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Weekly Market Insights: Stocks Rise as Bond Yields Fall
A Friday rally turned an otherwise mixed week for stocks into a solid performance. The Dow Jones Industrial Average picked up 2.42%, while the Standard & Poor’s 500 gained 0.77%. The Nasdaq Composite index rose 0.38% for the...
Read MoreWeekly Market Insights: Short Week Strong for Stocks
Investor enthusiasm for stocks remained strong last week, buoyed by declining bond yields in a holiday-abbreviated trading week. The Dow Jones Industrial Average picked up 1.27%, while the Standard & Poor’s 500 gained 1.00%. The...
Read MoreWeekly Market Insights: November Rally Continues
Stocks extended their November rally last week as investors cheered lower-than-forecast inflation data. The Dow Jones Industrial Average gained 1.94%, while the Standard & Poor’s 500 added 2.24%. The Nasdaq Composite index rose...
Read MoreWeekly Market Insights: Stocks Rally Friday; Powell Cautious On Progress
A powerful Friday rally left stocks higher last week, extending the market’s early November gains. The Dow Jones Industrial Average rose 0.65%, while the Standard & Poor’s 500 advanced 1.31%. The Nasdaq Composite index...
Read MoreWeekly Market Insights: Stocks Rise, Jobs Cool
Stocks ripped higher last week on a dramatic retreat in bond yields triggered by easing inflation and a slowing labor market. The Dow Jones Industrial Average jumped 5.07%, while the Standard & Poor’s 500 surged 5.85%. The...
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Weekly Market Insights: Stocks Retreat on Cautious Earnings Reports
Amid a busy week of corporate earnings reports, stocks slumped on cautious earnings guidance, fears of higher interest rates, and growing anxiety over the increasing amount of Treasury bonds and notes coming to market. The Dow Jones...
Read MoreWeekly Market Insights: Stocks Retreat Despite Solid Earnings
Rising bond yields and uncertainty over whether this was the close of the Fed’s rate-hike cycle dragged markets lower last week despite solid corporate earnings results. The Dow Jones Industrial Average sank 1.61%, while the...
Read MoreWeekly Market Insights: Markets React to Turmoil in Middle East, Inflation Concerns.
Stocks ended mixed last week amid the outbreak of hostilities in the Middle East and higher-than-expected inflation data. The Dow Jones Industrial Average gained 0.20%, while the Standard & Poor’s 500 rose 0.45%. But the Nasdaq...
Read MoreWeekly Market Insights: Stocks Rally After Strong Jobs Report
A Friday rally overcame a shaky week, sending stocks mostly higher. The Dow Jones Industrial Average slipped 0.30% for the week. Meanwhile, the Standard & Poor’s 500 gained 0.48%, and the Nasdaq Composite index added 1.60% for...
Read MoreWeekly Market Insights: Bond Yields Rise; Government Shutdown Looms
Rising bond yields and government shutdown fears left stocks in mostly negative territory for the week. The Dow Jones Industrial Average lost 1.34%, while the Standard & Poor’s 500 slipped 0.74%. The Nasdaq Composite index was...
Read MoreWeekly Market Insights: Stocks End Summer with Gloomy News
Rising bond yields and fears of a government shutdown hammered stocks last week, with technology shares bearing the brunt of the retreat. The Dow Jones Industrial Average lost 1.89%, while the Standard & Poor’s 500 dropped 2.93%...
Read MoreWeekly Market Insights: Stocks Stand Still, Awaiting Fed
Stocks ended the week roughly where they began as investors digested a mixed set of new economic data. The Dow Jones Industrial Average gained 0.12%, while the Standard & Poor’s 500 slipped 0.16%. The Nasdaq Composite index fell...
Read MoreWeekly Market Insights: Will the Fed Raise Interest Rates?
Concerns that the Fed may raise interest rates soured investor sentiment, sending stocks lower in a holiday-shortened trading week. The Dow Jones Industrial Average slipped 0.75%, while the Standard & Poor’s 500 declined 1.29%....
Read MoreWeekly Market Insights: September Stocks Open In Positive Territory
Falling bond yields–spurred by weak economic data–helped lift stocks to weekly gains. The Dow Jones Industrial Average advanced 1.43%, while the Standard & Poor’s 500 gained 2.50%. The Nasdaq Composite index...
