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Tuesday, June 16, 2026

Short On Time… Executive SummaryIn case you missed it, SpaceX went public amidst enough fanfare for a coronation. Perhaps that’s what it was, a coronation. Elon Musk is King of Space. He’s also a trillionaire. The world’s first. Good...

 

Monday, June 8, 2026

Short On Time… Executive SummaryThe real news this week is the SpaceX IPO on Friday and how the market digests it. Now that we have that out of the way, let’s focus on the intermediate-term over the next 4 months. The market has run...

 

Monday, June 1, 2026

Short On Time… Executive SummaryWell, the market continues to grind higher climbing the proverbial wall of worry. There are quite a few naysayers out there at the moment. Maybe this is good. The crowd is usually wrong. However, it is...

 

Tuesday, May 26, 2026

Short On Time… Executive SummaryKevin Warsh was sworn in as the new Fed Chair on Friday. Trump will want him to lower rates, but he is painted into a corner at the moment and will not lower rates. Higher oil prices and an impending...

 

Monday, May 18, 2026

Short On Time… Executive SummaryThe new Fed Chair, Kevin Warsh, was confirmed and will be sworn in this coming Friday. Jay Powell will continue to serve until he is sworn in. Historically, the market has tested new Fed Chairs and this...

 

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Monday, May 4, 2026

Short On Time: Executive SummaryEarnings season continues on a strong note. This week, another 126 companies are set to report. So far, 317 firms—representing 63% of the S&P 500—have released results, and the picture is impressive: 86%...

 

Monday, April 20, 2026

 

Monday, April 13, 2026

Short On Time… Executive SummaryThe market is still stuck in the mud due to oil prices. Now that we are blocking the blockade, we will see what happens. Today, the market is optimistic about this strategy as oil is off its pre-market...

 

Monday, March 30, 2026

Short On Time… Executive SummaryThe market is stuck until Iran is resolved. The media and markets are so focused on oil, nothing else can move. Fortunately, diversified portfolios aren’t off a tremendous amount. If you just own the...

 

Monday, March 16, 2026

Short On Time... Executive SummaryOil! Who is tired of hearing about it besides me? Everyone? Here’s an unfortunate spoiler. Sans the current regime in Iran waving a white flag, oil is going to grind higher for now. You can’t remodel a...

 

Tuesday, February 17, 2026

Short On Time… Executive SummaryArtificial Intelligence (AI) continues to send disruptive waves through every industry. It is going to change the world, but it isn’t going to put everyone out of business. The pendulum always swings a...

 

Monday, February 2, 2026

Short On Time… Executive SummaryWell, Polymarket was right again. Kevin Warsh is President Trump’s pick for Fed Chair. Warsh has historically been somewhat of an inflation hawk, at least much more so than the other candidates. This is...

 

Tuesday, January 20, 2026

Short On Time… Executive SummaryMonday was a holiday, so all markets were closed. The market is down a fair amount this morning on self-inflicted Greenland drama. I don’t think this has any impact on corporate earnings in America long...

 

Monday, January 12, 2026

 

Monday, December 15, 2025

Short On Time… Executive SummaryThe Fed cut rates last week, but we knew that was coming. Of course, they talked tough last time like they might not, but remember, pay attention to what they do, not what they say. They have also...

 

Monday, December 8, 2025

Short On Time… Executive SummaryThe markets inched up last week. Kind of a yawn. Make no mistake, all eyes are on the Fed this week and their Wednesday meeting and most important, the press conference afterward. I still say pay no...

 

Monday, November 24, 2025

Short On Time… Executive SummaryWe have seen some short term volatility for several reasons. First, the market is worried whether or not we will get a rate cut in December. I tend to think we will, but the probabilities currently have...

 

Friday, November 14, 2025

Short On Time… Executive SummaryStocks went down last week. They do that sometimes. Concerns related to the government shutdown and Michael Burry, famous from the Big Short movie, tweeting about valuations. Burry is smart, but is also...

 

Monday, November 3, 2025

Short On Time… Executive Summary The executive summary is a bit longer today. The market continues to climb the wall of worry. Halfway through 3Q25 earnings season with 244 companies reporting. 83% of companies are beating and overall...

 

Monday, October 20, 2025

 

Monday, September 29, 2025

Short On Time… Executive SummaryThere is lots of talk about a government shutdown Tuesday and it rattled things a little last week. Let me be the first to tell you this is a non-event for the market. Put it out of your mind as far as...

 

Monday, September 22, 2025

Short On Time… Executive Summary Well, we got the rate cut we were expecting, and I think the handwriting is on the wall that there is more to come. If I’ve learned one thing in the past 28 years of doing this it is that stocks prefer...

 

Monday, September 15, 2025

Short On Time… Executive Summary The Fed meeting is all that matters this week. Most expect a quarter of a percent rate cut. A handful say half a percent, but I think that could spook the market. I think Jay Powell tipped his hand...

 

Monday, August 25, 2025

Short On Time… Executive Summary Well, Powell gave the market what it wanted. A dovish tone. Expect a rate cut in September. Now the market will debate how much the cut should be. I will weigh in on that a little closer to when it is...

 

Monday, August 18, 2025

Short On Time… Executive Summary The Trump-Putin summit was a nothing burger other than being good for a few memes. He meets with Zelensky today. My guess is more memes and nothing else, but this isn’t a political update. As of the...

 

Monday, August 11, 2025

Short On Time… Executive Summary Last week, the stock market saw a strong recovery. Strong performances, particularly from tech giants like Apple, which helped push the Nasdaq to a record high, signaling investor confidence in the...

 

Tuesday, August 5, 2025

Short On Time…. Executive Summary Two steps forward, one step back. GDP numbers came in good last week, tariff tensions are easing, but jobs were a little soft. Keep an eye on the jobs numbers. This may push the Fed into cutting into...

 

Monday, July 28, 2025

Short On Time… Executive Summary We’re smack dab in the middle of earnings season. 161 companies in the S&P 500 report this week. So far, of the 169 that have already reported, 83% are beating their earnings estimates by an average of...

 

Monday, July 21, 2025

THIRD QUARTER UPDATE – 2025   “It doesn’t matter until it does.” – Author Unknown LOOKING BACK The second quarter started with a proverbial thud as, on April 2nd, President Trump announced sweeping and substantial tariffs on...

 

Monday, July 14, 2025

The Week On Wall Street Stocks were slightly lower last week, while looking past news of fresh U.S. tariffs on nearly two dozen countries. The Standard & Poor’s 500 Index fell 0.31 percent, while the Nasdaq Composite Index edged lower...

 

Monday, July 7, 2025

Short On Time… Executive Summary This is one of the most hated market rallies in some time. Everyone is waiting on a shoe to drop. You know what that means? The shoe probably doesn’t drop and the market continues climbing the wall of...

 

Tuesday, June 4, 2024

Stocks edged lower in the final week of May as fresh news on economic growth and inflation failed to inspire investors. Stocks Slide Markets shrugged off news that the Q1 Gross Domestic Product was revised lower to 1.3 percent from...

 

Tuesday, May 14, 2024

Stocks notched a solid gain last week as rate-cut expectations paced the rally as the Q1 earnings season wound down. Stocks Climb Steadily Monday opened with stocks picking up where they left off the prior Friday. Stocks were still...

 

Thursday, April 18, 2024

“There’s a sucker born every minute…” – P.T. Barnum LOOKING BACK During the Civil War, the Union placed a blockade on Confederate ports. In August 1864, David Farragut was given the task of closing the port at Mobile, Alabama, which...

 

Monday, April 8, 2024

A very brief commentary this week. Our quarterly update will be going out soon. Right or wrong, the market is fixated on interest rates and if/when the Fed will be making a rate cut. Let's face it, rates are pretty high and the...

 

Monday, April 1, 2024

Stocks were narrowly higher for the week as investors digested mixed economic news about consumer confidence. All three of the major averages posted gains for Q1 2024. Stocks Finish Strong Markets slipped for the first half of the...

 

Monday, March 25, 2024

Stocks posted their best week of the year, sparked by news that the dovish Fed decided to keep rates steady and signaled three rate cuts were still possible this year. Stocks Bounce Back As widely expected, the Fed left rates...

 

Monday, March 18, 2024

Stocks fell for the second straight week on inflation concerns despite a report on consumer prices that was initially well received by investors.   Stocks Slide… A Little Tuesday was the only bright spot during the week as...

 

Monday, March 11, 2024

Stocks were down for the week as investors appeared to take some profits and traders parsed Fed Chair Jerome Powell’s Congressional testimony.   Markets Wobble  Stocks had a rough start to the week, with the Dow, S&P...

 

Monday, March 4, 2024

Stocks extended their tech-led advance last week as signs of a resilient and still-enthusiastic consumer boosted momentum.   Nasdaq Sets New High Stocks traded in a narrow band early in the week but ended the five-trading...

 

Monday, February 26, 2024

Stocks Rally to Record Highs Stocks traded in a fairly tight range for the first half of the short week, yawning at the lack of economic data while awaiting earnings results from one key company that creates chips that power the...

 

Monday, February 12, 2024

The Week On Wall Street The stock market experienced solid gains last week, concluding the trading week on a positive note, thanks to robust corporate reports and favorable inflation news; this propelled the S&P 500 Index to achieve a...

 

Tuesday, January 30, 2024

“Never underestimate the man who overestimates himself…” – Charlie Munger\ LOOKING BACK A good year that wasn’t supposed to happen. Previously, we have discussed some of the hazards Wall Street analysts...

 

Monday, January 22, 2024

Stocks finished higher last week, with big tech again leading amid lingering uncertainty over how continued economic strength would influence the Fed’s rate decision.   Stocks Dip, Then Rally  Stock prices dropped...

 

Tuesday, January 16, 2024

First, let's acknowledge MLK's birthday by agreeing all that really matters is the soul our creator has given us and how we choose to share it with others.  We can choose to try and better this world by helping and encouraging...

 

Tuesday, January 9, 2024

New Year Hangover Stocks got off to a rough first week of the new year, with tech names leading the week’s decline. Several market observers called it the “reverse Goldilocks” effect, where the market decided...

