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We aim to provide timely updates to our clients with salient commentary around current events in the economy. Each week we publish Integrated Insights with  important news from the global economy to your personal economy. We feature updates from our sub-advisory partners, as well as a financial planning topic from one to the 8 Wealth Issues: Fiscal Fitness; Retirement Planning; Investment Strategies; Tax Efficiency; Insurance; Executive Compensation; Business & Succession Planning; & Estate.

Blogs are also added as necessary due to current events or updates regarding our practice.

Please check back often for regular updates or subscribe to our feed to be alerted when a new post is published. 

Monday, January 30, 2023

As January ends, we hope the year has started well for everyone. As we do at this time of year, we wanted to provide you with our plan for the impending tax preparation process. Please find below our framework for the coming...

Tuesday, September 20, 2022

Virtual RoundTable Office hours on Friday September 16th focused on administering a trust when a loved one passes on.

Tuesday, September 6, 2022

Virtual RoundTable Office hours on Friday August 19th focused on why understanding Cash-Flow is so important.

Tuesday, August 30, 2022

The Inflation Reduction Act was signed into law on Tuesday, August 16. While the $430 billion package includes many provisions, I thought I’d highlight three key areas where we think may impact our clients most.

Wednesday, August 24, 2022

Virtual RoundTable Office hours on Friday August 19th focused on Retirement Tax Traps.

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Wednesday, August 10, 2022

Sunday, July 17, 2022

Wednesday, June 29, 2022

With significant bi-partisan support in both houses of Congress, the bills collectively known as SECURE Act 2.0 are very likely to pass in some version in the coming months.

Thursday, June 23, 2022

Mid- June has finally pushed the S&P 500 into "Bear Market" territory. While the term sounds scary and complex, it's really just a technical term. A bear market is defined as a market decline of 20% or more from a market high. While...

Wednesday, April 6, 2022

Wednesday, April 6, 2022

The Securing a Strong Retirement Act of 2022 has overwhelmingly passed the House of Representatives, and will move on for consideration in the Senate. Below is our summary of the bill we published last summer.

Tuesday, January 25, 2022

Last week, the S&P 500 suffered its worst weekly loss since the COVID-19 pandemic selloff in March 2020. Volatility is kicking back up as the Federal Reserve is expected to hike interest rates to battle inflation.

Thursday, January 6, 2022

Happy 2022! Following on from the successes of adjustments made in last year's tax preparation season, we wanted to provide you with our plan for the impending tax preparation process.

Tuesday, December 28, 2021

In the investment world, the holidays are a time to look at what the next 12 months may have in store for the economy. Let's explore a few from some of our sub-advisory partners.

Tuesday, November 2, 2021

U.S. stocks climbed the last week in October, with the S&P 500 notching its longest weekly winning streak since April. How can investors navigate economic shortages? And, Many retirement statistics remain scary for 2022.

Wednesday, October 27, 2021

U.S. stocks climbed higher last week with the broad-market S&P 500 posting a third weekly gain. Congressional movement is still slow in regard to tax legislation making year-end planning a moving target.

Tuesday, October 19, 2021

U.S. stocks posted accelerated gains last week as investors set aside inflation fears and welcomed strong earnings data that helped to reinforce continued economic growth. Don't miss our latest webinar!

Tuesday, September 28, 2021

Despite the turmoil in global markets last week, all three major U.S. equity indexes ended positive on the week, albeit fractionally. Investors largely shook off volatility concerns.

Tuesday, September 7, 2021

Despite the Delta variant of COVID-19, supply chain bottlenecks, a spike in input prices, and a meaningful employer/employee mismatch (there are more job openings than there are job seekers), the US economy continues to power ahead.

Monday, August 16, 2021

Looking past inflation figures and Delta variant trends, stocks last week found a way to climb higher and set fresh record highs in the process.

Tuesday, July 6, 2021

U.S. stocks wrapped up another bountiful week with the S&P 500 closing Friday at its seventh consecutive all-time high. Mid-Year Economic Updates come into view this week.

Tuesday, June 15, 2021

The S&P 500 clinched a third straight weekly gain after closing at successive all-time record highs last Thursday and Friday. As California begins to re-open this week, all eyes remain on inflation and jobs.

Monday, May 24, 2021

While the economic recovery continues to broaden dramatically on news of global vaccinations and unprecedented economic stimulus, volatility in investment markets has picked up in recent weeks. Good economic data continues to be...

Tuesday, April 27, 2021

Last week's economic activity resolved in a directionless investment market. Despite continued better-than-expected corporate earnings, stocks initially retreated as concerns over rising global COVID-19 infections weighed on investors.

Tuesday, April 20, 2021

Last week provided insight into the economic recovery, and the numbers vindicated the optimism that has driven markets higher.

Tuesday, April 6, 2021

As spring blooms, there is hope that virus numbers will continue to abate as the economy re-opens.  Vaccinations & stimulus could lead to a stronger recovery in GDP, but there is no historical corollary for this recovery.

Wednesday, March 31, 2021

Equity markets continue to move with virus numbers globally. This week also saw a blockage to major worldwide trade routes in the Suez Canal. States are beginning to open economies more freely in what will be a true test for virus...

Friday, March 19, 2021

After months of discussion and review, the American Rescue Plan Act of 2021 was signed into law by President Biden on March 11, 2021. The bill is massive, but here we take a look at the highlights.

Friday, March 19, 2021

Explanation and Analysis After months of discussion and review, the American Rescue Plan Act of 2021 (Act) was signed into law by President Biden on March 11, 2021. In general, its provisions—which encompass more than 600...

Friday, March 19, 2021

Explanation and Analysis After months of discussion and review, the American Rescue Plan Act of 2021 (Act) was signed into law by President Biden on March 11, 2021. In general, its provisions—which encompass more than 600...

Monday, March 15, 2021

Stocks touched record highs last week & a relief bill was signed into law, & confidence in economic recovery grew. As we unpack the American Rescue Plan in the coming weeks, we will be sure provide salient thoughts on the legislation.

Wednesday, March 3, 2021

Markets (& tech stocks in particular) are trying to find their footing and determine what comes next. We believe the struggle is influenced entirely by the daily changed view of a timeline on the "return to normal." Vaccines &...

Tuesday, February 23, 2021

Continued vaccine availability bodes well for loosening of social, and therefore, economic restrictions. If restrictions can continue to loosen, this may set up the second half of the year for the beginning of a post-pandemic boom.

Tuesday, February 2, 2021

Every once in awhile we are reminded that investment markets can be a dangerous. The price "manipulation" seen last week as it relates to a handful of stocks is likely not to end well. The emotions of fear and greed can often lead to loss.

Tuesday, January 26, 2021

The first week of the Biden Presidency saw a flurry of executive orders--many of which are aimed at combatting the impacts of COVID-19 economically and otherwise. Additionally, progress has begun in Congress about the next relief package.

Tuesday, January 12, 2021

I hope the first days of the new year have treated everyone well. As the world waits for COVID-19 to abate and the days until leadership change in Washington shrink, prognostication season continues in the world of investment management.

Monday, January 4, 2021

We trust you had a wonderful holiday season and are heading into 2021 as hopeful as we are. Given the complexities that the state of the COVID-19 pandemic presents to our tax preparation services, we wanted to provide you with our...

Tuesday, December 22, 2020

With the COVID 19 spiking around the country as citizens finalize their holiday plans, Congress finally came together on further financial relief. Many of our subadvisory partners have started to publish their thoughts on the coming year.

Wednesday, December 9, 2020

While records are set for new virus cases almost daily and more lockdown orders are implemented in some states, lawmakers in Washington DC continue to dither over the next round of emergency stimulus. Markets continue to climb...

Tuesday, November 24, 2020

The shortened week saw the Dow Jones Industrial Average hit the 30,000 mark. The "real economy" continues to toil, as jobless claims jumped and the wait continues on further stimulus. Happy Thanksgiving.

