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.
In this week’s recap: Strong week on Wall Street, despite concerns with inflation, supply chain, and other matters Download PDF Here Presented by Heritage Wealth Management, October 25, 2021 THE WEEK ON WALL STREET Stocks rallied...
Read More
In this week’s recap: The Fed unveils tapering plans; investor optimism rises. Download PDF Here Presented by Heritage Wealth Management, October 18, 2021 THE WEEK ON WALL STREET A strong opening to the third-quarter earnings...
Read More
In this week’s recap: Debt ceiling raised until December; employment numbers paint confusing picture. Download PDF Here Presented by Heritage Wealth Management, October 11, 2021 THE WEEK ON WALL STREET The overhang of bumping...
Read More
In this Q3 recap: U.S. economic growth slows in the face of Delta variant headwind. Europe’s economic outlook remains positive. Stocks retreat from record highs; confront a bevy of challenges. Download PDF Here A review of Q3...
Read More
In this month’s recap: Stocks hit some turbulence, turning cautious amid slowing economic growth, and policy debate in Washington. Download PDF Here Presented by Heritage Wealth Management, October 2021 U.S. Markets The stock...
Read More
In this week’s recap: Stalemate in the Capitol; Powell says inflation may stay longer than expected. Download PDF Here Presented by Heritage Wealth Management, October 04, 2021 THE WEEK ON WALL STREET Higher bond yields and a...
Read More
In this week’s recap: Financial contagion concerns and a positive word from the Fed bookend a wild week. Download PDF Here Presented by Heritage Wealth Management, September 27, 2021 THE WEEK ON WALL STREET Stocks prices were...
Read More
In this week’s recap: Despite signs of a good economy, stocks have a lackluster week. Download PDF Here Presented by Heritage Wealth Management, September 20, 2021 THE WEEK ON WALL STREET Stocks weakened ahead of this...
Read More
In this week’s recap: Delta variant continues to concern the markets; labor market shows positive signs. Download PDF Here Presented by Heritage Wealth Management, September 13, 2021 THE WEEK ON WALL STREET In a quiet week of...
Read More
In this week’s recap: Federal Reserve says tapering likely in 2021, but no interest rate hikes for now. Download PDF Here Presented by Heritage Wealth Management, August 30, 2021 THE WEEK ON WALL STREET The stock market powered...
Read More
In this week’s recap: A Fed taper may loom; economic data mixed. Download PDF Here Presented by Heritage Wealth Management, August 23, 2021 THE WEEK ON WALL STREET Stocks turned lower last week amid the increasing probability of...
Read More
In this week’s recap: Passage of infrastructure bill in Senate boosts DJIA and S&P; Nasdaq stays flat. Download PDF Here Presented by Heritage Wealth Management, August 16, 2021 THE WEEK ON WALL STREET Looking past inflation...
Read More
In this month’s recap: Stocks notched a solid gain as investors looked past higher inflation and new COVID-19 cases. Download PDF Here Presented by Heritage Wealth Management, August 2021 U.S. Markets Last month, the stock market...
Read More
In this week’s recap: Despite Delta variant fears, stocks rise on strong jobs, strong earnings reports. Download PDF Here Presented by Heritage Wealth Management, August 9, 2021 THE WEEK ON WALL STREET Overcoming jitters about...
Read More
In this week’s recap: Stocks open week on big highs, but end with small losses due to Delta concerns and a lower GDP. Download PDF Here Presented by Heritage Wealth Management, August 2, 2021 THE WEEK ON WALL STREET The stock...
Read More
In this week’s recap: Markets overcome reaction to latest Delta variant news. Download PDF Here Presented by Heritage Wealth Management, July 26, 2021 THE WEEK ON WALL STREET Overcoming a COVID-related economic growth scare,...
Read More
In this week’s recap: Stocks retreat as inflation advances. Download PDF Here Presented by Heritage Wealth Management, July 19, 2021 THE WEEK ON WALL STREET Despite a good start to earnings season and some solid economic data,...
