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

Tag: economy

MARKET WEEK: JUNE 27, 2016

By on June 27, 2016 in Market Week with 0 Comments

The Markets (as of market close June 24, 2016) The Brexit referendum vote sent a tidal wave of negative returns throughout the world’s stock markets, including the indexes listed here. The large-cap Dow lost over 270 points on the week and, along with the S&P 500, dropped over 1.50% from the prior week. In fact, […]

Continue Reading »

MARKET WEEK: JUNE 13, 2016

By on June 13, 2016 in Market Week with 0 Comments

The Markets (as of market close June 10, 2016) The major market indexes listed here were relatively flat for the week. Despite gains earlier in the week, losses Thursday and Friday wiped out most of the positive returns. By midweek, the S&P 500 reached its highest level since last July only to give back most […]

Continue Reading »

MARKET MONTH: MAY 2016

By on June 1, 2016 in Monthly Commentary with 0 Comments

The Markets (as of market close May 31, 2016) Following an up-and-down path similar to what occurred in April, the indexes listed here ultimately closed the month of May higher (except for the Global Dow). The month started with a run of positive returns, only to see much of the month’s gains given back by […]

Continue Reading »

MARKET WEEK: MAY 9, 2016

By on May 9, 2016 in Market Week with 0 Comments

The Markets (as of market close May 6, 2016) A mixed bag of economic indicators headlined by an underwhelming jobs report, coupled with news of continuing financial trouble in Puerto Rico, pushed stocks lower for the second week in a row. Each of the indexes listed here lost value by last week’s end with the […]

Continue Reading »

MARKET WEEK: APRIL 18, 2016

By on April 19, 2016 in AMR, Market Week, Newsletter Articles with 0 Comments

The Markets (as of market close April 15, 2016) Despite inflationary trends slowing as retail and producer prices fell in March, stocks gained over the past week, buoyed by better than expected first-quarter corporate earnings reports. Each of the indexes listed here posted gains led by the Global Dow and the Russell 2000, followed by […]

Continue Reading »

MARKET WEEK: APRIL 11, 2016

By on April 11, 2016 in Market Week with 0 Comments

The Markets (as of market close April 8, 2016) The equities market has been volatile thus far this year. Following last week’s gains, the indexes listed here all closed the week in negative territory. Both the Dow and the S&P 500 fell 1.21% for the week–this following a rally last Friday after gains in the […]

Continue Reading »

Market Week: April 4, 2016

By on April 4, 2016 in Market Week with 0 Comments

The Markets (as of market close April 1, 2016) A solid jobs report for March, coupled with continued strength in the housing sector, may have influenced equities as each of the indexes listed here posted gains week-over-week. Following the prior week’s sell-off, gains in the large-cap indexes have moved the S&P 500 and Dow solidly […]

Continue Reading »

QUARTERLY MARKET REVIEW: JANUARY-MARCH 2016

By on April 1, 2016 in Monthly Commentary with 0 Comments

The Markets (as of market close March 31, 2016) The first quarter of 2016 started with a whimper as equities suffered several weeks of losses. However, as March came to a close, several of the indexes listed here recovered enough to finish the quarter in positive territory. The Dow picked up 260 points to close […]

Continue Reading »

MARKET WEEK: MARCH 21, 2016

By on March 21, 2016 in AMR, Market Week, Monthly Commentary with 0 Comments

The Markets (as of market close March 18, 2016) After a fifth consecutive week of gains, both the S&P 500 and the Dow have finally surpassed their 2015 year-end closing values. The Dow gained 389 points to close up 2.26%, while the S&P 500 increased 1.35% over the prior week. In fact, each of the […]

Continue Reading »

MARKET WEEK: MARCH 7, 2016

The Markets (as of market close March 4, 2016) Equities continued to show life as each of the major indexes listed here posted gains over the prior week. Favorable reports from the employment and manufacturing sectors may be quelling investor fears of an imminent recession. For the week ended March 4, each of the indexes […]

Continue Reading »

Top