Blog
Weekly Market Insights: Mixed Message Provokes Volatility
Modest gains in major market indices masked sharp volatility amid the uncertainty arising from mixed messages emanating from public officials and revived banking fears. The Dow Jones Industrial Average gained 1.18%, while the Standard...
Read MoreWeekly Market Insights: Markets Cautious After Banking Woes; Awaiting Fed Reaction
Amid the reverberations of two U.S. banks being taken over by regulators and the spread of uncertainty to European banks, stocks trended higher last week on the strength of the technology sector.The Dow Jones Industrial Average was...
Read MoreWeekly Market Insights: Fed’s Reassurance Boosts Stocks.
A late-week surge, triggered by reassuring Fed-speak, propelled stocks higher last week.The Dow Jones Industrial Average gained 1.75%, while the Standard & Poor’s 500 advanced 1.90%. The Nasdaq Composite index picked up 2.58% for...
Read MoreWeekly Market Insights: Mixed Feelings and Mixed Earnings
Stocks drifted lower as a week of mixed earnings reports and resurgent worries over Fed monetary policy dragged on investor sentiment. The Dow Jones Industrial Average slipped 0.17%, while the Standard & Poor’s 500 declined...
Read MoreWeekly Market Insights: Powell: Inflation Heading in the Right Direction
Stocks were mixed last week following better-than-expected corporate reports and increasing optimism over a slowdown in interest rates.The Dow Jones Industrial Average edged lower, slipping -0.15%. The Standard & Poor’s 500 rose...
Read MoreShow All
Weekly Market Insights: Mixed Results Following Weak Economic Data
Stocks showed mixed results last week as recession fears resurfaced in response to weak economic data and a tepid start to a new corporate earnings season. The Dow Jones Industrial Average skidded 2.70%, while the Standard &...
Read MoreWeekly Market Insights: Inflation Cools, Stocks Warm Up
Stocks rallied last week thanks to fresh confirmation of inflation’s cooling trend and growing optimism that an inflation slowdown may provide the Fed with space to ease up on future rate hikes.The Dow Jones Industrial Average...
Read MoreWeekly Market Insights: New Year's Rally in Reply to Positive Economic News
A strong Friday rally triggered by fresh signs of moderating inflation pushed stocks into positive territory to begin the new year. The Dow Jones Industrial Average rose 1.46%, while the Standard & Poor’s 500 advanced 1.45%....
Read MoreWeekly Market Insights: Recession Concerns, Fed Talk Keep Stocks Cold
Hawkish comments by the Fed and weak economic data heightened investors’ recession concerns and sent stocks lower last week.The Dow Jones Industrial Average lost 1.66%, while the Standard & Poor’s 500 retreated 2.08%. The...
Read MoreWeekly Market Insights: Stocks Slide on Recession Concerns
Recession fears and concerns that the Fed may consider a longer rate-hike cycle sent stocks lower for the week.The Dow Jones Industrial Average dropped 2.77%, while the Standard & Poor’s 500 fell 3.37%. The Nasdaq Composite index...
Read MoreWeekly Market Insights: Easing on Rate Hikes and Job Numbers Cheer Markets
Stocks ended higher last week as investors navigated the crosscurrents of a potential easing in future rate hikes and continued strength in the labor market.The Dow Jones Industrial Average edged 0.24% higher, while the Standard &...
Read MoreWeekly Market Insights: Fed Talks Turkey on Lower Rates, Boosting Markets
Growing optimism that the Fed may be ready to ease future interest rate hikes sent stocks higher in a quiet trading week.The Dow Jones Industrial Average gained 1.78%, while the Standard & Poor’s 500 added 1.53%. The Nasdaq...
Read MoreWeekly Market Insights: Markets Down Ahead of Thanksgiving Holiday
The stock market edged lower last week as it digested a crosscurrent of conflicting economic data and contrasting comments from Fed officials.The Dow Jones Industrial Average was flat (-0.01%), while the Standard & Poor’s 500...
Read MoreWeekly Market Insights: Cooling Inflation Brings Market Gains
A cooling inflation number ignited a powerful rally on Thursday, sending stocks to strong gains for the week.The Dow Jones Industrial Average gained 4.15%, while the Standard & Poor’s 500 added 5.90%. The Nasdaq Composite index...
Read MoreWeekly Market Insights: Stocks Slip After Powell Comments
Hawkish comments by Fed Chair Jerome Powell, following the announcement of another 75 basis points interest rate hike last week, cast a pall over financial markets, sending yields higher and stocks lower.The Dow Jones Industrial...
Read MoreWeekly Market Insights: Plenty of Treats for Wall Street This Week
Stocks overcame poor earnings results from some of America’s largest companies to post gains last week as investors cheered positive earnings surprises, easing inflation and a rebound in economic growth.The Dow Jones Industrial...
Read MoreWeekly Market Insights: Wall Street Flips the Script & Enjoys a Rally.