Read More
In this week’s recap: Stocks edge higher in short week. Download PDF Here Presented by Heritage Wealth Management, July 12, 2021 THE WEEK ON WALL STREET Stocks managed small gains as investors wrestled with concerns over economic...
Read More
In this Q2 recap: U.S. economic growth strong as reopening widens. Europe’s recovery picks up steam; Stocks reach new record highs, face new interest rate and inflation landscape. Download PDF Here A review of Q2 2021, Presented...
Read More
In this month’s recap: Stocks moved higher as investors looked past accelerating inflation and the Fed’s pivot on monetary policy. Download PDF Here Presented by Heritage Wealth Management, July 2021 U.S. Markets Stocks...
Read More
In this week’s recap: Employment reports and consumer confidence are up; stock market replies favorably. Download PDF Here Presented by Heritage Wealth Management, July 5, 2021 THE WEEK ON WALL STREET Strong employment reports...
Read More
In this week’s recap: Stocks reach all-time highs and the housing market showed significant improvement. Download PDF Here Presented by Heritage Wealth Management, June 28, 2021 THE WEEK ON WALL STREET Stocks reached new all-time...
Read More
In this week’s recap: The Fed signals interest rate hikes. Download PDF Here Presented by Heritage Wealth Management, June 21, 2021 THE WEEK ON WALL STREET New messaging from the Federal Reserve on interest rates and inflation...
Read More
In this week’s recap: Stocks kept cool, even as inflation came in hot. Download PDF Here Presented by Heritage Wealth Management, June 14, 2021 THE WEEK ON WALL STREET Stocks ended the week mixed as investors appeared to shrug...
Read More
In this month’s recap: Stocks traded in a narrow range as technology and other high-valuation companies were under selling pressure. Download PDF Here Presented by Heritage Wealth Management, June 2021 U.S. Markets Stocks traded...
Read More
In this week’s recap: Positive labor numbers lead stocks to a modest gain. Download PDF Here Presented by Heritage Wealth Management, June 7, 2021 THE WEEK ON WALL STREET A strong, but not too strong, employment report sparked a...
Read More
In this week’s recap: Upbeat feelings boost the stock market, with America reopening ahead of Memorial Day. Download PDF Here Presented by Heritage Wealth Management, May 31, 2021 THE WEEK ON WALL STREET Optimism over the...
Read More
In this weeks recap: Inflation concerns continue as the Fed weighs scaling back of bond purchases. Download PDF Here Presented by Heritage Wealth Management, May 24, 2021 THE WEEK ON WALL STREET Stock prices fluctuated amid inflation...
Read More
In this weeks recap: As consumer prices take a big step up, stocks take a step in the other direction. Download PDF Here Presented by Heritage Wealth Management, May 17, 2021 THE WEEK ON WALL STREET A surge in consumer inflation...
Read More
In this week’s recap: Mixed market results as labor numbers cope with uncertainty. Download PDF Here Presented by Heritage Wealth Management, May 10, 2021 THE WEEK ON WALL STREET Stocks closed mixed last week as signs of...
Read More
In this months recap: Stocks notched a solid gain, fueled by a succession of positive economic reports and a strong start to the first-quarter earnings season. Download PDF Here Presented by Heritage Wealth Management, May 2021 U.S....
Read More
In this weeks recap: Stocks struggle to find their way amid several noteworthy earnings reports from corporations. Download PDF Here Presented by Heritage Wealth Management, May 3, 2021 THE WEEK ON WALL STREET Stocks meandered around a...
Read More
In this week’ recap: Mixed signals lead to a choppy week. Download PDF Here Presented by Heritage Wealth Management, April 26. 2021 THE WEEK ON WALL STREET The crosscurrents of strong corporate earnings, rising global cases of...
Read More
Wednesday, April 21, 2021
Retirement takes years of planning and saving. You have been spending plenty of time of thinking of how you will spend your retirement years. Even though you have spent all this time planning, there are still a few critical things you...
