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

Tag: international markets

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 […]

Continue Reading »

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 […]

Continue Reading »

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 […]

Continue Reading »

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 […]

Continue Reading »

Top