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

Tag: economy

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 »

MARKET WEEK: SEPTEMBER 8, 2014

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

The Markets Amid a flood of mostly positive economic data and what at first blush appears to be good news from Ukraine, nearly all market sectors finished the short week in positive territory. Even surprises from the European Central Bank and Friday’s jobs numbers seemed to have minimal impact on investors, as the S&P 500 […]

Continue Reading »

MARKET MONTH: AUGUST 2014

By on September 3, 2014 in Monthly Commentary with 0 Comments

The Markets Investors regained an appetite for risk in August, seeming to focus on generally encouraging Q2 economic data and corporate earnings reports rather than tensions overseas. The optimism took the S&P over 2,000 for the first time and gave the index its 32nd record close of 2014. Both the Dow industrials and the small […]

Continue Reading »

Top