In this Q3 recap: stocks climb, U.S. economic indicators shine, yearly inflation decreases slightly, and a trade war gets underway. A review of Q3 2018, Presented by Marc Aarons  at Money Managers, Inc.  THE QUARTER IN BRIEF The third quarter of 2018 shall be remembered as a great one for stocks. The Dow Industrials, Nasdaq […]

In this Q2 recap: tariffs take center stage, U.S. data signals solid growth, oil gains 18.4%, and the S&P 500 rises nearly 3%. A review of Q2 2018, Presented by Marc Aarons @ Money Managers, Inc. THE QUARTER IN BRIEF At the end of 2018, economists and journalists may look back on the second quarter […]

Marc Aarons @ Money Managers, Inc. Presents:   QUARTERLY ECONOMIC UPDATE   QUOTE OF THE QUARTER   “Time is the coin of your life. It is the only coin you have, and only you can determine how it will be spent. Be careful lest you let other people spend it for you.”  – Carl Sandberg […]

Marc Aarons @ Money Managers, Inc. presents A review of Q4 2017 THE QUARTER IN BRIEF The final quarter of 2017 was a great one for stocks: the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite all posted 3-month gains of better than 6%. Landmark federal tax reforms were approved and signed into law. […]

QUARTERLY ECONOMIC UPDATE Provided by Marc Aarons @ Money Managers, Inc.   QUOTE OF THE QUARTER   “Keep your eyes on the stars, and your feet on the ground.”  – Theodore Roosevelt     QUARTERLY TIP   Women should plan for retirement with the assumption that they may live by themselves for ten years or longer. […]

Presented by: Marc Aarons @ Money Managers, Inc.          A review of Q3 2017 THE QUARTER IN BRIEF Encouraging economic data and a series of unsettling news headlines vied for Wall Street’s attention in the third quarter, and ultimately, investors were not shaken. The S&P 500 rose 3.96% over three months, getting […]

Marc Aarons Presents:  WEEKLY QUOTE “You think adventure is dangerous, try routine. It’s lethal.”    – Paul Coelho  WEEKLY TIP Anyone who wants to avoid or lower probate costs and simplify distribution of their assets after their death would be wise to consider a revocable living trust. These trusts can be modified during the grantor’s lifetime.   WEEKLY RIDDLE I […]

QUOTE OF THE QUARTER   “I’m an optimist. It does not seem too much use being anything else.”  – Winston Churchill     QUARTERLY TIP   Study the I.R.S. hobby loss rules if you want to write off self-employment losses. You may regard your venture as a business activity or a trade, but the I.R.S. may […]

QUARTERLY ECONOMIC UPDATE THE QUARTER IN BRIEF Two events strongly influenced U.S. and foreign financial markets in the fourth quarter – one unexpected by many, the other widely anticipated. Neither of them particularly upset investors. Donald Trump’s win in the presidential election led to a rally on Wall Street, and the Federal Reserve’s December interest […]

A review of 3Q 2016 THE QUARTER IN BRIEF The economy seemed to hit a soft patch this summer, but stocks carried onward and upward – the S&P 500 advanced for a fourth straight quarter in Q3, rising 3.31%. Markets were notably placid for much of the quarter, even with two major banking scandals, multiple […]