Broker Check
Client Login

Blog

Wednesday, May 13, 2026

Why Is This Conversation So Important Right Now? The U.S. is in the middle of a sustained demographic shift. More than 61 million adults are aged 65 and older as of 2025, and that number is projected to reach approximately 82 million...

Tuesday, May 12, 2026

Markets Open Tuesday Under Pressure — Inflation and Oil Take Center Stage Last week's momentum ran into a wall Monday morning, and Tuesday's pre-market is reinforcing that message. After six consecutive weeks of gains — including new...

Tuesday, May 5, 2026

Escalating tensions in the Strait of Hormuz drove oil prices significantly higher yesterday, with Brent crude jumping to around $114 per barrel. Equity markets reacted negatively, as the Dow fell 1.1% and transportation stocks dropped...

Tuesday, April 28, 2026

Last Week’s Strength Meets New Questions. This morning's markets put together a solid showing last week, but this morning’s tone is a bit more cautious. Futures are modestly lower as investors digest a mix of tech-related concerns...

Tuesday, April 21, 2026

Stocks surged last week as optimism grew that the Middle East conflict was nearing an end and global trade would normalize. The S&P 500 rose 4.54%, the Nasdaq jumped 6.84%, and the Dow gained 3.19%. Markets shifted into a clear...

Show All

Tuesday, April 14, 2026

Social Security decisions are often framed as a single question: “When should I start drawing benefits?” That question matters, but it can also be limiting. The better question is: how does Social Security fit into my overall...

Tuesday, April 14, 2026

Last week ended on a stronger footing. The weekend made sure no one got too comfortable.Markets opened Monday, caught between escalation and optimism—a dynamic that defined the entire session. The geopolitical backdrop remains front...

Tuesday, April 7, 2026

Stocks finished the short trading week higher as investors warmed to the idea of a quicker end to the Middle East conflict and digested stronger-than-expected March job growth. The S&P 500...

Thursday, April 2, 2026

If you are a parent of a teen or young adult, how do you teach them to make confident money decisions before the stakes are high? Teaching teens and young adults about money is less about formal instruction and more about repeated...

Monday, March 30, 2026

December felt like a sure thing. The economy was humming, the Federal Reserve was cutting interest rates, and Wall Street was predicting the best was yet to come — not just for big tech, but for everything. The...

Tuesday, March 24, 2026

U.S. stocks ended last week lower, marking a fourth straight weekly decline as the S&P 500 slipped roughly 1.9% and the Dow about 2%, pressured by persistent inflation worries and Middle East tensions that kept oil volatile. The S&P...

Monday, March 23, 2026

Key TakeawaysHere are some questions this blog aims to answer:How can parents or grandparents help with a down payment for adult children?What are ways to gift a down payment, and how do the annual gift tax exclusion and lifetime...

Monday, March 16, 2026

Stocks logged a third-straight down week as investors digested the latest news out of the Middle East, navigated more volatility, and mulled the latest economic data. The Standard & Poor’s 500 Index declined 1.60 percent, while the...

Tuesday, March 10, 2026

Market off to a volatile start for the week. After being down early, most markets recovered to at least a net zero day Monday. Oil markets moved more than $10 in a 1/2 hour at the end of the day based on comments from President Trump...

Tuesday, March 3, 2026

Markets have experienced a volatile start to the week as escalating tensions in the Middle East have driven sharp intraday swings across global markets.Over the weekend, coordinated U.S. and Israeli airstrikes on Iran significantly...

Monday, March 2, 2026

Key TakeawaysHow much wealth are women on track to control in the next decade, and why does that matter?What does the life expectancy gap between women and men mean for how long money needs to last?How common is it for women to be...

Tuesday, February 24, 2026

Key TakeawaysTreat tax strategy as a continuous process, not a once-a-year filing exercise.Coordinate with financial and tax professionals throughout the year to identify opportunities for efficiency.Review contribution limits,...

Tuesday, February 24, 2026

Stocks fell sharply yesterday over concerns about tariffs, Artificial Intelligence, and an Iran conflict. Over the weekend, the president said he would institute new 15% tarriffs across the board after losing his case at the Supreme...

Tuesday, February 17, 2026

U.S. markets are little changed today as investors continue to search for a firmer footing following another week of declines. While the major indexes have flatlined, activity beneath the surface has been far more dynamic; leadership...

Wednesday, February 11, 2026

Key TakeawaysEmotions and biases might influence financial choices more often than most people realize.Behavioral patterns, such as loss aversion, familiarity bias, and herd mentality, can impact long-term results.Recognizing emotional...

Monday, February 9, 2026

Dow 50,000 plus! Another record day today for the Dow and the Nasdaq and S&P 500 move higher on recovering tech stocks led by Oracle surging almost 10% today. Important inflation data is being reported Friday with the CPI. Last week...

Monday, February 2, 2026

After starting the week on a solid footing, markets took on a more cautious tone over the past two sessions as investors weighed strong earnings results against shifting leadership and growing uncertainty around technology.On Monday,...

Thursday, January 29, 2026

Artificial intelligence (AI) may be the most revolutionary technology of our time, with industries scrambling to embrace its possibilities. AI’s early influence seems similar to the positive disruptions brought about by past...

Tuesday, January 27, 2026

Markets ended a short but eventful week slightly lower amid geopolitical tensions and fresh tariff threats. However, constructive economic news appeared to buoy spirits as the week progressed.The Standard & Poor’s 500 Index fell 0.35...

Wednesday, January 21, 2026

After a long holiday weekend, U.S. markets were once again greeted by geopolitical shockwaves — and investors wasted little time heading for the exits. Tuesday delivered Wall Street’s worst session since October, as renewed trade-war...

Tuesday, January 13, 2026

Markets closed slightly higher on Monday. Markets were conflicted over Trump's proposed 10% cap on rates Credit Cards can charge consumers, the DOJ's subpoenas issued to the Federal Reserve, and potential limits on institutional...

Tuesday, January 6, 2026

As we begin a new year and consider the opportunities ahead, reflecting on the past year helps put today’s financial landscape into perspective and informs the strategies that can move us closer to our goals.2025 was a year marked by...

Monday, January 5, 2026

Markets kicked off Monday with a clear message: headline risk doesn’t automatically mean risk-off. U.S. stocks pushed higher despite a dramatic weekend that saw U.S. forces strike Venezuela and capture President Nicolás Maduro. Rather...

Tuesday, December 23, 2025

U.S. markets opened the holiday-shortened week with renewed momentum, as stocks extended a recent rebound and posted a third consecutive day of gains. Strength in large-cap technology — particularly artificial intelligence-related...

Wednesday, December 17, 2025

Key Takeaways and Suggestions for Successful Goal Setting Use SMART Goals for Clarity and FocusSet goals that are Specific, Measurable, Achievable, Relevant, and Time-bound. This proven method helps break big ambitions into manageable...

Tuesday, December 16, 2025

Markets finished mostly down on Monday, as investors review the last full trading week of the year. After last week's rate cut, investors are looking toward the Fed's actions in 2026. A host of economic data this week may provide some...

Tuesday, December 9, 2025

U.S. stocks took a breather today, slipping from recent record highs as investors hit the pause button ahead of this week’s big event — the Federal Reserve’s two-day policy meeting that wraps up Wednesday. With a rate cut widely...

Tuesday, December 2, 2025

Key Takeaways A third of annual donations: About one-third of all charitable contributions are made in December. Donating before December 31 may offer tax advantages. New rules starting in 2026 (via the OBBB Act) may affect deductions...

Tuesday, December 2, 2025

Stocks across the board decline as the risk-off trade prevailed on Monday. Gold rallied and bond yields rose as Trump said he's decided on the next Federal Reserve Chair. Kevin Hassett, current National Economic Advisor, is speculated...

Tuesday, November 25, 2025

U.S. equities kicked off the week with a burst of momentum, extending Friday’s rebound and reminding investors just how quickly sentiment can shift in a market still dominated by interest-rate speculation and mega-cap leadership....

Monday, November 17, 2025

Stocks ended mixed after a nail-biting week for investors, who grew anxious over megacap tech valuations and interest rates as the government shutdown came to an end. The Standard & Poor’s 500 Index edged up 0.08 percent, while the...

