Weekly Market Roundup: Second Straight Week Of Red For The Market
Monday, March 18, 2024What Happened Last Week
Read MoreWelcome to our blog, your go-to resource for navigating the complex landscape of personal finance with confidence and clarity. We hope to empower you with knowledge, strategies, and insights to help you achieve your financial goals. Some of our more popular blog features include a Weekly Stock Market Roundup, Monthly Client Letter and other timely articles.
Every Monday we post a recap of the week before including market moving headlines and performance charts while highlighting upcoming events to watch. These posts are also uploaded to our Facebook page.
In an email to our clients we provide a broad view update for the month that was, including thoughts on what is to come and how this may or may not affect some portfolios. A version of this letter is also uploaded to our blogs page.
Stay tuned for our upcoming posts, and don't hesitate to reach out if you have any questions or topics you'd like us to cover.
What Happened Last Week
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Read MoreMany stocks continued their upward trend in February. Some near term market volatility should be expected.
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Read MoreSuper Bowl LVIII, reviewing the stats that make up this year's championship game.
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Read MoreReflecting On 2023 And Looking Ahead To 2024
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Read MoreWhat Happened Last Week : - Stock prices continue to rise - Results from two inflation reports and more..
Read MoreThe Internal Revenue Service (IRS) recently announced upcoming changes to more than 60 provisions of the tax code for 2024. In this article, we've highlighted a few of the most critical tax bracket and retirement contribution limit changes.
Read MoreWhat Happened Last Week : - Strong close for stocks - A treasury bond auction - Comments from Fed Chair Powell and more..
Read MoreWhat Happened Last Week : - Equities rebound - A Fed funds rate decision - Lighter than expected employment report and more..
Read MoreWhat Happened Last Week : - Stocks continued decline - Stronger than expected economic reports and more..
Read MoreThe Social Security Administration recently announced that many Social Security recipients will receive an increase in their benefits for 2024.
Read MoreWhat Happened Last Week : - Stocks mostly down - Housing starts rebounded - Mortgage rates reach 8% and more..
Read MoreWhat Happened Last Week : Markets show surprising resilience in light of middle east hostilities, Inflation numbers come in higher than expected, and more..
Read MoreWhat Happened Last Week : A green Friday in the stock market, Treasury yields reach highest levels since 2007, Important jobs numbers, and more...
Read MoreWhat Happened Last Week : Stocks continued to decline, Bond yields jump, Government shutdown avoided, and more..
Read MoreWe're excited to introduce Account View 2.0 for our clients! Use the Investor Resources link below to learn more.
Read MoreWhat Happened Last Week : Equities declined sharply, September's Fed funds rate decision, A spike in the 10 year treasury yield, and more..
Read MoreWhat Happened Last Week : Equities clawed back after a sluggish start to the week, Gas prices surged, A labor strike in the auto industry, and more..
Read MoreWhat Happened Last Week : Stocks declined, A surprise production announcement that sent oil prices higher, Another potential interest rate hike and more..
Read MoreSeptember 5, 2023 Weekly Market Update : The broader equity markets are off to a strong September start, Bond yields fall, Hiring in the private sector slows, and more..
Read MoreWith September being life insurance awareness month, we wanted to provide a quick read about.. You guessed it! Life Insurance
Read MoreAugust 28 2023 Weekly Market Update : S&P 500 and Nasdaq finished well into the green, The DJIA dipped, Powell hints at future rate hikes and more..
Read MoreAugust 21, 2023 Weekly Market Update : The DJIA, S&P 500 and Nasdaq All Declined More than 2%, Treasury Yields Reached the Highest Levels Since Last October, Retail Sales Jump, and more..
Read MoreAugust 14, 2023 Weekly Market Update : DJIA Rose While the S&P 500 and Nasdaq Declined, Encouraging Numbers from Core CPI, and more..
Read MoreAugust 7, 2023 Weekly Market Update : Federal Debt Rating Gets A Downgrade, S&P 500 And Nasdaq Finish Well Into The Red, and more..
Read MoreJuly 31, 2023 Weekly Market Update : Equities Mostly Up, Another Interest Rate Increase, and more..
Read MoreJuly 24, 2023 Weekly Market Update : DJIA Increased 2.08%, The S&P 500 Also Rose, While The Nasdaq Slighlty Dipped, Housing Hits a Bump, and more..
Read MoreSome takeaways from the June Consumer Price Index (CPI) report to help put inflation in a better perspective.
Read MoreJuly 17, 2023 Weekly Market Update
Read MoreJuly 10, 2023 Weekly Market Update
Read MoreJuly 3, 2023 Weekly Market Update
Read MoreJune 26, 2023 Weekly Market Update
Read MoreJune 20 , 2023 Weekly Market Update
Read MoreJune 12 2023 Weekly Market Update
Read MoreJune 5, 2023 weekly market update
Read MoreMemorial Day 2023 weekly market update
Read MoreWishing you a meaningful Memorial Day
Read MoreMay 22, 2023 weekly market update
Read MoreMay 15, 2023 weekly market update
Read MoreMay 1, 2023 weekly market update.
Read MoreApril 24, 2023 weekly market commentary.
Read MoreLife insurance can be confusing. In this blog we've chosen to shed some light on a few of the different types of coverage options available in the marketplace and what you may want to consider when choosing a policy.
Read MoreWe've highlighted a few important details regarding Student Loan Debt Forgiveness.
Read MoreHappy National "Make a Will" Month! Call us or stop by to celebrate if there is anything that we can do for you, or someone that you care about.
Read MoreWhether our economy enters into a recession or not, it remains important that we understand our unique investment goals and individual tolerance for risk. Communication is also important and we look forward to chatting with you soon.
Read MoreThe SECURE Act of 2019 represented the biggest update to retirement law in over a decade. Now, Congress is deliberating on what “SECURE 2.0” legislation might entail.In March, the House passed the Securing a Strong...
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