Mixed Results as Turkey Stumbles Stocks ended the week in mixed territory as trouble with Turkey’s currency affected U.S. equity performance on Friday, August 10.[i] For the week, the S&P lost 0.25%, the Dow declined 0.59%, and the NASDAQ increased 0.35%.[ii] International stocks in the MSCI EAFE stumbled, giving back 1.57%.[iii] Although last week brought […]
Stocks Up As Data Comes In Domestic markets ended last week in positive territory, as the S&P gained 0.76%, the Dow was up 0.05%, and the NASDAQ increased 0.96%.[i] This performance marked the 5th week in a row that the S&P 500 and Dow posted gains.[ii] Meanwhile, international stocks in the MSCI EAFE stumbled, losing […]
VIDEO: Retirement Investing Pitfall 3 – Taking Too Little Risk Several weeks ago, I started a series of videos derived from a chapter in my best-selling book, Plan Smart Retire Right. In the book, I discuss Retirement Investing Pitfalls. In our previous video, I went over how taking too much investment risk in retirement […]
Examining Economic Growth Markets experienced a push-and-pull last week between data indicating strong economic growth and lagging performance from several tech stocks’ earnings reports.[i] Domestic indexes had mixed results, as the S&P 500 gained 0.61%, the Dow was up 1.57%, and the NASDAQ dropped 1.06%.[ii] International stocks in the MSCI EAFE had more of an […]
VIDEO: Retirement Investing Pitfall #2 – Taking Too Much Risk In today’s video of our series entitled Retirement Investing Pitfalls (derived from my book “Plan Smart, Retire Right”), I am going to briefly discuss a 2nd commonly encountered pitfall many investors make: Taking Too Much Risk. Risk involves the chance that the investments you […]
Weekly Market Insight – Earnings Season Continues On Friday, July 20, stocks lost a small amount of ground after President Trump escalated his threats of increasing tariffs on China. However, strong quarterly earnings reports from several large companies helped provide balance in the markets.[i] For the week, domestic indexes experienced little movement, as the S&P […]
VIDEO: Retirement Investing Pitfall #1 – Trying to Time the Markets Today, I am going to do something a little different and launch a weekly video series. This series is going to be based on a chapter from my newly released best-selling book Plan Smart, Retire Right. In the book, I wrote a chapter […]
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 […]