Wednesday, November 12, 2025

Key Takeaways Caring for aging parents is a growing reality for many Americans. The number of family caregivers in the U.S. has jumped to 63 million, a 45 percent increase over the past decade, making 1 in every 4 Americans a...

Monday, November 10, 2025

Markets started the week on a strong note before momentum faded on Tuesday as technology shares reversed course. The S&P 500 slipped 0.3% and the Nasdaq fell 0.7%, giving back part of Monday’s sharp rally — the Nasdaq’s best session...

Tuesday, November 4, 2025

Key Takeaways Year-end holidays may be a good time to initiate a discussion about financial matters that may impact your family. If you have adult children, you may want to discuss your financial situation, estate strategy, and legal...

Monday, November 3, 2025

Here comes the Judge(s)!! The Supreme Court Justices will hear oral arguments regarding the Trump Administrations validity of imposing tariff restrictions. While a verdict maybe months away, any hints from the Justices could increase...

Tuesday, October 28, 2025

Markets caught their breath this morning after a strong rally to start the week. Investors are now turning their focus to several pivotal events ahead. The S&P 500 held near record highs above 6,800, while the Dow and Nasdaq also...

Monday, October 20, 2025

The Government shutdown continues into week four and trade tensions boil with China, but markets moved higher yesterday, and futures point to a higher open this morning. Bond prices have been on the rise too, as the 10-year US...

Wednesday, October 15, 2025

Receiving a bonus, inheritance, or an increase in income often prompts a key financial question: Should I use this money to pay off my mortgage, or invest it? At first glance, the answer might seem simple. But in reality, it requires...

Tuesday, October 14, 2025

After Friday’s tumble, Wall Street snapped back hard on Monday as cooler trade talk out of Washington reignited risk appetite. The S&P 500 and Nasdaq logged their biggest gains since May, with AI-fueled tech stocks leading the charge....

Tuesday, October 7, 2025

What government shutdown? The equity markets pushed higher to start the week, with only the Dow closing slightly lower. The NASDAQ, S&P 500 & Russell 2000 all moved higher on a rally in chip stocks spurred by the OpenAI & AMD...

Wednesday, October 1, 2025

If you’ve found yourself stepping into a more active role in your parents’ financial lives, you’re not alone. Some of us are helping aging parents navigate everything from healthcare decisions to bill payments—and increasingly, we’re...

Tuesday, September 30, 2025

Markets kicked off the week on a cautiously upbeat note, even with a possible mid-week government shutdown hanging over the headlines. That uncertainty raised some concern that key reports — especially the all-important jobs data —...

Monday, September 29, 2025

Learn how to choose a trustworthy financial advisor: verify fiduciary status, check top credentials like CFP® or CFA®, understand fee-only vs. commission pay, confirm access and communication, and review their Form ADV and FINRA record befo

Monday, September 22, 2025

Markets closed up yet again. The euphoria from last week's Fed rate cut and the anticipation of "more where that came from" continue to push markets higher. We'll here from a parade of Fed officials this week, with no less than 10...

Thursday, September 18, 2025

The final months of the year can sneak up quickly, and with them come deadlines, decisions, and distractions. Before the holiday season takes over your calendar, fall can be a valuable window to revisit your financial strategy and...

Tuesday, September 16, 2025

Markets kicked off the week on a high note, with the S&P 500 breaking above 6,600 for the first time ever. The Nasdaq jumped nearly 1% to another record, while the Dow squeaked out a small gain. Investors seem to be getting ready for...

Monday, September 8, 2025

Stocks opened up this morning mixed as investors focus on a revised BLS report that is expected to show big downward revisions in jobs created. Also, Apple is expected to make a big announcement today regarding its new iPhone 17....

Tuesday, September 2, 2025

The Tax Cuts and Jobs Act of 2017 (TCJA) included lower federal income tax brackets, bigger standard deductions, and higher gift and estate tax exemptions, among other provisions. The law stipulated that some of those tax breaks would...

Tuesday, September 2, 2025

Markets have seen a tech-driven lift so far this week, with Tuesday’s federal court ruling in Alphabet’s antitrust case sparking a surge in mega-cap shares. Google rallied more than 9% after the judge avoided a worst-case breakup...

Wednesday, August 27, 2025

Estate management isn’t just about what happens after you’re gone— it’s also about what you can do now to help manage future estate taxes, transfer wealth strategically, and attempt to create a meaningful impact during your lifetime....

Monday, August 25, 2025

Markets are mixed and muted this morning as Trump threatens to fire a Fed Reserve official and impose new tariffs. Expect lighter trading this week with Labor Day weekend ahead. The second estimate of GDP on Thursday is expected to...

Monday, August 18, 2025

Markets opened this week on a tentative note as investors eyed Jackson Hole, but by the close on Tuesday, a tech stumble dragged the S&P 500 lower. Palantir and AMD — two of this summer’s high-flyers — led the pullback, while...

Wednesday, August 13, 2025

The rules regarding inherited IRAs have changed in the last five years, and failing to comply with the new requirements may result in IRS penalties. These changes affect people inheriting IRAs and those looking to leave retirement...

Monday, August 11, 2025

Markets closed modestly lower on Monday despite Trump extending Chinese tariffs another 90 days. This morning inflation as measured by the CPI, came in as expected, and markets are reacting positively in pre-market trading. PPI will...

Monday, July 28, 2025

Markets posted very modest & mixed results yesterday, after the big EU - US tariff announced over the weekend. While it was welcome news on the tariff front, all eyes have sifted to this week's FOMC meeting, critical economic data and...

Tuesday, July 22, 2025

Compensation is more than just a number on a paycheck. Whether you're exploring new opportunities, preparing for a promotion, or evaluating your current benefits, it’s important to understand the full value of your total...

Monday, July 21, 2025

Markets kicked off the week on a cautious but upbeat note as earnings season gained traction. Verizon jumped after raising its profit outlook, helping offset a dip in the Dow while the S&P and Nasdaq edged higher. So far, 83% of S&P...

Monday, July 14, 2025

Stocks finished up yesterday and are trading mixed this morning. Last week stocks were slightly lower, while looking past news of fresh U.S. tariffs on nearly two dozen countries. Tariffs are still a dark cloud over the markets, but...

Wednesday, July 9, 2025

While you may follow the various stock indexes on the nightly business news, how much do you know about their histories, how they work, and why they're important? We pulled together some information and interesting facts about some of...

Monday, July 7, 2025

Markets Jittery After Surprise Tariff Escalation Markets opened the week on a defensive note after the White House announced a sweeping tariff threat on Monday, targeting imports from 14 countries with potential duties of up to 40%...

Monday, June 30, 2025

Stocks continued to advance today following last week's broad-based rally on investors’ hopes for a lasting Middle East ceasefire and potential rate cuts later this year. Today, the end of the 2nd quarter, marked an amazing come back...

Wednesday, June 25, 2025

You’ve likely spent years building your retirement nest egg—saving diligently, investing wisely, and contributing to retirement accounts along the way. But transitioning from earning a paycheck to relying on your savings can feel...

Monday, June 23, 2025

U.S. stocks rallied to close near session highs Monday, shaking off geopolitical tensions after Iran launched a limited missile strike on a U.S. base in Qatar—apparently in response to American attacks on Iranian nuclear sites....

Monday, June 16, 2025

Equity markets are up, and oil prices are retreating at mid-day on bets that the Iran-Isreal conflict may be contained. Stocks fell last week as an up-and-down mix of trade progress and anxiety, economic news, and geopolitical...

Wednesday, June 11, 2025

Despite those who say the conventional wisdom that has guided investor actions over the years is no longer valid in 2025, remember the famous quote from legendary investor Sir John Templeton: "The four most dangerous words in...

Monday, June 9, 2025

Stocks rallied last week as investors responded to upbeat economic data and easing trade tensions. The Standard & Poor’s 500 Index added 1.50 percent, while the Nasdaq Composite Index rose 2.18 percent. The Dow Jones Industrial...

Monday, June 2, 2025

Markets ended the day muted with a few mega-tech companies boosting the Nasdaq. A US - China tariff quarrel, and Ukraine's successful military strike on Russia resulted in a mixed bag in the first trading day of the month. Last week,...