Read More
In this weeks recap: Good indicators for earnings season and other economic data lead to record highs for stocks. Download PDF Here Presented by Heritage Wealth Management, April 19, 2021 THE WEEK ON WALL STREET Stocks reached record...
Read More
In this Q1 recap: U.S. economic growth gains traction as vaccination rollout picks up speed; Stocks higher, but questions about where they go from here linger. Download PDF Here A review of Q1 2021, Presented by Heritage Wealth...
Read More
In this months recap: Stocks posted solid gains due to improving economic conditions and widening vaccination programs. However, tech and high-growth stocks played a limited role in the rally. Download PDF Here Presented by Heritage...
Read More
In this weeks recap: Tech stocks and strong indicators lead a week of economic advancement. Download PDF Here Presented by Heritage Wealth Management, April 12, 2021 THE WEEK ON WALL STREET Strong economic data and a resurgent...
Read More
In this weeks recap: Markets react positively to infrastructure proposals; S&P 500 rises above 4,000 for the first time. Download PDF Here Presented by Heritage Wealth Management, April 5, 2021 THE WEEK ON WALL STREET Overcoming a...
Read More
In this weeks recap: Weakness in tech and high-growth stocks leads to a rocky week; Yellen and Powell signal optimism. Download PDF here Presented by Heritage Wealth Management, March 29, 2021 THE WEEK ON WALL STREET A rocky week with...
Read More
In this months recap: The burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks. Download PDF Here Presented by Heritage Wealth Management, March 2021 U.S. Markets Stocks notched a solid gain in...
Read More
In this weeks recap: A week of ups and downs leaves modest losses at weeks end. Download PDF Here Presented by Heritage Wealth Management, March 22, 2021 THE WEEK ON WALL STREET Rising bond yields and improving economic conditions led...
Read More
In this weeks recap: The White House signs COVID-19 fiscal relief bill into law; the economy reacted positively. Download PDF Here Presented by Heritage Wealth Management, March 15, 2021 THE WEEK ON WALL STREET Stocks touched new...
Read More
In this weeks recap: Stocks have a mixed reaction to rising bond yields and increasing inflation. Download PDF Here Presented by Heritage Wealth Management, March 8, 2021 THE WEEK ON WALL STREET Stocks were mixed last week as rising...
Read More
In this weeks recap: Rising bond yields deliver a blow to stocks; Fed Chair affirms commitment to current money policy. Download PDF here Presented by Heritage Wealth Management, March 1, 2021 THE WEEK ON WALL STREET Stocks dropped...
Read More
In this week’s recap: Accommodative Fed policies lead to inflation concerns. Download PDF Here Presented by Heritage Wealth Management, February 22, 2021 THE WEEK ON WALL STREET Rising bond yields dampened investor enthusiasm for...
Read More
Wednesday, February 17, 2021
With April 15th quickly approaching, everyone is trying to get everything together they need to file their taxes. This tax filing season is like no other; 2020 had so many effects and changes that impact tax returns. Whether you had...
Read More
In this week’s recap: Vaccinations and declining case numbers result in economic optimism; Fed Chair says no change for now. Download PDF Here Presented by Heritage Wealth Management, February 15, 2021 THE WEEK ON WALL STREET...
Read More
In this weeks recap: The markets went back to basics this week, showing optimism for positive COVID-19 news. Download PDF here Presented by Heritage Wealth Management, February 8, 2021 THE WEEK ON WALL STREET Stocks notched strong...
Read More
Friday, February 5, 2021
We saw how 2020 affected businesses. All over the country, we saw businesses struggle, and some businesses even thrived. Some employees were laid off, and some employees were promoted. Now, let's make sure our businesses are set up for...
Read More
In this months recap: As the month came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions. Download PDF here Presented by Heritage Wealth Management...