A positive start to a new earnings season and late-week hopes for a near-term easing in Fed rate hikes lifted investors’ spirits and powered stocks to gains for the week.The Dow Jones Industrial Average jumped 4.89%, while the...
Read MoreWeekly Market Insights: Volatility Reigns; Inflation Remains Unchecked.
Stocks were mixed last week amid wide intra- and inter-day price swings, as technology shares bore the brunt of the downdraft.The Dow Jones Industrial Average gained 1.15% for the week. Meanwhile, the Standard & Poor’s 500...
Read MoreWeekly Market Insights: U.S. and U.K. See Financial Turbulence
Rising recession fears and uncertainty in the bond and currency markets sent stocks to new 2022 lows last week.The Dow Jones Industrial Average declined 2.92%, while the Standard & Poor’s 500 slumped 2.91%. The Nasdaq Composite...
Read MoreWeekly Market Insights: Fallout From Powell Comments Continues
Last week, Fed Chair Powell said the U.S. would not tame inflation without economic pain. This week heightened recession fears and sent stocks broadly lower.The Dow Jones Industrial Average dropped 4.00%, while the Standard &...
Read MoreWeekly Market Insights: White Hot Inflation Report Alarms Investors
A hotter-than-expected inflation report sent stocks sharply lower last week as investors faced the prospect of more aggressive interest rate hikes by the Federal Reserve for perhaps a longer period.The Dow Jones Industrial Average fell...
Read MoreWeekly Market Insights: Markets Upbeat, Despite Gloomy Inflation Talk
In a holiday-shortened week of trading, stocks posted healthy gains despite more tough talk on monetary policy from Fed officials.The Dow Jones Industrial Average rose 2.66%, while the Standard & Poor’s 500 gained 3.65%. The...
Read MoreWeekly Market Insights: Markets Sag, Job Numbers Soar
The overhang of Fed Chair Powell’s Jackson Hole speech the previous week carried over into last week as investors recalibrated stock valuations amid a seemingly more assertive monetary policy stance.The Dow Jones Industrial...
Read MoreWeekly Market Insights: Powell comments spur sell-off on Wall Street
A comprehensive sell-off on Friday following comments by Fed Chair Jerome Powell drove stocks to losses for the week.The Dow Jones Industrial Average tumbled 4.22%, while the Standard & Poor's 500 dropped 4.04%. The Nasdaq Composite...
Read MoreWeekly Market Insights: Markets Tap Brakes, But Hold Fast Against Downbeat News
Stocks tumbled on Friday, sending stocks to a weekly loss after an otherwise quiet August week of trading.The Dow Jones Industrial Average slipped -0.16%, while the Standard & Poor’s 500 lost 1.21%. The Nasdaq Composite index...
Read MoreWeekly Market Insights: Stocks Have Warmer Week as Inflation Cools
An improving inflation outlook buoyed investors’ spirits last week, helping lift stocks to solid gains.The Dow Jones Industrial Average advanced 2.92%, while the Standard & Poor’s 500 rose 3.26%. The Nasdaq Composite index...
Read MoreWeekly Market Insights: Mixed Week For Markets; Jobs On The Rise
Stocks turned in a mixed performance last week as investors struggled with headlines suggesting that the Fed was unlikely to soon ease up on its current monetary tightening policy.The Dow Jones Industrial Average slipped 0.13%, while...
Read MoreWeekly Market Insights: Markets Rally; Earnings Better Than Expected
Undaunted by another Fed rate hike and news of a contracting economy, the stock market rallied last week on better-than-expected corporate earnings.The Dow Jones Industrial Average increased 2.97%, while the Standard & Poor’s 500...
Read MoreWeekly Market Insights: Markets React to Dim Forecast, 2Q Reports
Stocks rallied last week as investor spirits lifted thanks to a better-than-expected start to the second-quarter earnings season.The Dow Jones Industrial Average gained 1.95%, while the Standard & Poor’s 500 added 2.55%. The...
Read MoreWeekly Market Insights: Stocks Rally Despite Mixed Data
In a holiday-shortened trading week, stocks rallied despite mixed economic data and vacillating energy prices and bond yields.The Dow Jones Industrial Average increased 0.77%, while the Standard & Poor’s 500 rose 1.94%. The...
Read MoreWeekly Market Insights: Stocks Rally, Despite Recession Concerns
Prospects of cooling inflation powered a rally in stock prices last week despite growing recession concerns.The Dow Jones Industrial Average gained 5.39%, while the Standard & Poor’s 500 climbed 6.45%. The Nasdaq Composite index...
Read MoreWeekly Market Insights: Fed Rate Hike Triggers Market Dip
Stocks moved lower last week as recession fears deepened following a Fed hike in interest rates and weak economic data.The Dow Jones Industrial Average fell 4.79%, while the Standard & Poor’s 500 dropped 5.79%. The Nasdaq...
