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Annual Market Review 2017

By on January 2, 2018 in Annual Market Review with 0 Comments

Overview The year 2017 was eventful, to say the least. President Trump and Congress tried, without success, to repeal the Affordable Care Act, known as Obamacare. However, the new year-end tax law included the elimination of the individual health insurance mandate. The U.S. economy started slowly but picked up steam as the year progressed. Ten […]

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Market Month: November 2017

By on December 1, 2017 in Quarterly Market Review with 0 Comments

The Markets (as of market close November 30, 2017) The Dow soared over 300 points on the last day of November to close above 24000 for the first time in its history. Hopes for a tax overhaul may have contributed to investor confidence in equities. Each of the benchmark indexes listed here posted favorable monthly […]

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MARKET WEEK: NOVEMBER 20, 2017

By on November 20, 2017 in Market Week with 0 Comments

The Markets (as of market close November 17, 2017) Last week saw a mixed bag of returns as the large caps of the Dow and S&P 500 lost value for the second consecutive week, while the tech-heavy Nasdaq and small caps of the Russell 2000 posted gains. Major gains from consumer companies such as Wal-Mart Stores, […]

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MARKET MONTH: OCTOBER 2017

By on November 1, 2017 in Monthly Commentary with 0 Comments

The Markets (as of market close October 31, 2017) Despite continuing drama in the White House and the fury of Mother Nature, stock growth remained steady for much of October. Favorable corporate earnings reports, a strong jobs sector, and growing consumer income overcame any trepidations investors may have had. Each of the benchmark indexes listed […]

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MARKET MONTH: AUGUST 2017

By on September 1, 2017 in Monthly Commentary with 0 Comments

The Markets (as of market close August 31, 2017) Equities in August saw many peaks and valleys throughout the month, finally rallying at the end of the month. Strong second-quarter GDP figures, steady job gains, and increased consumer spending sent stocks higher, despite stagnant inflation and heavy personal and financial losses caused by Hurricane Harvey. The […]

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MARKET WEEK: AUGUST 21, 2017

By on August 21, 2017 in Market Week with 0 Comments

The Markets (as of market close August 18, 2017) Last week saw domestic and global conflicts heighten investors’ concerns, pushing stocks lower in what was a slow week for trading. The Dow lost over 270 points last Thursday, offsetting robust gains the prior Monday. The S&P 500 fell 0.65%, while the Nasdaq dropped .64% last week. Once again, […]

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How do the economic milestones of young adults today compare with prior generations?

By on August 4, 2017 in Newsletter Articles with 0 Comments
How do the economic milestones of young adults today compare with prior generations?

If you’re the parent of a young adult who is still living at home, you might be wondering whether this situation is commonplace. According to a recent U.S. Census Bureau study, it is: One in three young people (ages 18 to 34) lived in their parents’ home in 2015. The Census Bureau study examines how […]

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Market Month: July 2017

By on August 1, 2017 in Monthly Commentary with 0 Comments

The Markets (as of market close July 31, 2017) The last day of July saw each of the indexes listed here post gains over their June closing values. Despite slumping tech stocks at the end of the month, the Nasdaq led the benchmarks for the month, closely followed by the Global Dow, as each index […]

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QUARTERLY MARKET REVIEW: APRIL-JUNE 2017

By on July 5, 2017 in Monthly Commentary with 0 Comments

The Markets (as of market close June 30, 2017) The second quarter proved to be a bit bumpy for equities, but each of the benchmarks listed here closed the quarter ahead of their first-quarter closing values. April saw equities close the month ahead of March, buoyed by favorable corporate earnings reports, proposed tax cuts, and strong […]

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Market Week: May 22, 2017

By on May 22, 2017 in Market Week with 0 Comments

The Markets (as of market close May 19, 2017) A rally late last week pulled equities higher, but not enough to overcome a midweek tumble. Only the Global Dow posted a slight gain by last week’s end, as each of the other indexes listed here lost value. Possibly shaken by continuing controversy between Russia and […]

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