Read MoreWeekly Market Insights: Stocks Retreat; Powell Talk Goes Hawk
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. The Dow Jones Industrial Average slipped 0.45%, while the...
Read MoreWeekly Market Insights: Stocks Weather Summer Storm of News and Indicators
Stocks extended their August declines last week as higher yields and weak economic data out of China soured investor sentiment. The Dow Jones Industrial Average lost 2.21%, while the Standard & Poor’s 500 retreated 2.11%. The...
Read MoreWeekly Market Insights: Summertime Blues for the Markets
Positive inflation data failed to lift stocks from their August doldrums last week as economic data and a ratings downgrade soured investor sentiment. The Dow Jones Industrial Average added 0.62%, while the Standard & Poor’s 500...
Read MoreWeekly Market Insights: Stocks Raise White Flag to Bad News
Stocks retreated last week as bond yields increased following the Treasury's announcement indicating “a larger-than-expected funding need” and a downgrade in the federal government’s debt rating. The Dow Jones...
Read MoreWeekly Market Insights: Stocks Jump After Inflation Gauge Cools
A Friday surge pushed stocks solidly into positive territory last week, ignited by cooling in an inflation gauge closely tracked by the Federal Reserve. The Dow Jones Industrial Average advanced 0.66%, while the Standard &...
Read MoreWeekly Market Insights: Stocks Advance and Retreat on Mixed News
Stocks moved to the rhythm of earnings season last week, initially rising on positive earnings surprises and faltering later in the week on key earnings disappointments. The Dow Jones Industrial Average rose 2.08%, while the...
Read MoreWeekly Market Insights: Bad News for Bears; Good News Buoys Markets
Better-than-expected updates last week on consumer and wholesale price inflation buoyed investor sentiment, driving stocks higher and lower bond yields. The Dow Jones Industrial Average rose 2.29%, while the Standard &...
Read MoreWeekly Market Insights: Stocks Stumble with CPI on Deck
Rising concerns about further rate hikes sent stocks lower to kick off the second half of trading.The Dow Jones Industrial Average lost 1.96%, while the Standard & Poor’s 500 retreated 1.16%. The Nasdaq Composite index...
Read MoreWeekly Market Insights: Stocks Take Summer Break, Month Remains Strong
Stocks took a breather last week as investors digested the previous week’s surge and the month-to-date solid gains.The Dow Jones Industrial Average lost 1.67%, while the Standard & Poor’s 500 fell 1.39%. The Nasdaq...
Read MoreWeekly Market Insights: Markets March into Positive Territory Continues.
A late-week rally sent stocks into positive territory, with the S&P 500 index closing just shy of the 4,300 mark.The Dow Jones Industrial Average gained 0.34%, while the Standard & Poor’s 500 added 0.39%. The Nasdaq Composite...
Read MoreWeekly Market Insights: Debt Deal Relieves Market Worries
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.The Dow Jones Industrial Average rose 2.02%, while the Standard...
Read MoreWeekly Market Insights: Debt Talks Optimism Keeps Eyes on D.C.
Markets moved in sync last week with perceived movement in debt ceiling talks, weakening early in the week and then surging on news of progress. A solid quarterly report and guidance from a mega-cap technology company helped with...
Read MoreWeekly Market Insights: Despite Stall, Debt Deal Optimism Cheers Markets
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 &...
Read MoreWeekly Market Insights: Attention Turns to the Debt Ceiling
Stocks were mixed last week as good inflation news was offset by mounting debt ceiling concerns and rekindled regional banking fears.The Dow Jones Industrial Average lost 1.11%, while the Standard & Poor’s 500 slipped 0.29%. The...
Read MoreWeekly Market Insights: Friday Rally Trims Losses; CPI Report Next Week
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.The Dow Jones Industrial Average fell 1.24%, while the Standard & Poor’s 500...
Read MoreWeekly Market Insights: Stocks Rally As Attention Shifts to Fed's May Meeting
Strong earnings from several mega-cap technology companies offset renewed regional banking jitters and weak economic data, leaving stocks higher for the week.The Dow Jones Industrial Average gained 0.86%, while the Standard &...
Read MoreWeekly Market Insights: Stocks show small losses after mixed week
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.The Dow Jones Industrial Average slipped 0.23%, while the Standard &...
Read MoreWeekly Market Insights: Lower inflation lifts spirits in uneven week.