Tuesday, May 27, 2025

It’s graduation season—a time of celebration and new beginnings. For families with college seniors, this time can bring both excitement and uncertainty. While some graduates have jobs lined up, many others still are navigating job...

Tuesday, May 20, 2025

Stocks are down modestly this morning after a day in the red yesterday. Moody's downgraded the US's last AAA rating causing bond yields to surge and equities to fall. Stocks roared higher last week, powered by upbeat trade news and...

Wednesday, May 14, 2025

As summer approaches, your thoughts may drift toward escaping your daily routine. Whether your idea of a perfect vacation is sitting on a pristine beach, fishing in a mountain lake, or playing the back nine between pickleball matches,...

Monday, May 12, 2025

U.S. equities rallied strongly on Monday as investors welcomed a temporary easing of trade tensions between the U.S. and China. Following weekend negotiations in Switzerland, both countries agreed to reduce tariffs for the next 90...

Monday, May 5, 2025

Here comes the Fed! Yes, all eyes will be on the Federal Reserve's meeting and subsequent interest rate announcement mid-week. They aren't expected to make any change, but that won't stop 9 FOMC members plus the Fed Chair facing the...

Monday, April 28, 2025

Markets edged mostly higher on Monday, with the Dow and S&P 500 each logging their fifth consecutive day of gains — their longest winning streak of 2025.Investors are keeping a close eye on trade negotiations and gearing up for a big...

Monday, April 21, 2025

Monday blues hit the markets again as U.S. stocks followed last week's downward slide. Tariffs and Trump's tough talk about the Fed (mostly Jerome Powell), continued to fuel negative sentiment. Volatility remains high and a slew of...

Wednesday, April 16, 2025

April is a pivotal time in the college admissions process. After years of preparation, saving, and investing—not to mention the countless hours spent on exam prep, campus visits, and perfecting applications and essays—the finish line...

Monday, April 14, 2025

Markets ended higher on Monday as investors responded to signs that some tariff relief may be taking shape. Mixed signals from the White House stirred uncertainty, but potential exemptions for smartphones, computers, and...

Monday, April 7, 2025

Markets in the US may have found some footing today posting modest declines after a brutal selloff last week. Tariff threats continue and inflation numbers are due out at the end of the week with the reporting of the CPI & PPI. So...

Tuesday, April 1, 2025

April isn’t just about filing taxes—it’s also Financial Literacy Month, a perfect opportunity to reflect on your financial habits, expand your knowledge, and take meaningful steps toward improving your financial well-being. Whether...

Monday, March 31, 2025

Markets kicked off the week on edge, with volatility creeping higher as investors braced for fresh tariffs and the looming threat of stagflation. Despite the jitters, markets showed mixed reactions— the Dow Jones climbed 1.0%, the S&P...

Tuesday, March 25, 2025

One of the greatest gifts you can give your loved ones is a thoughtful estate strategy that outlines your wishes after you are gone. Discussing estate details with your team of professionals is another way to help manage your legacy...

Monday, March 24, 2025

Stocks continued their recent comeback today following last week's gains. Comments from the White House about flexibility on tariffs was positively received. However, expect more volatility this week as the April 2nd reciprocal tariff...

Monday, March 17, 2025

Stocks climbed on Monday as investors weighed mixed economic data ahead of this week’s Federal Reserve policy meeting. The Dow Jones Industrial Average jumped more than 350 points (0.8%), while the S&P 500 rebounded 0.6% for a second...

Tuesday, March 11, 2025

March is Women’s History Month, and according to a recent survey, 49% of women consider themselves to be the chief financial officer of their households, up from 41% in 2021.1 Those numbers are even more impressive when you consider...

Monday, March 10, 2025

Stocks continued their slide today following their trend from last week. Fear appears to have overtaken greed on Wall Street. Fear of tariffs, inflation, a US Government shutdown and increasing chances of a recession are now the focal...

Wednesday, March 5, 2025

Protect your retirement savings from market volatility and inflation with tips like keeping liquid funds, delaying Social Security, and consulting post-retirement. Choose a fiduciary like Oceanic Capital for personalized, ethical financial

Monday, March 3, 2025

Escalating trade tensions, including fresh tariffs, have driven market volatility, fueling investor concerns about economic ripple effects. As stocks retreat in response to these developments, uncertainty remains a key driver of...

Wednesday, February 26, 2025

You've worked hard throughout your life to build assets to support your retirement. As financial professionals, one of the most critical functions we provide is helping clients determine their retirement income needs and structuring a...

Monday, February 24, 2025

Markets tried to pull out of their slump from last week, but in the end only the DJIA could eke out a gain. Tech related stocks continued to pull the market indices downward. Expect last week's concerns about sticky inflation and the...

Tuesday, February 18, 2025

Stocks opened a holiday-shortened week on a cautious note, with the Dow slipping 206 points at one point and the S&P 500 inching lower as investors weighed Fed policy signals and geopolitical uncertainties. Energy stocks led gains but...

Tuesday, February 11, 2025

Tax season brings a new wave of identity theft risks, with criminals ready to exploit your personal data to file fraudulent tax returns in your name. Imagine the shock of discovering that a criminal beat you to filing your...

Monday, February 10, 2025

Expect some increased volatility this week on inflation fears. Inflation indicators, the CPI and PPI, are due out mid-week. In addition, several Fed Reserve Governors will be speaking about their view of the economy. Last week's...

Monday, February 3, 2025

U.S. stocks fluctuated on Monday as investors reacted to the latest developments in trade policy. Major indexes pared deeper losses after President Trump announced a temporary delay on Mexican tariffs. The Dow, S&P 500, and Nasdaq all...

Monday, January 27, 2025

Stocks rallied last week as investors reacted positively to a handful of better-than-expected corporate earnings reports and developments out of Washington, D.C. However, Monday saw a major retrenchment across the board driven by a...

Tuesday, January 21, 2025

Wall Street rallied on Tuesday, with the S&P 500 and Dow reaching their highest levels in over a month as investors found relief in President Donald Trump's measured approach to tariffs during his initial executive actions. While...

Wednesday, January 15, 2025

Social Security is often misunderstood or underestimated in retirement strategy. However, as financial professionals, we've seen how it can play a crucial role in our clients' overall financial strategy, regardless of their income...

Monday, January 13, 2025

Stocks fell for the second consecutive week as a round of fresh economic data stoked inflationary fears among investors. The 10-year Treasury hit 4.8% today, further pressuring stocks. A round of inflation data will be released this...

Monday, January 6, 2025

Wall Street kicked off the week with a tech-driven rally, as AI enthusiasm and a surge in chip stocks powered the S&P 500 and Nasdaq Composite to back-to-back gains. Nvidia hit a record high, while Micron soared over 10%, pushing the...

Wednesday, January 1, 2025

Looks like New Year's resolutions are still going strong in 2024! A recent Pew survey found that about a third of Americans kicked off the year with at least one resolution, and many people actually went for multiple goals. It's...

Wednesday, December 18, 2024

As we approach the end of 2024, it's an opportune time to reflect on the year's financial developments and consider what 2025 may bring. We believe in understanding both the past and potential future of our economic landscape, which...

Monday, December 16, 2024

The Nasdaq Composite soared 1.24% to a record high of 20,173.89 on Monday, driven by a tech rally as investors awaited the Federal Reserve’s policy decision. Apple, Alphabet, Tesla, and Broadcom all hit fresh peaks, with Broadcom...

Wednesday, December 11, 2024

As you approach retirement, a critical aspect of your retirement strategy can catch even the most financially savvy individuals off guard: healthcare costs. For decades, you may have enjoyed employer-sponsored health insurance. As...

Monday, December 9, 2024

Another record week for the S&P 500. However, not all sectors participated during the first week of December. Technology and consumer discretionary stocks led, while energy, industrials and basic materials struggled. Today's markets...

Monday, December 2, 2024

December trading opened with the Nasdaq and S&P 500 hitting fresh record highs, while the Dow slipped despite briefly crossing the 45,000 mark. The tech-heavy Nasdaq surged nearly 1%, driven by strong tech shares like Apple, while the...

