Montgomery Community Media

  December 2016 and Outlook into 2017 The Markets: In the fourth quarter of 2016, the U.S. stock market had a strong performance and was likely benefiting from three main areas of President-elect Donald Trump’s agenda: corporate tax reform, regulatory reform, and a robust infrastructure spending bill. To be sure, these areas can boost economic activity, […]

The Markets:  November, at least as far as the stock market is concerned, was the opposite of March: it came in like a lamb and went out like a lion. At the start of the month, there was caution and uncertainty about the election and its impact on the stock market. The conventional wisdom was […]

Financial literacy can be learned at any age, but the earlier we start teaching our kids, the better prepared they will be for their adult lives. A recent Gallup Poll found that “financial literacy is crucial for students to successfully navigate their futures.” Gallup measured the level of “financial literacy” in students grades five through 12 […]

Whatever the time of year, paying for college is usually on the minds of parents. For the middle class it is especially daunting. The wealthy usually have the means to afford the $50,000 to $60,000 annual cost at some private colleges. And, if a talented student is from an impoverished background, there are ways (grants, […]

It’s that time of year again. Before we know it, our kids will be walking into their classrooms for the first time this term. This is the time of the year when my office is asked almost daily, “Can I afford this private school tuition?” The national average private school tuition is approximately $10,096 per […]

Many economists and market analysts have predicted that we will continue to see heightened market volatility for the near future. As a financial advisor, I’m asked about volatility often. People first want to know how they should react. I tell them that these periods of volatility underscore why you need to have a financial plan […]