Is Deutsche Bank the Next Lehman?

Though the final week of the third quarter ended positively for the major indexes, stocks took a rocky path to get there. A presidential debate, surging oil prices, and concerns about a global bank all took their toll on the market last week. For the week, the S&P 500 gained 0.17%, the Dow grew 0.26%, [...]

October 3rd, 2016|

Stocks Rally After Fed Decision

Weekly Update – September 26, 2016 Stocks rallied again last week after the Federal Reserve voted not to raise interest rates this month. While few expected the Fed to act last week, official statements suggest the path to higher rates looks clearer. For the week, the S&P 500 gained 1.19%, the Dow grew 0.76%, the [...]

September 26th, 2016|

After Summer Slumber, Volatility is Back

Weekly Update – September 19, 2016 Volatility picked up last week due to pressures from lower oil prices and speculation about the timing of the Federal Reserve’s next rate hike. This summer has been historically calm for markets, leading markets to trade without big intraday gains or losses. However, Friday broke that streak, possibly ushering [...]

September 19th, 2016|

Stocks Fall on Interest Rate Worries

Weekly Update – September 12, 2016 After trading flat for most of the week, stocks broadly sank Friday on fears of a future rate hike. For the week, the S&P 500 lost 2.39%, the Dow fell 2.20%, the NASDAQ dropped 2.36%, and the MSCI EAFE lost 0.16%. Monetary policy was at the forefront of investors’ [...]

September 12th, 2016|

Stocks Surge on August Jobs Miss

Weekly Update – September 6, 2016 After losing steam the previous week, stocks rose last week as investors cheered a weak jobs report and the declining probability of a September interest rate increase by the Federal Reserve. For the week, the S&P 500 gained 0.50%, the Dow grew 0.52%, the NASDAQ added 0.59%, and the [...]

September 6th, 2016|

LIBOR Surge May Rule Out September Fed Rate Hike

Weekly Update – August 29, 2016 After rallying for weeks, the major indexes fell last week ahead of key remarks by Federal Reserve officials and turbulence in money markets. For the week, the S&P 500 lost 0.68%, the Dow fell 0.85%, the NASDAQ dropped 0.37%, while the MSCI EAFE gained 0.16%. Even as the Fed [...]

August 29th, 2016|

4 Things Retirees Can Learn From Peyton Manning

After 18 years and a very successful career in the National Football League, the Denver Broncos’ star quarterback, Peyton Manning, retired in 2016 at the age of 39. We wish him well and hope he made the preparations needed to enjoy a long, comfortable retirement. If he did, he’ll be in the minority. Research shows [...]

August 24th, 2016|

NASDAQ Posts Eighth Week of Gains

Weekly Update – August 22, 2016 The S&P 500 and Dow ended last week slightly lower, but the NASDAQ posted an eighth straight week of gains for the first time since 2010. For the week, the S&P 500 lost 0.01%, the Dow fell 0.13%, the NASDAQ gained 0.10%, and the MSCI EAFE lost 0.64%. What [...]

August 22nd, 2016|

2016 Halftime Report Presentation

We recently put together our 2016 "Halftime Report" and we hope you find the information we present beneficial. We're striving to present the facts in a way that will allow you to make more informed decisions in spite of the "noise" you may be hearing from popular media outlets. We've posted the webinar agenda below, [...]

August 17th, 2016|

S&P 500, Dow, and NASDAQ Post New Record Highs

Weekly Update – August 15, 2016 Stocks ended last week mostly flat, falling slightly on Friday after the major U.S. indexes set new record highs on Thursday on positive earnings surprises. The NASDAQ also notched a seventh week of gains, its longest winning streak since 2012. For the week, the S&P 500 gained 0.05%, the [...]

August 15th, 2016|