Monday, November 25, 2024

Stocks advanced last week, powering ahead with pre-holiday optimism despite geopolitical tensions and two disappointing Q3 corporate updates. A shortened week of trading this week with Thanksgiving on Thursday. Look for GDP estimates...

Thursday, November 21, 2024

Financial professionals typically have a year-round focus on monetary goals and wealth management strategies. However, we also believe that true financial well-being is intrinsically linked to your overall life satisfaction and...

Monday, November 18, 2024

Stocks fell last week as the postelection rally lost momentum amid an inflation uptick and cautious comments from Fed officials. Looking forward to this week, Chipmaker giant Nvidia will report earnings on Wednesday after the close....

Monday, November 11, 2024

Stocks surged higher last week, fueled by the Fed’s rate cut decision and post-election enthusiasm as investors looked to future policy impacts of a Republican-controlled Senate and executive branch. (The House of Representatives...

Wednesday, November 6, 2024

America is a generous country. People with diverse backgrounds can unite for a good cause, whether to benefit their local communities or the broader world. As we enter the holiday season, now is a great time to think about your giving...

Monday, November 4, 2024

U.S. stocks slipped in a jittery Monday session, kicking off a week packed with market-moving events as the presidential election and a crucial Federal Reserve policy decision all loom. The Dow led the declines, dropping nearly 258...

Monday, October 28, 2024

Week Ahead: Earnings, Economics and Election rule the day and week. Investors will be focused on big tech earnings (AAPL, META, AMZN, GOOG, and MSFT), the first estimate of the 3rd Quarter GDP and Consumer Confidence, and of course...

Monday, October 21, 2024

The Dow Jones Industrial Average fell Monday, pulling back after last week’s strong gains, as U.S. Treasury yields rose and investors awaited key earnings reports. The 10-year Treasury yield surged over 10 basis points to 4.178%,...

Tuesday, October 15, 2024

Gold rises as stocks and oil head down. Earnings season kicked of this week with early mixed results causing the markets to fret. A slowing US economy and worry over China not seeing the spark from recent stimulus has investors on...

Tuesday, October 8, 2024

Statistics show that nearly 33% of Americans have faced some identity theft attempts in their lives, and experts estimate there is a new case of identity theft every 22 seconds. As financial professionals, one of our primary goals is...

Monday, October 7, 2024

U.S. stocks slipped on Monday as the 10-year Treasury yield surged past 4% for the first time since August, setting a cautious tone ahead of a pivotal week for inflation data and the start of earnings season. Oil futures spiked over 3...

Monday, September 30, 2024

Equity markets staged a late day rally. Mixed comments by the Fed Chair Jerome Powell caused markets to retreat earlier. However, markets rallied on prospects for increased liquidity hitting markets in both China and the US. Stocks...

Monday, September 23, 2024

The S&P 500 rose to a fresh record high on Tuesday and largely shook off a weak consumer confidence reading thanks to a sharp rise in Nvidia. Stocks moved higher last week after the Federal Reserve’s half-point rate cut, bolstered by...

Wednesday, September 18, 2024

The Impact of Elections on the Markets and Tax Policy With Labor Day behind us, we're in the final stretch of the 2024 presidential election race. As we follow the news and parse the most recent polls, some may ask, "How might what...

Monday, September 16, 2024

What will the Fed do this week at their much-anticipated September meeting? Stocks rallied last week as investors received better-than-expected consumer and producer inflation data inciting expectations for a larger than expected Fed...

Monday, September 9, 2024

Stocks fell last week as soft economic data rattled investors focused on the Fed’s next move with interest rates. The CPI and PPI, due to be released this week, will telegraph the Fed's next move when they meet again later this month....

Wednesday, September 4, 2024

Don’t Be A Victim Of The Retirement Crisis If you think the United States has a retirement crisis, you are not alone. A recent survey found that 79% of working-age Americans believe the same thing. That percentage is up from 67% in...

Tuesday, September 3, 2024

Yesterday was the first trading day in September, offering a glimpse of the thesis that September is historically the worst month for the stock markets. Stocks were down as weaker data spooked investors. The Nasdaq Composite fell 3.3%...

Monday, August 26, 2024

Stocks notched a solid gain as dovish comments from Federal Reserve officials boosted the market’s recovery from early August lows. Last Friday, Fed Chair Powell provided his strongest signal yet that rate cuts are coming. That...

Thursday, August 15, 2024

In 1999, Bill Gates wrote, “How you gather, manage, and use information will determine whether you win or lose.” Companies looking to be successful in the future should heed these words when making decisions about implementing...

Monday, August 12, 2024

Stocks ended last week with modest losses, masking a volatile five-day trading period that saw investors embrace recession concerns and then dismiss the slow-down talk as speculation as the week progressed. Today, markets are mostly...

Thursday, August 1, 2024

Sending a child off to college is a major milestone for any family, whether you’re a parent, grandparent, or close friend. It’s an exciting time, filled with anticipation and perhaps a bit of trepidation. There’s so much to do, and...

Monday, July 29, 2024

Stocks had a mixed, see-saw week as disappointing corporate reports unsettled investors who appeared to rotate away from some leading groups in favor of undervalued sectors and smaller cap stocks. On tap this week, the US Fed is...

Monday, July 22, 2024

U.S. stocks ended higher on Monday as Wall Street digested President Joe Biden's withdrawal from the 2024 presidential race, traders will also be watching earnings from Google and Tesla this week. U.S. government debt sold off for a...

Wednesday, July 17, 2024

If you are a small business owner—or plan to be one—you should be aware of a new reporting requirement. The Corporate Transparency Act (CTA), passed in 2021, changed beneficial ownership rules, which is expected to impact 32 million...

Monday, July 15, 2024

Stocks advanced last week as market leadership shifted amid fresh inflation data and quarterly corporate reports starting to roll in. Investors rotated out of high-flying mega-tech stocks and moved into small & mid-cap stocks that...

Wednesday, July 10, 2024

Legacy preparation can play a key role in any financial strategy. Legacy management lets you consider what happens to everything you’ve accumulated—and may continue to accumulate—throughout your lifetime. But far too often, we’ve seen...

Monday, July 8, 2024

In a quiet session Monday the S&P 500 and Nasdaq notched record-high closes, as investors awaited fresh inflation data, commentary from Federal Reserve Chair Jerome Powell, and the start of quarterly earnings season. Traders will get...

Monday, July 1, 2024

Stocks finished the last week of June and Q2 mixed as investors digested a fresh round of economic data. With Independence Day this Thursday, expect muted trading for the balance of the week. US Fed Chair, Jerome Powell, speaks...

Monday, June 24, 2024

After Monday's tech-led declines, US stocks traded mixed on Tuesday, pulled in opposite directions by the Nasdaq and the Dow. AI chipmaker Nvidia had a nice comeback after a three-day skid. The stock is up over 6% today and poised to...

Monday, June 17, 2024

Stocks notched a solid gain last week, driven by the Fed’s decision, May's inflation report, and Apple’s AI-related news. On the other side of "pond", it was a different story. The MSCI EAFE index of international developed countries...

Friday, June 14, 2024

As we enter the traditional wedding month of June, we wanted to explore the range of expenses that can be related to this special event. The average US wedding costs $35,0001 According to The Knot Real Weddings Study of nearly 10,000...

Monday, June 10, 2024

The three major U.S. stock indexes are slightly higher this afternoon, as investors are cautious ahead of this week's consumer prices report, a Federal Reserve policy announcement, and today's Apple developer conference. The Consumer...

Tuesday, June 4, 2024

Sir John Templeton once said, “The four most expensive words in investing are: ‘This time it’s different.'” And normally, we would agree. But the phrase “This time it’s different” may apply to what's happened in financial markets in...

Monday, June 3, 2024

Stocks edged lower in the final week of May as fresh news on economic growth and inflation failed to inspire investors. Eight of eleven S&P 500 sectors finished higher, with energy up 2%, whiletechnologysank 2.5% after five straight...

Wednesday, May 22, 2024

A few years ago, there were ads from financial services companies asking, “What’s your number?” The number was the money you needed to retire comfortably. This was an effective way for financial services companies to get people...

Monday, May 20, 2024

Stocks notched a solid gain last week in a mega-cap, tech-led rally bolstered by better-than-expected inflation, retail sales and other economic news. Interest rates fell as expectations rose for multiple Federal Reserve rate cuts...

