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

Tag: economy

MARKET WEEK: DECEMBER 15, 2014

By on December 15, 2014 in Market Week with 0 Comments

The Markets Concerns about the global economic impact of the ongoing turmoil in oil helped prompt a sharp drop in equities. The decline in oil prices, which accelerated last week, has left crude down more than 45% from its mid-June high. After seven straight weeks of gains in the S&P 500, equities investors took some […]

Continue Reading »

MARKET WEEK: DECEMBER 8, 2014

By on December 8, 2014 in Market Week with 0 Comments

The Markets An unexpectedly strong jobs report on top of generally positive U.S. housing and manufacturing numbers helped nudge the Dow and S&P to new records yet again at the end of the week. However, the report also may have helped bring on a dip in the price of the benchmark 10-year Treasury by raising […]

Continue Reading »

MARKET WEEK: NOVEMBER 17, 2014

By on November 17, 2014 in Market Week with 0 Comments

The Markets Though trading remained within a relatively narrow range, especially compared with recent weeks, the S&P 500 nevertheless managed to hit a new record high, while the Nasdaq’s weekly gain kept it in the lead year-to-date. A fresh drop in oil prices brought the price of West Texas Intermediate crude to roughly $75 a […]

Continue Reading »

MARKET WEEK: NOVEMBER 10, 2014

By on November 12, 2014 in Market Week with 0 Comments

The Markets In the wake of the midterm election results that gave Republicans control of both houses of Congress, domestic equities took a break from their recent volatility. Though the S&P 500’s increase was relatively modest, it still managed to regain the 2,000 level and go on to set three fresh record highs in the […]

Continue Reading »

MARKET WEEK: NOVEMBER 3, 2014

By on November 3, 2014 in Market Week with 0 Comments

The Markets A robust U.S. GDP reading coupled with the prospect of greater economic stimulus in Japan and additional positive corporate earnings reports helped drive both the Dow industrials and the S&P 500 to new record highs. The small caps of the Russell 2000 saw their third straight week of solid gains, which gave the […]

Continue Reading »

Market Commentary – November 1, 2014

By on November 1, 2014 in Quarterly Market Review with 0 Comments

YTD Review: Equity (Stock) Markets have generated mixed results so far in 2014.  The US markets continue to lead, but returns are much lower when compared to 2013.  Through September 30th, the S&P 500 Average has been one of the strongest indexes, up 8.3%. The Dow Jones Index is also in positive territory, up 4.6%.  […]

Continue Reading »

MARKET WEEK: OCTOBER 27, 2014

By on October 27, 2014 in Market Week with 0 Comments

The Markets Relief at last: Investors finally regained some appetite for risk as equities got a break from the recent wave of selling. After four straight weeks of losses, the S&P 500 saw a strong bounce. However, the Nasdaq’s rebound was even bigger and the small caps of the Russell 2000 saw their second consecutive […]

Continue Reading »

MARKET WEEK: OCTOBER 13, 2014

By on October 14, 2014 in Market Week with 0 Comments

The Markets Concerns about signs of weaker growth abroad seemed to outweigh domestic corporate earnings reports last week as volatility went extreme. The Dow industrials saw triple-digit swings four days in a row that wiped out all of the index’s year-to-date gains, and both the Dow and the S&P 500 had their worst weeks since May […]

Continue Reading »

MARKET WEEK: OCTOBER 6, 2014

By on October 6, 2014 in Market Week with 0 Comments

The Markets For the second straight week, a Friday rally after encouraging employment numbers couldn’t outweigh equities’ losses earlier in the week. However, it did manage to rescue the Russell 2000 from a brief dip into correction territory (a correction is generally considered to be 10% down from the most recent high). Once again, the Dow industrials […]

Continue Reading »

MARKET WEEK: SEPTEMBER 29, 2014

By on September 29, 2014 in Market Week with 0 Comments

The Markets Volatility was the name of the game last week. In addition to a multination campaign of airstrikes against terrorist targets in the Middle East, a decline in U.S. durable goods orders and an upward revision to U.S. GDP sent equities yo-yoing. Friday’s rally couldn’t overcome earlier losses, particularly those suffered by the Nasdaq […]

Continue Reading »

Top