The combination of an improving inflation outlook resulted in a week of uneven, albeit positive, performance, in which cyclical and financial stocks rallied while technology, real estate, and utilities lagged. The Dow Jones...
Read MoreWeekly Market Insights: Hiring Cools; Recession Fears Rise.
Stocks ended a shortened week of trading mixed amid revived recession fears on Wall Street triggered by weak economic data.The Dow Jones Industrial Average gained 0.63%, while the Standard & Poor’s 500 slipped 0.10%. The Nasdaq...
Read MoreWeekly Market Insights: Banking Crisis Fears Dim; Markets Rally
Stocks rallied last week on receding fears of a widening banking crisis, led by resurging investor interest in technology and communication services names.The Dow Jones Industrial Average gained 3.22%, while the Standard & Poor’s...
Read MoreWeekly Market Insights: Mixed Message Provokes Volatility
Modest gains in major market indices masked sharp volatility amid the uncertainty arising from mixed messages emanating from public officials and revived banking fears. The Dow Jones Industrial Average gained 1.18%, while the Standard...
Read MoreWeekly Market Insights: Markets Cautious After Banking Woes; Awaiting Fed Reaction
Amid the reverberations of two U.S. banks being taken over by regulators and the spread of uncertainty to European banks, stocks trended higher last week on the strength of the technology sector.The Dow Jones Industrial Average was...
Read MoreWeekly Market Insights: Bad News Gives Markets a One-Two Punch
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...
Read MoreWeekly Market Insights: FOMC Says Inflation is Still Too High
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.The Dow Jones Industrial Average skidded 2.99%, while the Standard & Poor’s...
Read MoreWeekly Market Insights: Mixed Feelings and Mixed Earnings
Stocks drifted lower as a week of mixed earnings reports and resurgent worries over Fed monetary policy dragged on investor sentiment. The Dow Jones Industrial Average slipped 0.17%, while the Standard & Poor’s 500 declined...
Read MoreWeekly Market Insights: Powell: Inflation Heading in the Right Direction
Stocks were mixed last week following better-than-expected corporate reports and increasing optimism over a slowdown in interest rates.The Dow Jones Industrial Average edged lower, slipping -0.15%. The Standard & Poor’s 500 rose...
Read MoreWeekly Market Insights: Earnings and Data Tell Two Different Stories on Near Future.
Stocks added to their early 2023 gains amid a busy stream of mixed corporate earnings results and conflicting economic data.The Dow Jones Industrial Average gained 1.81%, while the Standard & Poor’s 500 added 2.47%. The Nasdaq...
Read MoreWeekly Market Insights: New Year's Rally in Reply to Positive Economic News
A strong Friday rally triggered by fresh signs of moderating inflation pushed stocks into positive territory to begin the new year. The Dow Jones Industrial Average rose 1.46%, while the Standard & Poor’s 500 advanced 1.45%....
Read MoreWeekly Market Insights: Recession Concerns, Fed Talk Keep Stocks Cold
Hawkish comments by the Fed and weak economic data heightened investors’ recession concerns and sent stocks lower last week.The Dow Jones Industrial Average lost 1.66%, while the Standard & Poor’s 500 retreated 2.08%. The...
Read MoreWeekly Market Insights: Stocks Slide on Recession Concerns
Recession fears and concerns that the Fed may consider a longer rate-hike cycle sent stocks lower for the week.The Dow Jones Industrial Average dropped 2.77%, while the Standard & Poor’s 500 fell 3.37%. The Nasdaq Composite index...
Read MoreWeekly Market Insights: Easing on Rate Hikes and Job Numbers Cheer Markets
Stocks ended higher last week as investors navigated the crosscurrents of a potential easing in future rate hikes and continued strength in the labor market.The Dow Jones Industrial Average edged 0.24% higher, while the Standard &...
Read MoreWeekly Market Insights: Fed Talks Turkey on Lower Rates, Boosting Markets
Growing optimism that the Fed may be ready to ease future interest rate hikes sent stocks higher in a quiet trading week.The Dow Jones Industrial Average gained 1.78%, while the Standard & Poor’s 500 added 1.53%. The Nasdaq...
Read MoreWeekly Market Insights: Markets Down Ahead of Thanksgiving Holiday
The stock market edged lower last week as it digested a crosscurrent of conflicting economic data and contrasting comments from Fed officials.The Dow Jones Industrial Average was flat (-0.01%), while the Standard & Poor’s 500...