Read More
In this week’s recap: After setting new highs, market rattled by unexpected trading phenomenon. Download PDF Here Presented by Heritage Wealth Management, February 1, 2021 THE WEEK ON WALL STREET Despite strong corporate earnings...
Read More
In this weeks recap: A streak of optimism on fiscal stimulus and vaccines boosts the markets; Yellen tells Congress to “act big.” Download PDF Here Presented by Heritage Wealth Management, January 25, 2021 THE WEEK ON WALL...
Read More
In this months recap: Stocks closed the year with a solid rally, fueled by the rollout of multiple COVID-19 vaccines and the signing of a new fiscal relief bill. Download PDF Here Presented by Heritage Wealth Management, January 2021 U...
Read More
In this weeks recap: Mixed news elicits a mixed reaction from the markets; incoming Biden Administration outlines stimulus plan. Download PDF Here Presented by Heritage Wealth Management, January 18, 2021 THE WEEK ON WALL STREET...
Read More
In this weeks recap: Despite continued COVID-19 woes and unrest in Washington D.C., the stock market starts 2021 on a high. Download PDF here Presented by Heritage Wealth Management, January 11, 2021 THE WEEK ON WALL STREET Shrugging...
Read More
In this Q4 recap: the appearance of two COVID-19 vaccines gives businesses and consumers hope and lifts stocks; U.S. lawmakers approve a second financial stimulus; European negotiators sign off on a post-Brexit trade deal. Download PDF...
Read More
In this weeks recap: Happy New Year! Stocks hit record highs and have varied reactions on stimulus checks and another potential vaccine. Download PDF Here Presented by Heritage Wealth Management, January 4, 2021 THE WEEK ON WALL STREET...
Read More
In this months recap: Stock prices powered higher and energized investors thanks to a month-long succession of positive news events. Download PDF Here Presented by Heritage Wealth Management, December 2020 U.S. Markets Stock prices...
Read More
In this week’s recap: A rollout for a COVID-19 vaccine led to a positive reaction from the markets; stimulus talks continue. Download PDF Here Presented by Heritage Wealth Management, December 21, 2020 THE WEEK ON WALL STREET...
Read More
In this weeks recap: Rising number of COVID-19 cases and no progress on a stimulus bill lead to a bumpy week on Wall Street; U.K. anticipates “No-Deal” for Brexit. Download PDF Here Presented by Heritage Wealth Management,...
Read More
Friday, December 11, 2020
Last year, Congress passed the SECURE Act, which was put in place to better ease those who are looking to retire and make the process more accessible for those that need it. However, the SECURE Act (Setting Every Community Up for...
Read More
In this weeks recap: Promising signs of a fiscal stimulus package inspire an upward week for stocks; retailers extended “Black Friday” sales produce mixed results. Download PDF Here Presented by Heritage Wealth Management,...
Read More
Monday, November 30, 2020
Can you believe the end of the year is already right around the corner? This year has definitely flown by. With that being said, your finances may be on the backburner. However, you need to make sure you are on track with your taxes...
Read More
In this week’s recap: Dow Jones Industrial Average hits 30,000 milestone in response to promising vaccine news and lessening political uncertainty; former Fed chair Janet Yellen nominated as Secretary of the Treasury. Download...
Read More
In this weeks recap: New COVID-19 infections drive market anxieties, despite anticipated vaccines; Fed Chair Powell warns that continued infections may limit economic activity for months. Download PDF Here Presented by Heritage Wealth...
Read More
In this week’s recap: A COVID-19 vaccine spurs a stock market rally, even as more cases are reported and some areas renew lockdowns. Download PDF here Presented by Heritage wealth Management, November 16, 2020 THE WEEK ON WALL...
Read More
In this week’s recap: Markets react positively to the election, seeing promise in a divided government; unemployment rate falls. Download PDF Here Presented by Heritage Wealth Management, November 9, 2020 THE WEEK ON WALL STREET...
Read More
In this months recap: Inaction on a second American fiscal stimulus bill and a rise in global COVID-19 cases put pressure on stock prices in October. Download PDF Here Presented by Heritage Wealth Management, November 2020 U.S. Markets...
