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

Tag: housing

MARKET WEEK: SEPTEMBER 6, 2016

By on September 6, 2016 in Market Week with 0 Comments

The Markets (as of market close September 2, 2016) Trading continues to be light heading into the Labor Day weekend. Stocks finished modestly higher for the week, buoyed by last Friday‘s favorable employment report. Of the indexes listed here, the small-cap Russell 2000 led the charge, gaining 1.11% by last week’s end and over 10% […]

Continue Reading »

MARKET MONTH: AUGUST 2016

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

The Markets (as of market close August 31, 2016) With no Federal Open Market Committee meeting and little news to jar the markets, the lazy, hazy days of August seemed to lull investors into a state of lethargy. Trading was light and volatility, limited. Despite the fact that several of the indexes tracked here posted […]

Continue Reading »

MARKET WEEK: AUGUST 29, 2016

By on August 29, 2016 in Market Week with 0 Comments

The Markets (as of market close August 26, 2016) As the “dog days” of summer drag on, trading continues to be relatively light. Oil prices fell at the beginning of last week amid rumors that Iraq may up its oil exports, prompting stocks to retreat. While stocks rallied midweek, they sunk by the close of […]

Continue Reading »

MARKET WEEK: AUGUST 22, 2016

By on August 22, 2016 in Market Week with 0 Comments

The Markets (as of market close August 19, 2016) By the close of last Monday, the Dow, S&P 500, and Nasdaq each had reached record highs for the second time in the past week, only to retreat by Tuesday’s close. The dollar lost value against the euro, yen, and pound on the heels of a […]

Continue Reading »

MARKET MONTH: JULY 2016

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

The Markets (as of market close July 29, 2016) Following an initial downturn largely in response to June’s Brexit vote, equities rebounded during the month of July. The first full week of the month saw each of the indexes listed here improve over the prior week, led by the Nasdaq, which gained almost 2.0%. The […]

Continue Reading »

MARKET WEEK: JULY 25, 2016

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

The Markets (as of market close July 22, 2016) The S&P 500 reached a record high last Friday as each of the indexes listed here posted marginal gains over the prior week. Equities have demonstrated a positive trend over the past several weeks. The Nasdaq eclipsed its previous high only to slip a bit by […]

Continue Reading »

MARKET WEEK: JULY 18, 2016

By on July 18, 2016 in Market Week with 0 Comments

The Markets (as of market close July 15, 2016) Stocks continued to surge for the third week in a row as each of the indexes listed here posted significant gains by last week’s end. The Dow gained almost 370 points and over 2.0%, and is substantially ahead of its 2015 closing value. The S&P 500 […]

Continue Reading »

MARKET WEEK: JULY 5, 2016

By on July 5, 2016 in Market Week with 0 Comments

The Markets (as of market close July 1, 2016) The beginning of the week saw equities still reeling from the Brexit vote. However, the markets closed with a flourish, recouping all of the losses from the prior week. Each of the indexes listed here enjoyed positive returns by week’s end with each index gaining over […]

Continue Reading »

QUARTERLY MARKET REVIEW: APRIL-JUNE 2016

QUARTERLY MARKET REVIEW: APRIL-JUNE 2016

The Markets (as of market close June 30, 2016) In the world of equities, the second quarter of the year was anything but dull. April saw the large-cap S&P 500 and Dow make marginal gains, with the small-cap Russell 2000 and the Global Dow leading the way for the month. The Fed left interest rates […]

Continue Reading »

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 »

Top