Tuesday, November 17, 2020

After a contentious US presidential election, the next four years has now crystalized with President-elect Joe Biden set to take the helm in the White House in January with possible divided Congress and the continued backdrop of COVID-19.

Tuesday, November 10, 2020

Following a wild "election week," investment markets roared to life with uncertainties beginning to crystalize in both Washington DC and as it relates to the fight against the virus, with a strong report on vaccine development.

Wednesday, November 4, 2020

We're a day late on the usual weekly publication of Integrated Insights, and that's on purpose. America voted yesterday, and while we still do not have a final outcome, the potential outcomes are becoming limited by likelihood.

Tuesday, October 27, 2020

We cross into the final week of campaigning for the White House, which coincides with a large uptick in virus cases. The broader economy keeps providing strong recovery figures, while new retirement legislation has been introduced.

Tuesday, October 20, 2020

Central to a sound financial plan is an investment net worth structure that has a comfortable level of volatility to the investors. This is put the test when uncertainty enters the marketplace--usually seen around elections.

Tuesday, October 13, 2020

Markets continue to march on as we close in on US elections. With less than a month to go, what is typically a bumpy ride coming into election day has been somewhat smooth--this despite the fact there had been no further stimulus.

Tuesday, October 6, 2020

Over the last week, COVID-19 struck the US government in a meaningful way, as several key advisors in the White House & the President tested positive. Initial reactions on Wall Street were muted when news that President Trump had...

Tuesday, September 29, 2020

With the first US presidential debate taking place this week, markets have started the seasonal swing of uncertainty that is a common backdrop for presidential election years. Virus statistics add to this.

Monday, September 21, 2020

Markets continue to react almost entirely with headlines regarding the virus. Most presidential elections brings its share of market volatility, the 2020 race has been one of the more contentious races, with volatility expected to increase.

Tuesday, September 15, 2020

After the volatility of recent weeks, investment markets took a breather in the holiday shortened week last week. Washington leadership continues to dither on a new stimulus package with both parties far apart on potential agreement....

Tuesday, August 25, 2020

WIth political conventions taking center stage, this week's entry looks at the candidates views on the economy. BlackRock also weighs in on potential strategic adjustments given a post-Covid world. The industries most affected by...

Tuesday, August 18, 2020

One of the more difficult parts of this event-driven recession is getting perspective of the virus's impact on the total economy. While investment markets have rallied, Main Street in parts of the US continues to suffer.

Wednesday, August 12, 2020

Cetera Investment Management--one of our sub-advisory research partners--has launched a weekly dashboard to track a variety of measurements of economic activity. I have found that this helps in focusing some of the economic "data...

Tuesday, August 11, 2020

As the discussion of the impending US presidential election begins to take center stage, I wanted to begin to share some of the thoughts coming from our sub-advisory partners as it relates to November's election contest.

Tuesday, August 4, 2020

Investment markets continue to ebb & flow as Washington continues to hash out further stimulus. As November elections come into view, expect more headline trading. With summer winding to a close over the coming weeks, it's still a...

Tuesday, July 28, 2020

More stimulus is coming--and is necessary to continue to stave off financial crises on Main Street. It looks like Washington will take their time working out the details. This is important, as some of the initial programs to combat...

Tuesday, July 21, 2020

As virus infections continue to climb, some state and local economies are slowing or reversing re-opening plans. This will have the biggest effect on the small business economy, which could trickle up to smaller landlords & property...

Monday, July 13, 2020

With investment markets continuing their upward charge, many have asked about what seems to them as a disconnect between "the stock market" and the economy.

Tuesday, July 7, 2020

With 3rd quarter beginning, the virus infection count continues to mount. It's the time of year for economists to launch mid-year prognoses. We will host our own mid-year update with our partners from BlackRock next Tuesday.

Tuesday, June 30, 2020

As we come into the shortened holiday week, infection data continue to swing markets widely on a daily basis. As the economy begins a stop/start re-opening process, the recovery will begin to take shape - V, U, or otherwise.

Monday, June 22, 2020

This week marks our return to a weekly format for our blog with the launch of our new featured commentary Integrated Insights. Blogs will include links to investment commentary from our sub-advisory partners & salient planning insights.

Friday, June 12, 2020

Markets see-sawed this week as cases of Covid-19 spiked in certain states around the country. As local economies re-open I think it's fair to expect an increase in cases. Everyone will obviously be watching the impact that this takes...

Thursday, June 4, 2020

“Injustice anywhere is a threat to justice everywhere.” -- Dr. Martin Luther King, Jr. The events of recent weeks may have a deeper long term impact on our country than the pandemic we have been enduring the last few months.

Wednesday, May 20, 2020

Monday brought a major move for markets on news that a vaccine trial had seen positive results in 8 participants. This was enough to move markets more than 3%. These are the types of headline moves I would expect over the coming weeks...

Friday, May 15, 2020

Markets see-sawed back & forth all week after a strong run in the technology sector last week. More commentary from Cetera Investment Management, BlackRock, & Capital Group.

Thursday, May 7, 2020

More bad news on the employment front did not hamper continued incremental advancement by investment markets. Also...BlackRock breaks down the virus' impact on our lives going forward...Capital Group looks at dividend sustainability.

Wednesday, April 29, 2020

With negative growth for the last quarter now official, the case is made that we are officially in recession. It's important to keep in mind that this recession is due to a man-made shutdown of the economy. The way out will be through...

Friday, April 24, 2020

While volatility continued this week, market movement was general flat in total. This, despite that fact that oil prices hit record lows amidst a huge over-supply. For the economy to be hit with two event-driven shocks at the same time...

Tuesday, April 21, 2020

While markets continue to digest the impact of the coronavirus on the economy, oil prices continue to roil investment markets. Production far outpaces demand and an oil shock in addition to virus is enough to add another layer of...

Wednesday, April 15, 2020

Yesterday saw the beginning of an articulation for a framework for opening the economy. At the national level, details remain very vague, while in California, Governor Newsom has imagined a very measured & gradual re-opening. While...

Thursday, April 9, 2020

The Federal Reserve got involved again announcing new measures to help in adding liquidity to the banking system--providing its own package of potential loans to households & small businesses. This should add more continued support for...

Tuesday, April 7, 2020

Markets have been up, down, and all around over the past few weeks. After last week's downtrend, the weekend saw some bright data regarding containment of the virus--what I believe will be the next waypoint for the economy. That said...

Thursday, April 2, 2020

Following on from stimulus, the market is still looking for cues regarding containment. As more states across the nation issue stay-at-home orders, we still do not know how long people will be away from their places of employment, and...

Tuesday, March 31, 2020

Over the coming days, more & more information will be coming available about the massive stimulus package passed by the US government last week. In the interim, The National Directory of Registered Tax Return Preparers & Professionals...

Friday, March 27, 2020

In general, for markets to move higher, investors need to see two things - what’s being done to stop the virus spread and what’s being done to limit economic disruption. We got some clarity on the latter point. It took...

Wednesday, March 25, 2020

I expected to provide my next update on last Monday morning, touching on bold moves by the Fed and a huge stimulus package passed by congress. Apparently investment markets did as well--and with two votes failing in the Senate on...

Friday, March 20, 2020

As the Bay Area continues to live under a shelter in place order, thoughts often fall on the reality that our local & global economy have ground to a halt. Paper goods are hoarded without much reason, and financial assets continue...

Wednesday, March 18, 2020

As the response to the coronavirus crisis begins, investment markets continue their violent see-saw, waiting on information. More information on community spread, recovery rates, & mortality will give us all emotional grounding, while...

Monday, March 16, 2020

Last week's back-and-forth violent swing on markets ended with just -2% on the S&P 500. As the government moves from prevention to containment--with extreme social distancing implemented through many counties in the Bay Area--I expect...

