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Schwartz Financial ­Weekly Commentary 7/17/17

The Markets

It was a good week for a lot of stocks but not bank stocks.

The Standard & Poor’s 500 (S&P 500) Index and the Dow Jones Industrial Average (DJIA) both finished at record highs last week. 1,458 more words

# Washington Crossing Financial Planner

How to find unclaimed assets

There are many types of unclaimed assets – back wages, old retirement plans, refunds, old bank accounts and savings bonds. Periodically, a company will send you a letter stating they found an unclaimed asset and they can help you claim it for a fee. 252 more words

But my neighbor gets higher returns than I do

I took a call from a client over the weekend asking why they do not get the returns their neighbor does?  First thing I asked was to find out how much their neighbor was down in 2008.  350 more words