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, 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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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,...
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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...
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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...
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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...
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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...
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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....
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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,...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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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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....
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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....
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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