Blog

What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

 

Monday, April 6, 2020

In this weeks recap: Continued COVID-19-related volatility in the markets as oil and energy prices sink in reaction. Download PDF Here THE WEEK ON WALL STREET Modest declines in stock prices this week masked the volatile inter- and...

 

Friday, April 3, 2020

In this months recap: The CARES Act moves to assist Americans quarantined by COVID-19, providing relief with a $2T stimulus package; markets worldwide react to coronavirus-related volatility. Download PDF Here THE MONTH IN BRIEF The...

 

Monday, March 30, 2020

In this weeks recap: Markets swing upward as the Federal Reserve and Congress move stimulus forward. Download PDF Here THE WEEK ON WALL STREET An open-ended commitment by the Federal Reserve to support American businesses and capital...

 

Monday, March 23, 2020

In this weeks recap: Coronavirus continues to drive the markets, even as bankers and health professionals take decisive steps to stem the tide. Download PDF Here THE WEEK ON WALL STREET The stock market suffered through another...

 

Tuesday, March 17, 2020

In this weeks recap: Continuing concerns over COVID-19, aided by cuts in oil production overseas, contributed to continued market volatility. Download PDF Here THE WEEK ON WALL STREET Markets remained exceptionally volatile, buffeted...

 

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Thursday, March 12, 2020

In this months recap: The coronavirus becomes the leading news story in the financial markets, sending stock indices and Treasury yields lower; oil futures slide; consumer confidence, hiring, and manufacturing data offer bright spots....

 

Monday, March 9, 2020

In this week’s recap: U.S. stocks finish higher after a wild trading week; the Federal Reserve cuts short-term interest rates; Treasury yields decline; the latest jobs report out of Washington shows no falloff for hiring....

 

Monday, March 2, 2020

In this weeks recap: Major equity indices correct as Wall Street reacts to coronavirus updates, consumer confidence indices are at high levels, and the pace of new home sales increases. Download PDF Here THE WEEK ON WALL STREET Stocks...

 

Monday, February 24, 2020

In this weeks recap: Wall Street grapples with coronavirus unknowns; new Federal Reserve meeting minutes appear; existing home sales retreat; the price of gold climbs. Download PDF Here THE WEEK ON WALL STREET Traders paid close...

 

Tuesday, February 18, 2020

In this weeks recap: stock indexes rise, Jerome Powell reports on monetary policy to Congress, inflation hits a 15-month peak, and new data on retail sales and consumer sentiment appears. Download PDF Here THE WEEK ON WALL STREET...

 

Monday, February 10, 2020

In this weeks recap: stocks rally, China schedules tariff cuts, January hiring tops expectations, and a key gauge of manufacturing activity improves. Download PDF here THE WEEK ON WALL STREET Stocks advanced four days out of five...

 

Monday, February 3, 2020

In this weeks recap: coronavirus concerns ripple through global stock markets; the Fed makes a slight monetary policy adjustment; consumer confidence rises; the government makes its first estimate of fourth-quarter growth. Download...

 

Tuesday, January 28, 2020

We are sharing with you, a very handy reference card to help with your finances for the rest of the year. It’s called the 2020 Key Financial Data reference card, which offers fingertip access to all of the new numbers affecting...

 

Monday, January 27, 2020

In this weeks recap: stock and commodity traders turn cautious as the coronavirus reaches America; home sales increase even with the current housing market’s slim inventory. Download PDF Here THE WEEK ON WALL STREET Stock prices...

 

Tuesday, January 21, 2020

In this week’ recap: U.S. equity benchmarks hit fresh record highs; one trade deal is signed, and Congress approves another; builders break ground on more residential projects. Download PDF Here THE WEEK ON WALL STREET Traders...

 

Monday, January 13, 2020

In this weeks recap: Stocks end up higher and oil ends up lower after an up-and-down week, as traders react to events in the Middle East and the data in the December unemployment report. Download PDF Here THE WEEK ON WALL STREET The...

 

Tuesday, January 7, 2020

In this Q4 recap: Equities maintain their momentum to close out a strong year on Wall Street, helped by a slight thaw in the U.S.-China trade dispute and some better-than-expected domestic economic data. Download PDF Here THE QUARTER...