Tuesday, May 14, 2024

Stocks were unchanged on Tuesday as traders looked for clarity on future Federal Reserve policy moves after April’s producer price index rose more than expected. Markets notched a solid gain last week as rate-cut expectations paced...

Wednesday, May 8, 2024

There isn’t a week that goes by when you don’t read about some data breach. Safeguarding your personal information starts with understanding cybersecurity risks, knowing what to look for, and doing everything you can to help protect...

Monday, May 6, 2024

Stocks notched a solid gain last week, rallying behind upbeat earnings, a dovish Fed, and mixed economic data. It seems we are back to "bad news" is "good news". The markets rallied Friday and continued into today after a Friday...

Monday, April 29, 2024

U.S. stocks rose on Monday, with strong gains for both Tesla and Apple. Apple's stock was upgraded today ahead of their earnings report due this week. Tesla surged 15% on the news that it had gotten approval to launch its advanced...

Monday, April 22, 2024

Stocks fell for a third straight week, as Fed Chair Jerome Powell's mixed but upbeat message could not offset the anxiety caused by the Middle East conflict. Concerns over the intensifying conflict combined with caution regarding...

Tuesday, April 16, 2024

At the end of 2025, portions of the Tax Cuts and Jobs Act (TCJA) are set to expire. Many changes will come with the sunsetting of many rules, including the possibility that federal estate and gift tax exemption levels will revert to...

Monday, April 15, 2024

U.S. stocks closed sharply lower on Monday even after an early lift due to a strong retail sales report. The Dow has now endured its sixth straight session of declines. After today's initial rebound, investors focused on rising...

Monday, April 8, 2024

Stocks dropped last week as investors focused on “what's next” for interest rates after mixed comments from multiple Fed officials. This week, all eyes will be on the CPI and PPI reports with little expectation of ebbing inflation....

Tuesday, April 2, 2024

Give your children the gift of financial literacy. They’ll thank you later! As a parent, you are well aware of your responsibility in helping your children grow up happy and healthy. Once they enter their teen years, the...

Monday, April 1, 2024

Stocks fell for a second day, continuing Wall Street’s lackluster start to the quarter, as bond yields increased and traders lowered expectations that the Federal Reserve would cut interest rates in June. The 30-stock Dow Jones...

Tuesday, March 26, 2024

As the presidential election race heats up, a common question on investors’ minds is, “How might the looming White House vote impact the markets?” Some may wonder if they should tweak their portfolios or sit tight...

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. Investors may have thought the Fed Chair was going to dampen...

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. Only 4 of the 11 S&P sectors finished positive for the week. Energy and Basic Materials...

Tuesday, March 12, 2024

Experts estimate there are more than 44 million people with disabilities in the U.S., representing 13.4% of the population.1 Many parents of children with disabilities choose to establish a special needs trust. This can help provide...

Monday, March 11, 2024

US stocks closed mixed on Monday as the rally that had brought the major stock averages to record highs continued to cool off. Those losses come as traders prepare for the Consumer Price Index tomorrow. Last week Stocks...

Monday, March 4, 2024

Stocks extended their tech-led advance last week as signs of a resilient and still-enthusiastic consumer boosted momentum. In its second day of decline, tech stocks lead the markets lower this week. Markets seem to be flashing a...

Monday, February 26, 2024

Stocks vaulted to new heights last week on the back of an artificial intelligence (AI) semiconductor company (Nvidia), marking investors’ belief that AI has the potential to transform the U.S. economy. Tech, along with every...

Tuesday, February 20, 2024

Stocks fell Tuesday to open the holiday-shortened week. The big focus is on Nvidia's earnings report tomorrow. Today the company led a broader tech decline ahead of the chipmaker’s earnings report. The street estimates are...

Monday, February 12, 2024

Money can be a touchy subject, especially regarding our closest relationships. Whether we like it or not, finance plays an integral role in our partnerships, families, and friendships. So, how can we foster healthy attitudes and...

Tuesday, February 6, 2024

In the ever-evolving financial landscape, staying informed about the latest changes and potential implications for your retirement savings is crucial. Shifts in retirement regulations define 2024, and we’re committed to keeping...

Monday, February 5, 2024

Stocks pushed higher last week as investors cheered mega-cap tech corporate reports and a better-than-expected employment report. While tech stocks were cheered, regional bank stocks got booed as investors worried about commercial...

Monday, January 29, 2024

We have a crowded week this week with a Federal Reserve meeting on Wednesday, the employment report on Friday, and earnings reports from five of the "Magnificent Seven " Stocks. Today stocks continued their upward climb last week as...

Tuesday, January 23, 2024

It’s a fun time of year for football fans. The NFL playoffs are starting, and the Big Game is just around the corner. While football fans will tune in for the matchups, commercials, and Usher’s Big Game halftime show, you...

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. The mag-7 (magnificent 7) are still carrying the market on...

Tuesday, January 9, 2024

With the start of the new year, we wanted to discuss a topic that will likely garner attention throughout 2024: the potential sunsetting of the Tax Cuts and Jobs Act (TCJA) in 2025. Although some of the provisions within the TCJA are...

Monday, January 8, 2024

Stocks retreated in the first trading week of 2024, struggling a bit after a celebratory end to last year as investors second-guessed Fed signals and fretted over lingering inflation concerns. This week all eyes will be on inflation...

Tuesday, January 2, 2024

Stocks and Treasuries kicked off 2024 on a down note as the everything rally of 2023 stalled and traders hedged their bets on interest-rate cuts. The Nasdaq 100 index slid over 1.5% Tuesday, the...

Monday, December 18, 2023

Markets reacted positively last week to cooler inflation and the idea of potential rate cuts next year, adding to the gains of the market’s year-end rally. Markets are modestly up today even as the Fed tries to tamp down rate...

Monday, December 11, 2023

Your Child is Turning 18: Handling Healthcare, Academics, and Finances Together As your child blows out the candles on their 18th birthday, you may still see your baby girl or boy. But in the eyes of the law your child is considered a...

Tuesday, December 5, 2023

A Friday rally turned an otherwise mixed week for stocks into a solid performance. Stocks remain mixed as they try to second guess the Fed's next rate move. Several employment reports this week will set the tone for the markets. The...

Monday, December 4, 2023

As we get ready to turn the page on 2023 and welcome the new year with all its possibilities, we’d like to take some time to reflect on the year that was—the notable events, trends, and developments that defined our...

Monday, November 27, 2023

The Dow Jones Industrial Average fell on Monday, as traders took a breather after the major averages posted a four-week winning streak. Today new home sales declined more than expected, falling 5.6% to a seasonally-adjusted rate...

Monday, November 20, 2023

Stocks extended their November rally last week as investors cheered lower-than-forecast inflation data. And to start the week, the stock market is in the "green" again. The belief that the Federal Reserve will end its rate hiking...

Monday, November 20, 2023

If you or a loved one has been diagnosed with Alzheimer's disease or any other form of dementia, this can be an extremely challenging time. While promising new treatments are developing and research continues, a cure remains elusive....

Monday, November 13, 2023

Stocks and Bonds had small moves on a slow Monday, with most traders awaiting the latest CPI inflation figures due Tuesday morning. The monthly and annual measures of overall CPI are expected to slow in October on...

Wednesday, November 8, 2023

Divorce is one of the most stressful life events. Even the most amicable splits can be complicated and emotionally draining. We likely all know couples who have gone through divorce, and it can be a trying time for everyone involved....

Monday, November 6, 2023

Stocks ripped higher last week on a dramatic retreat in bond yields triggered by easing inflation and a slowing labor market. With no major economic announcements on tap this week, the markets are taking a pause today. The parade of...

Wednesday, November 1, 2023

While we haven’t yet said goodbye to 2023, it’s not too early to begin thinking about any tax changes that may be on the horizon. The Tax Cuts and Jobs Act (TCJA) of 2017 was designed to overhaul the federal tax code by...

Monday, October 30, 2023

Stocks staged a bounce-back rally today, as the S&P 500 index closed back above the 10% correction territory. We kick off a big week filled with a Federal Reserve interest rate decision, a US jobs report, and Apple’s earnings....