Read MoreWeekly Market Insights: Cooling Inflation Brings Market Gains
A cooling inflation number ignited a powerful rally on Thursday, sending stocks to strong gains for the week.The Dow Jones Industrial Average gained 4.15%, while the Standard & Poor’s 500 added 5.90%. The Nasdaq Composite index...
Read MoreWeekly Market Insights: Stocks Slip After Powell Comments
Hawkish comments by Fed Chair Jerome Powell, following the announcement of another 75 basis points interest rate hike last week, cast a pall over financial markets, sending yields higher and stocks lower.The Dow Jones Industrial...
Read MoreWeekly Market Insights: Plenty of Treats for Wall Street This Week
Stocks overcame poor earnings results from some of America’s largest companies to post gains last week as investors cheered positive earnings surprises, easing inflation and a rebound in economic growth.The Dow Jones Industrial...
Read MoreWeekly Market Insights: Wall Street Flips the Script & Enjoys a Rally.
A positive start to a new earnings season and late-week hopes for a near-term easing in Fed rate hikes lifted investors’ spirits and powered stocks to gains for the week.The Dow Jones Industrial Average jumped 4.89%, while the...
Read MoreWeekly Market Insights: Volatility Reigns; Inflation Remains Unchecked.
Stocks were mixed last week amid wide intra- and inter-day price swings, as technology shares bore the brunt of the downdraft.The Dow Jones Industrial Average gained 1.15% for the week. Meanwhile, the Standard & Poor’s 500...
Read MoreWeekly Market Insights: Boost Early in Week Keeps Markets Ahead
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...
Read MoreWeekly Market Insights: U.S. and U.K. See Financial Turbulence
Rising recession fears and uncertainty in the bond and currency markets sent stocks to new 2022 lows last week.The Dow Jones Industrial Average declined 2.92%, while the Standard & Poor’s 500 slumped 2.91%. The Nasdaq Composite...
Read MoreWeekly Market Insights: Fallout From Powell Comments Continues
Last week, Fed Chair Powell said the U.S. would not tame inflation without economic pain. This week heightened recession fears and sent stocks broadly lower.The Dow Jones Industrial Average dropped 4.00%, while the Standard &...
Read MoreWeekly Market Insights: White Hot Inflation Report Alarms Investors
Inflation Deflates Markets Stocks suffered their worst day in more than two years last Tuesday as markets were caught off-guard by a higher-than-anticipated August inflation report.Markets expected the August report to show a...
Read MoreWeekly Market Insights: Markets Upbeat, Despite Gloomy Inflation Talk
In a holiday-shortened week of trading, stocks posted healthy gains despite more tough talk on monetary policy from Fed officials.The Dow Jones Industrial Average rose 2.66%, while the Standard & Poor’s 500 gained 3.65%. The...
Read MoreWeekly Market Insights: Markets Sag, Job Numbers Soar
The overhang of Fed Chair Powell’s Jackson Hole speech the previous week carried over into last week as investors recalibrated stock valuations amid a seemingly more assertive monetary policy stance.The Dow Jones Industrial...
Read MoreWeekly Market Insights: Powell comments spur sell-off on Wall Street
A comprehensive sell-off on Friday following comments by Fed Chair Jerome Powell drove stocks to losses for the week.The Dow Jones Industrial Average tumbled 4.22%, while the Standard & Poor's 500 dropped 4.04%. The Nasdaq Composite...
Read MoreWeekly Market Insights: Markets Tap Brakes, But Hold Fast Against Downbeat News
Stocks tumbled on Friday, sending stocks to a weekly loss after an otherwise quiet August week of trading.The Dow Jones Industrial Average slipped -0.16%, while the Standard & Poor’s 500 lost 1.21%. The Nasdaq Composite index...
Read MoreWeekly Market Insights: Stocks Have Warmer Week as Inflation Cools
An improving inflation outlook buoyed investors’ spirits last week, helping lift stocks to solid gains.The Dow Jones Industrial Average advanced 2.92%, while the Standard & Poor’s 500 rose 3.26%. The Nasdaq Composite index...
Read MoreWeekly Market Insights: Mixed Week For Markets; Jobs On The Rise
Stocks turned in a mixed performance last week as investors struggled with headlines suggesting that the Fed was unlikely to soon ease up on its current monetary tightening policy.The Dow Jones Industrial Average slipped 0.13%, while...