Read More
In this week’s recap: With no fiscal stimulus anticipated and election around the corner, stocks slumped through a difficult week. Download PDF Here Presented by Heritage Wealth Management, November 2, 2020 THE WEEK ON WALL...
Read More
In this week’s recap: Stocks lagged after another week with no fiscal stimulus; the labor market seemed to improve despite a rise in COVID-19 cases. Download PDF Here Presented by Heritage Wealth Management, October 26, 2020 THE...
Read More
In this weeks recap: A difficult week for stocks, reacting to delayed stimulus, little good news on COVID-19 treatment, and jobless claims. Download PDF Here Presented by Heritage Wealth Management, October 19, 2020 THE WEEK ON WALL...
Read More
In this weeks recap: Stocks soar, despite mixed messages on fiscal stimulus. Download PDF Here Presented by Heritage Wealth Management, October 12, 2020 THE WEEK ON WALL STREET Stocks staged a powerful rally last week, riding a wave of...
Read More
Friday, October 9, 2020
2020 has proven to be a tough year for the economy, as the markets have fluctuated greatly over the last seven months. We have seen many instances of large and small companies having to lay off and furlough their employees. Even as we...
Read More
In this Q3 recap: stocks post further 2020 gains as the economy bounces back and the Federal Reserve announces a shift in its approach to inflation. Download PDF Here A review of Q3 2020, Presented by Heritage Wealth Management THE...
Read More
In this months recap: Stocks dropped during the month as investors worried about stalled fiscal stimulus talks in Washington, the upcoming election, and new coronavirus cases in Europe. Download PDF Here Presented by Heritage Wealth...
Read More
In this weeks recap: Stocks advance with hopes of a new stimulus, end the week up, despite no new deal and President Trump’s illness. Download PDF Here Presented by Heritage Wealth Management, October 5, 2020 THE WEEK ON WALL...
Read More
In this week’s recap: Stocks have a mixed reaction to ongoing uncertainty; additional fiscal stimulus on hold. Download PDF Here Presented by Heritage Wealth Management, September 28, 2020 THE WEEK ON WALL STREET Stocks were...
Read More
In this weeks recap: The tech sector slip continues for stocks; the Federal Reserve signals that interest rates will not be increased for some time. Download PDF Here Presented by Heritage Wealth Management, September 21, 2020 THE WEEK...
Read More
Friday, September 18, 2020
When it comes down to Social Security, many Americans are in a state of panic as a result of the coronavirus pandemic. As the unemployment rate in the United States has fluctuated a lot this year since the start of the pandemic in...
Read More
A Recession and a Rally Like No Others Download PDF Here Imagine yourself at the beginning of the year. You have knowledge that within weeks a novel virus will emerge that will shut down much of the global economy. Businesses will...
Read More
In this week’s recap: Stocks continued a downward slide in response to continued uncertainty; fiscal stimulus still delayed. Download PDF Here Presented by Heritage Wealth Management, September 14, 2020 THE WEEK ON WALL STREET...
Read More
In this weeks recap: Stocks stall late in the week, thanks to tech markets slide. The jobs recovery makes continued progress. Download PDF Here THE WEEK ON WALL STREET A late week sell-off sent stocks broadly lower as investors took...
Read More
In this months recap: Stocks prices surged in August as investors cheered positive news of a potential COVID-19 treatment and welcomed a month-long succession of upbeat economic data. Download PDF Here U.S. Markets Stock prices surged...
Read More
In this weeks recap: Stocks power higher, while the Dow makes a few changes. Download PDF Here THE WEEK ON WALL STREET Stocks advanced relentlessly last week on positive COVID-19 developments, encouraging economic data, and a...
Read More
In this weeks recap: Stocks reached new highs, erasing steep losses from February and March. Download PDF Here THE WEEK ON WALL STREET Stocks powered to another week of gains as the S&P 500 and Nasdaq Composite set multiple new record...
