Forum Wealth Management

05/22/2018

Yanny, Laurel, Recession?

So what do you hear? Are you Team Yanny or Team Laurel? In case you haven’t heard, some people hear the word “Yanny,” while others hear the word Laurel in this epic division. Take a listen here and…

02/07/2018

See how the new tax law affects you!
Watch our short video...

Tax Reform: Changes for Individuals

01/12/2018

Today's Market Update!

Market Recap Domestic markets resumed their climb. China’s pushback on claims of reducing U.S. Treasury purchases and strong oil provided tailwind. Dow +0.8%, S&P 500 Index +0.7%, Nasdaq …

01/11/2018

Volatility in 2018?

2017 was one of the least volatile years for the S&P 500 Index in history. With only eight 1% daily changes, not a single 3% pullback, and the lowest average CBOE Volatility Index (VIX) for a f…

01/04/2018

Today's Market Update!

Market Recap Stocks’ advance continued. Major indexes finished near intra-day highs with little downside pressure. S&P 500 Index +0.6%, Dow +0.4%, Nasdaq +0.8%. Energy topped sectors for …

01/03/2018

Today's Market Update!

Market Recap U.S. equities kick off new year with gains. Manufacturing data came in positive (details below), political news remained light. S&P 500 Index +0.8%, Dow +0.4%, Nasdaq +1.5%. Energy…

01/02/2018

Today's Market Update!

Market Recap U.S. equities fall on final trading day of 2017. Dow (-0.5%), S&P 500 Index (-0.5%), Nasdaq (-0.7%), Russell 2000 (-0.9%) lower in uneventful session. Utilities led despite flat pe…

12/28/2017

Today's Market Update!

Market Recap Domestic stocks gained slightly on another slow post-holiday trading day. S&P 500 Index +0.1%, Dow +0.1%, Nasdaq +0.05%. Utilities and industrials outperformed, despite little over…

12/20/2017

Our 2018 Market & Economic Outlook Video by LPL Research

Watch it here! http://www.forumwealthmgt.com/Custom.aspx?apId=97149

12/20/2017

READ HERE: Tax Reform impact on Individuals and Small Business Owners

The largest overhaul of the U.S. tax code in 31 years appears to be all but a done deal. Tax reform has been a key focal point for financial markets this year, for good reason, as changes in some o…

12/20/2017

Today's Market Update!

Market Recap Stocks pulled back despite upbeat data on housing starts, building permits; Congress passing tax reform legislation. S&P 500 Index -0.3%, Dow -0.2%, Nasdaq -0.4%. Few sectors gaine…