Thursday, March 12, 2020

As COVID-19 was announced a global pandemic, investment markets fell below 20% reduction from the recent market high. This officially marks an end to an 11 year bull market run. At the outset of Wednesday's trade session, Goldman Sachs...

Wednesday, March 11, 2020

Join us for a Discussion around Recent Market Volatility Dial in by phone: 12pm Friday March 13 Call-in Number: (267) 930-4000Access Code: 231-124-180 Should you not be available at this time, we intend to post a recording of the call...

Monday, March 9, 2020

A global economy already worried about fallout from the new COVID-19 virus has been hit by a shock – an oil price war between Saudi Arabia and Russia. While the consumer will benefit from lower fuel costs, the near-term impact to...

Monday, March 9, 2020

A global economy already worried about fallout from the new COVID-19 virus has been hit by a shock – an oil price war between Saudi Arabia and Russia. While the consumer will benefit from lower fuel costs, the near-term impact to...

Monday, March 9, 2020

Week 2 of up-and-down marker volatility is coming to an end with flat movement across the major US indices. Though the impact on human life is at the forefront of everyone’s concerns, there are many uncertainties surrounding the...

Monday, March 2, 2020

Worst Week Since 2008 February 24-28, 2020 Recap • Stocks Enter Correction. Fears over the impact from the fast-spreading COVID-19 virus sent global markets reeling last week, with U.S. stocks registering their worst weekly...

Friday, February 28, 2020

As the week comes to an end, I wanted to continue to put out communication focusing on the coronavirus outbreak impact on investment markets. I continue to get (at least) daily updates from our research & management partners. Earlier...

Monday, February 24, 2020

Virus Spread Halts Complacency February 17 - 21, 2020 Recap • Stocks Decline Last Week. U.S. stocks, as measured by the S&P 500, registered its first weekly decline since late January while gold and Treasury prices surged, sending...

Tuesday, February 18, 2020

Stocks Finish at Record Highs February 10-14, 2020 Recap • Stocks Extend Rally. The S&P 500 and Nasdaq Composite both ended the week broadly higher, posting fresh all-time highs even as investors kept a wary eye on the renamed...

Monday, February 10, 2020

Best Week in Eight Months February 3-7, 2020 Recap • Stocks Rebound Amid Cautious Optimism. U.S. stocks had their strongest weekly gain since June 7 on speculation the negative effects on the U.S. economy from the spreading...

Monday, February 3, 2020

Coronavirus Stirs Growth Concerns January 27-31, 2020 Recap • Worst Week Since August 2. The S&P 500 Index posted its largest weekly decline since August 2 when it then lost 3.1%. Moreover, with market volatility resurfacing last...

Monday, January 27, 2020

Nasdaq Has First Weekly Loss of 2020 January 20 - 24, 2020 Recap • Stocks Tumble on Virus Concerns. After months of relative calm, U.S. equity markets posted their largest weekly declines in nearly four months amid worries that...

Tuesday, January 21, 2020

Best Week of the New Year January 13 - 17, 2020 Recap • Stocks Surge to Consecutive Records. U.S. equity markets surged last week on investor optimism surrounding the completion and signing of the so-called “phase one trade...

Tuesday, January 14, 2020

Heading into the last few weeks of January, we know that tax documents have started to populate your mailbox, and that means the task of preparing your 2019 tax return is on the horizon. Our office has been busy preparing for the...

Monday, January 13, 2020

Dow Briefly Tops 29,000 January 6 - 10, 2020 Recap • Stock Pare Gains on Jobs Miss. The longest- lasting bull market in history displayed remarkable resilience last week, posting weekly gains despite tumultuous geopolitical and...

Monday, January 6, 2020

Best Annual Performance in Six Years December 30, 2019 - January 3, 2020 Recap • Airstrike Stirs Weekly Loss. U.S. markets popped the corks early on New Year’s Eve, celebrating that U.S. benchmark equites posted their best...

Monday, December 30, 2019

Online Sales Hit Records Despite Late Thanksgiving December 23-27, 2019 Recap • Equities Finish Near All-Time Highs. U.S. stocks finished the week higher yet again in a shortened holiday week with light trading. The S&P 500 rose...

Monday, December 16, 2019

Trade Deal Reached December 9 - 13, 2019 Recap • Equity Momentum Builds. U.S. stocks ended the week with back-to-back record highs amid investor relief about reaching a phase one trade deal with China. Investor sentiment was also...

Monday, December 9, 2019

Goldilocks Payrolls Revive Equities December 2 - 6, 2019 Recap • Stocks Bounce Back. U.S. stocks advanced on Friday after a strong November jobs report bolstered investor confidence in the overall economy. The report helped pare...

Monday, December 2, 2019

Stocks Rebound Despite Tariff Worry Stocks Set New High U.S. stocks slipped from record highs to end last Friday’s shortened post-Thanksgiving Day session lower amid renewed tariff concerns that also threatened the demand...

Monday, November 25, 2019

Stocks Slip on Trade Jitters November 18 - 22, 2019 Recap • Stocks End on High Note. U.S. broad market stocks climbed higher Friday, but gains were not enough to avoid a weekly loss, snapping a six-week winning streak that was the...

Monday, November 11, 2019

Trade Optimism Prevails November 4 - 8, 2019 Recap • Week-Ending Records. All three major U.S. equity indices finished the week at fresh all-time records, with the benchmark S&P 500 posting its fifth consecutive weekly gain....

Monday, November 4, 2019

Trade Optimism, Job Gains Boost Stocks October 28 - November 1, 2019 Recap • S&P 500 Posts Third Record High. U.S. stocks advanced Friday, sending the S&P 500 to its third all-time high during the week after October payrolls...

Monday, October 28, 2019

Trade Optimism, Earnings Lift Spirits October 21 - 25, 2019 Recap • S&P 500 Finishes Near Record Level. U.S. stocks advanced Friday, as investors cheered progress on trade talks with lead negotiators speaking by phone. Technology...

Monday, October 21, 2019

S&P 500 Inches Closer to Record High October 14 - 18, 2019 Recap • Corporate Earnings Bump Up Stocks. U.S. stocks traded lower on Friday on mixed earnings, company specific news, and slowing growth in China, as much of U.S....

Monday, October 14, 2019

Equities Post Weekly Gain October 7 - 11, 2019 Recap • Partial Trade Deal Reached. U.S. stocks jumped on Friday, breaking a three-week losing streak after U.S. and Chinese negotiators reached a “phase one” trade deal....

Monday, October 7, 2019

Stocks Slip Third Week September 30 - October 4, 2019 Recap • Payrolls Calm Growth Fears. U.S. stocks advanced Friday, trimming a weekly loss after the September payrolls report was strong enough to calm fears for a recession, yet...

Monday, September 30, 2019

Stocks Weaken Second WeekSeptember 23 - 27, 2019 Recap • Trade Fears Sap Sentiment. U.S. stocks declined Friday to end at a three-week low on unconfirmed reports the Trump administration is considering restrictions on American...

Monday, September 23, 2019

Stocks Weaken Last Week September 16 - 20, 2019 Recap • Growth Concerns Resurface. U.S. stocks ended narrowly lower last week amid mixed economic data, the direction of future interest rates and heightened geopolitical risks. The...

Monday, September 16, 2019

Stocks Near Record Highs September 9 - 13, 2019 Recap • Trade Optimism Returns. U.S. stocks ended mixed and little changed on Friday, with the Dow Industrials posting an eighth consecutive advance, its longest sustained rally this...

Monday, September 9, 2019

Best Two Weeks Since Mid-June September 3 - 6, 2019 Recap • Optimism Over Rate Outlook. U.S. stocks edged higher a third day Friday, capping a second weekly gain after Fed Chairman Powell offered a positive view on the economy,...