 

Tuesday, January 2, 2024

The Week On Wall Street Stocks posted a slight gain last week amid a shortage of news and light holiday trading. The Dow Jones Industrial Average gained 0.76%, while the Standard & Poor’s 500 added 0.49%. The Nasdaq Composite...

 

Thursday, December 21, 2023

The Week On Wall Street First off, we wish you a wonderful holiday season and hope that 2024 is your best year yet.  This will be the last update of the year unless something unexpected pops up.  Now, on with our...

 

Monday, December 11, 2023

The Week On Wall Street A late-week, two-day rally left stocks higher, adding to November’s gains as the last month of trading for 2023 began. The Dow Jones Industrial Average was flat (+0.01%), while the Standard & Poor’s...

 

Monday, December 4, 2023

The Week On Wall Street A Friday rally turned an otherwise mixed week for stocks into a solid performance. The Dow Jones Industrial Average picked up 2.42%, while the Standard & Poor’s 500 gained 0.77%. The Nasdaq Composite...

 

Monday, November 20, 2023

The Week On Wall StreetStocks extended their November rally last week as investors cheered lower-than-forecast inflation data. The Dow Jones Industrial Average gained 1.94%, while the Standard & Poor’s 500 added 2.24%. The Nasdaq...

 

Wednesday, November 8, 2023

The Week On Wall StreetStocks ripped higher last week on a dramatic retreat in bond yields triggered by easing inflation and a slowing labor market. The Dow Jones Industrial Average jumped 5.07%, while the Standard & Poor’s 500...

 

Monday, October 30, 2023

The Week On Wall StreetAmid a busy week of corporate earnings reports, stocks slumped on cautious earnings guidance, fears of higher interest rates, and growing anxiety over the increasing amount of Treasury bonds and notes coming to...

 

Thursday, October 19, 2023

“Investing is not about predicting the future but preparing for it; seek not to time the market, but to spend time in the market.”      – Chat GPT   LOOKING BACK The stock market had a tough...

 

Tuesday, September 12, 2023

First, let us remember the souls who were lost this day in 2001. The Week On Wall StreetConcerns that the Fed may raise interest rates soured investor sentiment, sending stocks lower in a holiday-shortened trading week. The Dow...

 

Tuesday, August 29, 2023

The Week On Wall StreetStocks fluctuated last week, jostled by fitful bond yields and headline news, before ending strongly following Fed Chair Powell’s comments on the monetary outlook. The Dow Jones Industrial Average...

 

Monday, August 14, 2023

The Week On Wall StreetPositive inflation data failed to lift stocks from their August doldrums last week as economic data and a ratings downgrade soured investor sentiment. The Dow Jones Industrial Average added 0.62%, while the...

 

Monday, August 7, 2023

The Week On Wall StreetStocks retreated last week as bond yields increased following the Treasury's announcement indicating “a larger-than-expected funding need” and a downgrade in the federal government’s debt rating...

 

Tuesday, July 25, 2023

 

Monday, July 3, 2023

The Week On Wall StreetStocks posted gains for the week to close out a stellar month, aided by positive economic data and reports that all major banks had passed the Federal Reserve’s annual stress test. The Dow Jones...

 

Tuesday, June 27, 2023

The Week On Wall StreetStocks took a breather last week as investors digested the previous week’s surge and the month-to-date solid gains. The Dow Jones Industrial Average lost 1.67%, while the Standard & Poor’s 500 fell 1...

 

Monday, June 5, 2023

The Week On Wall StreetStocks surged higher in the closing days of a holiday-shortened trading week, ignited by a political resolution on raising the debt ceiling and a strong employment report. The Dow Jones Industrial Average rose 2...

 

Thursday, June 1, 2023

The Week On Wall StreetMarkets moved in sync last week with perceived movement in debt ceiling talks, weakening early in the week and then surging on news of progress. A solid quarterly report and guidance from a mega-cap technology...

 

Monday, May 22, 2023

The Week On Wall StreetStocks rallied last week, propelled by growing optimism over reaching a deal onraising the debt ceiling and avoiding a technical debt default by the U.S. The Dow Jones Industrial Average edged 0.38% higher, while...

 

Monday, May 15, 2023

The Week On Wall Street  Stocks were mixed last week as good inflation news was offset by mounting debt ceiling concerns and rekindled regional banking fears. The Dow Jones Industrial Average lost 1.11%, while the Standard &...

 

Monday, May 8, 2023

The Week On Wall StreetA Friday rebound, triggered by a big tech company’s earnings beat and a strong jobs report, shaved much of the week’s accumulated losses. The Dow Jones Industrial Average fell 1.24%, while the...

 

Monday, May 1, 2023

The Week On Wall StreetStrong earnings from several mega-cap technology companies offset renewed regional banking jitters and weak economic data, leaving stocks higher for the week.The Dow Jones Industrial Average gained 0.86%, while...

 

Monday, April 24, 2023

SECOND QUARTER UPDATE – 2023                            “Only when the tide goes out do you...

 

Monday, April 17, 2023

The Week On Wall Street The combination of an improving inflation outlook resulted in a week of uneven, albeit positive, performance, in which cyclical and financial stocks rallied while technology, real estate, and utilities lagged...

 

Monday, April 10, 2023

If you’re in a hurry skip to Final Thoughts…   Last Week On Wall Street Stocks tumbled last week as investors reconsidered their interest rate expectations after Fed Chair Powell’s Congressional testimony that...

 

Monday, March 27, 2023

The Week On Wall StreetModest 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...

 

Tuesday, March 14, 2023

If you’re in a hurry skip to Final Thoughts… Last Week On Wall StreetStocks tumbled last week as investors reconsidered their interest rate expectations after Fed Chair Powell’s Congressional testimony that rates...

 

Monday, March 6, 2023

The Week On Wall StreetA 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...

 

Monday, February 27, 2023

The Week On Wall StreetConcerns over a firmer monetary policy were heightened by fresh economic data, touching off a climb in bond yields and a slide in stock prices last week. The Dow Jones Industrial Average skidded 2.99%, while the...

 

Tuesday, February 21, 2023

The Week On Wall StreetGrowing concerns about further interest rate hikes, prompted by fresh economic data, reversed early-week gains and left stocks mixed for the week. The Dow Jones Industrial Average slipped 0.13%, while the...

 

Monday, February 13, 2023

The Week On Wall SreetStocks 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...

 

Monday, February 6, 2023

The Week On Wall StreetStocks 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...

 

Monday, January 30, 2023

The Week On Wall StreetStocks added to their early 2023 gains amid a busy stream of mixed corporate earnings results and conflicting economic data. The Dow Jones Industrial Average gained 1.81%, while the Standard & Poor’s 500...

 

Tuesday, January 10, 2023

The Week On Wall Street 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 &...

 

Tuesday, January 3, 2023

The Week On Wall StreetIn a holiday-shortened week, erratic trading left stocks marginally down for the week. The Dow Jones Industrial Average lost 0.17%, while the Standard & Poor’s 500 slipped 0.14%. The Nasdaq Composite...

 

Tuesday, December 20, 2022

A quick interruption.  This will be the final update of the year barring something material happens.  We are working, but may take a little extra time with our families.  The Q1 2023 Outlook will come out...

 

Monday, December 12, 2022

The Week On Wall Street 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...

 

Tuesday, December 6, 2022

The Week On Wall Street 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,...

 

Tuesday, November 29, 2022

Last Week On Wall Street 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...

 

Monday, November 14, 2022

The Week On Wall Street 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...

 

Monday, October 31, 2022

A "Spook-tacular" WeekStocks 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...

 

Tuesday, October 25, 2022

Below is our thoughts on the economy and markets for the 4th quarter.  Lots of earnings coming out this week and the Fed next week.  Then, mid-term elections.  Data will be coming in via firehose the next few weeks....

 

Monday, October 17, 2022

The Week On Wall StreetStocks 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 &...

 

Thursday, October 13, 2022

The waiting is over. Benefit checks will be going up by 8.7% in January.The CPI-W, which is the index used to calculate the cost of living adjustment (COLA), rose by 8.5% over the last 12 months to an index level of 291.854...

 

Tuesday, October 11, 2022

Last Week On Wall Street Believe it or not, after a rollercoaster ride of a week starting with a powerful two-day stock rebound cemented a positive week for investors as a new trading month began. The Dow Jones Industrial Average rose...

 

Monday, October 3, 2022

Last Week On Wall Street Rising recession fears and uncertainty in the bond and currency markets sent stocks tonew 2022 lows last week. The Dow Jones Industrial Average declined 2.92%, while the Standard & Poor’s 500 slumped 2...

 

Monday, September 12, 2022

Last Week On Wall Street 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...

 

Wednesday, September 7, 2022

Last Week on Wall Street 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...

 

Monday, August 29, 2022

Last Week 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...

 

Monday, August 22, 2022

First, if you missed last week's update.  Check your inbox from last Monday and read it.  Good info in there.  Now, moving on to this week. The Week On Wall Street Stocks tumbled on Friday, sending stocks to...

 

Tuesday, August 16, 2022

A little different format for the update this week as I want to cover a few topics I think are important and relevant.  First, a very abbreviated market recap.  Stocks were mostly up last week as the market breathed a sigh of...

 

Tuesday, August 9, 2022

The Week On Wall Street 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...

 

Tuesday, July 26, 2022

THE WEEK ON WALL STREET 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...

 

Wednesday, July 6, 2022

THE WEEK ON WALL STREETStocks turned lower as a quiet news week offered investors little fresh visibility into the market overhangs of economic slowdown and inflation. The Dow Jones Industrial Average dipped 1.28%, while the Standard &...

 

Monday, June 27, 2022

The Final Thoughts section this week is worth your time.  If you only have a few minutes, skip ahead. THE WEEK ON WALL STREETProspects of cooling inflation powered a rally in stock prices last week despite growing...

 

Tuesday, June 21, 2022

THE WEEK ON WALL STREET 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...