Tuesday, October 24, 2023

Many of us have adapted to a world with remote team members and back-to-back Zoom calls with customers spread across the country, which certainly has its benefits. Nevertheless, one drawback is the difficulty of getting together in...

Monday, October 23, 2023

Interest rates have soared in recent weeks and today the U.S. Treasury 10-year Note traded above the 5% yield threshold briefly. This marks the first such occurrence for the benchmark 10-year note since July 2007. Comments from...

Tuesday, October 17, 2023

SECURE 2.0: Changes Going Into Effect in 2024 Passed in 2019, the SECURE Act was the most substantial retirement legislation in over a decade. It contained important changes designed to help investors save more and be better prepared...

Monday, October 16, 2023

Stocks jumped today despite a deluge of corporate earnings reports due this week. Markets are trying to digest the conflict in the Middle East, bond market volatility, as well as the quarterly corporate earnings reports....

Monday, October 9, 2023

A Friday rally overcame a shaky week, sending stocks mostly higher. Today, the stock market reversed course heading higher after being down this morning on the news of Israel declaring war on Hamas. Bond markets are closed today for...

Tuesday, October 3, 2023

Time to Think About Year-End Financial Strategies As we roll into fall and the fourth quarter, now is a good time to pause and reflect on proactive ways to set up your finances for 2024. Economically speaking, we are now in a much...

Tuesday, September 26, 2023

While artificial intelligence (AI) is making headlines today, the concept of "thinking machines" can be traced back to ancient philosophers and mathematicians. The phrase artificial intelligence was first used in the mid-20th century,...

Monday, September 25, 2023

Rising bond yields and fears of a government shutdown hammered stocks last week, with technology shares bearing the brunt of the retreat. It looks like September may continue its long streak of being the worst month of the year for...

Monday, September 18, 2023

Stocks, bonds, and the dollar got off to a slow start but it will be a busy week for major central banks, whose rate decisions could set the tone for global markets for the rest of the year. All eyes will...

Tuesday, September 12, 2023

Social Security, the program you may have spent a lifetime paying into, is designed to offer stability, supplemental income, and other valuable benefits that can play a role in your overall financial strategy after you retire. We've...

Monday, September 11, 2023

Concerns that the Fed may raise interest rates soured investor sentiment, sending stocks lower in a holiday-shortened trading week. Markets recovered today thanks in large part to gains in Tesla, Amazon & Meta. The Federal Reserve's...

Tuesday, September 5, 2023

If you ask the average investor which month is the most volatile for the stock market, they will probably say October. It's a reasonable answer, but it's incorrect. Despite October's reputation for market-defining events like the...

Monday, August 28, 2023

Stocks fluctuated last week, jostled by fitful bond yields and headline news, before ending strongly following Fed Chair Powell’s comments on the monetary outlook. Powell is quoted as saying inflation "remains too high" and "we...

Tuesday, August 22, 2023

As financial professionals, we understand how vital it is to safeguard your personal and financial information. Unfortunately, in our increasingly digital world, cybersecurity risks, such as phishing attacks, have become a prevalent...

Monday, August 21, 2023

The stock markets are starting off mixed today with the Nasdaq up, the S&P 500 about flat, and the Dow down. Technology stocks are rallying on the heels of a strong performance out of Palo Alto Networks and continued strength from...

Monday, August 14, 2023

Positive inflation data failed to lift stocks from their August doldrums last week as economic data and a ratings downgrade soured investor sentiment. The week started off just like it ended...with no real conviction. China's slowing...

Monday, August 7, 2023

You’ve done a great job teaching your children vital life lessons and instilling values that will last a lifetime. As summer ends and a new school year begins, one thing that shouldn’t be overlooked, especially for...

Monday, August 7, 2023

Stocks rebounded today from their worst weekly decline since March. Treasuries yields climbed as prices dropped when Fed Bank of New York President John Williams cited the necessity of keeping interest rate...

Tuesday, August 1, 2023

Changes are coming to the complicated form that students must submit to qualify for college financial aid, known as the Free Application for Federal Student Aid (FAFSA).The Department of Education is calling it the “most...

Monday, July 31, 2023

A Friday surge pushed stocks solidly into positive territory last week, ignited by cooling in an inflation gauge closely tracked by the Federal Reserve. Today, so far, the markets seem to be evaluating an August slow down as everyone...

Tuesday, July 25, 2023

IntroductionOver the last several months, I have met with quite a few self-proclaimed do-it-yourself (DIY) investors who, after struggling with the markets in 2022, approached me asking for a second opinion. Interestingly, almost every...

Monday, July 24, 2023

The Dow Jones Industrial Average notched its 11th straight session of gains today, the longest streak of advances in more than six years. The Fed is widely expected to raise rates by a quarter percentage point at the...

Monday, July 17, 2023

Better-than-expected updates last week on consumer and wholesale price inflation buoyed investor sentiment, driving stocks higher and lower bond yields. And so far today, the tend is continuing. Markets continue to believe the Fed has...

Tuesday, July 11, 2023

Changes to 529 Plans in the SECURE 2.0 ActThe SECURE Act was initially passed by Congress at the end of 2019 and was intended to improve retirement savings opportunities. It was a big deal at the time and the most significant piece of...

Monday, July 10, 2023

Stock markets are a bit stronger today as the focus shifts to inflation data and the Consumer Price Index for June which is released this Wednesday. Markets are optimistic the data will show some slowing. Last week, rising concerns...

Thursday, July 6, 2023

What if your child needs braces? The cost may be as much as $6,000 for metal braces—more modern versions can run as much as $13,000. Your health insurance may cover only a portion of the cost. If you're well past the braces stage...

Monday, June 26, 2023

Stocks slipped to start the new week today as tech stocks fell and investors considered what the weekend's short-lived challenge to Vladimir Putin by armed mercenaries in Russia means for markets. In the Government bond market,...

Thursday, June 22, 2023

Getting your affairs in order and outlining what you want done with your estate after you’re gone is one of the greatest gifts you can leave your loved ones. However, not preparing for the transfer of your assets can lead to...

Tuesday, June 20, 2023

Stocks climbed last week as reassuring inflation data boosted investor hopes that the rate-hike cycle was nearing an end amid fresh economic data pointing to continued economic resilience. However, one our favorite economists we follow...

Wednesday, June 14, 2023

Senior care costs can be overwhelming, particularly when long-term care is required due to illness or medical conditions. With the number of seniors in the U.S. expected to rise exponentially by 2030, it's crucial to be prepared for...

Monday, June 12, 2023

Trading today has continued on the path of least resistance as the S&P 500 has climbed again and looks like it will close near the highs of August 2022. Most traders feel the Consumer Price Index (CPI) tomorrow will show a decline...

Monday, June 5, 2023

Stocks 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. Today markets have already refocused on next week's Federal...

Tuesday, May 30, 2023

Stocks were mixed at the market close on Tuesday amid investor hopes that the hard-won debt-ceiling deal will get through a divided Congress in a matter of days.The S&P 500 was flat, the Nasdaq Composite pushed by Artificial...

Thursday, May 25, 2023

Estate management can be a complex and daunting task for many people, but it’s a critical step in helping your assets get managed and distributed according to your wishes.One popular tool that can be used in estate strategies is...

Monday, May 22, 2023

Stocks rallied last week, propelled by growing optimism over reaching a deal on raising the debt ceiling and avoiding a technical debt default by the U.S.The Dow Jones Industrial Average edged 0.38% higher, while the Standard &...

Monday, May 15, 2023

The week got off to a slow start as debt ceiling talks in Washington took center stage. Considering the President's travel plans, the looming Memorial Day Holiday break, and the uncertainty around the actual date the Government runs...

Friday, May 12, 2023

Economies move in cycles – always have, always willThe Federal Reserve has been steadily increasing interest rates in an attempt to slow the rate of inflation. Its efforts are yielding some results, although inflation remains...

Monday, May 8, 2023

A Friday rebound, triggered by a big tech company’s earnings beat and a strong jobs report, shaved much of the week’s accumulated losses. To start the week, markets are taking a wait and see approach. Inflation data (CPI &...