Monday, August 26, 2019

Equities Weaken a Fourth Week August 19 - 23, 2019 Recap Stocks Slump Amid Tariff Barbs. U.S. stocks retreated over 2.5% on Friday after China announced an additional round of retaliatory tariffs on $75B worth of American goods on...

Monday, August 19, 2019

Equities Weaken a Third Week August 12 - 16, 2019 Recap Bond Yields Plummet. U.S. stocks ended a volatile week with back-to-back daily gains, trimming its third straight weekly loss to under 1% after skidding to a two-month low on...

Monday, August 12, 2019

Stocks Weaken a Second Week August 5 - 9, 2019 Recap Volatility Returns. U.S. stocks ended a turbulent week with another decline on concerns the trade dispute with China may not end anytime soon. Equity markets were whipsawed on Monday...

Monday, July 15, 2019

Stocks Set New Milestones July 8-12, 2019 Recap Positive Week Ends in Weakness. The S&P 500 closed Friday above 3,000 for the first time, joining the Dow Industrials and Nasdaq Composite to post new respective all-time highs. Investors...

Monday, July 8, 2019

Stocks Extend 2019 Rally July 1-5, 2019 Recap Positive Week Ends in Weakness. U.S. stocks slipped from all-time highs Friday amid thin post-holiday trading that trimmed a weekly advance as investors reacted negatively to a strong June...

Monday, July 1, 2019

Stocks Slip Last Week June 24 - 28, 2019 Recap Equities Rip in June. U.S. stocks finished higher on Friday but capped its first weekly loss in June which slightly trimmed a stellar monthly gain. The S&P 500 posted its best June...

Monday, June 24, 2019

Stocks Reach New Heights June 17 - 21, 2019 Recap • Equities Post Third Weekly Gain. U.S. stocks finished slightly lower Friday, its first decline within a strong week as equities were whipsawed from the quarterly...

Monday, June 10, 2019

Best Week in Seven Months June 3 - 7, 2019 Recap • Equities Rebound. U.S. stocks posted solid gains Friday to cap their best week since November, as investors speculate the weaker-than-expected May jobs report may boost chances...

Monday, June 3, 2019

Stocks Fall Fourth Week May 27 - 31, 2019 Recap • Growth Concerns Deepen. U.S stocks wrapped up a turbulent week and month after President Trump surprised markets with a plan for escalating import tariffs on all Mexican goods...

Tuesday, May 28, 2019

Stocks Fall Third Week May 20 - 24, 2019 Recap • Global Growth Concerns. U.S. stocks rose Friday but ended with weekly losses on investor concerns that protracted negotiations for a U.S.-China trade deal could harm global growth....

Monday, May 20, 2019

Stocks Fall Second Week May 13 - 17, 2019 Recap • Trade Tensions Persist. U.S. stocks finished lower last week on concerns that increased tensions with China will delay a trade deal. Equities erased Friday gains on reports that...

Monday, May 13, 2019

Stocks Slump on Trade Debacle May 6 - 10, 2019 Recap • Trade Tensions Escalate. Equities sank last week as China backpedaled on its previously agreed trade enforcement commitments and President Trump responded by raising tariffs...

Tuesday, May 7, 2019

As our Spring Cleaning Client Shred Event draws near on June 1, I wanted to provide some general guidance on keeping, organizing, and purging important legal and financial documents. Knowing which financial and personal paperwork to...

Monday, May 6, 2019

• Strong Jobs Data Spurs Rebound. U.S. stocks advanced Friday, rebounding from two days of selling after investors cheered a robust April jobs report and the unemployment rate fell to the lowest level since December 1969....

Monday, April 29, 2019

S&P 500 and Nasdaq Close Week with Record Highs April 22 - 26, 2019 Recap • New Records. The S&P 500 and tech heavy Nasdaq were relatively flat most of Friday after a strong GDP (gross domestic product) report, but rallied late in...

Monday, April 15, 2019

S&P 500 Posts Fractional Weekly Gain April 8 - 12, 2019 Recap • Stocks Edge Mostly Higher. Stocks extended gains Friday with the S&P 500 closing above the 2,900 level for the first time in six months amid solid bank earnings and a...

Monday, April 8, 2019

Stocks Approach September 2018 Record April 1 - 5, 2019 Recap • S&P 500 Nears Record High. Stocks ended a strong week, with the S&P 500 posting gains for a seventh straight session, its longest uninterrupted winning streak since...

Monday, April 1, 2019

Solid Gains for Week, Month and Quarter March 25 - 29, 2019 Recap • Best Quarter in a Decade. U.S. stocks rallied last week, extending impressive gains for the first quarter, sending the benchmark S&P 500 Index to its best...

Monday, March 4, 2019

Stocks Rise Fifth Week February 25 - March 1, 2019 Recap • Stocks Rise as Trade Deal Nears. Stocks ended broadly higher on Friday, with the S&P 500 ending the week above 2,800 for the first time since November 8. China’s...

Monday, February 25, 2019

U.S. Nears Trade Deal with China February 18 - 22, 2019 Recap • Stock Advance on Trade Optimism. U.S. stocks advanced last week on growing optimism over trade negotiations with China. After President Trump met with Chinese Vice...

Monday, February 18, 2019

Stocks Jump on Deal Optimism February 11 - 15, 2019 Recap • Stocks Post Strong Gains. U.S. equities surged last Friday, pushing the S&P 500 broadly higher as Wall Street welcomed positive developments in trade negotiations with...

Monday, February 11, 2019

Another Week of Equity Gains February 4 - 8, 2019 Recap • Stocks Edge Higher. U.S. stocks pared intra-day losses on Friday as positive quarterly earnings data offset lingering concerns whether the U.S. and China can reach a trade...

Friday, February 1, 2019

As February begins, we know that tax documents have started to populate your mailbox, and that means the task of preparing your 2018 tax return begins to loom. Our office has been busy preparing for the April deadline, and we wanted to...

Monday, January 28, 2019

Stocks End Little Changed January 22-25, 2019 Recap • Equities Finish Nearly Flat. The S&P 500 advanced last Friday, paring the first weekly decline in the new year, as corporate earnings boosted confidence in the economy. The...

Monday, January 21, 2019

Stocks Climb Fourth Week January 14-18, 2019 Recap • Trade Tensions Continue to Ease. U.S. stocks extended gains into a fourth straight week, its longest winning streak since August, supported by positive economic data and signs...

Monday, January 14, 2019

Stocks Advance as Trade Fears Ease January 7-11, 2019 Recap • Trade Tensions Ease. U.S. stocks edged lower on Friday amid jitters over the partial government shutdown that stretched into its 21st day, matching the record for the...

Monday, January 7, 2019

• December Payrolls Soar. U.S. stocks surged Friday, bolstered by a spike in December hiring that was coupled with faster wage growth and a higher labor participation rate. Gains intensified after Fed Chairman Powell said the...

Monday, December 17, 2018

• Stocks Falter on Growth Concerns. Global equities slumped again last week, with the S&P 500 ending at its lowest level since early April after growth concerns in Europe and China overshadowed positive trade developments....

Monday, December 10, 2018

• Stocks End Sharply Lower. Stocks plunged last week, with the S&P 500 capping its worst week since March. Thursday’s optimism that the Federal Reserve may slow its pace of rate hikes gave way to renewed trade tensions...

Monday, December 3, 2018

Best Week Since Late 2011 November 26 - 30, 2018 Recap • November Salvages a Gain. U.S. stocks advanced last week, with the S&P 500 posting its strongest weekly gain since December 2011, following dovish comments from the Federal...

Monday, November 26, 2018

• Worst Thanksgiving Week in Decades. U.S. stocks ended lower in last Friday’s holiday-shortened trading session, extending sharp declines earlier in the week to push the S&P 500 into correction, down 10% since its...