 

Monday, June 13, 2022

THE WEEK ON WALL STREET 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%....

 

Monday, June 6, 2022

THE WEEK ON WALL STREETIn 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...

 

Wednesday, June 1, 2022

THE WEEK ON WALL STREETStocks posted solid gains for the week, buoyed by the release of Fed meeting minutes and upbeat earnings from mid-size and discount retailers. The Dow Jones Industrial Average jumped 6.24%, while the Standard &...

 

Tuesday, May 24, 2022

 

Monday, May 16, 2022

 

Monday, May 9, 2022

 

Monday, May 2, 2022

 

Tuesday, April 26, 2022

 

Monday, April 18, 2022

 

Monday, April 11, 2022

 

Monday, April 4, 2022

 

Tuesday, March 29, 2022

 

Tuesday, March 15, 2022

 

Monday, March 7, 2022

 

Tuesday, March 1, 2022

 

Tuesday, February 22, 2022

 

Tuesday, February 15, 2022

 

Wednesday, February 9, 2022

 

Monday, January 31, 2022

 

Monday, January 10, 2022

 

Monday, January 3, 2022

 

Monday, December 27, 2021

 

Monday, December 6, 2021

 

Monday, November 8, 2021

THE WEEK ON WALL STREET 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...

 

Monday, November 1, 2021

THE WEEK ON WALL STREET 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...

 

Monday, October 18, 2021

THE WEEK ON WALL STREET 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...

 

Tuesday, October 12, 2021

We were closed yesterday for the holiday, so you’re receiving this on Tuesday rather than our normally scheduled Monday mornings. THE WEEK ON WALL STREET The overhang of bumping against the federal debt ceiling was lifted last...

 

Friday, October 8, 2021

“The debt ceiling is a manufactured crisis and is irresponsible...” – Janet Yellen LOOKING FORWARD As we begin the final quarter of 2021, the economy is shifting from a recovery phase to a sustained expansion....

 

Tuesday, September 28, 2021

THE WEEK ON WALL STREET Stocks prices were whipsawed last week, dragged initially lower by financial contagion worries and later lifted by a supportive Fed policy statement. The Dow Jones Industrial Average gained 0.62%, while the...

 

Tuesday, September 14, 2021

THE WEEK ON WALL STREET In a quiet week of news, stocks moved lower amid simmering concerns over the Delta variant’s effect on the progress of economic reopening. The Dow Jones Industrial Average declined 2.15%, while the...

 

Tuesday, September 7, 2021

THE WEEK ON WALL STREET Stocks were mixed last week amid conflicting economic data and continued spread of Delta variant infections. The Dow Jones Industrial Average slipped 0.24% during the five trading days. But the Standard &...

 

Tuesday, August 31, 2021

THE WEEK ON WALL STREET The stock market powered to record levels last week amid talk of Fed tapering and a deceleration in new Delta variant cases. The Dow Jones Industrial Average gained 0.96%, while the Standard & Poor’s 500...

 

Tuesday, August 24, 2021

THE WEEK ON WALL STREET Stocks turned lower last week amid the increasing probability of a Fed tapering, mixed economic data, and growing concerns about the economic impact of the Delta variant. The Dow Jones Industrial Average...

 

Monday, August 16, 2021

THE WEEK ON WALL STREET Looking past inflation figures and Delta variant trends, stocks last week found a way to climb higher and set fresh record highs in the process. The Dow Jones Industrial Average rose 0.87%, while the Standard &...

 

Monday, August 9, 2021

THE WEEK ON WALL STREET Overcoming jitters about the Delta variant and the reintroduction of mask requirements, stocks climbed higher on strong employment data and a fresh batch of strong corporate earnings. The Dow Jones Industrial...

 

Tuesday, August 3, 2021

THE WEEK ON WALL STREET The stock market posted small losses last week despite a very strong showing by corporate America. The Dow Jones Industrial Average slipped 0.36%, while the Standard & Poor’s 500 lost 0.37%. The Nasdaq...

 

Monday, July 26, 2021

THE WEEK ON WALL STREET Overcoming a COVID-related economic growth scare, stocks moved higher amid a week of strong corporate earnings reports. The Dow Jones Industrial Average rose 1.08%, while the Standard & Poor’s 500 gained 1...

 

Tuesday, July 20, 2021

THE WEEK ON WALL STREET Despite a good start to earnings season and some solid economic data, worries of slower second-half economic growth led to a pullback in stock prices last week. The Dow Jones Industrial Average fell 0.52%, while...

 

Tuesday, July 13, 2021

THIRD QUARTER UPDATE – 2021 “The stock market is designed to transfer money from the active to the patient.” – Warren Buffet LOOKING BACKThe second quarter began by building on the first-quarter’s gains,...

 

Tuesday, July 6, 2021

THE WEEK ON WALL STREET Strong employment reports and rising consumer sent the stock market broadly higher last week. The Dow Jones Industrial Average rose 1.02%, while the Standard and Poor's 500 picked up 1.67%. The Nasdaq Composite...

 

Monday, June 28, 2021

THE WEEK ON WALL STREET Stocks reached new all-time highs last week as markets staged a strong rebound from the previous week's declines. The Dow Jones Industrial Average rose 3.44% while the Standard & Poor's 500 picked up 2.74%. The...

 

Monday, June 21, 2021

THE WEEK ON WALL STREET New messaging from the Federal Reserve on interest rates and inflation last week led to a broad retreat in stock prices. The Dow Jones Industrial Average dropped 3.45% while the Standard & Poor’s 500 lost...

 

Thursday, June 17, 2021

THE WEEK ON WALL STREET Stocks ended the week mixed as investors appeared to shrug off a hotter-than-expected inflation report. The Dow Jones Industrial Average slipped 0.80%, while the Standard & Poor’s 500 advanced 0.41%. The...

 

Monday, June 7, 2021

THE WEEK ON WALL STREET A strong, but not too strong, employment report sparked a rally on the final day of trading, propelling stocks to a modest gain for the week. The Dow Jones Industrial Average climbed by 0.66%, while the...

 

Tuesday, June 1, 2021

THE WEEK ON WALL STREET Optimism over the economic reopening and renewed enthusiasm for technology and other high-growth companies powered the stock market higher last week. The Dow Jones Industrial Average rose 0.94%, while the...

 

Monday, May 24, 2021

THE WEEK ON WALL STREET Stock prices fluctuated amid inflation concerns and bargain hunting, leaving stocks mixed for the week. The Dow Jones Industrial Average slipped 0.51%, while the Standard & Poor’s 500 dropped 0.43%. The...

 

Monday, May 17, 2021

THE WEEK ON WALL STREET A surge in consumer inflation unsettled investors, leading to a turbulent week of trading on Wall Street. The Dow Jones Industrial Average slipped 1.14%, while the Standard & Poor’s 500 fell 1.39%. The...

 

Tuesday, May 11, 2021

THE WEEK ON WALL STREET Stocks closed mixed last week as signs of continued economic recovery and upbeat earnings helped some sectors while the struggles persisted for high-growth companies. The Dow Jones Industrial Average gained 2...

 

Monday, May 3, 2021

THE WEEK ON WALL STREET Stocks meandered around a flatline in a busy week of corporate earnings, ending the trading week slightly lower. The Dow Jones Industrial Average slid 0.50%, while the Standard & Poor’s 500 was flat (+0...

 

Monday, April 26, 2021

THE WEEK ON WALL STREET The crosscurrents of strong corporate earnings, rising global cases of COVID-19, and the specter of higher capital gains taxes led to a choppy week of trading that left stock prices slightly lower for the week....

 

Monday, April 19, 2021

"I will tell you how to become rich, Close the doors. Be fearful when others are greedy. Be greedy when others are fearful." - Warren BuffetLOOKING BACKThe first quarter started on a bumpy note as investors grappled with a slow...

 

Monday, April 12, 2021

THE WEEK ON WALL STREET Strong economic data and a resurgent technology sector propelled stocks to solid gains last week. The Dow Jones Industrial Average advanced 1.95%, while the Standard & Poor’s 500 picked up 2.71%. The...

 

Wednesday, April 7, 2021

https://www.guardwealth.net/

 

Monday, March 29, 2021

THE WEEK ON WALL STREET A rocky week with wide price swings led to mixed results for stocks last week, as investors grappled with anxieties over economic growth and weakness in technology and other high-growth stocks. The Dow Jones...

 

Monday, March 22, 2021

THE WEEK ON WALL STREET Rising bond yields and improving economic conditions led to a choppy week of trading that ended in modest losses for investors. The Dow Jones Industrial Average fell 0.46%, while the Standard & Poor’s 500...

 

Tuesday, March 16, 2021

THE WEEK ON WALL STREET Stocks touched new record highs last week as bond yields steadied, a fiscal relief bill was signed into law, and confidence in a strong economic recovery grew. The Dow Jones Industrial Average gained 4.07%,...

 

Wednesday, March 10, 2021

THE WEEK ON WALL STREET Stocks were mixed last week as rising bond yields and heightening inflation fears sent stocks on a wild ride, capped by a remarkable Friday afternoon rally. The Dow Jones Industrial Average gained 1.82%, while...

 

Tuesday, March 2, 2021

THE WEEK ON WALL STREET Stocks dropped amid rising long-term bond yields, with sharp declines in high-valuation growth stocks leading the overall market lower. The Dow Jones Industrial Average slipped 1.78%, while the Standard &...

 

Monday, February 22, 2021

THE WEEK ON WALL STREET Rising bond yields dampened investor enthusiasm for high-multiple growth companies last week, sending market averages mostly lower in a holiday-shortened week of trading. The Dow Jones Industrial Average gained...

 

Wednesday, February 17, 2021

THE WEEK ON WALL STREET Stock prices inched higher last week amid declining COVID-19 cases, a pick-up in vaccinations, and progress on a fiscal relief bill. The Dow Jones Industrial Average gained 1.00%, while the Standard &...

 

Monday, February 8, 2021

THE WEEK ON WALL STREET Stocks notched strong gains last week, paced by a string of solid economic reports and consensus-beating corporate earnings. BULL STORY REMAINS INTACT… FOR NOW As the social media trading frenzy fizzled,...