Monday, May 1, 2023

First Republic Bank was closed Monday morning and taken over by JPMorgan Chase in the latest fallout from the collapse of Silicon Valley Bank. JPMorgan CEO Jamie Dimon said Monday that the crisis is over, after...

Monday, April 24, 2023

Stocks remained resilient last week amid mixed earnings reports, hawkish Fed-speak, and lingering recession fears, closing out the five trading days with small losses. Today finished mixed as corporate earnings are the big focus this...

Monday, April 17, 2023

The S&P 500 erased early losses this afternoon while the tech-heavy Nasdaq 100 started the week by underperforming the major equity benchmarks. Two-year treasury interest rates climbed higher to around 4.2% as traders scaled back their...

Monday, April 10, 2023

Stocks ended a shortened week of trading mixed amid revived recession fears on Wall Street triggered by weak economic data. Expect volatility in the weeks ahead as a parade of corporate earnings announcements are released, beginning...

Monday, April 3, 2023

A selloff today in bank stocks is leading the stock market lower after a four-day rally. US Treasuries prices rose after softer data on US job openings increased traders' bets that the Federal Reserve officials are about to wrap up...

Monday, March 27, 2023

Modest gains in major market indices masked sharp volatility amid the uncertainty arising from mixed messages emanating from public officials and revived banking fears. However, today banks and other areas of the market breathe a sigh...

Monday, March 20, 2023

The banking crisis continued over the weekend in Europe. Struggling Credit Suisse was forced to sell out to rival UBS as the Swiss National Bank helped put the deal together. After a shaky European session stocks stabilized here in the...

Monday, March 13, 2023

Stocks tumbled last week as investors reconsidered their interest rate expectations after Fed Chair Powell’s Congressional testimony that rates may need to go higher. Stocks also were rattled when a west coast bank was placed...

Monday, March 6, 2023

Stock markets opened with a good tone today before giving back their gains as this week's economic news started to come into focus. We can expect to hear much about Federal Reserve Chairman Powell's testimony to both the House and the...

Tuesday, February 28, 2023

Concerns 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. This week the trend continues with mixed trading as we watch the markets here in...

Tuesday, February 21, 2023

Growing concerns about further interest rate hikes and the probability of higher rates for longer combined with a cautious tone set by both Walmart and Home Depot led to a 2pct plus sell-off in stock markets today. The yield on the US...

Monday, February 13, 2023

Stocks drifted lower as a week of mixed earnings reports and resurgent worries over Fed monetary policy dragged on investor sentiment. The markets recorded their worst week of 2023, last week. The Wall Street Journal reported this...

Monday, February 6, 2023

Stocks were mixed last week following better-than-expected corporate reports and increasing optimism over a slowdown in interest rates. As we sit here in our Red Bank office, the topic of discussion is, "have the markets gotten too far...

Monday, January 30, 2023

Stock markets are starting the week off giving back some of last week's gains. Currently, the NASDAQ is about 1.95 % lower, the S&P 500 is about 1.30% lower and the Dow Jones is about .75% lower on the day. In short, technology stocks...

Monday, January 23, 2023

Stocks showed mixed results last week as recession fears resurfaced in response to weak economic data and a tepid start to a new corporate earnings season.  Markets started the week on a positive note with tech shares pushing the...

Tuesday, January 17, 2023

The holiday-shortened week got off to a decent Tuesday but has given back most of those gains today. We saw both inflation and sales data come in below expectations today, and we would have normally expected the rally to continue, but...

Monday, January 9, 2023

A strong Friday rally triggered by fresh signs of moderating inflation pushed stocks into positive territory to begin the new year. At present, the market looks to continue the rally into the new week as China's economy begins to open...

Tuesday, January 3, 2023

Today is the first trading day of the new year, a holiday-shortened week, and stocks have continued to trade Lower. The hoped-for end-of-year stock market rally failed to materialize and markets ended marginally lower for the final...

Monday, December 19, 2022

Hawkish comments by the Fed and weak economic data heightened investors’ recession concerns and sent stocks lower last week.The Dow Jones Industrial Average lost 1.66%, while the Standard & Poor’s 500 retreated 2.08%. The...

Monday, December 12, 2022

Markets have started the week off on a positive note despite the potential for fireworks considering the release of the Consumer Price Index tomorrow morning and the meeting of the Federal Reserve Boards' interest rate committee on...

Monday, December 5, 2022

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. But we started this week lower as higher inflation and interest rates once...

Monday, November 28, 2022

The zero Covid lockdowns in China continue and the restrictive Covid controls caused widespread unrest across the country causing the stock markets to open lower today. The continued Hawkish rhetoric on the direction of...

Monday, November 21, 2022

The stock market edged lower last week as it digested a crosscurrent of conflicting economic data and contrasting comments from Fed officials. Today is no different. More Fed speak and the potential increasing of lockdowns in China as...

Monday, November 14, 2022

Today's markets have responded well to better-than-expected results and forecasts coming from Walmart as well as softer inflation data from today's Producer Price Index (PPI). The data gives rise to the hope that future rate hikes may...

Monday, November 7, 2022

Hawkish comments by Fed Chair Jerome Powell, following the announcement of another 75 basis points interest rate hike last week, cast a pall over financial markets, sending yields higher and stocks lower. Today we see a return of...

Monday, October 31, 2022

Last week stock markets overcame the poor earnings results from some of America’s largest tech companies to post gains as investors cheered positive earnings surprises from traditional businesses, easing inflation...

Monday, October 17, 2022

We had a better day today in the markets, recouping Friday's losses. Stock market volatility continued last week and Thursday's market reaction to the release of the Consumer Price Index was a prime example. Many traders had positioned...

Monday, October 10, 2022

A powerful two-day stock rebound cemented a positive week for investors as a new trading month began.The Dow Jones Industrial Average rose 1.99%, while the Standard & Poor’s 500 added 1.51%. The Nasdaq Composite index increased 0...

Monday, October 3, 2022

Rising recession fears and uncertainty in the bond and currency markets sent stocks to new 2022 lows last week.The Dow Jones Industrial Average declined 2.92%, while the Standard & Poor’s 500 slumped 2.91%. The Nasdaq Composite...

Monday, September 26, 2022

Last week, Fed Chair Powell said the U.S. would not tame inflation without economic pain. Friday the UK announced a major tax cut in the face of rising inflation sending the British pound plummeting relative to the US dollar. Powell's...

Monday, September 19, 2022

A hotter-than-expected inflation report sent stocks sharply lower last week as investors faced the prospect of more aggressive interest rate hikes by the Federal Reserve for perhaps a longer period.The Dow Jones Industrial Average fell...

Monday, September 12, 2022

Tech stocks led the way last week, but look for a return to choppy trading this week with more inflation data being released and an eye toward next week's Fed announcement on an interest rate hike (most likely 0.75%).

Tuesday, September 6, 2022

The overhang of Fed Chair Powell’s Jackson Hole speech the previous week carried over into last week as investors recalibrated stock valuations amid a seemingly more assertive monetary policy stance.The Dow Jones Industrial...

Monday, August 29, 2022

A comprehensive sell-off on Friday following comments by Fed Chair Jerome Powell drove stocks to losses for the week. More Fed Speak from other members of the Fed this week may continue the dour sentiment impacting markets.

Monday, August 22, 2022

Stocks continued their fall today after Friday's tumble. The market is waiting to hear from Federal Reserve Chairman Powell this Friday.

Monday, August 15, 2022

An improving inflation outlook buoyed investors’ spirits last week, helping lift stocks to solid gains. Yesterday and today, stock were mixed, with the big names gaining ground as technology fell.

Monday, August 8, 2022

Stocks continue their mixed performance as investors sort through the new Bill approved by the Senate as well as hawkish headlines from various Federal Reserve Board members. Friday's surging employment numbers give the Fed cover for now.

Monday, August 1, 2022

Undaunted by another Fed rate hike and news of a contracting economy, the stock market rallied last week on better-than-expected corporate earnings.The Dow Jones Industrial Average increased 2.97%, while the Standard & Poor’s 500...

Monday, July 25, 2022

Stocks rallied last week as investor spirits lifted thanks to a better-than-expected start to the second-quarter earnings season.The Dow Jones Industrial Average gained 1.95%, while the Standard & Poor’s 500 added 2.55%. The...