Read MoreWeekly Market Insights: Markets Rally; Earnings Better Than Expected
Undaunted by another Fed rate hike and news of a contracting economy, the stock market rallied last week on better-than-expected corporate earnings.The Dow Jones Industrial Average increased 2.97%, while the Standard & Poor’s 500...
Read MoreWeekly Market Insights: Markets React to Dim Forecast, 2Q Reports
Stocks rallied last week as investor spirits lifted thanks to a better-than-expected start to the second-quarter earnings season.The Dow Jones Industrial Average gained 1.95%, while the Standard & Poor’s 500 added 2.55%. The...
Read MoreWeekly Market Insights: Friday Rally Stems Week of Losses
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...
Read MoreWeekly Market Insights: Stocks Rally, Despite Recession Concerns
Prospects of cooling inflation powered a rally in stock prices last week despite growing recession concerns.The Dow Jones Industrial Average gained 5.39%, while the Standard & Poor’s 500 climbed 6.45%. The Nasdaq Composite index...
Read MoreWeekly Market Insights: Fed Rate Hike Triggers Market Dip
Stocks moved lower last week as recession fears deepened following a Fed hike in interest rates and weak economic data.The Dow Jones Industrial Average fell 4.79%, while the Standard & Poor’s 500 dropped 5.79%. The Nasdaq...
Read MoreWeekly Market Insights: Stocks Dip on Inflation Report
A higher-than-expected inflation report triggered a sell-off on Friday, leaving stocks in the red for the week.The Dow Jones Industrial Average lost 4.58%, while the Standard & Poor’s 500 dropped 5.05%. The Nasdaq Composite index...
Read MoreWeekly Market Insights: Stocks Slip on Mixed Economic News
In a holiday-shortened week of volatile trading, stocks surrendered some of the previous week’s strong gains.The Dow Jones Industrial Average fell 0.94%, while the Standard & Poor’s 500 declined 1.20%. The Nasdaq Composite...
Read MoreWeekly Market Insights: Confidence in Fed Helps Spark Market Rally
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...
Read MoreWeekly Market Insights: Fed Signals More Aggressive Action on Interest Rates
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Weekly Market Insights: Inflation and Ukraine Rattle Investors Another Week
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Weekly Market Insights: Inflation and Ukraine Fears Cool Markets
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2022 Market Outlook: Finding the right Ingredients for the Next Course
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Weekly Market Insights: COVID-19 Variant Clobbers Markets
News of a new, highly virulent COVID variant triggered a market sell-off on Friday, sending stocks into negative territory for the week. The Dow Jones Industrial Average slid 1.97%, while the Standard & Poor’s 500 slumped 2.20%....
Read MoreWeekly Market Insights: Stocks Mixed on COVID-19, Powell
Stocks were mixed last week in choppy trading as investors battled the crosscurrents of good economic data and a troubling rise in COVID-19 infections globally. The Dow Jones Industrial Average slid 1.38%, while the Standard &...
Read MoreWeekly Market Insights: Stocks Tap the Brakes
Stocks posted small declines last week as investors digested recent stock market gains and an unexpectedly high inflation read. The Dow Jones Industrial Average slid 0.63%, while the Standard & Poor’s 500 retreated 0.31%. The...
Read MoreWeekly Market Insights: Fed Says Tapering Ahead
A Federal Reserve announcement on tapering, a fresh batch of corporate profits, and encouraging economic data lifted stocks to another weekly gain. The Dow Jones Industrial Average rose 1.42%, while the Standard & Poor’s 500...
Read MoreWeekly Market Insights: Earnings Build; GDP Slows
A fresh wave of positive corporate earnings surprises sent markets to new record highs last week. The Dow Jones Industrial Average increased 0.40%, while the Standard & Poor’s 500 rose 1.33%. The Nasdaq Composite index picked up...
Read MoreWeekly Market Insights: Strong Week on Wall Street
Stocks rallied last week on a stream of positive corporate earnings surprises. The Dow Jones Industrial Average rose 1.08%, while the Standard & Poor’s 500 advanced 1.64%. The Nasdaq Composite index gained 1.29% for the week....