 

Monday, January 6, 2020

In this weeks recap: Oil prices spike after a U.S. airstrike in Iran raises supply disruption concerns; a manufacturing activity index disappoints; stocks are little changed following an abbreviated trading week. Download PDF Here THE...

 

Friday, January 3, 2020

In this monthly recap: As 2019 ends, the U.S. and China agree to a phase-one trade deal, and stocks, gold, and oil all advance. Download PDF Here THE MONTH IN BRIEF Stocks rallied in December, closing out a decidedly positive year on...

 

Monday, December 30, 2019

In this year end recap: A look back at the ascent stocks made during 2019 and some of the key economic developments of the year. Download PDF Here What Drove the Markets? Four factors influenced investment performance in 2019: a shift...

 

Monday, December 16, 2019

In this weeks recap: the U.S. and China reach a phase-one trade deal, the Fed leaves the benchmark interest rate alone, and November retail sales come in below expectations. Download PDF Here THE WEEK ON WALL STREET The U.S. and China...

 

Friday, December 13, 2019

In this Q3 recap: the U.S. and China intensify their trade dispute, but agree to negotiate again, the Federal Reserve cuts short-term interest rates once more, and stocks ride through some volatility to end the summer higher. Download...

 

Monday, December 9, 2019

In this months recap: stocks stay in rally mode, helped by hints that the U.S. and China may be closing in on a phase-one trade deal; hiring bounces back; key real estate indicators look stronger. Download PDF Here THE MONTH IN BRIEF...

 

Monday, December 9, 2019

In this weeks recap: stocks ride out a choppy week, as traders react to a potential delay for a phase-one U.S.-China trade deal and a surprising jobs report. Download PDF Here THE WEEK ON WALL STREET Key Wall Street benchmarks were up...

 

Friday, December 6, 2019

Reflecting and moving ahead As a new year approaches, it is only natural for us to reflect on how things went in 2019. Personal and professional accomplishments may take center stage. Or, we may take stock of any disappointments and...

 

Monday, December 2, 2019

In this week’s recap: a shortened trading week sees additional gains for the major stock benchmarks, as optimism about a new trade pact with China outweighs doubts; household spending rises, but confidence declines. Download PDF...

 

Monday, November 25, 2019

In this weeks recap: stocks move lower as traders again absorb conflicting messages about trade talks; the Federal Reserve shares its October meeting minutes; good news comes from the housing market. Download PDF Here THE WEEK ON WALL...

 

Monday, November 18, 2019

In this week’s recap: the Dow crests 28,000; more hints emerge that the U.S. and China could be heading toward a new trade pact; retail sales rise. Download PDF Here THE WEEK ON WALL STREET Stock benchmarks were little changed...

 

Monday, November 11, 2019

In this week’s recap: the Dow and S&P 500 extend their winning streaks, even with conflicting messages emerging about U.S.-China trade negotiations; a gauge of U.S. business activity improves. Download PDF Here THE WEEK ON WALL...

 

Thursday, November 7, 2019

Download PDF Here In this month’s recap: another rate cut from the Federal Reserve, a strong hint of a partial U.S.-China trade deal, and stocks reach record heights again. THE MONTH IN BRIEF Investors and traders found much to...

 

Thursday, November 7, 2019

Download PDF Here In this week’s recap: stock indices again set records, the Fed makes its third rate cut of the year, October’s employment report is a nice surprise, and U.S. and Chinese trade negotiators make some...

 

Monday, October 28, 2019

Download PDF Here In this week’s recap: stocks flirt with record highs, China and the U.S. continue negotiations toward a trade deal, and consumer sentiment improves. THE WEEK ON WALL STREET The S&P 500 came within 0.1% of a...

 

Monday, October 21, 2019

October 21, 2019 In this week’s recap: The S&P 500 and Nasdaq Composite outperform the Dow Industrials, earnings season gets underway, and retail sales retreat for the first time since winter. THE WEEK ON WALL STREET Earnings...

 

Monday, October 14, 2019

Download PDF Here In this week’s recap: Stocks pushed higher, the mood changed in the trade saga between U.S. and China, and quarterly earnings reports arrived. THE WEEK ON WALL STREET Stock prices pushed higher last week, as...