Read More
Wednesday, August 19, 2020
Nowadays, many of us are questioning when exactly is the right time to retire? For those that have lost their jobs due to the coronavirus pandemic, is now the best time? We cannot deny that what is still going on in the world has most...
Read More
In this weeks recap: stocks rise, and consumer prices jump; COVID-19 cases slow; Congressional talks stall. Download PDF Here THE WEEK ON WALL STREET Stock prices drifted higher in an otherwise quiet news week, as a slowdown in new...
Read More
Wading Through Murky Economic Waters Download PDF Here When we take a step back from what is happening in the economy and look at the major U.S. market averages, we see an incredible disconnect. And we're not alone. U.S. Gross...
Read More
In this weeks recap: Stocks rise as earnings season winds to an end; no results in fiscal stimulus talks. Download PDF Here THE WEEK ON WALL STREET Overlooking stalled efforts by Congress to pass a new fiscal stimulus bill, stocks...
Read More
In this months recap: stocks rose as better-than-expected corporate earnings and progress on a COVID-19 vaccine encouraged investors. Download PDF Here U.S. Markets Stock prices rallied in July as further development of a COVID-19...
Read More
In this weeks recap: stocks have a mixed reaction to earnings, economic data, and a potential stimulus. Download PDF here THE WEEK ON WALL STREET Stocks were mixed last week amid a busy week of earnings, some troubling economic data,...
Read More
In this weeks recap: stocks slip after heavier jobless claims and U.S.-China strife. Download PDF Here 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...
Read More
In this weeks recap: stocks see a mixed week, as COVID-19 cases rise, and news of vaccine emerges. Download PDF Here THE WEEK ON WALL STREET Stocks were mixed last week as investors reacted to positive economic data, progress on a...
Read More
In this week’s recap: stocks gain after volatile week, despite COVID-19 acceleration. Download PDF Here THE WEEK ON WALL STREET Stock prices notched solid gains last week, looking past an increase in COVID-19 cases and any...
Read More
Monday, July 13, 2020
Right now, the uncertainty of our nation is alarming. We are experiencing huge numbers of unemployment, leaving Americans feeling worrisome and panicking over what is next for the futures of their families. In this article, we are...
Read More
In this Q2 recap: the economy measures the impact of the coronavirus threat; the stock market rises with help from a dovish Federal Reserve and a rebound in some economic indicators; oil prices and mortgage rates touch historic lows....
Read More
In this months recap: stocks notched a solid gain, overcoming the rise of reported COVID-19 cases and plans of a slowdown in economic re-openings. Download PDF Here U.S. Markets Stock prices climbed higher in June, as investors looked...
Read More
In this weeks recap: despite continued COVID-19 concerns, markets react positively to upbeat economic data. Download PDF Here THE WEEK ON WALL STREET In a holiday-shortened week, stock prices turned higher as encouraging economic data...
Read More
In this weeks recap: a rise in COVID-19 cases inspires turbulence in markets, tapping the brakes on economic recovery. Download PDF Here THE WEEK ON WALL STREET A jump in COVID-19 cases dampened investor enthusiasm last week, sending...
Read More
In this weeks recap: as fears of economic shutdown diminish, the U.S. economy gains momentum. Download PDF Here THE WEEK ON WALL STREET Stocks moved higher last week on news of more Federal Reserve market support and diminished...
Read More
In this weeks recap: increase in COVID-19 cases, matched with downbeat Federal Reserve forecast, weighed on markets. Download PDF Here THE WEEK ON WALL STREET Investor sentiment turned negative last week, amid an increasing number of...
Read More
Tuesday, June 9, 2020
Over the last few months, the markets have been thrown for a loop. With the coronavirus pandemic, several large corporations and other businesses have had to lay off or furlough their employees. In this article, we are going to go over...
