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

Tag: economy

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 »

MARKET WEEK: SEPTEMBER 2, 2014

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

The Markets Investors brushed off geopolitical fears last week and regained their appetite for risk, taking the S&P 500 to its 32nd record high of the year and returning the small-cap Russell 2000 to positive territory for 2014. Meanwhile, the yield on the benchmark 10-year Treasury hit a level it hasn’t seen in more than […]

Continue Reading »

MARKET WEEK: AUGUST 18, 2014

By on August 18, 2014 in Market Week with 0 Comments

The Markets Last week domestic equities managed to build on the gains of the week before. The Dow industrials finally returned to positive territory for the year, and the Nasdaq had the kind of weekly gain it hasn’t seen since late May. Meanwhile, geopolitical tensions helped spur interest in the relative safety of the benchmark […]

Continue Reading »

MARKET WEEK: AUGUST 11, 2014

By on August 11, 2014 in Market Week with 0 Comments

The Markets Investor indecision about the future of equities prices, coupled with light summer trading volumes, led to volatility across the board last week. Friday‘s 186-point rally gave the Dow some relief after two down weeks, though not enough to nudge the index into positive territory for the year. The small caps of the Russell 2000 […]

Continue Reading »

Why are you paying more at the pump?

By on August 5, 2014 in Newsletter Articles with 0 Comments
Why are you paying more at the pump?

Have you ever stood at the pump wondering why you’re paying so much to fill up your vehicle? The answer is … complicated. According to the U.S. Energy Information Administration (EIA), many factors contribute to the cost of a gallon of gasoline, including the price of crude oil (which accounts for the majority of the […]

Continue Reading »

MARKET WEEK: JULY 28, 2014

By on July 28, 2014 in Market Week with 0 Comments

The Markets In a week that saw mostly mixed economic data and generally positive earnings reports, markets posted mixed results as well. While tech and international stocks posted slight gains, the Dow Jones Industrial Average lost a little less than 1% after Friday’s 123-point drop. Small caps continued their slump, and the S&P 500 finished […]

Continue Reading »

MARKET WEEK: JULY 21, 2014

By on July 21, 2014 in Market Week with 0 Comments

The Markets U.S. stocks dropped sharply Thursday in response to the downing of a Malaysia Airlines commercial jet over Ukraine and the Israeli ground invasion of Gaza. However, most indexes bounced back Friday to end another week in positive territory. The exception was the Russell 2000 Index, which continued its decline perhaps aided by Fed Chairman Janet Yellen’s comments […]

Continue Reading »

MARKET WEEK: MAY 12, 2014

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

The Markets A fresh closing high on the Dow on Friday finally enabled it to edge back into positive territory for the year, while the S&P 500 ended the week basically flat. However, after the prior week’s respite from selling pressure, the Nasdaq and the small caps of the Russell 2000 returned to their recent losing ways.

Continue Reading »

Market Week: September 30, 2013

By on September 30, 2013 in Market Week with 0 Comments

The Markets The focus of investor attention remained in Washington but shifted from the Federal Reserve to Congress’s budget battles. The Nasdaq and the small caps of the Russell 2000 hung on to positive territory for the week–barely–while the Dow and S&P 500 each lost more than a percentage point. Meanwhile, despite the potential threat […]

Continue Reading »

Top