 

Tuesday, February 2, 2021

THE WEEK ON WALL STREET Despite strong corporate earnings, stock prices closed lower after a volatile week of trading triggered by unprecedented activity in a handful of companies. The Dow Jones Industrial Average lost 3.27%, while...

 

Tuesday, January 26, 2021

THE WEEK ON WALL STREET Anticipation of a new fiscal stimulus and improved vaccine distribution powered stocks to fresh record highs last week with technology stocks leading the way. The Dow Jones Industrial Average gained 0.59%,...

 

Tuesday, January 19, 2021

THE WEEK ON WALL STREET Markets drifted lower last week as uninspired investors digested mixed news on the economic front. The Dow Jones Industrial Average lost 0.91% while the Standard & Poor’s 500 slid 1.48%. The Nasdaq...

 

Monday, December 21, 2020

Our weekly market commentary will not be published next week. We would like to take this moment to wish you and your family a safe and joyous holiday season. Last Week on Wall Street Stocks climbed higher amid the COVID-19 vaccine...

 

Monday, December 14, 2020

The Week on Wall Street Stocks retreated last week on rising COVID-19 infections and slow progress on an economic relief bill. The Dow Jones Industrial Average dipped 0.57%, while the Standard & Poor’s 500 dropped 0.96%. The...

 

Tuesday, December 8, 2020

The Week on Wall Street Stocks marched higher last week on an improving outlook for the passage of a fiscal stimulus package. The Dow Jones Industrial Average rose 1.03%, while the Standard & Poor’s 500 tacked on 1.67%. The...

 

Monday, November 30, 2020

The Week on Wall Street Stocks surged last week, ignited by another COVID-19 vaccine announcement, encouraging economic data, and the easing of political uncertainty. The Dow Jones Industrial Average rose 2.21%, while the Standard &...

 

Monday, November 23, 2020

First, this week is a short week due to Thanksgiving. Our offices will be closed Thursday and Friday. The Week on Wall Street Despite news of another COVID-19 vaccine candidate, stocks were mixed amid investor anxiety over an increase...

 

Monday, November 16, 2020

The Week on Wall Street News of a COVID-19 vaccine ignited a rally in economically sensitive stocks and a broad retreat in technology companies last week, though enthusiasm was tempered by reports of rising new infections and fresh...

 

Monday, November 9, 2020

The Week on Wall Street Stocks soared last week as investors anticipated that a split Congress would raise legislative hurdles to changing corporate taxes and adjusting regulatory oversight of big technology companies. The Dow Jones...

 

Monday, October 26, 2020

Below is our 4th quarter update. Expect a lot of back and forth in the markets the next few weeks. The election, Covid resurgence and stimulus talks are all at play here. This is in addition to a large chunk of the S&P500 reporting...

 

Monday, October 19, 2020

The Week on Wall Street Stocks treaded water last week amid fading prospects for a stimulus bill, fears of a second wave of COVID-19 cases, and increasing political and regulatory pressures on Big Tech companies. The Dow Jones...

 

Monday, October 12, 2020

The Week on Wall Street Stocks staged a powerful rally last week, riding a wave of optimism over the prospect of the passage of a new fiscal stimulus bill. The Dow Jones Industrial Average rose 3.27%, while the Standard & Poor’s...

 

Wednesday, October 7, 2020

The Week on Wall Street Stocks advanced last week, propelled by hopes that legislators may reach an agreement for a new fiscal stimulus package and optimism generated by a few corporate deal announcements and initial public offerings....

 

Monday, September 28, 2020

The Week on Wall Street Stocks were mixed last week as worries that stretched from Washington D.C., where prospects of a new fiscal stimulus bill dimmed, to Europe, which saw an increase of new COVID-19 cases. The Dow Jones Industrial...

 

Monday, September 21, 2020

The Week on Wall Street Stocks slipped as the technology sector remained under pressure and a mid-week announcement by the Federal Reserve failed to inspire investors. The Dow Jones Industrial Average declined 0.03%, while the...

 

Monday, September 14, 2020

The Week on Wall Street Stocks traveled a volatile path last week as investors appeared concerned about the upcoming elections, an uncertain economy, and more delays with additional fiscal stimulus. The Dow Jones Industrial Average...

 

Monday, August 31, 2020

The Week on Wall Street Stocks advanced relentlessly last week on positive COVID-19 developments, encouraging economic data, and a supportive policy shift in the Fed’s approach to its target inflation rate. The Dow Jones...

 

Monday, August 24, 2020

The Week on Wall Street Stocks powered to another week of gains as the S&P 500 and Nasdaq Composite set multiple new record highs along the way. The Dow Jones Industrial Average was essentially unchanged while the Standard &...

 

Wednesday, August 19, 2020

The Week on Wall Street Stock prices drifted higher in an otherwise quiet news week, as a slowdown in new COVID-19 cases outweighed a Congressional impasse on a new fiscal-spending measure. The Dow Jones Industrial Average gained 1...

 

Monday, August 10, 2020

Perhaps the biggest challenge of the day is separating fact from opinion. Indeed, most stock market analysis is just opinion. Sure, the fundamental data is real. Earnings are earnings. Projections are projections. What does the data...

 

Thursday, August 6, 2020

How to Protect Yourself From Identity Theft Online banking and electronic payment options offer consumers unprecedented access to their financial accounts. Yet, this convenience comes at a price—a greater risk of identity theft....

 

Monday, July 6, 2020

The Week on Wall Street In a holiday-shortened week, stock prices turned higher as encouraging economic data outweighed an increase in COVID-19 cases and a rollback in economic re-openings. The Dow Jones Industrial Average rose 3.25%,...

 

Monday, June 29, 2020

The Week on Wall Street A jump in COVID-19 cases dampened investor enthusiasm last week, sending stock prices lower on worries that rising infections could derail the economic recovery. The Dow Jones Industrial Average slumped 3.31%,...

 

Monday, June 22, 2020

The Week on Wall Street Stocks moved higher last week on news of more Federal Reserve market support and diminished concerns that new COVID-19 cases might lead to another economic shutdown. The Dow Jones Industrial Average rose 1.04%,...

 

Monday, June 8, 2020

The Week on Wall Street A positive jobs report sent stocks soaring last Friday, capping a solid week as evidence of a global economic recovery outweighed concerns over civil unrest and tensions with China. The Dow Jones Industrial...

 

Monday, June 1, 2020

The Week on Wall Street The shortened week, which began with a powerful two-day rally of trading, was enough to drive the markets into another week of solid gains. The Dow Jones Industrial Average rose 3.75%, while the Standard &...

 

Tuesday, May 26, 2020

The Week On Wall Street Upbeat comments by the Federal Reserve Chairman and more signs of an economic turnaround combined to help fuel a powerful rally in the stock market last week. The Dow Jones Industrial Average rose 3.29%, while...

 

Tuesday, May 19, 2020

Keeping Emotions at Bay During Virus Volatility Fear, uncertainty, volatility, panic—these emotions are nothing new to the world of investing. In fact, they seem to reappear on a fairly consistent basis. The outbreak of Covid-19...

 

Monday, May 11, 2020

Market vs Real Economy I don't often say "please read" in the subject line of these emails. However, I feel what is being said here this week important enough for you to take a few minutes to digest. I've also added a very short...

 

Monday, May 4, 2020

The Week on Wall Street Stock prices ended the week slightly lower, despite news of positive results from a test trial of a COVID-19 drug treatment and several states easing their economic lockdowns. The Dow Jones Industrial Average...

 

Monday, April 27, 2020

The week ahead should prove interesting. Arguably, there is a pretty big disconnect from the stock market and the economy right now. The market seems quite optimistic while the economy continues to slide further. The 5 biggest...

 

Monday, April 20, 2020

THE WEEK ON WALL STREET Stock prices pushed higher last week as news of a White House plan to reopen the economy and reports of a potential COVID-19 treatment helped the market overcome weak economic data and an ugly start to the...

 

Tuesday, April 14, 2020

We don’t have to re-hash the story that is this virus and what it’s done to the markets. We know we had one of the fastest market drops in history. We also know last week was the largest one-week rally since 1974. The...

 

Wednesday, April 8, 2020

Tips for Navigating the Coronavirus Crash

 

Monday, March 30, 2020

THE WEEK ON WALL STREET An open-ended commitment by the Federal Reserve to support American businesses and capital markets along with the passage of a $2 trillion aid package improved investor sentiment and drove a strong rally in...

 

Monday, March 23, 2020

To say that last week was a tough week on Wall Street would be akin to saying Michael Jordan was an okay basketball player. Through the end of the brutal week, the Dow Jones Industrial Average posted a huge loss of 17.3% to finish at...

 

Thursday, March 12, 2020

Although there is a significant financial component to leaving a lasting legacy, it encompasses so much more than just money. It’s easy to get stuck in a pattern of living life day by day, but your legacy isn’t something...

 

Tuesday, March 10, 2020

We delayed sending this commentary until today as we wanted to see the market’s behavior and close yesterday and how it opened again this morning. Yesterday, the S&P 500 closed down 7.6% to 2,746.56 as investors punished...

 

Monday, March 2, 2020

LAST WEEK ON WALL STREET There was no place to hide as the stock market suffered its worst week since the 2008 financial crisis as fears over the coronavirus and its negative impact on the global economy rocked investor sentiment to...

 

Monday, February 24, 2020

Your regularly scheduled update has been cancelled in order to address the large drawdown this morning in the futures market due to worries about the spread of coronavirus. This morning, at least at the open, the Dow Jones and S&P 500...

 

Wednesday, February 19, 2020

What the SECURE Act Means for Your Retirement On December 20th, 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act became law. As the name implies, this law intends to make it easier for Americans to save for...

 

Wednesday, February 19, 2020

THE WEEK ON WALL STREET The markets were closed Monday for President’s Day. Daily headlines about the coronavirus had little impact on stock market averages last week. Earnings and mergers had more influence. All three Wall...

