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

Tag: Market commentary

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 […]

Continue Reading »

MARKET WEEK: JULY 3, 2017

By on July 5, 2017 in Market Week with 0 Comments

The Markets (as of market close June 30, 2017) Last week was not a positive one for equity investors. In a week of heavy trading, the Dow and S&P 500 each lost value while the Nasdaq dropped nearly 2.0%. Of the indexes listed here, only the Russell 2000 and the Global Dow didn’t lose ground, eking […]

Continue Reading »

QUARTERLY MARKET REVIEW: JANUARY-MARCH 2017

By on April 3, 2017 in Monthly Commentary with 0 Comments

The Markets (as of market close March 31, 2017) Riding the momentum following the presidential election, stocks surged for much of the first quarter of 2017. Buoyed by the anticipation of tax cuts and policies favorable to domestic businesses, the benchmark indexes listed here reached historic highs throughout the quarter. At the end of January, […]

Continue Reading »

MARKET WEEK: APRIL 3, 2017

By on April 3, 2017 in Market Week with 0 Comments

The Markets (as of market close March 31, 2017) Stocks rebounded last week as each of the indexes listed here posted week-over-week gains. The small-cap Russell 2000, the strongest-performing index last year, hit a rough patch over the past several weeks. But the index gained over 2.30% last week, pushing it up 2.12% year-to-date. Tech-heavy […]

Continue Reading »

Market Week: February 20, 2017

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

The Markets (as of market close February 17, 2017) Equities closed last week in positive territory, as several of the indexes listed here posted record gains. Some positive economic news, particularly from FOMC Chair Janet Yellen, and favorable corporate earnings reports may have enticed investors to stay in the market. The Dow, S&P 500, and […]

Continue Reading »

MARKET WEEK: FEBRUARY 6, 2017

By on February 7, 2017 in Market Week with 0 Comments

The Markets (as of market close February 3, 2017) Stocks fell early last week, with the Dow dropping below 20000, while yields on long-term Treasuries receded as prices climbed with increased demand. However, news that the Fed was not raising interest rates this month, coupled with a favorable jobs report and the potential for regulatory […]

Continue Reading »

MARKET MONTH: JANUARY 2017

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

The Markets (as of market close January 31, 2017) Investors were cautious for much of the month, likely waiting to see what President Trump would do during his first few weeks in office. After a slow close to December, equities picked up the pace during the early part of January as each of the indexes […]

Continue Reading »

MARKET WEEK: JANUARY 30, 2017

By on January 30, 2017 in Market Week with 0 Comments

The Markets (as of market close January 27, 2017) The Dow reached 20000 for the first time ever midweek, and each of the indexes listed here posted gains of at least 1.0% over the prior week. Both the S&P 500 and Nasdaq reached record highs as favorable earnings reports coupled with anticipated pro-business policies apparently […]

Continue Reading »

MARKET WEEK: JANUARY 23, 2017

By on January 23, 2017 in Market Week with 0 Comments

The Markets (as of market close January 20, 2017) For most of last week, the market was fairly lackluster. By the close of the market last Thursday, the Dow had fallen to 19,732. However, equities rallied on Inauguration Day, recouping most of the value lost earlier in the week. Nevertheless, the Nasdaq and the large-cap […]

Continue Reading »

MARKET WEEK: JANUARY 16, 2017

By on January 18, 2017 in Market Week with 0 Comments

The Markets (as of market close January 13, 2017) The past few weeks have seen the markets experience some volatility following several weeks of post-election gains. The Dow fell for the second time in the past three weeks, while the S&P 500 stayed about the same. Both the Global Dow and Russell 2000 posted marginal […]

Continue Reading »

Top