Monday, November 19, 2018

• Let's Make a Deal. U.S. stocks ended mostly higher last Friday, trimming steep weekly losses after President Trump said he is optimistic about resolving trade disputes with China. The comments came after Beijing sent a broad...

Monday, November 12, 2018

• Stocks Trim Weeky Gains. U.S. stocks finished lower on Friday, trimming weekly gains as a two-week plunge in oil prices and an earnings-driven resumption in tech selling sparked investor angst. A stronger-than-expected gain in...

Monday, November 5, 2018

• Stocks Rebound After October Rout. U.S. stocks closed lower on Friday, ending its first three-day rally since September 20, but the S&P 500 still recorded its best week in over six months. Stocks trimmed about half the...

Monday, October 29, 2018

• Most Volatile Week Since February. U.S. stocks slumped last week, with the S&P 500 finishing a volatile week just shy of a 10% correction from its September 20 record high as earnings from a pair of mega cap bellwethers in...

Monday, October 22, 2018

• Tarriff Concerns Appear in Earnings Guidance. U.S. stocks gave back strong intra-day gains on Friday to finish mixed as investors assessed generally positive earnings results and geopolitical concerns. Tariff tensions were...

Monday, October 15, 2018

• Volatile Week Ends on a Brighter Note. U.S. equities rebounded from four days of selling on Friday, climbing the most in six months, but still posted sharp losses on the week. Investors had grown concerned over quickly rising...

Monday, October 8, 2018

• Worst Week in a Month. U.S. stocks fell in tandem with bonds on Friday, capping the S&P 500 with its worst week in a month, as a selloff in Treasuries sent yields to seven-year highs. Bond prices slid as fallout persisted over...

Monday, October 1, 2018

• Stocks End Mixed Week. U.S. stocks ended a two-week rally, while finishing September slightly positive and posted its strongest quarterly gain since 2013. Investors turned cautious amid jitters over political intrigue in...

Monday, September 24, 2018

S&P 500 Reaches New Record September 17 - 21, 2018 Recap • Second Weekly Gain. U.S. stocks finished mixed last Friday with the S&P 500 breaking a three-day rally, as declines in technology mega caps weighed on sentiment amid...

Monday, September 17, 2018

• Five for Five Daily Gains. U.S. stocks finished mixed on Friday, ending a positive week that sent the S&P 500 to its strongest weekly advance since mid-July. Equities reversed midday gains on reports President Trump wants to...

Monday, September 10, 2018

Trade Tensions Spark Technology Reversal September 3 - 7, 2018 Recap • Week Long Tech Losses. U.S. stocks fell for a fourth day after President Trump threatened an additional $267B in tariffs on Chinese imports on top of $200B in...

Monday, September 3, 2018

Best August Performance Since 2014 August 27 - 31, 2018 Recap • Stocks Face Canadian Trade Challenge. U.S. stocks finished mixed in thin trading ahead of the Labor Day holiday weekend, but the broader market held a weekly gain...

Monday, August 20, 2018

Stocks Advance on Trade Optimism August 13 - 17, 2018 Recap • Poised for Record Bull Market. U.S. stocks advanced for a second day on Friday, after the Wall Street Journal reported that U.S. and Chinese negotiators agreed to meet...

Monday, August 13, 2018

Stocks Slump Amid Turkey Economic Crisis August 6-10, 2018 Recap • Global Equities Slump. U.S. stocks slumped on Friday, following foreign markets lower after President Trump doubled tariffs on aluminum and steel imports from...

Monday, July 9, 2018

• It’s all About Fundamentals. Wall Street largely overlooked the latest escalation in the U.S.- China trade dispute after a solid gain in June payrolls and a subdued YoY gain in hourly wages sparked optimism and eased...

Monday, June 11, 2018

• Best Week Since March. U.S. stocks climbed higher Friday, capping the week with solid gains as consumer staples rallied to a six-week high, offsetting concerns after President Trump criticized the trading practices of Canada and...

Monday, June 4, 2018

• More Americans at Work. Stocks broadly advanced last Friday, more than erasing a weekly loss, as May non-farm payrolls widely outpaced expectations and the unemployment rate fell from 3.9% to 3.8%, matching April 2000 at the...

Monday, May 28, 2018

• Equities Edge Higher Last Week. Stocks ended lightly mixed on Friday, paring modest weekly gains, as oil prices slumped the most in nearly a year after a Saudi Arabia oil minister said increased production will likely raise...

Monday, May 21, 2018

• Equities Ease. Stocks ended fractionally lower in light volume last week, as investors weighed conflicting signals on U.S.- China trade talks. Early last week, major media reported that China had offered to buy $200 billion in...

Monday, May 14, 2018

• Bullish Tone Takes Hold. Stocks ended mostly higher Friday, with the S&P 500 extending gains into a third day, capping its best week in two months as trade tensions eased and speculation mounted that inflation will remain tame....

Monday, May 7, 2018

• Stocks End Slightly Negative. U.S. stocks finished the week slightly negative, as sharp gains stemming from a tech rally overshadowed a lack of progress in U.S.-China trade talks and mixed takeaways within the April payrolls...

Monday, April 30, 2018

• Stocks End Slightly Negative. U.S. stocks finished the week slightly negative, as optimism over generally solid earnings was overshadowed by signs of economic cooling. All three major U.S. equity indices declined fractionally,...

Monday, April 23, 2018

he S&P 500 pared a weekly gain as a late-week selloff overshadowed what has so far been a solid earnings season. All three major U.S. equity indices fell at least 0.8% on Friday as inflation concerns mounted after the key 10-year...

Monday, April 16, 2018

U.S. stocks pared a weekly gain last Friday amid investor jitters ahead of a possible U.S-led military strike against Syria, following evidence of chemical weapons use by the Assad regime. Domestic equities had posted sharp gains...

Monday, March 26, 2018

U.S. stocks ended sharply lower last Friday, capping the three main domestic indices with their worst weekly decline in over two years amid uncertainty over a potential trade war with China. Investors were also vexed over by higher...

Monday, March 19, 2018

U.S. stocks posted modest gains on Friday, paring four days of declines, after investors cheered unexpectedly strong factory output and consumer sentiment data, overshadowing worries about potential trade wars. Earlier in the week,...

Monday, March 12, 2018

Stocks rose sharply last week, as investors welcomed a strong February payrolls report and were relieved that wage growth moderated. Wall Street was also pleased that North Korea has stated it is willing to conditionally denuclearize...

Monday, March 5, 2018

Stocks ended higher on Friday, as a late-day rally pared a weekly decline as investors’ fear over potential trade wars subsided amid speculation that President Trump’s pledged tariffs may not disrupt global growth....

Monday, February 26, 2018

All three major U.S. equity indices surged last Friday, erasing losses for the week with the biggest gains in nearly three weeks as Wall Street grew more confident that new Fed Chairman Jerome Powell may not rush to raise interest...

Tuesday, February 20, 2018

U.S. stocks advanced all five days to cap their strongest weekly performance in five years. The S&P 500 finished the week above its 50-day moving average for the first time since the 10.1% correction the prior week and is now down less...

Monday, February 12, 2018

U.S. stocks fell sharply last week, as the S&P 500 slumped over 5% for its largest weekly slide since January 2016, ending a record stretch of extremely low volatility. Investors’ inflation fears were the primary catalyst for the...

Monday, February 5, 2018

Equity markets fell sharply last week as Wall Street grew concerned over an accelerating rise in bond yields; the S&P 500 falling 2.12% on Friday, extending a 1.74% loss earlier in the week. Losses accelerated on Friday when the Labor...

Monday, January 29, 2018

All three major domestic equity averages marked their fourth weekly advance as investors remain upbeat on the economy despite a softer-than-expected preliminary reading of fourth quarter GDP. The 2.6% increase in 4Q GDP (down from 3.2%...