 

Monday, February 3, 2020

“I wish I had an answer to that, because I’m tired of answering that question.” – Yogi Berra WHAT A DIFFERENCE A YEAR MAKES The market limped into 2019 following the worst year for stocks since the 2008...

 

Monday, January 27, 2020

THE WEEK ON WALL STREET Stock prices fell last week as investors considered the potential health and economic risks of the flu-like coronavirus. Foreign stock markets, as tracked by the broad MSCI EAFE index, fell 1.03% for the week....

 

Tuesday, January 21, 2020

THE WEEK ON WALL STREET Traders were in an upbeat mood last week, reacting to news out of Washington: the signing of the phase-one trade deal between the U.S. and China as well as the Senate passage of the U.S.-Mexico-Canada Agreement...

 

Tuesday, January 14, 2020

THE WEEK ON WALL STREET The market had a choppy five days, with traders reacting to geopolitical developments and weaker-than-expected jobs data. Even so, the three major U.S. equity indices posted weekly gains and continued their...

 

Monday, January 6, 2020

THE WEEK ON WALL STREET Stocks descended from record highs Friday, as traders reacted to a U.S. drone strike that killed Iran’s top military officer. Oil prices rose more than 3% following the breaking news. Wall Street...

 

Monday, December 23, 2019

From our family to yours, we wish you the very best the season has to offer. May you enjoy peace, love and good health in the year ahead. Thank you for allowing us to serve you. It is an honor we cherish each day.

 

Tuesday, December 17, 2019

THE WEEK ON WALL STREET The U.S. and China announced a limited trade agreement last week. That news lifted U.S. and foreign stocks, leading to weekly gains. Advancing 0.91% on the week, the Nasdaq Composite outperformed the S&P 500...

 

Monday, December 9, 2019

THE WEEK ON WALL STREET Key Wall Street benchmarks were up and down last week – or rather down and then up. A Tuesday retreat was offset by a Friday rally spurred by the Department of Labor’s November jobs report. While...

 

Monday, November 25, 2019

First, just a bit of housekeeping. As you may have heard in the news, Charles Schwab and TD Ameritrade have reached an agreement for Schwab to acquire TD Ameritrade. The combined company will retain the Schwab name, and will reflect...

 

Monday, November 18, 2019

THE WEEK ON WALL STREET Stock benchmarks were little changed for much of last week, but a rally occurred Friday after news broke that the U.S. and China could be closing in on the first phase of a new trade pact. At Friday’s...

 

Monday, November 11, 2019

THE WEEK ON WALL STREET Domestic and international stocks rose last week. Risk appetite outweighed concerns about the state of U.S.-China trade discussions. The Dow Jones Industrial Average, Nasdaq Composite, S&P 500, and MSCI EAFE...

 

Monday, November 4, 2019

THE WEEK ON WALL STREET A better-than-forecast jobs report prompted a stock market rally Friday, two days after traders witnessed another interest rate cut by the Federal Reserve. Both the S&P 500 and Nasdaq Composite ended the week...

 

Monday, October 28, 2019

THE WEEK ON WALL STREET The S&P 500 came within 0.1% of a record close Friday. Stocks were lifted last week by positive news on U.S.-China trade negotiations, plus earnings announcements. The Nasdaq Composite posted the largest weekly...

 

Monday, October 21, 2019

                                      

 

Tuesday, October 8, 2019

THE WEEK ON WALL STREET The fourth quarter started with a mixed week for equities. A slip for an index of U.S. manufacturing activity proved to be a market mover, more so than the latest jobs report. The Dow Jones Industrial Average...

 

Monday, September 30, 2019

THE WEEK ON WALL STREET Stocks retreated last week. Traders worried that the formal impeachment inquiry of President Donald Trump might distract White House officials from their pursuit of a trade deal with China and shift the focus...

 

Monday, September 9, 2019

THE WEEK ON WALL STREET Stocks rose last week, with help from two developments: the announcement of further U.S.-China trade talks as well as August hiring and manufacturing numbers that seemed to bolster the argument for a rate cut...

 

Tuesday, September 3, 2019

It looks like those of us in central Florida dodged a bullet with hurricane Dorian. However, those along the east coast are still not out of the woods and we send you our prayers for an uneventful next few days. If our office can be...

 

Thursday, August 29, 2019

It's that time of year again, so we thought we would share some tips on how you can keep your family safe and healthy before, during and after a storm. Insurance Tips What you should do now: 1. Take pictures of your property outside...

 

Monday, August 26, 2019

LAST WEEK ON WALL STREET Traders assumed that the week’s biggest news event would be Federal Reserve Chairman Jerome Powell’s speech at the annual Jackson Hole banking conference. Instead, China seized the headlines by...

 

Monday, August 19, 2019

THE WEEK ON WALL STREET Volatility continued to hold center court in a big way last week as stocks took a wallop mid-week after a temporary inversion in the yield curve. The U.S. - China trade dispute played a large part in the major...

 

Monday, August 12, 2019

THE WEEK ON WALL STREET Stocks spent much of last week rebounding from a Monday drop that reflected nervousness about the U.S.-China trade fight. By Thursday’s closing bell, the S&P 500 had regained all its Monday losses, but it...

 

Tuesday, August 6, 2019

During the past week, stock prices dropped sharply on fears the trade dispute between the U.S. and China had escalated. Investors woke to the news on Monday that the People’s Bank of China had manipulated its currency, allowing...

 

Monday, July 29, 2019

THE WEEK ON WALL STREET Last week, investors assessed earnings and the initial estimate of second-quarter economic growth, while awaiting the Federal Reserve’s next announcement about interest rates. Stocks rose for the week;...

 

Tuesday, July 23, 2019

THE WEEK ON WALL STREET Stock benchmarks retreated during the first week of the second-quarter earnings season. As some big names shared quarterly results, investors seemed more interested in what might happen at the Federal...

 

Monday, July 15, 2019

THE WEEK ON WALL STREET Friday, the S&P 500 settled above 3,000 for the first time, after rising 0.78% for the week. The Dow Jones Industrial Average chalked up a milestone of its own: the blue chips ended the week above 27,000,...

 

Thursday, July 11, 2019

It's that time of year again, so we thought we would share some tips on how you can keep your family safe and healthy before, during and after a storm. How to prepare before the storm Once you find out the storm is heading your way,...

 

Tuesday, July 9, 2019

THE WEEK ON WALL STREET U.S. stock benchmarks opened a new quarter positively. The S&P 500, Dow Jones Industrial Average, the Nasdaq all gained in the opening week of July. Overseas, stocks in developed markets, tracked by...

 

Monday, June 24, 2019

The commentary this week is somewhat brief as I am traveling. The remainder of the week I will have limited access to email and telephone. If you need anything, please contact the office and one of my colleagues will help you. THE...

 

Monday, June 17, 2019

THE WEEK ON WALL STREET Stocks advanced for a second straight week. The S&P 500 benchmark rose 0.47%; the Nasdaq Composite, 0.70%; the Dow Jones Industrial Average, 0.41%. Overseas shares, as tracked by the MSCI EAFE developed markets...

 

Monday, June 10, 2019

In this week’s recap: the blue chips have their best week of 2019, as investors like what they hear from the head of the Federal Reserve and interpret the latest monthly employment numbers. THE WEEK ON WALL STREET Following a...

 

Tuesday, June 4, 2019

Stocks took a big hit in May as the trade war with China continued and a new one with Mexico seemed to come out of nowhere. The fear is that trade wars will hurt the U.S. economy over time. As the bell rang to end the final round of...

 

Tuesday, May 28, 2019

In this week’s recap: stocks decline as Wall Street adjusts its expectations about the potential duration of the U.S.-China trade dispute, and some retail giants post first-quarter earnings. THE WEEK ON WALL STREET Stocks...

 

Monday, May 20, 2019

THE WEEK ON WALL STREET Stocks fell sharply at the start of last week over trade tensions, then recovered with help from strong earnings and indications that U.S.-China trade talks would continue. Even so, the major indices had a down...

 

Wednesday, May 8, 2019

First, a little housekeeping. Over the past few months we've experimented a little with going from more frequent email updates to longer, more robust monthly updates. While I have no real preference, I know it can sometimes be...

 

Monday, April 8, 2019

Macro OverviewA change in the Federal Reserve’s stance on the direction of interest rates helped buoyequity and bond prices higher in March, allowing U.S. equity indices to post the strongestfirst quarter in nearly ten years. The...

 

Monday, March 11, 2019

Macro Overview - March 2019 U.S. equities continued to defy negative sentiment and sanguine market readings as tepid economic data advanced stocks higher in February. Equities posted their best first two months of the year since 1991,...

 

Wednesday, February 13, 2019

Welcome to the new format mentioned in our last update. As discussed, we have revamped this commentary going forward. Some weeks it feels like there isn’t much to report and we find ourselves looking for something to say. As we...

 

Monday, January 28, 2019

For the first time in months, U.S. markets experienced little movement last week. The Dow and NASDAQ did have their 5th week of gains in a row, but their increases were small: 0.12% and 0.11%, respectively. Meanwhile, the S&P 500...

 

Tuesday, January 22, 2019

Last week was another strong showing for the S&P500 in 2019. In fact, so far, there have only been 3 negatives closes for the year. The last time we saw the markets start this strong was… oh yeah, last year. Then, in February,...

 

Tuesday, January 15, 2019

“Politics is supposed to be the second oldest profession. I have come to the realization that it bears a close resemblance to the first.” -- Ronald Reagan Market Update I hope everyone had a wonderful holiday season....

 

Monday, January 7, 2019

Happy New Year! This is the first full week of trading for the year – so back to work! Markets are trying to shake off the December 2018 hangover. Last week’s first trading week sure made it interesting. The big news was...

 

Tuesday, December 18, 2018

Last week brought more volatility to the markets. While domestic indexes had some rallies as positive trade news emerged earlier in the week, by Friday, December 14, they had erased any gains. The last time major U.S. indexes ended in...

