Weekly Market Insight – Special Report: Quarterly Update Last week, trade tensions with China lessened somewhat, while the 2nd quarter corporate earnings season started with mixed results. Against this backdrop, domestic stocks experienced sizable growth. By market’s close on Friday, July 13, the S&P 500 was above 2,800 for the first time since February 1. […]

Jobs Push Stocks Up Domestic stocks only traded for 4 days last week, due to the Independence Day holiday. In that time, all 3 major domestic indexes posted positive results for the week. The S&P 500 added 1.52%, the Dow gained 0.76%, and the NASDAQ increased 2.37%.[i] International stocks in the MSCI EAFE were up […]

VIDEO: 3 Estate Planning Mishaps When most people hear the words estate planning they automatically think that wealthy people are the only ones that need it. That couldn’t be more wrong. Regardless of how much money you have, you really need to think about what will happen to your assets after you pass away. In this […]

The Power of Corporate Earnings Stocks stumbled across the globe last week as trade tensions continued to escalate. Despite rebounding somewhat on Friday, the S&P 500 experienced its first weekly loss in a month, and the Dow posted its worst week since March.[i] The S&P 500 dropped 0.89%, the Dow lost 2.03%, and the NASDAQ […]

VIDEO: 3 Ways to Turn Your Retirement Savings Into Income   In this video, Rich discusses 3 ways to turn your retirement savings into income. When you think about it, most of our lives are spent saving for retirement. This is often referred to as the accumulation phase. However, when the time comes where we […]

Trade and Interest Rates Last week stocks showed mixed results as political headlines continued to dominate the news. The Dow lost 0.89% and the S&P 500 was almost flat with a 0.02% gain.[i] The NASDAQ, on the other hand, reached a record high on Thursday and ended the week up 1.32%.[ii] Both the S&P 500 […]

Strength, Growth, and Tension As last week ended, tension between the U.S. and some of its greatest allies was on the rise. Trade remained a hot-button topic ahead of the G-7 meeting in Canada, but investors seemed largely unfazed by the drama.[i] In fact, all 3 domestic indexes posted strong results: The S&P 500 added […]

VIDEO: Catch Up On Your Retirement Savings   The reality is, many Americans aren’t financially prepared for retirement. If you don’t have enough saved up for your golden years, there is ONE way to catch up relatively quickly, and it can make a huge difference. Here’s how.                 […]

Job Report Calms Volatility Markets experienced heightened volatility this week, with both the S&P 500 and Dow dropping 0.82% and 1.60% respectively. Meanwhile, the NASDAQ rose 0.24% as international markets took a small dip with the MSCI EAFE losing 1.10%.[i] [ii] The markets’ highs and lows came from a variety of economic and geopolitical developments. […]

Stocks Up, Signals Mixed Geopolitical uncertainty affected stocks last week, as the historic summit between the U.S. and North Korea began to look less likely. On Thursday, May 24, President Trump announced that the summit was off, and stocks stumbled in reaction. The next day, Trump said the meeting might still occur next month, leaving […]