Monday, January 22, 2018

During the week, the prospect of a government shutdown was on the collective mind of Wall Street and appeared to limit the market’s gains. Federal spending authorizations were set to expire on Friday evening and congressional...

Tuesday, January 16, 2018

U.S. equity momentum accelerated to new heights entering 2018, with the S&P 500 posting new record-setting highs during eight of the first nine trading days of the year. Quite significantly, the S&P 500 broke its 200-day trend line...

Tuesday, January 9, 2018

Recently, Bitcoin has become an increasingly hot topic as its price has grown significantly in valuation. This price jump has caught a lot of investors’ attention, but many are struggling to understand what exactly Bitcoin is....

Monday, January 8, 2018

U.S. stocks posted strong gains the first week of the New Year, with all three major domestic indices rising to record-setting highs for three straight days, as Wall Street reveled in economic data that generally supported a...

Tuesday, January 2, 2018

U.S. stocks declined the final week of the year, paring the best annual gain in four years, as investors cautiously positioned their portfolios ahead of the extended New Year’s weekend. Selling erased earlier gains with most of...

Monday, December 18, 2017

All three major U.S. equity averages advanced to new record-setting highs on Friday after Republican Senators Marco Rubio and Bob Corker announced they would vote in favor of the GOP-led tax reform bill. The two senators were previous...

Monday, December 11, 2017

The S&P 500 Index extended gains for a third week, after a stronger-than-expected November jobs report on Friday provided relief to a host of uncertainties and struggles the markets experienced earlier in the week. Labor Department...

Monday, December 4, 2017

U.S. stocks finished lower last Friday; the S&P 500 and Dow Industrials opened on a high note, but then soured as political developments overshadowed positive tax news. Investors were worried that former National Security Advisor...

Monday, November 27, 2017

U.S. stocks pushed higher during the shortened Thanksgiving Day holiday week as investors embraced generally positive economic data and expressed optimism for stronger-than-expected holiday retail sales. Including Friday’s...

Monday, November 20, 2017

U.S. stocks finished lower on Friday, as investors failed to follow-through on Thursday’s outsized gains as nervousness about continued flattening of the Treasury yield curve overshadowed a stronger-than-forecast increase in...

Monday, November 13, 2017

U.S. stocks finished slightly mixed last Friday, with the S&P 500 and Dow Industrials posting their first weekly losses in more than two months and the NASDAQ Composite ended a run of six straight weekly gains. Investors turned...

Monday, November 6, 2017

U.S. stocks climbed higher Friday, sending the S&P 500 to its eighth weekly advance, its longest string of weekly gains since 2013. Investor sentiment was boosted following better-than-expected earnings and strong services sector...

Monday, October 30, 2017

U.S. stocks advanced on Friday after technology titans, particularly the giants of internet retail and search, announced stellar earnings that powered the NASDAQ Composite and S&P 500 to finish at record new highs, with the NASDAQ 100...

Monday, October 23, 2017

U.S. stocks continued to post new milestones and record highs last week, with the S&P 500 and Dow Industrials posting their sixth consecutive weekly gain. Friday marked the 24th time this year that all three major U.S. equity indices...

Monday, October 16, 2017

U.S. stocks edged slightly higher Friday, sending the S&P 500 to its fifth straight weekly gain, while the NASDAQ Composite finished the week at a new closing high. Trading was largely subdued as investors weighed increased consumer...

Monday, October 9, 2017

U.S. stocks ended mostly lower on Friday, slightly paring strong weekly gains as investors largely shook off disappointment over a weak September payrolls report that was distorted by the effects of the two major hurricanes at the...

Monday, October 2, 2017

U.S. stocks advanced on Friday, sending the S&P 500, NASDAQ Composite and Russell 2000 to new all-time highs, buoyed by strength in Financials after President Trump interviewed former Federal Reserve Governor Kevin Warsh as a potential...

Monday, September 25, 2017

U.S. stocks ended narrowly mixed on Friday and on the week as Wall Street stayed near the sidelines after North Korea intensified its threats against the United States. President Trump responded by authorizing sanctions against...

Monday, September 18, 2017

U.S. stocks advanced last Friday, finishing a strong week with yet another trifecta of all-time closing highs for all three major domestic equity indices. The S&P 500 rallied to end above the 2,500 milestone for the first time, as the...

Monday, September 11, 2017

U.S. stocks finished the holiday-shortened trading week modestly lower, as Wall Street investors remained cautious ahead of a possible North Korean ballistic missile test and the weekend arrival of Hurricane Irma in southern Florida....

Tuesday, September 5, 2017

U.S. stocks advanced for a sixth straight day on Friday, as investors took solace that a weak August payrolls report would likely prompt the Federal Reserve to hold off raising interest rates in September. Nonfarm payrolls rose by 156...

Monday, August 28, 2017

U.S. stocks rebounded from two days of selling on Friday, but still recorded the strongest weekly performance in over a month. Friday’s rebound was sparked by comments within Fed Chair Janet Yellen’s Jackson Hole, Wyoming...

Monday, August 21, 2017

U.S. stocks erased intra-day gains on Friday, capping a second straight weekly loss for the S&P 500. Wall Street was beset by a return of volatility, stemming largely from political drama out of Washington D.C. and a series of...

Monday, August 14, 2017

U.S. stocks ended with small gains last Friday, slightly paring a three-day slide to finish a volatile week lower amid North Korean threatened missile attacks and reprisal warnings by President Trump. However, Friday’s return to...

Monday, August 7, 2017

U.S. stocks advanced on Friday following a stronger-than-expected July payrolls report with non-farm jobs up 209,000 last month, topping economists’ consensus forecast by 29,000. The U.S. dollar strengthened as wage growth rose 0...

Monday, July 31, 2017

U.S. stocks ended mostly lower Friday, as an outsized earnings miss by a leading online retailer rattled global investors, offsetting optimism from an in-line second quarter GDP report. Only the Dow Industrials ended positive on Friday...

Monday, July 24, 2017

The S&P 500 ended lower on Friday, closing within two points of its all-time high set last Wednesday, as Wall Street investors turned cautious over mixed earnings data and a shake-up in the White House Communications staff. While still...

Monday, July 10, 2017

U.S. stocks advanced on Friday, rebounding from Thursday’s biggest selloff since May as Wall Street cheered a solid June payrolls report. Labor Department officials said the economy added 222,000 new jobs last month, topping...

Wednesday, July 5, 2017

The S&P 500 and Dow Industrials edged higher last Friday, but pared intra-day gains during the final few minutes of trade as investors locked in profits for the month and second quarter. The S&P 500 was unable to extend back-to-back...

Monday, June 26, 2017

U.S. stocks extended gains into a second week amid a rebound in technology stocks and a rally in biotech which, together, more than offset a slump in telecom and energy companies. After tech companies within the S&P 500 posted a 3.8%...

Monday, June 19, 2017

U.S. stocks ended little changed on Friday and for the week as investors were mostly relieved that a selloff in technology during the week had not spread to become a broader market pullback. The S&P 500 gained under two-points last...

Monday, June 12, 2017

U.S. stocks ended mostly lower on Friday and for the week, as investors sold a key group of highly-appreciated NASDAQ technology shares after a Goldman Sachs report warned that low volatility momentum in the group may have blinded...

Monday, June 5, 2017

U.S. stocks rallied Friday, finishing a holiday-shortened trading week with all three major domestic equity indices reaching new all-time highs on June 1 and 2. Yet the U.S. dollar weakened and Treasury securities advanced along with...

Tuesday, May 30, 2017

U.S. stocks edged mostly higher last Friday, with less than a point gain on the S&P 500. But that was enough for the benchmark index to register its seventh consecutive daily gain and finish at a fresh record high, posting its...

