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April 2018

Long Term Care Planning and Insurance is Critical

Needs of long term care can fall upon anyone, not just those nearing or transitioning into retirement.  Some of these statistics may be surprising.  In the State of Alabama, the average cost of a nursing home private room was $76,267 per year.  The median yearly cost for all nursing homes in the United States was just over $80,000 per year in 2016.

Nearly 70% of people over the age of 65 will need long term care support services at some point in their lives according to the 2016 publication of Medicare and You. 

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The Keystone 2017 Fourth Quarter

2017 Fourth Quarter Overview

For the fourth quarter, the Dow Jones Industrial Average posted a gain of 10.33%, the S&P 500 Index posted a gain of 6.12%, and the NASDAQ posted a gain of 6.27%. Year to date, the Dow Jones Industrial Average posted a gain of 25.08%, the S&P 500 Index posted a gain of 19.42%, and the NASDAQ posted a gain of 28.24%. (1) If I am without your email address, please forward that to me at your earliest convenience.

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The Keystone 2017 Third Quarter

2017 Third Quarter Overview

For the third quarter, the Dow Jones Industrial Average posted a gain of 3.32%, the S&P 500 Index posted a gain of 2.57%, and the NASDAQ posted a gain of 3.87%. Year to date, the Dow Jones Industrial Average posted a gain of 8.03%, the S&P 500 Index posted a gain of 8.24%, and the NASDAQ posted a gain of 14.07%. (1)

It Was An Interesting Quarter

There were plenty of distractions and walls of worry to climb in the third quarter.

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The Keystone 2017 Second Quarter

2017 Second Quarter Overview

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For the second quarter, the Dow Jones Industrial Average posted a gain of 3.32%, the S&P 500 Index posted a gain of 2.57%, and the NASDAQ posted a gain of 3.87%. Year to date, the Dow Jones Industrial Average posted a gain of 8.03%, the S&P 500 Index posted a gain of 8.24%, and the NASDAQ posted a gain of 14.07%. (1)

All Eyes On Washington

If you’ve worked with me for any length of time, then you’ve heard me say that capital markets are discounting mechanisms.

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