 

Monday, December 10, 2018

Markets went for another wild ride last week, as major domestic indexes swung back and forth. By Friday, December 7, markets had posted their worst weekly performance since March—and the S&P 500 and Dow both moved into negative...

 

Monday, December 3, 2018

U.S. markets ended a volatile month on a high note Friday. All three major indices posted increases for the week, buoyed by news from the Fed Reserve and international trade. To better understand last week’s sharp rebound,...

 

Tuesday, November 27, 2018

Last week was a tough one for markets. The S&P 500 dropped 3.79% and experienced its worst results during a Thanksgiving week since 1939. While the index officially entered correction territory on Friday, it closed 10.2% below its most...

 

Monday, November 19, 2018

Markets experienced more volatility last week, as perspectives on trade, tech, and retail pulled investor sentiment back and forth. Although domestic indexes were up on Friday, November 16, they still posted losses for the week. In...

 

Monday, November 12, 2018

Markets posted gains last week after struggling for the month of October. What drove market performance last week? We received a fair amount of data and reports, with the following details holding particular weight for investors:...

 

Monday, November 5, 2018

Markets posted gains last week after struggling for the month of October. What drove market performance last week? We received a fair amount of data and reports, with the following details holding particular weight for investors:...

 

Monday, October 29, 2018

As I prepared for this week’s commentary, I reviewed various economic indicators I follow and then took a few minutes to read commentary from “pundits” and news sources. The realization I came to after reviewing...

 

Monday, October 22, 2018

Stock performance was mixed last week as investors considered the impact of interest rates, international affairs and corporate earnings. While the final weekly results showed relatively little growth or loss, the week included some...

 

Tuesday, October 9, 2018

Although new data continued to show strength in the U.S. economy, markets stumbled across the globe last week. While U.S. and international stocks followed similar paths last week, data is beginning to show that our economic outlooks...

 

Monday, October 1, 2018

Friday, September 28, was the last trading day in 2018’s 3rd quarter. Weekly numbers revealed mixed performances: the S&P 500 slipped 0.54%, the Dow fell 1.07%, and the NASDAQ gained 0.74%. Internationally, the MSCI EAFE dropped...

 

Tuesday, September 18, 2018

Markets across the board were positive last week on slightly lower than anticipated inflation data. This means the market doesn’t expect the Fed to have to raise interest rates any faster than their current measured pace. The...

 

Monday, September 10, 2018

Domestic markets fell last week due to negative trade news and declining tech stocks, with the S&P 500 and Dow both breaking their multi-week winning streaks. Meanwhile, the NASDAQ posted losses for 4 days in a row for the first time...

 

Tuesday, September 4, 2018

Trade continued to dominate the news last week and cause market volatility as investors monitored discussions of the North American Free Trade Agreement (NAFTA) and tension with China. While Mexico and the U.S. reached a new trade...

 

Monday, August 27, 2018

Last week marked a noteworthy milestone in our economy: On Wednesday, August 22, the bull market entered its 3,453rd day, the longest such run in U.S. history. In the past 9 plus years, domestic indexes have come quite a way since the...

 

Tuesday, August 21, 2018

Challenges in emerging markets affected both U.S. and global stock performance last week, with the S&P 500 experiencing several down days. By market close on Friday, however, two of the three major domestics posted gains for the week....

 

Tuesday, August 14, 2018

Stocks ended last week in mixed territory as trouble with Turkey’s currency affected U.S. equity performance on Friday, August 10. For the week, the S&P lost 0.25%, the Dow declined 0.59%, and the NASDAQ increased 0.35%....

 

Monday, August 6, 2018

Domestic markets ended last week in positive territory, while international stocks were in the red. Once again, trade and corporate earnings were in the news last week. We learned that the U.S. is considering increasing tariffs on $200...

 

Monday, July 30, 2018

Markets experienced a push-and-pull last week between data indicating strong economic growth and lagging performance from several tech stocks’ earnings reports. Domestic indexes had mixed results, as the S&P 500 gained 0.61%,...

 

Monday, July 23, 2018

On Friday, July 20, stocks lost a small amount of ground after President Trump escalated his threats of increasing tariffs on China. However, strong quarterly earnings reports from several large companies helped provide balance in the...

 

Monday, July 9, 2018

Domestic stocks only traded for 4 days last week, due to the Independence Day holiday. In that time, all 3 major domestic indexes posted positive results for the week. Once again, trade and tariffs were a major topic on many...

 

Monday, July 2, 2018

International trade concerns continue to create uncertainty in markets around the world. Despite the markets’ slight rises on Friday, June 29, they recorded losses for the week. The S&P 500 fell 1.33%, the Dow gave back 1.26%,...

 

Monday, June 25, 2018

Stocks stumbled across the globe last week as trade tensions continued to escalate. Despite rebounding somewhat on Friday, the S&P 500 experienced its first weekly loss in a month, and the Dow posted its worst week since March. The S&P...

 

Monday, June 18, 2018

Click here to see the brief tutorial on blockchain technology. Kind regards,

 

Monday, June 11, 2018

As last week ended, tension between the U.S. and some of its greatest allies was on the rise. Trade remained a hot-button topic ahead of the G-7 meeting in Canada, but investors seemed largely unfazed by the drama. While geopolitical...

 

Monday, May 21, 2018

Major domestic indexes went down last week after all three gained more than 2% the previous week. The S&P 500 dropped 0.54%, the Dow gave back 0.47%, and the NASDAQ lost 0.66%. International stocks also stumbled; the MSCI EAFE...

 

Monday, May 14, 2018

Last week may have been the break-out traders have been looking for as major indexes finished positive for the week. After several months of correction it looks like the 200-day moving average for the S&P500 is likely to hold support....

 

Monday, May 7, 2018

Domestic indexes posted strong results on Friday, May 4, as the latest labor report data lessened investors’ concerns about inflation and interest rates. Nonetheless, stocks had mixed results last week. The S&P 500 dropped 0.24%...

 

Tuesday, May 1, 2018

We just finished the busiest week of 1st quarter earnings season, and although many companies shared positive results, stock indexes experienced modest declines. The S&P 500 lost 0.01%, the Dow dropped 0.62%, and the NASDAQ gave back...

 

Wednesday, April 25, 2018

Stocks posted moderate gains last week, as the S&P 500 added 0.52%, the Dow increased 0.42%, and the NASDAQ rose 0.56%. International stocks in the MSCI EAFE followed suit, gaining 0.41%. We received numerous new data updates last...

 

Wednesday, April 18, 2018

Market volatility continues. Stocks slid on Friday, April 13, but still held on to gains for the week. Similar to recent weeks, international events continued to sway markets: Concerns about trade disputes affected investor behavior....

 

Thursday, April 12, 2018

Traditional and Roth IRA contributions for 2017 can be made until April 17th. If you or a loved one need help with any last minute deposits, give us a call.

 

Tuesday, April 3, 2018

Markets were closed on March 30 for Good Friday, but in the four days of trading, stocks recovered some of this year’s losses. For the week, the S&P 500 added 2.09%, the Dow gained 2.67%, and the NASDAQ increased by 1.03%....

 

Tuesday, March 27, 2018

Markets experienced significant declines last week. The S&P 500 lost 5.95%, the Dow dropped 5.66%, and the NASDAQ declined 6.54%. With these losses, all 3 domestic indexes had their worst weekly performance in more than 2 years....

 

Wednesday, March 14, 2018

GOLDILOCKS RETURNS Domestic stocks leapt ahead last week as the latest jobs report inspired renewed confidence in our economic standing. In addition to solid stock growth last week also brought a significant milestone in the markets:...

 

Tuesday, March 6, 2018

Last week introduced a new variable into the analysis: Not surprisingly, the markets declined. The bigger question is, now what? We are seeing another drop this morning. The question is, will the 100-day moving average on the S&P 500...

 

Tuesday, February 27, 2018

Last week, the Presidents’ Day holiday meant markets were only open for 4 trading days, and during that time, we received comparatively few economic reports. Nonetheless, major domestic indexes showed considerable volatility and...

 

Monday, February 5, 2018

After 4 straight weeks of gains, the markets have slipped. As of Friday, the S&P 500 lost 3.85%, the Dow dropped 4.12%, and the NASDAQ decreased by 3.53%. International stocks in the MSCI EAFE also took a 2.78% hit. Domestically, the...

 

Monday, January 22, 2018

This week it’s politics as usual, as the temper tantrum of partisanship has the Federal Government shut down. While this will have a temporary muting effect on the markets, it will likely be minimal in nature. Odds are this...

 

Tuesday, January 16, 2018

Domestic markets continued their strong start to 2018, posting gains across the board for their 2nd week. The S&P 500 added 1.57% and closed at a new record high on Friday. The index just posted its best 10-day beginning to a year...

 

Tuesday, January 9, 2018

Last week was the strongest start to the stock market in over a decade (since 2006). The question on everyone’s mind: Can it last? Well, the markets may be slightly ahead of themselves in the very short term (meaning we could see...

 

Tuesday, January 2, 2018

As we kick off the new year, it’s a short week before the next earnings season gets rolling. Oil has climbed above $60 a barrel. Perhaps the biggest story will be the same story we’ve had for the last few years: the Fed....

 

Tuesday, December 19, 2017

Domestic markets were up last week as tax reform became more likely. On Friday, multiple previously undecided Senators announced they would back the combined House and Senate bill, and stocks reacted by hitting new record highs. For...

 

Wednesday, November 15, 2017

After posting gains each week since September, U.S. stocks declined by market’s close on Friday. The S&P 500 and Dow ended their longest stretch of weekly increases since 2013, and the NASDAQ ended its own 6-week streak. By...

 

Tuesday, November 7, 2017

The markets ended the week in positive territory—and all 3 major domestic indexes hit new record highs. The S&P 500 added 0.26%, and the Dow was up 0.45%, with both indexes notching their 8th straight week of growth. The NASDAQ...

 

Friday, November 3, 2017

Last Thursday evening, the senate passed the blueprint for a $4 trillion budget. The vote sets the stage for a tax overhaul that could lower taxes for many families and businesses. In addition, some investors believe the promise of...

