SYM News

Preparing for the Next Correction

Last week the Dow broke 17,000. Even the small-cap index, the Russell 2000, notched a new high, illustrating the breadth of this healthy bull market. The NASDAQ, believe it or not, is less than 15 percent away from the record set in the crazy dot-com era market of 2000. Yet valuations are not even close to the extremes of those days.

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Social Security Timing

Death and taxes may be the only two things that are certain in life. Although death is inevitable, preparing for it can be difficult. Making decisions too soon or too late can diminish or even eliminate some available planning options.

 

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