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

Tag: Market commentary

MARKET WEEK: OCTOBER 20, 2014

By on October 20, 2014 in Market Week with 0 Comments

The Markets The hits just kept on coming: Ongoing weak economic data abroad, disappointing domestic retail and wholesale inflation numbers, and fears about the global impact of the Ebola virus continued to take a toll. At one point on Wednesday, the Dow had shed 458 points, though it saw a partial recovery later in the […]

Continue Reading »

October 4, 2014 – John Wargin and Vinny DeMacedo

By on October 6, 2014 in Radio Show with 0 Comments

Chris begins the show by offering some perspective and commentary on the labor report and the recent market volatility. He then talks to guest John Wargin, who is running for the Assembly of Delegates, about his views, the office, and what he is hoping to accomplish. Mike Burton does the Slade Mortgage Minute, sharing some […]

Continue Reading »

MARKET WEEK: OCTOBER 6, 2014

By on October 6, 2014 in Market Week with 0 Comments

The Markets For the second straight week, a Friday rally after encouraging employment numbers couldn’t outweigh equities’ losses earlier in the week. However, it did manage to rescue the Russell 2000 from a brief dip into correction territory (a correction is generally considered to be 10% down from the most recent high). Once again, the Dow industrials […]

Continue Reading »

MARKET WEEK: SEPTEMBER 29, 2014

By on September 29, 2014 in Market Week with 0 Comments

The Markets Volatility was the name of the game last week. In addition to a multination campaign of airstrikes against terrorist targets in the Middle East, a decline in U.S. durable goods orders and an upward revision to U.S. GDP sent equities yo-yoing. Friday’s rally couldn’t overcome earlier losses, particularly those suffered by the Nasdaq […]

Continue Reading »

September 20, 2014 – Donor Advised Funds and Long Term Care Insurance

By on September 22, 2014 in Radio Show with 0 Comments

Chris welcomes Phil Tobin of the American Endowment Foundation for a discussion of donor advised funds. In the second hour, Ray Paola shares his long term care insurance expertise. All that, plus Mike Burton with the Slade Mortgage Minute and Chris’ market commentary on this week’s “Something More.” Listen Here

Continue Reading »

MARKET WEEK: SEPTEMBER 22, 2014

By on September 22, 2014 in Market Week with 0 Comments

The Markets Whether it was Fed-induced relief, anticipation of one of the world’s largest IPOs, or anticipation of the tech world’s largest iPhone ever (so far), something put equities investors back in a record-setting mood once again last week–at least those who were interested in large-cap stocks. The S&P 500 and Dow industrials hit their […]

Continue Reading »

MARKET WEEK: SEPTEMBER 15, 2014

By on September 15, 2014 in Market Week with 0 Comments

The Markets The record-breaking march of the stock market faltered last week, as all indices posted losses. Perhaps the setback was due to a lack of economic influences, or because investors were nervously anticipating the results of next week’s Federal Open Market Committee (Fed) meeting, wondering whether Chair Janet Yellen will indicate a leaning toward […]

Continue Reading »

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 »

Top