Read MoreWeekly Market Insights: Stocks Dip on Inflation Report
A higher-than-expected inflation report triggered a sell-off on Friday, leaving stocks in the red for the week.The Dow Jones Industrial Average lost 4.58%, while the Standard & Poor’s 500 dropped 5.05%. The Nasdaq Composite index...
Read MoreWeekly Market Insights: Stocks Slip on Mixed Economic News
In a holiday-shortened week of volatile trading, stocks surrendered some of the previous week’s strong gains.The Dow Jones Industrial Average fell 0.94%, while the Standard & Poor’s 500 declined 1.20%. The Nasdaq Composite...
Read MoreWeekly Market Insights: Fed Signals More Aggressive Action on Interest Rates
Read More
Weekly Market Insights: Inflation and Ukraine Fears Cool Markets
Read More
Weekly Market Insights: COVID-19 Variant Clobbers Markets
News of a new, highly virulent COVID variant triggered a market sell-off on Friday, sending stocks into negative territory for the week. The Dow Jones Industrial Average slid 1.97%, while the Standard & Poor’s 500 slumped 2.20%....
Read MoreWeekly Market Insights: Stocks Tap the Brakes
Stocks posted small declines last week as investors digested recent stock market gains and an unexpectedly high inflation read.The Dow Jones Industrial Average slid 0.63%, while the Standard & Poor’s 500 retreated 0.31%. The...
Read MoreWeekly Market Insights: Fed Says Tapering Ahead
A Federal Reserve announcement on tapering, a fresh batch of corporate profits, and encouraging economic data lifted stocks to another weekly gain.The Dow Jones Industrial Average rose 1.42%, while the Standard & Poor’s 500...
Read MoreWeekly Market Insights: Earnings Build; GDP Slows
A fresh wave of positive corporate earnings surprises sent markets to new record highs last week.The Dow Jones Industrial Average increased 0.40%, while the Standard & Poor’s 500 rose 1.33%. The Nasdaq Composite index picked...
Read MoreWeekly Market Insights: Strong Week on Wall Street
Stocks rallied last week on a stream of positive corporate earnings surprises.The Dow Jones Industrial Average rose 1.08%, while the Standard & Poor’s 500 advanced 1.64%. The Nasdaq Composite index gained 1.29% for the week....
Read MoreWeekly Market Insights: Fed Unveils Tapering Plans
A strong opening to the third-quarter earnings season sparked a late week, broad-based rally that helped stocks finish the week with solid gains.The Dow Jones Industrial Average rose 1.58%, while the Standard & Poor’s 500...
Read MoreWeekly Market Insights: Debt Ceiling Raised
The overhang of bumping against the federal debt ceiling was lifted last week with an agreement to extend the debt ceiling through early December, helping propel stocks to a weekly gain.The Dow Jones Industrial Average increased by 1...
Read MoreWeekly Market Insights: Stalemate in the Capitol
Higher bond yields and a legislative stalemate in Washington, D.C., added up to losses for the week.The Dow Jones Industrial Average declined 1.36%, while the Standard & Poor’s 500 lost 2.21%. The Nasdaq Composite index fell...
Read MoreThe September Effect
The stock market notched its 7th straight month of gains in August, and the Standard & Poor's 500 index has set 53 new highs so far in 2021.1 During August, stocks rallied as investors looked past the increased number of COVID-19...
Read MoreJanuary 11, 2021 - Markets Start 2021 on a High
The Week on Wall Street Shrugging off COVID-19 infections and the disruption at the Capitol on January 6, stocks powered higher to kick off a new year of trading.The Dow Jones Industrial Average gained 1.61%, while the Standard &...
Read MoreJanuary 4, 2021 - The Year in Review
The Week on Wall Street Stocks moved higher during a holiday-shortened week of trading, capping off a turbulent, but otherwise strong year for equity investors. The Dow Jones Industrial Average gained 1.35%, while the Standard &...
Read MoreDecember 21, 2020 - Vaccine Rollout Spurs Markets
The Week on Wall Street Stocks climbed higher amid the COVID-19 vaccine rollout and an improving outlook for a fiscal stimulus bill.The Dow Jones Industrial Average, which has lagged all year, gained 0.44%. The Standard & Poor’s 500...
Read MoreWhat's the deal with life insurance?
In this post I will discuss the various reasons that a person may or may not want to purchase a life insurance policy, the different types of life insurance, and how they can be used in various situations. Disclaimer: This is intended...
Read MoreHow do I know if my financial adviser is working in my best interest?
Disclaimer: This is meant to be an informational guide, nothing in this post should be interpreted as individualized advice. Let's start by answering this question: What is a fiduciary? By simple definition, a fiduciary is a person who...
Read MoreHow do I make a budget?
This is a quick post regarding specific strategies to building a budget. I think it is important to note that a budget is tailored to each individuals situation and can change over time. Budgeting today will not only assist you with...
Read MoreHow much do I need for retirement?
Foreword: This post will give insight to those who want a better understanding of their retirement needs. While there is no single answer to fit all situations; I will be discussing the different factors, strategies, and calculations...
Read More