Read MoreWeekly Market Insights: Fed Unveils Tapering Plans
A strong opening to the third-quarter earnings season sparked a late week, broad-based rally that helped stocks finish the week with solid gains. The Dow Jones Industrial Average rose 1.58%, while the Standard & Poor’s 500 added...
Read MoreWeekly Market Insights: Debt Ceiling Raised
The overhang of bumping against the federal debt ceiling was lifted last week with an agreement to extend the debt ceiling through early December, helping propel stocks to a weekly gain. The Dow Jones Industrial Average increased by 1...
Read MoreWeekly Market Insights: Stalemate in the Capitol
Higher bond yields and a legislative stalemate in Washington, D.C., added up to losses for the week. The Dow Jones Industrial Average declined 1.36%, while the Standard & Poor’s 500 lost 2.21%. The Nasdaq Composite index fell 3...
Read MoreWeekly 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 500...
Read MoreWeekly 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 &...
Read MoreWeekly 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...
Read MoreWeekly Market Insights: Data and Delta Scramble Stock Results
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 0...
Read MoreWeekly 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...
Read MoreThe Roth IRA’s Secret Tax Benefits That Everyone Should Know
1. Tax-Free WithdrawalsMoney that goes into a Roth IRA is after-tax dollars. Because you've already paid taxes on that money, once it is withdrawn, it comes out tax-free. There are some restrictions on those withdrawals if you want to...
Read MoreHow much will college cost?
It’s no secret that college tuition is on the rise. In fact, the U.S. Department of Education predicts that by 2030 that annual public tuition will be around $44,000, which means that a four-year degree will cost around $205,000...
Read MoreWeekly 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...
Read MoreLooking at Flexible Long-Term Care Options
For many retirees, long-term care insurance can offer a helpful safety net for protecting retirement income in the event of a serious illness or incapacitation. Clients often have concerns when it comes time to plan, like not...
Read More6 Vital Questions You Need to Ask When Planning for Retirement
6 Questions to Ask When Planning for Retirement Financial security in retirement doesn’t happen by accident. Planning for a financially independent retirement involves more than just putting money away into a savings account and...
Read MoreWeekly 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...
Read MoreEstate Planning and Gifting
While gifting strategies have long been used to reduce the tax liability of large estates, fewer taxpayers may need to implement this strategy thanks to the Tax Cuts and Jobs Act of 2017. These tax law changes significantly increased...
Read MoreWeekly Market Insights: Jobs Strong, Earnings Strong
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...
Read MoreThe Quiet Fall in Bond Yields
With all the attention given to inflation, stock prices, and job reports, it’s been easy to overlook the remarkable move in the bond market during the past few months.The yield on the 10-year treasury closed at 1.37% on Friday,...
Read MoreThe Whims of Wall Street
It can be exhausting trying to keep up with the whims of Wall Street.Lately, the financial markets have been fixated on federal taxes and what may be proposed on Capitol Hill in the weeks and months ahead.Wall Street’s focus on...
Read MoreWeekly Market Insights: Market Shows Small Loss
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 1...
Read MoreThe Fed Acknowledges Inflation
At its June meeting, the Federal Reserve confirmed what many of us have suspected for some time: prices are rising. In fact, prices are climbing faster than many expected. In response, the Fed raised its inflation expectation to 3.4%,...
Read MoreA 6.1% Bump in Social Security?
The news keeps getting better for Social Security recipients.It's now projected that benefits will increase 6.1% in 2022, up from the 4.7% forecast just two months ago. That would be the most significant increase since 1983.1...
Read MoreUnderstanding And Maximizing Your Social Security Benefits
A simple explanation of how your Social Security benefits are calculated How Much Will I Get From Social Security?Social Security benefits are based on your lifetime earnings. Earnings are reported to Social Security through a W-2...
Read MoreWeekly Market Insights: Markets Overcome Delta Variant Reports
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...
Read MoreWeekly 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 &...
Read MoreWeekly 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%. The...
Read MoreInflation Outlook for 2021
As our nation continues to recover from the effects of COVID-19, one economic trend has been capturing news attention as of late. Consumer prices are rising amidst economic recovery. In fact, the Consumer Price Index (CPI) rose 0.8%...
Read MoreWeekly 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...
Read MoreWeekly Market Insights: 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...
Read MoreWeekly Market Insights: 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...
Read MoreWeekly Market Insights: Upbeat Feelings Boost Market
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 500...
Read MoreWeekly 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...
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