Read More
In this week’ recap: U.S. jobs report and a surging market build optimism for global economic recovery. Download PDF Here THE WEEK ON WALL STREET A positive jobs report sent stocks soaring last Friday, capping a solid week as...
Read More
In this months recap: stocks rallied in May, sparked by a supportive Federal Reserve, stories of states re-opening, and reported progress on a COVID-19 vaccine. Download PDF Here U.S. Markets Stocks rallied in May, sparked by a...
Read More
The Approaching Light Before the Dawn Download PDF Here We cannot remember a time when we’ve seen such a widespread disparity between what is happening in the economy and what is happening in the stock market. Let’s take a...
Read More
In this week’s recap: solid gains following a short trading week; economic reopening inspires optimism. Download PDF Here THE WEEK ON WALL STREET The shortened week, which began with a powerful two-day rally of trading, was...
Read More
In this weeks recap: Markets rally in reply to positive comments from Fed Chair Powell and further optimism for economic recovery. Download PDF Here THE WEEK ON WALL STREET Upbeat comments by the Federal Reserve Chairman and more signs...
Read More
In this week’s recap: Powell paints a somber picture for recovery, and the markets slip in reaction. Download PDF Here THE WEEK ON WALL STREET Stocks drifted lower last week, weighed down by Federal Reserve Chairman Jerome...
Read More
In this week’s recap: Unemployment reaches an historic low, while stocks climbed in response to economic re-openings. Download PDF Here THE WEEK ON WALL STREET Despite an historic downturn in employment, stocks managed to climb...
Read More
In this month’s recap: Stocks rebounded sharply, fueled by a flattening of the COVID-19 curve and positive results from clinical trial investigating a treatment for the virus. Download PDF Here U.S. Markets Stocks rebounded...
Read More
Worst-Ever Economy Yet Stocks Show Best Monthly Gain Since ’87- Explain - April 2020 Newsletter Download PDF Here Whatever it takes Within our mandate, the Fed is ready to do whatever it takes to support the economy. Believe me,...
Read More
In this weeks recap: Promising drug trials and plans to ease public lockdowns turn thoughts to economic normalization. Download PDF Here THE WEEK ON WALL STREET Stock prices ended the week slightly lower, despite news of positive...
Read More
In this weeks recap: Markets react to the plunging oil prices, corporate earnings, and the first attempts to restart the U.S. economy. Download PDF Here THE WEEK ON WALL STREET Stock prices bounced around last week as investors...
Read More
In this weeks recap: The White House makes plans to reopen the economy, as analysts examine the first-hard economic data reckoning the U.S. reaction to COVID-19. Download PDF Here THE WEEK ON WALL STREET Stock prices pushed higher last...
Read More
Looking Beyond the Abyss - April 2020 Newsletter Download PDF Here We vividly recall the financial crisis of 2008. The economy was quickly contracting, several financial institutions required bailouts, layoffs abounded, and the stock...
Read More
April 2020 Newsletter - Volatility and the New Reality It has been a difficult month for investors. Since the February 19th peak, the S&P 500 Index has shed 34% to its most recent low (St. Louis Federal Reserve). That’s roughly...
Read More
In this week’ recap: A broad stock market rally, promising signs with COVID-19, and another Federal Reserve program ahead. Download PDF Here THE WEEK ON WALL STREET The stock market staged a broad rally this week, buoyed by the...
Read More
Monday, April 13, 2020
May 15th is quickly approaching so it is time to file your 2020 tax return! The Coronavirus pandemic and legislature has caused many changes to happen to the tax code. It is extremely important to start your filing process early so you...
Read More
In this Q1 recap: COVID-19 hits the United States, followed by heavy economic volatility, government stimulus, and an as-yet untold human cost. Download PDF Here THE QUARTER IN BRIEF The spread of COVID-19 sent stocks tumbling in the...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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....
Read More
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....
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read MoreIn 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...
Read MoreDownload 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...
Read MoreDownload 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...
Read MoreDownload 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...
Read MoreOctober 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...
Read MoreDownload 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...
Read More