Monday, May 22, 2017

U.S. stocks ended a volatile week little changed, with most global equity markets stabilizing after being rocked by dual political debacles this week in Washington and Brazil. After falling 1.8% on Wednesday, the S&P 500 pared...

Monday, May 15, 2017

U.S. stocks slipped lower Friday, causing the S&P 500 to end the week with its first back-to-back decline in almost a month and snapped a three-week stretch of gains. Investor sentiment edged lower after consumer prices rebounded last...

Monday, May 8, 2017

U.S. stocks climbed to a new all-time high last Friday, topping its prior record from March 1st by three points, as energy producers rallied and oil prices rebounded after a three-week slide. April non-farm payroll data on Friday was...

Monday, May 1, 2017

U.S. stocks ended slightly lower on Friday, paring gains for the week as disappointing economic growth data overshadowed strong earnings from several leading technology companies. The Commerce Department reported that the economy...

Monday, April 24, 2017

U.S. stocks finished lower on Friday, paring gains for the week as investors turned cautious ahead of Sunday’s French presidential election. Equities ended two weeks of declines and closed Friday above the lows of the day after...

Monday, April 17, 2017

U.S. stocks retreated for a third day last Thursday, ending a holiday-shortened trading week lower as geopolitical risks escalated for a second straight week. Following last week’s U.S. cruise missile strike against a Syrian air...

Monday, April 10, 2017

U.S. stocks flipped between small daily gains and losses before ending the week fractionally lower as markets proved resilient amid rising geopolitical tensions. Bond prices advanced for a fourth week and gold and oil futures rallied...

Monday, April 3, 2017

U.S. stocks ended lower on Friday, as the S&P 500 erased a gain during the session’s final ½-hour. The broad market’s move repeated a pattern that has been in place for over a month in which a week’s final hour...

Monday, March 27, 2017

The S&P 500 and Dow Industrials closed Friday with small losses while the NASDAQ Composite eked out a gain after House Republicans, fearing insufficient numbers to pass a healthcare replacement plan, withdrew their legislation shortly...

Monday, March 20, 2017

All three major domestic averages finished the week with fractional gains, returning to a seven week upward trend with just one interruption during the week ending March 10th. Last week’s gain was due, in most part, to Wall...

Monday, March 13, 2017

U.S. equity averages posted their first weekly loss in the past seven weeks as gains on Thursday and Friday failed to overcome the effects of the worst pullback in oil prices since November. Crude oil prices slumped 9.1% last week to...

Monday, March 6, 2017

U.S. stocks posted modest gains on Friday, resulting in a sixth weekly advance. The bulk of equity gains came on Wednesday, following President Trump’s well-received Tuesday evening address to a joint session of Congress. While...

Monday, February 27, 2017

Equities staged a late day rally during Friday’s final 30 minutes of trade, more than fully erasing earlier losses in the session. Investors remain hopeful that President Trump’s first address before a joint session of...

Monday, February 20, 2017

Stocks rose to new record highs last Friday, capping the benchmark S&P 500’s fourth weekly advance, the longest stretch of gains since July. Investor sentiment got a boost following a pledge from President Trump that his tax...

Monday, February 13, 2017

U.S. stocks advanced for a third straight week, with all three major domestic equity indices finishing the week at all-time highs. Investors’ bullish appetites were sparked after President Trump announced that he will be...

Monday, February 6, 2017

U.S. stocks finished solidly higher Friday, with a rally in financials pushing most domestic equity indices to a small weekly gain. Investor optimism was renewed after President Trump signed executive orders to delay the April...

Monday, January 30, 2017

U.S. stocks finished little changed near all-time highs on Friday, as Wall Street bemoaned a slower pace of economic growth during the final quarter of 2016. The gross domestic product (GDP) growth rose at a 1.9% annualized pace during...

Monday, January 23, 2017

U.S. stocks closed higher on Friday, retracing most intra-day gyrations associated with Donald Trump’s presidential Inauguration Day speech, which many investors noted as overly protectionist. Yet Trump’s first speech as...

Monday, January 16, 2017

Most stocks advanced on Friday, with the S&P 500 paring a modest weekly decline, while the NASDAQ Composite posted a near 1% gain last week, finishing at a fresh record high. Investor confidence in the economy was bolstered by...

Monday, January 9, 2017

The S&P 500 extended gains on Friday, closing at a fresh all-time high after investors welcomed a December payrolls report that featured a 2.9% year-over-year gain in wages, the strongest 12-month increase since 2013. Meanwhile, the...

Tuesday, January 3, 2017

The S&P 500 ended a solid year with a third weekly loss in the past five, trimming its 2016 total return to 11.96%, its strongest annual performance in two years. Also inclusive of dividends, the Dow Industrials surged 16.50% in 2016,...

Monday, December 19, 2016

U.S. stocks slipped on Friday on concerns regarding China’s navy seizing a U.S. underwater drone in international waters in the South China Sea. Equities ended the week narrowly mixed with the Dow Industrials climbing within 0.5%...

Monday, December 12, 2016

U.S. stocks rose for a second week with the S&P 500 extending its rally into a sixth day, its longest daily winning streak since June 2014, as the post-election rally continues to expand. Bank shares are continuing to outperform,...

Monday, December 5, 2016

U.S. stocks ended lower last week, snapping three straight weekly gains, as a surge in oil and energy producers was insufficient to offset weakness in Technology and uncertainty about Sunday’s referendum vote in Italy. Energy...

Tuesday, November 29, 2016

U.S. stocks rose for a third straight week, and for the first time since 1999 all four major benchmark indices, including the Russell 2000, simultaneously reached new all-time highs. Strong economic data and the prospects of tax cuts...

Tuesday, November 22, 2016

U.S. stocks rose for a second week, extending the rally resulting from Donald Trump's surprise election as investors speculate the president-elect’s developing policies will encourage faster-paced growth. The S&P 500 has added...

Monday, November 7, 2016

Some materials are chosen by the Cetera Investment Management team and summarized by Jason Vitucci who is not affiliated or registered with Cetera. Cetera Investment Management provides investment management and...

Monday, October 31, 2016

U.S. stocks ended lower four out of the five trading session last week, culminating in Friday’s reversal after the FBI was rumored to be reopening the investigation into Hillary Clinton’s use of an unauthorized email server...

Monday, October 24, 2016

U.S. stocks gained fractionally last week, despite challenges from mixed corporate earnings reports and soft economic data. Of the 116 S&P 500 companies that have so far reported third quarter results, per share profits have grown by 3...

Monday, October 17, 2016

U.S. stocks gained fractionally on Friday, but not enough to finish positive last week as investors remain cautious about interest rates and hopeful on corporate earnings. Earlier in the week, Wall Street saw the 10-year Treasury...

Monday, October 10, 2016

U.S. stocks slipped on Friday, adding to the S&P 500’s first weekly decline in the past four weeks as nervousness about September’s payrolls report culminated in the smallest monthly jobs gains since May. The economy added...

Monday, October 3, 2016

U.S. stocks rebounded on Friday, recovering most of Thursday’s near 1% decline. The reason? Beleaguered Deutsche Bank AG is reportedly poised to settle the U.S. Department of Justice claim for $5.4B, less than half of their...

Monday, September 26, 2016

U.S. stocks finished moderately lower on Friday, as investors were put off by a sharp decline in oil; yet following three days of gains, the S&P 500 posted its strongest weekly gain in two months. Oil prices fell nearly 4% on Friday...

Monday, September 19, 2016

U.S. equities closed lower Friday, but preserved gains for the week, as oil prices dropped and investors worried about upcoming central bank policy meetings. Oil prices fell on the combination of a stronger US dollar and an expected...

Monday, September 12, 2016

U.S. stocks slumped on Friday, falling the most since the U.K. voted to leave the EU, as a two-day bond market rout sent government debt yields to their highest levels since late June. German 10-year bond yields rose above zero for the...