 

Monday, October 2, 2017

Before we begin our usual weekly commentary, we wanted to take a moment to honor the victims of Sunday’s terrible attack in Las Vegas. Though details are still scarce, it is the most devastating mass shooting in U.S. history. Our...

 

Monday, September 25, 2017

I miss the days when Presidents were presidential, athletes were known for their playmaking abilities and Twitter was just something for Paris Hilton and the Kardashians to promote whatever it is they promote. Ah, the good old days....

 

Tuesday, September 19, 2017

After briefly stumbling the week of September 4, domestic indexes notched significant gains last week and hit record highs. By Friday, the S&P 500 exceeded 2,500 for the first time, the Dow closed at its highest level ever, and the...

 

Tuesday, September 12, 2017

Like many of you, we are without power in our homes. Fortunately, our office sustained no damage and we have power. My home saw no damage other than lots of tree limbs and debris and some fencing blown apart. Please keep Liz in your...

 

Thursday, September 7, 2017

We have a very abbreviated market update this week. I decided it would be more productive to address the North Korea situation. Let’s keep it simple. There’s significant up-side resistance for the S&P 500 at 2,500 and...

 

Tuesday, August 29, 2017

MARKETS SEESAW BACK & FORTH Its that time of the year. As we've mentioned in several of the updates August and September tend to be those months of the year where market volatility picks up. After several weekly losses, the major...

 

Monday, August 7, 2017

SUPPORT, RESISTANCE & STRESS With markets being well into the ‘meat’ of earnings season, let’s talk technical numbers. For the S&P 500, the big question is: will we or won’t we break 2500? Of course we...

 

Monday, July 31, 2017

Generally strong corporate earnings reports helped markets continue to hit highs. The majority of companies that have posted Q2 earnings so far have beaten their estimates. Those earnings performances helped push financials, materials...

 

Thursday, July 6, 2017

As Q2 ended, markets hit a six-week volatility high. While the tech sector declined during the week, consumer discretionary and industrial sectors drove stocks higher on Friday. On Friday, the tech-heavy NASDAQ slumped 1.99%. The S&P...

 

Tuesday, May 23, 2017

Early last week, both the S&P and NASDAQ recorded all time highs (2405 on the S&P 500) before tumbling along with the Dow as political concerns rose. By Friday, though, the markets had largely rebounded and steadied. The S&P 500...

 

Tuesday, May 16, 2017

Markets tuned out noise from Washington last week and continued to focus on economic fundamentals. Mildly rebounding retail sales and strong consumer sentiment seem to point toward a modestly stronger second quarter. From a technical...

 

Monday, May 8, 2017

We have an abbreviated market update this week. Much of the mystery is off the board now. The DJIA closed above 21,000. The S&P500 closed at 2399 and change. The NASDAQ closed over 6200. The French election turned out as expected. Oil...

 

Tuesday, April 18, 2017

Last week, major indexes experienced losses for the second week in a row, with the S&P 500 falling 1.21%, the Dow giving back 1.01%, the NASDAQ dropping 1.26%, and the MSCI EAFE declining 0.14%. However, as of this writing the markets...

 

Tuesday, March 7, 2017

The uptrend in the markets finally took a break last week. After a series of new highs it looks like a pause may be in order. As previously discussed, markets appear to be technically overbought at this time. The question is, are we...

 

Wednesday, February 22, 2017

Another week, another round of record highs. Despite concerns about how France’s upcoming presidential election could affect the European Union’s stability, U.S. stocks ended the week up yet again. The S&P 500 gained 1.51%,...

 

Monday, February 6, 2017

Political headlines continued to fill the news last week, and while domestic markets declined during mid-week trading, they rebounded on Friday, February 3. Overall, the week showed only modest movement, as the S&P 500 added 0.12%, the...

 

Monday, January 30, 2017

After a brief pause during inauguration week, stocks continued to climb last week. The S&P 500 added 1.03%, the NASDAQ was up 1.90%, and the MSCI EAFE increased by 1.29%. The Dow also grew, adding 1.34%, ending the week above while...

 

Wednesday, January 25, 2017

A new presidential era began last Friday with Donald Trump’s inauguration, and the market reaction was far more restrained than its response to his election. For weeks after the presidential election, we saw markets defy...

 

Tuesday, January 10, 2017

To say that 2017 has started differently than 2016 would be an understatement. This time last year, we ended the week with all three indexes dropping at least 5.96% on fears about China’s economy. The first trading week of 2017...

 

Wednesday, January 4, 2017

Looking back on the final trading week of a very eventful year, we saw low volume and a break from the recent rallies for domestic indexes. While international stocks in the MSCI EAFE added 0.56%, all major U.S. indexes declined. The...

 

Tuesday, January 3, 2017

As 2016 draws to a close we thank you for continued trust and confidence. We wish you the very best in the new year and look forward to making 2017 a great year. In the last full trading week of 2016, domestic markets were relatively...

 

Tuesday, December 20, 2016

Last week was mixed for the markets, as the Dow increased by 0.44%, while the S&P 500 lost 0.06%, the NASDAQ dropped 0.13%, and the MSCI EAFE gave back 0.55%. We also saw a variety of data released, giving a similarly mixed view of...

 

Monday, December 5, 2016

After a three-week run where all major U.S. indexes posted significant gains, we saw more mixed results last week. The Dow was up 0.10%, but the S&P 500 lost 0.97% and the NASDAQ was down 2.65%. The MSCI EAFE’s measure of...

 

Wednesday, November 30, 2016

During a week while many were thankful, the markets gave us much to be thankful for. Through the four-day trading week, the Dow gained 1.51%, the S&P 500 was up 1.44%, the NASDAQ added 1.45%, and the MSCI EAFE increased 1.26%. U.S....

 

Wednesday, November 23, 2016

First, we hope you and your family have a wonderful Thanksgiving. We all have much to be thankful for! For the second straight week, the major domestic indexes all ended in positive territory: The S&P 500 was up 0.81%, the Dow...

 

Monday, November 7, 2016

We’re in the middle of an interesting moment for the markets, where short-term volatility and uncertainty might lead you to believe that the economy is faltering. After all, the major stock indexes lost ground last week, with...

 

Monday, February 1, 2016

Stocks experienced another volatile week with high daily swings in value. Despite the lingering uncertainty, stocks ended the week higher on the back of better-than-expected earnings reports and higher oil prices. For the week, the...

 

Monday, January 25, 2016

After a volatile week, markets regained some steam, helped by a recovery in oil prices and some upbeat earnings reports. For the week, the S&P 500 gained 1.41%, the Dow grew 0.66%, and the NASDAQ added 2.29%.[1] Though the headwinds...

 

Tuesday, January 19, 2016

Stocks closed down again Friday ahead of the long holiday weekend after disappointing earnings, more China worries, and plunging oil prices added to fears about slowing global growth. For the week, the S&P 500 dropped 2.17%, the Dow...

 

Monday, January 11, 2016

U.S. equities experienced a brutal tumble last week after more bad news emerged from China. For the week, the S&P 500 lost 5.96%, the Dow dropped 6.19%, and the NASDAQ fell 7.26%.[1] China's ongoing economic woes are causing major...

 

Monday, January 4, 2016

Now that 2015 is in the rear-view mirror, let's take a look at some of the factors that influenced markets last year. Though markets closed essentially flat, it's important to realize what a small miracle that is, given the many...

 

Monday, December 28, 2015

Markets ended the holiday week on an upbeat note, giving stocks their best week since late November.[1] For the week, the S&P 500 gained 2.76%, the Dow Jones grew 2.47%, and the NASDAQ rose 2.55%.[2] On the economic front, final data...

 

Monday, December 21, 2015

They say a picture says a thousand words. So, the picture above pretty much sums up our markets right now. The bulls and bears seem to be at an impasse. They have been all year. There seems to be very little gas in the tank left to...

 

Monday, December 14, 2015

Markets ended a volatile week sharply down after oil hit near-seven-year lows and a major corporate merger highlighted global growth woes. For the week, the S&P 500 fell 3.79%, the Dow dropped 3.26%, and the NASDAQ lost 4.06%.[1]...

 

Tuesday, December 8, 2015

Markets shrugged off a volatile week Friday to close positive, buoyed by a strong jobs report and an easing of uncertainty around the Federal Reserve's next interest rate decision. For the week, the S&P 500 grew 0.08%, the Dow gained...

 

Monday, November 30, 2015

Stocks closed out the short week mixed on very low volume as investors stayed home for the holidays. For the week, the S&P 500 grew 0.04%, the Dow lost 0.14%, and the NASDAQ gained 0.44%.[1] The data we got last week suggests that the...

 

Monday, November 23, 2015

The major averages ended last week on a high note despite ongoing concerns about terrorism. Investors kept their cool and gave the S&P 500 its best week of the year.[1] For the week, the S&P 500 gained 3.27%, the Dow rose 3.35%, and...

 

Monday, November 16, 2015

Markets gave up gains last week and closed lower, ending the worst week since mid-August. Nerves about a possible December rate hike and faltering commodity prices contributed to selling pressure. For the week, the S&P 500 lost 3.63%,...

 

Monday, November 9, 2015

Markets ended last week on a high note, marking the sixth straight week of gains and the longest winning streak for the major averages since late 2014.[1] For the week, the S&P 500 grew 0.95%, the Dow gained 1.40%, and the NASDAQ grew...

 

Monday, November 2, 2015

Facing down another government shutdown, the House and Senate passed a new budget deal last week that suspends the debt limit until 2017 and increases funding levels for a number of federal programs. President Obama is expected to...

 

Monday, October 26, 2015

Stocks rallied again last week on a strong Tech sector showing, bringing the S&P 500 back close to where it was before the dramatic drop in late August. At this level the market appears to be severely overbought and we expect at least...

 

Monday, October 19, 2015

Stocks ended last week on a strong note as markets increased on the possibility that the Fed won't raise rates this year. For the week, the S&P 500 gained 0.90%, the Dow grew 0.77%, and the NASDAQ rose 1.16%.[1]So far, earnings season...

