New Records”

THE MARKETSStocks ended last week mostly flat, falling slightly on Friday after the major U.S. indexes set new record highs on Thursday on positive earnings surprises. The NASDAQ also notched…
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013 – Busyness as Usual

In this month's podcast Cassie and Rick discuss another major roadblock to overcome on the road to financial health: BUSYNESS.  The mantra, "I'm so busy" has given many of us…
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Weekly Market Update: “S&P 500 at New High After Jobs Blowout”

THE MARKETSStocks bounced last week, ending sharply higher after a better-than-expected jobs report. For the week, the S&P 500 gained 0.43%, the Dow rose 0.60%, the NASDAQ added 1.14%, but…
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Weekly Market Update: “Stocks Close Mixed on GDP Disappointment “

THE MARKETSStocks broke their four-week winning streak, closing mixed after the release of a surprisingly low estimate of second-quarter economic growth. For the week, the S&P 500 lost 0.07%, the…
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2016 Halftime Report Webinar

[youtube id="idMT9ump9JI"] The first half of 2016 is behind us and markets are still grappling with many of the issues that shook investors at the beginning of the year. Interest rate increases, overseas woes,…
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