Bull Market Anniversary: What’s Changed in 7 Years?

Weekly Update – March 14, 2016 Stocks closed out their fourth week of gains as investors gained confidence from higher oil prices and aggressive moves by the European Central Bank. For the week, the S&P 500 rose 1.11%, the Dow grew 1.21%, and the NASDAQ added 0.67%. Last week marked the seventh anniversary of the [...]

March 14th, 2016|

Stocks Rally for Third Week

Weekly Update – March 7, 2016 Markets closed out a third week of gains, putting the Dow at a two-month high and erasing much of the year’s losses. Higher oil prices and an upbeat February jobs report contributed to the rally. For the week, the S&P 500 increased 2.67%, the Dow added 2.20%, and the [...]

March 7th, 2016|

Are Recession Fears Just Hype? – Weekly Market Update

Weekly Update – February 16, 2016 Markets ended another volatile week lower despite a bounce in oil prices. For the week, the S&P 500 lost 0.81%, the Dow fell 1.43%, and the NASDAQ dropped 0.59%. Amid volatile stock prices and disappointing global economic news, you may have heard a lot of chatter on media networks [...]

February 16th, 2016|

Is This What Full Employment Looks Like? – Weekly Market Update

Weekly Update – February 8, 2016 Markets dropped last week on mixed economic data and a big selloff in the tech sector amid weak earnings. For the week, the S&P 500 lost 3.10%, the Dow fell 1.59%, and the NASDAQ dropped 5.44%. In this week’s update, we wanted to dig deeper into a major economic [...]

February 8th, 2016|

January Market Update: Fireworks and Your Investments

While I did not stay up until midnight to ring in 2016, I did awake to the fireworks of other revelers in the neighborhood. And in considering the financial markets of the last couple of months, the chaos and noise of exploding fireworks come to mind yet again. The S&P 500 declined -1.75% in December [...]

January 26th, 2016|

Overland Park Financial Planner – October Market Commentary

The 3rd quarter has come to a close – finally! All of the major U.S. indices officially dropped into correction territory, and we saw market losses that we haven’t seen since 2011. The Dow dropped 7.6% in the 3rd quarter, which is its third consecutive negative quarter for the first time since 2009. In addition, [...]

October 12th, 2015|

Market Commentary: Happy Bull Market Birthday!

Happy Bull Market Birthday! The current bull market just turned 6 years old, which was born on March 9th, 2009 when the Dow Jones Industrial Average was at 6547.  While birthdays are typically reason for celebration, they can also be unnerving for those that don’t like the idea of getting older. While bull markets don’t [...]

March 12th, 2015|

Market Commentary: Bull Market in 2015?

2014 came to an end with the bull market still intact. The average life span of bull markets since 1930 is 3.8 years, and we have now reached 5.8 years with the current bull market. However, bull markets seldom (if ever) die from old age alone. There are usually imbalances that develop which lead to [...]

January 12th, 2015|

Market Commentary – Were you spooked???

Boo! Did the markets scare you this past month? October has developed the reputation as a bad month for the stock market, most likely due to the notorious crashes in 1929 and 1987, as well as a -27% sell-off in the S&P 500 during the 2008 Financial Crisis. However, in reality, October is typically a [...]

November 4th, 2014|

How much do you need to retire?

Retirement Planning – Have you taken the steps to plan for retirement (and I don’t mean just contributing to your 401k)?  In other words, are you on-track to retire when you want?  And will you have enough money to make it through retirement?  You’d be surprised at how many people don’t really know the answers [...]

November 3rd, 2014|