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In this week’s recap: stocks hit record peaks, then descend after the Friday release of the June jobs report; further tariffs are planned for European imports. Weekly Economic Update Presented by Pal Axberg, , July 8, 2019 THE WEEK ON WALL STREET U.S. stock benchmarks opened a new quarter positively.

In this Q2 recap: stocks rise, fall, and then soar, as the Federal Reserve shifts its thinking and new chapters unfold in the ongoing U.S.-China trade dispute. Quarterly Economic Update A review of Q2 2019, Presented by Paul Axberg THE QUARTER IN BRIEF The S&P 500 certainly rollercoastered during the second quarter of 2019, but it also gained 3.8% across those three months.

In this month’s recap: Stocks, gold, and oil all surge, a door opens for U.S.-China trade talks to resume, and the Federal Reserve suddenly sounds dovish. Monthly Economic Update Presented by Paul Axberg July 2019 THE MONTH IN BRIEF You could say June was a month of highs.

In this week’s recap: a strong month for equities ends with the renewed possibility of a U.S.-China trade pact. Weekly Economic Update Presented by Paul Axberg THE WEEK ON WALL STREET A month of gains for stocks ended with a weekly retreat. The S&P 500 lost 0.30%; the Nasdaq Composite, 0.32%; the Dow Jones Industrial Average, 0.45%.

Trends in Charitable Giving The hows and whys of charity in America. Provided by Paul Axberg According to Giving USA 2018, Americans gave an estimated $410.02 billion to charity in 2017.

In this week’s recap: Wall Street maintains its risk-on mood, even as tensions grow between the U.S. and Iran, influenced by a White House tweet and a dovish signal from the Federal Reserve.

A Decision Not Made is Still a Decision Indecision can lead to no decision. Provided by Paul Axberg Investment inaction is played out in many ways, often silently, invisibly, and with potential consequence to an individual’s future financial security. Let’s review some of the forms this takes. Your workplace retirement plan. The worst non-decision is the failure to enroll.

In this week’s recap: the major Wall Street equity indices see further June gains, oil investors react to tanker attacks, and retail sales improve. Weekly Economic Update Presented by Paul Axberg., June 17, 2019 THE WEEK ON WALL STREET Stocks advanced for a second straight week. The S&P 500 benchmark rose 0.47%; the Nasdaq Composite, 0.70%; the Dow Jones Industrial Average, 0.41%.

The FIRE Movement A radical new approach to working, saving, and retiring. Provided by Paul Axberg Retire before 50 and live your best life. That is the message of the FIRE (Financial Independence, Retire Early) movement, which is drawing interest worldwide.

The Gift Tax Not all gifts are taxable. Provided by Paul Axberg I’d like for you to meet my friend, Hugh. He’s a retired film stuntman who, after a long career, is enjoying his retirement. Some of what he’s enjoying about his retirement is sharing part of his accumulated wealth with his family, specifically his wife and two sons.