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Aug 15, 2022 Weekly 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...

Weekly 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...

Weekly 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...

May 23, 2022: Weekly Market Insights: Recession Concerns Rising

Recession fears grew last week following weak earnings reports from major retailers, sending stocks lower.The Dow Jones Industrial Average fell 2.90%, while the Standard & Poor’s 500 lost 3.05%. The Nasdaq Composite index dropped...

5/16/2022 Weekly Market Insights: Inflation Takes Center Stage

4/25/2022: Weekly Market Insights: Powell Favors Quick Movement

4/18/2022: Earnings Season Begins

March 21, 2022 Weekly Market Insights: Stocks Rally in Changing Landscape

3/14/2022: Market Insights: Ukrainian War Impacts Global Economy

Feb 22, 2022 Weekly Market Insights: Inflation and Ukraine Rattle Investors Another Week

Feb 14, 2022 Market Insights: Inflation and Ukraine Fears Cool Markets

Dec 13, 2021 Weekly Market Insights: Omicron News Boosts Stocks

11/15/2021: 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...

Nov 8, 2021: Weekly 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...

Oct 18, 2021: Weekly 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...

Oct 11,2021: Weekly 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...

5 Facts to Remember During Market Volatility

Wouldn’t it be nice if the stock market didn’t have such violent swings in either direction? Especially the dramatic downward plunges - we’d ALL like to avoid those! But the reality is, the markets include a certain...

9/30/2021 Weekly Market Insights: Wild Week of Contagion Concerns

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 Standard & Poor’s...

9/30/2021 Weekly Market Insights: Wild Week of Contagion Concerns

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 Standard & Poor’s...

September 20, 2021: Weekly Market Insights: Stocks Lackluster Despite Positive Outlook

Stocks weakened ahead of this week’s Federal Reserve meeting and amid persistent concerns about the Delta variant’s impact on the economy.The Dow Jones Industrial Average was flat (-0.07%), while the Standard &...

Sept 13, 2021 Market Insights: Delta Variant Concerns Markets

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 Standard & Poor’s 500...

8/30/2021 Weekly Market Insights: Powell: Tapering Likely in 2021

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 increased 1.52%. The...

8/23/2021: Weekly Market Insights: Will the Fed Taper in 2021?

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 slumped 1.11%, while the...

8/16/2021: Weekly Market Insights: Passage of Infrastructure Boosts Stocks

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 & Poor’s 500...

July 19, 2021 - Market Insights: Stocks Retreat, Inflation Advances

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 the Standard &...

July 12, 2021: Market Insights: Stocks Edge Higher in Short Week

Stocks managed small gains as investors wrestled with concerns over economic growth prospects and a rise in COVID-19 infections.The Dow Jones Industrial Average picked up 0.24%, while the Standard & Poor’s 500 gained 0.40%....

July 6, 2021 Weekly Market Insights: Strong Employment Reports

Strong employment reports and rising consumer confidence sent the stock market broadly higher last week.The Dow Jones Industrial Average rose 1.02%, while the Standard & Poor’s 500 picked up 1.67%. The Nasdaq Composite index...

June 28, 2021: Stocks Reach All-Time Highs

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 Nasdaq...

June 14, 2021 Weekly Insights: Stocks Stay Cool, Inflation Heats Up

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 Nasdaq Composite...

Week of June 7, 2021: Labor Numbers Positive

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 Standard & Poor’s 500...

May 24, 2021 Market Insights: Inflation Concerns Continue

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 tech-heavy Nasdaq...

May 17, 2021 Market Insights: Stocks React to Big CPI Shift

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 Nasdaq Composite index...

5/10/2021 Weekly Insights: Labor Numbers Reflect Uncertainty

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 2.67%, while the Standard...

4/26/2021: Mixed Signals, Choppy Week

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.The Dow Jones Industrial...

April 19, 2021: Stocks Move Higher on Latest Numbers

Stocks reached record highs last week, riding the tailwind of improving economic data and a strong start to the earnings season.The Dow Jones Industrial Average rose 1.18%, while the Standard & Poor’s 500 gained 1.37%. The...

April 15, 2021 Market Insights: Tech Stocks On the Rise

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 tech-heavy Nasdaq...

March 22, 2021: Modest Losses After Choppy Week

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 declined 0.77%. The...

March 15, 2021: Economy Reacts to COVID-19 Stimulus

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%, while the Standard &...

Haven’t Filed Your Taxes Yet? Don’t Worry!

Preparing your taxes can be a real drag. It can feel like tax day looms over your spring! Well, fear not: the IRS has given you another month to file your taxes!The Treasury Department and Internal Revenue Service has announced that...

March 1, 2021 Insights: Rising Bond Yields Diminish Stocks

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 & Poor’s 500 declined...

2/22/2021 Market Insights: Rising Inflation Concerns

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 0.11% for the week. But...

