Providing personalized investment services to those intent on enjoying a secure retirement.

Archive for January, 2016

MARKET WEEK: JANUARY 25, 2016

By on January 25, 2016 in AMR, Market Week with 0 Comments

The Markets (as of market close January 22, 2016) Boosted by a jump in oil prices and a rally in the European markets, U.S. stocks enjoyed their first week of gains in a month. Global stocks responded favorably to news from the European Central Bank that more stimulus could be forthcoming. Colder weather may have […]

Continue Reading »

Market Week: January 19, 2016

By on January 19, 2016 in AMR, Market Week with 0 Comments

The Markets (as of market close January 15, 2016) Last week was a perfect storm of bad news for investors, as China’s continuing economic and stock market woes and the ongoing plunge in oil prices–combined with a stream of disappointing news about the U.S. economy–sparked yet another sharp selloff. Markets took a beating, with the […]

Continue Reading »

MARKET WEEK: JANUARY 11, 2016

By on January 11, 2016 in AMR, Investment Management, Market Week with 0 Comments

The Markets (as of market close January 8, 2016) Last week began with both domestic and global markets hitting the skids amid concerns over China’s stock market plunge, North Korea’s apparent nuclear testing, and falling oil prices. A favorable employment report at the end of the week may have helped stem the downward tide, but […]

Continue Reading »

ANNUAL MARKET REVIEW 2015

By on January 5, 2016 in Annual Market Review with 0 Comments

Overview Volatility may best describe the equities markets for the majority of 2015, as they were impacted by economic stress in China and Greece, coupled with underwhelming corporate earnings reports, falling oil prices, and terrorist attacks here and abroad. While some economic sectors, such as housing and labor, offered favorable news, others, including exports and […]

Continue Reading »

Market Week: January 4, 2016

By on January 4, 2016 in AMR, Market Week, Newsletter Articles with 0 Comments

The Markets (as of market close January 1, 2016) As the year came to a close, the final week of 2015 saw each of the indexes listed here finish in negative territory compared to the prior week. Since the week closed on a holiday, the closing values for 2015 are in fact the closing values […]

Continue Reading »

Top