 

Monday, October 12, 2015

Stocks ended last week on a strong note, regaining some lost ground and giving the S&P 500 its best week of the year. However, the major indices are still negative for the year and there is STRONG resistance overhead at 2050.Markets...

 

Monday, October 5, 2015

Stocks ended the final days of the third quarter on a positive note, even though stocks were still down for the quarter. For the week, the S&P 500 gained 1.04%, the Dow added 0.97%, and the NASDAQ grew 0.45%.[1]After hovering around...

 

Monday, September 28, 2015

Stocks continued their rollercoaster ride last week, dogged by worries from Washington and a plunge in biotechs that pushed the major indexes lower. For the week, the S&P 500 lost 1.36%, the Dow fell 0.43%, and the NASDAQ dropped 2.92%...

 

Monday, September 21, 2015

Uncertainty about the Federal Reserve's decision on interest rates weighed on markets last week, pushing the Dow and the S&P lower. For the week, the S&P 500 lost 0.15%, the Dow fell 0.29%, while the NASDAQ gained 0.10%.[1]On Thursday,...

 

Monday, September 14, 2015

Stocks rebounded during the holiday-shortened week as gains in overseas stock markets spurred buying activity, giving the Dow its best week since March. Despite the buying pressure, investors curbed their enthusiasm ahead of the...

 

Wednesday, September 9, 2015

Stocks slid after another turbulent week, buffeted by more worries about China. Investors chose to remain cautious ahead of the long Labor Day weekend and a raft of fresh data out of China. For the week, the S&P 500 lost 3.40%, the Dow...

 

Monday, August 31, 2015

It's hard to watch your portfolio value fluctuate, especially when the money involved represents a lifetime of hard work and a comfortable future. If you're at or nearing retirement, you might be feeling especially emotional about...

 

Monday, August 24, 2015

U.S. stocks ended a defensive week in the red as investor sentiment deteriorated in the face of fresh worries out of China. For the week, the S&P 500 fell 5.77%, the Dow lost 5.82%, and the NASDAQ slid 6.78%.[1When markets take a dive,...

 

Monday, August 17, 2015

Despite significant volatility, stocks ended last week higher after a finalized Greek bailout deal and some upbeat domestic economic data. For the week, the S&P 500 gained 0.67%, the Dow grew 0.60%, and the NASDAQ added 0.09%.[1]Greece...

 

Monday, August 10, 2015

Stocks gave in to gloom about low global oil prices and fell again last week, erasing the previous week's gains. For the week, the S&P 500 lost 1.25%, the Dow fell 1.79%, and the NASDAQ dropped 1.65%.[1]Domestically, the data looks...

 

Monday, August 3, 2015

Stocks snapped their losing streak and regained steam last week despite some soft data, posting weekly and monthly gains. For the week, the S&P 500 gained 1.16%, the Dow rose 0.69%, and the NASDAQ grew 0.78%.[1]July was a volatile...

 

Monday, July 27, 2015

Stocks were unable to maintain the momentum and gave up ground in another roller coaster week. Though earnings week marched onward, investors seemed more concerned about global growth and falling commodity prices. For the week, the S&P...

 

Monday, July 20, 2015

Stocks surged in an action-packed week, giving the NASDAQ two record closes in a row. For the week, the S&P 500 gained 2.41%, the Dow rose 1.84%, and the NASDAQ soared 4.25%.[1]Investors around the world breathed a sigh of relief when...

 

Monday, July 13, 2015

Markets finally broke the losing streak, closing up for the week as worries about Greece and China faded. For the week, the S&P 500 gained 0.88%, the Dow rose 1.11%, and the NASDAQ grew 0.69%.[1]Though a deal with Greece wasn't reached...

 

Monday, July 6, 2015

Markets lost ground again last week after Greece technically defaulted on loan payments and edged closer to an exit from the Euro. For the week, the S&P 500 dropped 1.29%, the Dow lost 1.24%, and the NASDAQ fell 1.92%.[1]What...

 

Tuesday, June 30, 2015

Markets lost ground last week, giving in to nerves about Greece and some early second-quarter earnings reports. For the week, the S&P 500 dropped 0.40%, the Dow fell 0.37%, and the NASDAQ lost 0.71%.[1]Crumbling Greek debt talks were...

 

Monday, June 22, 2015

The Federal Reserve wrapped up its June meeting on Wednesday surprising no one with the announcement that the central bank will keep rates at zero percent for a while longer. Though the Fed appears to be confident that the economy is...

 

Monday, June 15, 2015

Markets ended last week mixed, falling on Friday as concerns about the debt impasse in Greece outweighed upbeat domestic data. For the week, the S&P 500 gained 0.06%, the Dow grew 0.28%, and the NASDAQ fell 0.34%.[1]So, what's going on...

 

Tuesday, June 9, 2015

Markets ended lower last week as investors balanced an optimistic jobs report against renewed concerns about a Greek debt default. For the week, the S&P 500 lost 0.69%, the Dow fell 0.90%, and the NASDAQ slid 0.03%.[1]On Friday, we got...

 

Monday, June 1, 2015

U.S. markets ended the week on a down note as investors struggled with weak economic data and concerns about Greek debt negotiations. However, markets were able to end the month of May in the black. For the week, the S&P 500 lost 0.88%...

 

Tuesday, May 26, 2015

Despite flirting with new records, markets weren't able to hold on to gains last week and closed mixed after comments about interest rates were made by Federal Reserve Chair Janet Yellen. For the week, the S&P 500 gained 0.16%, the Dow...

 

Tuesday, May 26, 2015

Despite flirting with new records, markets weren't able to hold on to gains last week and closed mixed after comments about interest rates were made by Federal Reserve Chair Janet Yellen. For the week, the S&P 500 gained 0.16%, the Dow...

 

Tuesday, May 19, 2015

Months of tepid economic data and flirtation with higher interest rates lead many to askWhat's going on with the economy, and how will it affect the Federal Reserve's interest rate decision?The Fed, which has kept interest rates low to...

 

Monday, May 11, 2015

In this week's commentary, we want to draw your attention to a significant market anniversary. Five years ago, on May 6, 2010, the U.S. stock market experienced a "flash crash" when the Dow Jones Industrial Average plummeted nearly 1...

 

Tuesday, May 5, 2015

Markets fell last week as investors digested lukewarm economic data and considered future economic growth prospects. However, stocks bounced back on Friday and trimmed their losses. For the week, the S&P 500 lost 0.44%, the Dow slid 0...

 

Monday, April 27, 2015

Markets rallied last week, lead by a surge in tech stocks that brought the NASDAQ and S&P 500 to new record closes. For the week, the S&P 500 gained 1.75%, the Dow grew 1.42%, and the NASDAQ added 3.25%.[1]After weeks of uncertainty,...

 

Monday, April 20, 2015

Events in China and Europe triggered a modest worldwide sell-off last week, and lackluster corporate earnings in the U.S. contributed to market doldrums. For the week, the S&P 500 fell 0.99%, while the Dow and the NASDAQ both lost 1...

 

Monday, April 13, 2015

Stocks ended the second week of the new quarter on a high note, giving the Dow its first close over 18,000 for the month. Investors took confidence from some major corporate deals as well as fresh data that suggests the economy is...

 

Monday, April 6, 2015

After a volatile winter, stocks ended the quarter about where they started. Oil prices, a strong dollar, and concerns about interest rates contributed to the volatility and uncertainty remains as we enter the second quarter. For the...

 

Monday, March 30, 2015

Markets lost ground again last week, giving up most of the previous week's gains as investors tread water ahead of earnings season. For the week, the S&P 500 lost 2.23%, the Dow fell 2.29%, and the NASDAQ dropped 2.69%.[1]Though...

 

Monday, March 23, 2015

Markets finally snapped their three-week losing streak and rebounded as investors bought the dip and rallied after a Fed meeting. For the week, the S&P 500 gained 2.66%, the Dow rose 2.13%, and the NASDAQ added 3.17%.[1]The Federal...

 

Monday, March 16, 2015

Markets ended another week down after mixed economic data, lower oil prices, and a strengthening dollar made investors nervous ahead of the next Federal Reserve meeting. For the week, the S&P 500 lost 0.86%, the Dow fell 0.60%, and the...

 

Monday, March 9, 2015

Markets closed Friday with losses after a turbulent week as investors began to worry that strong labor market growth might signal rate hikes next quarter. For the week, the Dow fell 1.52%, the S&P 500 dropped 1.58%, and the NASDAQ lost...

 

Monday, March 2, 2015

Stocks ended the week mixed after losses related to a lower fourth-quarter Gross Domestic Product estimate. However, after a lackluster January, the major indices ended February on an upbeat note, with the S&P 500 posting a 5.5% gain...

 

Monday, February 23, 2015

Stocks rallied on the news that Greece reached a new deal with its creditors, sending the Dow and the S&P 500 to new record closes and bringing the Nasdaq close to its own record set in March 2000.[1] For the week, the S&P 500 gained 0...

 

Tuesday, February 17, 2015

Stocks ended another positive week at record highs, sending the Dow above 18,000 and the S&P 500 to a new record close. Investors reacted positively to firming oil prices and news of a possible peace deal in Ukraine. For the week, the...

 

Monday, February 9, 2015

Markets shook off losses last week and ended with strong weekly gains on the back of a positive January jobs report. For the week, the S&P 500 gained 3.03%, the Dow rose 3.84%, and the Nasdaq grew 2.36%.[1] January’s monthly Employment...

 

Monday, February 2, 2015

Markets were driven lower in another volatile week of trading, ending the first month of 2015 in the red. For the week, the S&P 500 lost 2.77%, the Dow fell 2.87%, and the Nasdaq dropped 2.58%.[1] One of the major contributors to the...

 

Thursday, January 29, 2015

Markets ended the week in the black for the first time in 2015 on the back of major moves by multiple central banks. For the week, the S&P 500 gained 1.60%, the Dow grew 0.92%, and the Nasdaq added 2.66%.1 Central banks ruled market...