Monthly Summary

 

 

 

The Monthly Summary is a report of financial news, business news, stock market news, life insurance and annuity updates, and secure retirement options for financial professionals. The Monthly Summary provides perspective for investors on stock market performance, retirement planning, and guaranteed lifetime income sources not typically found in mainstream outlets.

What is the monthly, year-to-date, and annual performance of broad stock market indexes such as the S&P 500 Index, the Dow Jones Industrial Average, the NASDAQ Composite Index, the Russell 2000 Index, the EuroStoxx 50 Index, and the Hang Seng Index? What is the yield on the US 10-Year Treasury Note? What is the price of gold? What is the National Average Jumbo CD rate? The Monthly Summary tracks these every week, but more importantly, it provides the retirement planning professional, and the retiree and pre-retiree, with insights into economic and market events to help determine the potential risk to retirement savings and retirement income, and understand the potential impact of what happens in the financial markets and the US and global economy.

The Summary is also educational, with simple explanations to complex events that are understandable by those who are not retirement and investment experts. In addition to commentary, the Saturday Summary also provides a compilation of article of interest for retirees, pre-retirees, and financial professionals gleaned from the broad financial media and press.

The Monthly Summary is produced by Brokers Alliance, Inc and is intended to provide the highest level of financial education and information available online. Subjects are gleaned from a variety of sources and do not represent original reporting. Commentary and analysis is solely the opinion of the Editor, and does not constitute specific financial or tax advice. Brokers Alliance, Inc and the Editor are not responsible for recommendations or advice provided to consumers based upon the content herein.

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Sample 2015 Summary (print version)

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Brokers Alliance® Marketing Director at 1-800-290-7226