Feb 16, 2021: Fed Chair Says No Change For Now

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 & Poor’s 500 rose 1.23%....

Feb 8, 2021: Markets Go Back to Basics

Stocks notched strong gains last week, paced by a string of solid economic reports and consensus-beating corporate earnings.The Dow Jones Industrial Average gained 3.89%, while the Standard & Poor’s 500 advanced 4.65%. The...

Februrary 1, 2021: Unexpected Trading Rattles Market

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 the Standard &...

January 25th: Weekly Market Insights: Optimism Stimulates Markets

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%, while the Standard &...

January 18, 2021: Mixed Reaction from Markets

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 Composite index stumbled 1...

Jan 11, 2021: Markets Start 2021 on a High

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 & Poor’s 500...

Quick Facts About the New Stimulus Package

In late December, Congress passed a $900 billion stimulus package, which included $600 checks to qualifying citizens. We wanted to send along some highlights from the bill which include:Stimulus Payments. The IRS and the Treasury have...

Jan 4, 2021 Weekly Market Insights: The Year in Review

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 & Poor’s 500 increased...

December 14, 2020: Cases Rise, Stocks Retreat

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 Nasdaq Composite index...

December 9th Market Matters Update

Favorable data on vaccine efforts continued to stream in over the past several weeks. Both Pfizer and Moderna expect their vaccine distribution to begin in the U.S. and the U.K. within the next 30 days, contingent on FDA approval...

November 16, 2020 - Weekly Market Insights: Vaccine Triggers Rally

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 lockdowns.The Dow Jones...

November Edition of Market Matters

Though final counts continue, media outlets have declared Joe Biden the president-elect of the United States. President Trump, however, has stated his intention to contest election results. Pending a runoff election in Georgia,...

Weekly Market Insights: No Stimulus, Stocks Lower

The failure to reach an agreement on a new fiscal stimulus bill soured investor sentiment and sent stocks modestly lower for the week.The Dow Jones Industrial Average fell 0.95%, while the Standard & Poor’s 500 lost 0.53%....

October 22,2020 Weekly Market Insights: A Difficult Week for Stocks

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 Industrial Average added just 0...

10/15/2020: October Market Matters

Despite a shift in focus towards the fast-approaching presidential election, vaccine development remains a source of good news. Moderna – one of the leading COVID-19 vaccine developers – stated that it will not enforce...

September 29, 2020, Weekly Market Insights: Stocks Mixed Amid Uncertainty

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 Average declined 1.75%,...

September 22, 2020 Market Insights: Tech Sector Slip Continues

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 Standard & Poor’s 500...

September 15, 2020 Weekly Market Insights: Stocks Continue Downward Slide

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 slid 1.66%, while the...

September 1, 2020 Weekly Market Insights: Stocks Power Higher

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 Industrial Average increased by...

August 25, 2020 Weekly Market Insights: Stocks Reach New Highs

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 & Poor’s 500 rose by 0...

August 18, 2020 Weekly Market Insights: Stocks and Consumer Prices Rise

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 1.81%, while the Standard...

7/7/2020 - Market Matters Update

Coronavirus cases continue to spike in the U.S. and around the world, with new local hotspots in the states being Arizona, Texas, Florida and California. Several major pharmaceutical companies announced progress in human clinical...

6/24/2020 Market Matters Weekly Update

With coronavirus cases showing signs of a global spike, new hotspots are starting to emerge in the states. Meanwhile, the U.S. Government has formed “Operation Warp Speed,” a team of five pharmaceutical companies...

Changes coming with Reg BI

I’m writing today to let you know about new federal laws (known as Regulation Best Interest, or Reg BI for short) aimed at protecting investors. While many financial professionals are already acting in the best interest of their...

6/17/2020 - Our Most Recent Market Matters Update

While some of the states that relaxed social distancing measures are experiencing a surge in COVID-19 cases, decreasing trends are being seen in several east coast states. Additionally, gained knowledge on the spread of the virus has...

6/10/2020 - Market Update

Alongside the official U.S. recession announcement were some glimmers of hope in the form of a downward trend in new coronavirus cases and a decrease in the unemployment rate. While there are caveats to both, including 21 states with...

6/4/2020 - Market Update and the Latest Market Matters

We’ve likely all noticed the civil unrest sweeping across the U.S. this past week, and we’re hoping you’re staying safe and well with your loved ones. The large number of people involved in protests have driven...

5/28/2020 - Market Update and the Latest Edition of Market Matters

A new milestone was reached as COVID-19 candidate vaccines began being tested in human clinical trials at record speed. Meanwhile, economic data over the last week continues to indicate a recession but is also showing signs of life...

5/21/2020 Market update and other ways we can help

Hope was lifted this week with the potential development of a vaccine for COVID-19 however, the preliminary release of the vaccine quickly created skepticism. Unemployment is likely to peak in the next month and a new bill known as...