Monday, July 18, 2022

A record-high inflation report, the prospects of a more aggressive Fed, and growing recession fears sent stocks lower– though losses were pared by a Friday rally.The Dow Jones Industrial Average slipped 0.16%, while the Standard...

Monday, July 11, 2022

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...

Monday, June 27, 2022

Prospects of cooling inflation powered a rally in stock prices last week despite growing recession concerns.The Dow Jones Industrial Average gained 5.39%, while the Standard & Poor’s 500 climbed 6.45%. The Nasdaq Composite index...

Tuesday, June 21, 2022

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...

Tuesday, May 31, 2022

Stocks 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 & Poor’s 500 advanced...

Monday, May 23, 2022

Monday, May 16, 2022

Monday, May 9, 2022

Monday, April 25, 2022

Monday, April 18, 2022

Monday, April 11, 2022

Monday, April 4, 2022

Monday, March 28, 2022

Monday, March 21, 2022

Monday, March 14, 2022

Monday, March 7, 2022

Monday, February 28, 2022

Tuesday, February 22, 2022

Monday, February 14, 2022

Monday, February 7, 2022

Monday, January 31, 2022

Monday, January 24, 2022

Tuesday, January 18, 2022

Monday, January 10, 2022

Thursday, January 6, 2022

Tuesday, December 21, 2021

Monday, December 13, 2021

Monday, December 6, 2021

Monday, November 29, 2021

News of a new, highly virulent COVID variant triggered a market sell-off on Friday, sending stocks into negative territory for the week.The Dow Jones Industrial Average slid 1.97%, while the Standard & Poor’s 500 slumped 2...

Monday, November 15, 2021

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...

Monday, November 1, 2021

A fresh wave of positive corporate earnings surprises sent markets to new record highs last week.The Dow Jones Industrial Average increased 0.40%, while the Standard & Poor’s 500 rose 1.33%. The Nasdaq Composite index picked...

Monday, October 25, 2021

Stocks rallied last week on a stream of positive corporate earnings surprises.The Dow Jones Industrial Average rose 1.08%, while the Standard & Poor’s 500 advanced 1.64%. The Nasdaq Composite index gained 1.29% for the week....

Monday, October 18, 2021

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...

Monday, October 11, 2021

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...

Monday, October 4, 2021

Higher bond yields and a legislative stalemate in Washington, D.C., added up to losses for the week.The Dow Jones Industrial Average declined 1.36%, while the Standard & Poor’s 500 lost 2.21%. The Nasdaq Composite index fell...

Monday, September 27, 2021

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...

Monday, September 20, 2021

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 &...

Tuesday, September 7, 2021

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 & Poor’s 500 tacked on...

Thursday, September 2, 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...

Monday, August 23, 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...

Monday, August 16, 2021

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...

Monday, August 9, 2021

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 Average rose 0.78% while...

Monday, August 2, 2021

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 Composite index dropped...

Monday, July 26, 2021

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 1.96%. The Nasdaq...

Monday, July 19, 2021

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 &...

Monday, July 12, 2021

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%....

Tuesday, July 6, 2021

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...

Monday, June 28, 2021

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...

Monday, June 21, 2021

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 1.91%. The Nasdaq...

Monday, June 14, 2021

Last week the Consumer Price Index (CPI) rose to the highest level in 13 years reaching 5.0 %. When you eliminate the more volatile prices for food and energy, known as the "core" CPI , prices rose a mere 3.8% . Those of us filling...

Thursday, June 10, 2021

Over Memorial Day weekend, gasoline prices hit the highest for this holiday weekend since 2014.1With the Colonial Pipeline outage in the rear-view mirror and an ever-increasing number of adults vaccinated, formerly cooped-up motorists...

Monday, June 7, 2021

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...

Tuesday, June 1, 2021

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 Standard & Poor’s...

Monday, May 24, 2021

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...

Monday, May 17, 2021

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...

Monday, May 3, 2021

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 (+0.02%). The Nasdaq...

Monday, April 26, 2021

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...

Monday, April 19, 2021

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...

Monday, April 12, 2021

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...

Thursday, April 8, 2021

Overcoming a rocky start, stocks rallied into the close of a holiday-shortened week of trading as technology shares staged a powerful recovery and investors reacted positively to President Biden’s infrastructure spending...

Monday, March 29, 2021

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 Industrial Average added 1...

Monday, March 22, 2021

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...

Monday, March 15, 2021

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 &...

Monday, March 8, 2021

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 the Standard &...

Tuesday, March 2, 2021

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...

Tuesday, February 23, 2021

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...

Tuesday, February 16, 2021

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%....

Monday, February 8, 2021

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...

Monday, February 1, 2021

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 &...

Monday, January 25, 2021

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 &...

Wednesday, January 20, 2021

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...

Monday, January 11, 2021

The Week on Wall Street Shrugging off COVID-19 infections and the disruption at the Capitol on January 6, stocks powered higher to kick off a new year of trading.The Dow Jones Industrial Average gained 1.61%, while the Standard &...

Monday, January 4, 2021

The Week on Wall Street Stocks moved higher during a holiday-shortened week of trading, capping off a turbulent, but otherwise strong year for equity investors. The Dow Jones Industrial Average gained 1.35%, while the Standard &...

Monday, December 21, 2020

The Week on Wall Street Stocks climbed higher amid the COVID-19 vaccine rollout and an improving outlook for a fiscal stimulus bill.The Dow Jones Industrial Average, which has lagged all year, gained 0.44%. The Standard & Poor’s 500...

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 Nasdaq...

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 Nasdaq...

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

The Week on Wall StreetDespite news of another COVID-19 vaccine candidate, stocks were mixed amid investor anxiety over an increase in new infections and economic lockdowns.The Dow Jones Industrial Average fell 0.73%, while the...

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, November 2, 2020

The Week on Wall Street Stock prices dropped last week as hopes for a fiscal stimulus bill faded and investors focused on rising COVID-19 infections, here and abroad. The Dow Jones Industrial Average slid 6.47%, while the Standard &...

Monday, October 26, 2020

The Week on Wall Street 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...

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 500...

Monday, October 5, 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 Standard...

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...

Tuesday, September 8, 2020

The Week on Wall Street A late week sell-off sent stocks broadly lower as investors took some profits after stocks reached all-time highs earlier in the week. The Dow Jones Industrial Average slid 1.82%, while the Standard & Poor’s...

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 Industrial...

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 & Poor’s 500...

Monday, August 17, 2020

The Week on Wall StreetStock 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%,...

Monday, August 3, 2020

The Week on Wall Street Stocks were mixed last week amid a busy week of earnings, some troubling economic data, and seemingly little progress on a new fiscal stimulus package.The Dow Jones Industrial Average slipped 0.16%, while the...

Monday, July 27, 2020

The Week on Wall Street Stocks slipped in the final days of trading last week on higher jobless claims and rising tensions in the U.S.-China relationship. The Dow Jones Industrial Average lost 0.76%, while the Standard & Poor's 500...

Wednesday, July 22, 2020

COVID-19 cases continue to grow, the hope for a vaccine grows as well. One is certain and the other, perhaps, not so much. Meanwhile, we are all anxiously awaiting the next fiscal package from Congress, which has now reconvened but...

Wednesday, July 22, 2020

What are alternative investments – and are they for you? The stock markets are bouncing off all-time highs in the face of an economy that is walking a tightrope. The Federal Reserve has been providing the net, calming nervous...

Monday, July 20, 2020

The Week on Wall StreetStocks were mixed last week as investors reacted to positive economic data, progress on a COVID-19 vaccine, and the continued nationwide increase in COVID-19 cases. The Dow Jones Industrial Average gained 2.29%,...

Monday, July 13, 2020

The Week on Wall StreetStock prices notched solid gains last week, looking past an increase in COVID-19 cases and any potential economic concerns raised by the trend. The Dow Jones Industrial Average increased by 0.96%, while the...

Monday, July 6, 2020

The Week on Wall StreetIn 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 StreetA 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 StreetStocks 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 15, 2020

The Week on Wall StreetInvestor sentiment turned negative last week, amid an increasing number of COVID-19 cases in states where reopening has been underway as well as a subdued economic forecast from the Federal Reserve. The Dow Jones...