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Posts by Marcus F. Johnson, CFPⓇ

Year-End Money Moves

As 2018 winds down, it’s natural to focus on holiday activities. It’s also a great time to calculate your net worth, review your saving and spending for the year, and consider some smart moves to help you reach your financial goals. Here are a few to consider: Rebalance your portfolio. Has a certain class of…

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Be Smart about Charitable Giving

Americans, as a group, are generous—especially during this wonderful holiday season. But they can also become cynical if they feel they have been duped.  A recent example is the New Jersey couple who raised hundreds of thousands of dollars for a homeless man on GoFundMe.  The feel-good story turned sour when New Jersey prosecutors announced…

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What Legacy Will You Leave?

Nearly sixty years ago, John Taylor (my grandfather), trimmed some large branches off a friend’s mature willow tree.  He placed the cut ends of the branches into a barrel, kept it filled with water, and watched patiently as roots began to sprout over the next several months. John was fresh out of law school, married…

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Not a Time to Panic

It appears the stock market is experiencing a long-anticipated correction. In last month’s newsletter we noted, “…we can’t help but search the horizon for a cloud or two.  We know a correction would be healthy for the overall market.” What is a correction? Corrections are price declines of 10% or more that stop an upward…

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JFA Market Update 2018-Q1

We are glad 2017 is in the history books.  It’s been a very intense year with Washington turmoil, nuclear threats, and massive natural disasters.  But the good news is that the stock market paid little attention to tweets, polls or weather forecasts.  It not only gave us a stellar performance in 2017, but the final…

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Smart Things to Do With a Year-End Bonus

Last month, CNBC reported 63 percent of firms planned to give employees bonuses for 2017. If you work for one of those companies, it is wise to come up with a thoughtful plan for the extra cash. If you need more time to consider your options, deposit the money in a savings account. It will…

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Weekly Market Commentary – 01/15/2018

The Markets The three major indexes posted record gains Friday. Following the Monday holiday, the three benchmarks enjoyed their strongest first four trading days of a year for more than a decade. For the week, the Dow rose 2.37 percent to close at 25,295.87. The S&P gained 2.63 percent to finish at 2,743.15, and the…

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Weekly Market Commentary – 01/08/2018

The Markets The three major indexes posted record gains Friday. Following the Monday holiday, the three benchmarks enjoyed their strongest first four trading days of a year for more than a decade. For the week, the Dow rose 2.37 percent to close at 25,295.87. The S&P gained 2.63 percent to finish at 2,743.15, and the…

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Weekly Market Commentary – 01/02/2018

The Markets Last week, Wall Street closed a year that brought a series of record highs. The three major indexes achieved their best yearly performance since 2013. But there was little celebration Friday with stocks ending lower, thanks to losses in financial and technology stocks. For the week, the Dow fell 0.14 to close at…

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