Wednesday, September 7, 2016

Stocks advanced on Friday, with a lackluster August payrolls report signaling reduced odds for a September rate hike, but still adequate to preserve investor optimism for a growing economy. The Labor Department said employers added 151...

Wednesday, August 24, 2016

U.S. stocks mostly stalled near record highs last week amid signs that investors are losing patience awaiting a rebound in corporate profits. After digesting second quarter results, Wall Street analysts now forecast that S&P 500...

Thursday, August 18, 2016

U.S. stocks edged lower on Friday after an unexpected stall-out on last month’s retail sales, but the S&P 500 eked out its sixth weekly gain in the past seven weeks. The NASDAQ Composite finished at a new all-time high for a...

Tuesday, August 9, 2016

U.S. stocks surged last Friday as strong July jobs data, the second consecutive payrolls report that widely exceeded economists’ forecasts, eased concerns that economic growth is slowing. Employers added 255,000 jobs last month,...

Tuesday, August 2, 2016

Despite ending Friday within two points of its 2,175.03 historical high, the S&P 500 posted a small loss last week, snapping four consecutive weekly gains. The benchmark equity index advanced 3.69% in July, its fifth monthly gain, and...

Wednesday, June 29, 2016

Equities sold off globally last Friday, giving back most of the gains of the prior week, on news that the U.K. referendum on European Union (E.U.) membership ended with a vote to leave the union. The Dow Jones Industrial Average...

Wednesday, June 22, 2016

Stocks finished lower last Friday, with the S&P 500 in retreat for a fourth day in the past five sessions. The S&P 500 ended with its worst weekly performance since April. Investors grew increasingly concerned about global growth ahead...

Tuesday, June 14, 2016

Stocks closed lower on Friday, sending the S&P 500 down the most in three weeks after sharp declines in global bond yields triggered renewed concerns over sustained world growth. Friday's declines more than erased an earlier weekly...

Thursday, June 9, 2016

U.S. stocks ended a holiday-shortened four-day trading week essentially where it began. The S&P 500 finished lower on Friday, ending at 2,099.13 versus 2,099.06 a week earlier, after a disappointing May payrolls report showed the...

Wednesday, June 1, 2016

U.S. stocks rose last Friday, sending the S&P 500 to a five-week high and its strongest weekly gain since March 4th. Equities recovered from a Friday dip sparked by a speech from Fed Chair Janet Yellen signaling a rate hike may be...

Wednesday, May 18, 2016

The Dow Industrials and S&P 500 declined Friday, extending losses into a third week, their longest losing streak since January. Investors were primarily put off by weak first quarter earnings announcements within retail, particularly...

Wednesday, May 11, 2016

Stocks extended declines into a second week on continued signs of slowing global growth. Predominately negative economic data weighed on investor sentiment last week, culminating in Friday's weak payrolls report. The U.S. economy added...

Tuesday, May 3, 2016

The largest two-day loss in nearly three months sealed the S&P 500 with a second weekly decline and capped the index with its weakest April performance since 2012, up just 0.39%. Stocks broadly declined Friday, hurt by continued US...

Tuesday, April 26, 2016

U.S. equity markets ended mixed on Friday, as disappointing earnings from technology and internet companies drove the NASDAQ 100 Index to its largest weekly decline since February 5th. While earnings for S&P 500 companies are so far...

Wednesday, April 20, 2016

U.S. stocks slipped lower on Friday, but this did little to reduce strong gains for the week. Equities rallied as the first quarter earnings season moved into high gear, with investors relieved that banks reduced expenses enough to...

Monday, April 4, 2016

The S&P 500 advanced last week, completing its sixth weekly gain in the past seven weeks and finishing at its highest closing level of the year. The week was defined by a market-friendly speech delivered by Federal Reserve Chair Janet...

Wednesday, March 30, 2016

Stocks finished lower during the Good Friday holiday-shortened week, with the S&P 500 breaking its five-week winning streak after previously recovering all of its 2016 losses. Investors' appetites began to fade after several Federal...

Wednesday, March 23, 2016

Stocks advanced on Friday, pushing all three major U.S. equity indices to a fifth straight weekly gain, their longest stretch of gains in five months. The Dow Jones Industrial Average and S&P 500 each completed one of the largest...

Thursday, March 10, 2016

The S&P 500 rose 0.33% on Friday, capping the first four-day gain since last October, after February's non-farm payrolls exceeded forecasts and the Energy Department said domestic crude oil production is trending lower. The U.S. added...

Tuesday, March 1, 2016

U.S. stocks slipped on Friday, slightly trimming a second straight weekly gain, after a pickup on the Fed's preferred measure of inflation overshadowed a surprise upward revision on fourth quarter gross domestic product (GDP) growth....

Friday, February 26, 2016

How the Bi-Partisan Budget Act of 2015 Created 3 Classes of Social Security Beneficiaries for Couples Claiming Strategies Let's face it, retirement planning is difficult. There are so many different pieces of the puzzle, and each one...

Tuesday, February 23, 2016

U.S. equity markets concluded the holiday-shortened week sharply higher as investors embraced signs that the market may be stabilizing. Data from Bloomberg showed that thirty-day correlations between the S&P 500 and ten other asset...

Tuesday, February 9, 2016

U.S. stocks slumped last week, snapping two weeks of gains, as a mixed January jobs report and disappointing earnings sent consumer and technology shares sharply lower. The NASDAQ Composite Index finished at its lowest level since...

Tuesday, February 2, 2016

The S&P 500 surged 2.5% last Friday, its best one-day gain in more than four months, as investors cheered Japan's surprise new stimulus measure and better-than-forecast manufacturing data in the Chicago area. The Bank of Japan said it...

Wednesday, January 27, 2016

January 25, 2016 U.S. stocks surged on Friday, capping the S&P 500 with its best two-day rally in three months on speculation that central banks in Europe and China may expand stimulus measures to support their respective economies....

Monday, January 25, 2016

Understanding your Retirement Spending—Yet another reason the 15 minute retirement plan fails. I am continually amazed at the amount of “generic” financial advice that is available to the average surfer of the internet. While some...

Tuesday, January 19, 2016

Clearly, the markets have seen a rocky start to 2016. With most major equity indices firmly in the negative, investor anxiety is at levels not seen in some time. In this environment, it is very easy to forget the market positives that...

Tuesday, January 12, 2016

Week of January 11, 2016 Optimism over Friday's better-than-forecast jobs report gave way to anxiety over sliding oil prices, global growth concerns and the timing of future Federal Reserve rate increases. The S&P 500 fell 1.08% on...

Monday, October 5, 2015

U.S. equities bounced back twice last week after the S&P 500 had approached its August 25th low of 1,867. The benchmark index had fallen as much as 2.6% last Monday after Glencore Plc, one of the world's largest commodities export firm...

Thursday, September 17, 2015

U.S. stocks finished at session highs on Friday, pushing the S&P 500 higher for a second day, to cap its best week since July 17th. Equity markets ended a volatile week, with wide swings, as investors wrestle with uncertainty ahead of...

Thursday, September 10, 2015

U.S. stocks ended sharply lower last week due to continuing concerns over China's slowing economy and uncertainty with the Federal Reserve as to when it will begin raising interest rates. Volatility was again the watchword for Wall...

Wednesday, September 2, 2015

After the S&P 500 sank 5.7% the week prior, this past week's tumultuous trading experience ended favorably higher. Triggered by an 8.5% overnight plunge on China's Shanghai Composite, U.S. stocks plunged on Monday, with the Dow...

Wednesday, August 26, 2015

Last week, equity markets posted their worst week since September 2011. Concerns about the slowdown in Chinese growth and uncertainty surrounding the Federal Open Market Committee’s upcoming potential rate move brought out the bears....