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Welcome to Planned Asset Management’s Blog! You have questions? We have answers!

  • Not sure how to manage your finances?
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We know it can be complicated, let us help you! Bookmark this blog as we inform you of viable yet easy to understand information regarding your finances! We are here for you!

 

Monday, February 12, 2018

Despite losses in the last few days of January, equities had strong gains for the month, with the Dow Jones Industrial Average (Dow), Standard & Poors 500 (S & P 500) and Nasdaq up about 8.1%, 5.6%, and 7.3%, respectively. Small cap...

 

Monday, February 12, 2018

HAPPY NEW YEAR!! Equities were mixed in December, with the Dow Jones Industrial Average (Dow) down about 4/10ths of 1%. The Standard & Poor’s 500 (S & P 500) and Nasdaq were up about 1% and 4/10ths of 1%, respectively. Small cap...

 

Monday, February 12, 2018

Equities were higher in November as some markets pushed to record territory. The Dow Jones Industrial Average (Dow), Standard & Poors 500 (S & P 500), and Nasdaq were up about 3.83%, 2.8%, and 2.16%, respectively. Small cap stocks were...

 

Monday, November 6, 2017

Equities were higher for the month, some in record territory (again), during October, with the Dow Jones Industrial Average (Dow), Standard & Poors 500 (S & P 500), and Nasdaq up about 4.3%, 2.2%, and 3.5%, respectively. Small cap...

 

Wednesday, October 11, 2017

Equities generally moved higher, some in record territory, during September with the Dow Jones Industrial Average (Dow), Standard & Poors 500 (S & P 500), and Nasdaq up about 2%, 1.9%, and 5.8%, respectively. Small cap stocks up more...

 

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Wednesday, October 4, 2017

TO: Valued Clients & Advocates FROM: Morrie W. Reiff, CFP® Your Financial Concierge SUBJECT: Equifax Breach & Credit Monitoring Information The Equifax breach of security has resulted in the compromise of the private information...

 

Thursday, September 28, 2017

An Index Fund is a type of Exchange Traded Fund (aka: ETF) An ETF is a fund that is traded on stock exchanges. An ETF can hold asset such as stocks, commodities, or bonds. They have been available in the US since 1993 and in Europe...

 

Thursday, September 14, 2017

When you turn on your television or radio and hear “Index this” and “Index that”, have you ever wondered what are all these “indices” are? You know it has to do with finance and stock markets, but...

 

Thursday, September 7, 2017

Equities generally moved higher in August with the Dow Jones Industrial Average (Dow), Standard & Poors 500 (S & P 500), and Nasdaq up about 2.8%, 2%, and 4.7%, respectively. Small cap stocks were down about 7/10ths of 1% for the month...

 

Monday, August 28, 2017

You spend your whole life working hard for your money, right? Well why not let your money work for you NOW? Do you have money piling up in your checking account or stored under your mattress? Well that might seem like a good idea at...

 

Friday, March 24, 2017

Do you have a "Modern Family" of your own? Do you have children and grandchildren who need financial guidance? Do you worry how your beneficiaries will handle their future inheritance? Whether it’s insurance planning, college...

 

Monday, March 13, 2017

Although we wish they did, Financial Advisor’s do not have a crystal ball to predict what the future holds. HOWEVER, there are many ways to protect your assets against the volatility of a market despite not having a magical...

 

Friday, March 3, 2017

Are you prepared for a financial emergency? Do you have a secret stash saved for a “rainy day?” What exactly qualified as an emergency? Natural Disasters Physical Accidents Vehicle Accidents Home Repairs Funeral Expenses...

 

Friday, February 24, 2017

Welcome to the official blog for Planned Asset Management! I would like to take a moment to tell you how excited we are to be adding a blog to our many forms of communication! In addition to monthly email newsletters, we are active on...