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MARKET WEEK: NOVEMBER 6, 2017

By on November 6, 2017 in Market Week with 0 Comments

The Markets (as of market close November 3, 2017) The benchmark indexes were mixed last week as large caps and tech stocks performed well, while small caps took quite a hit. The S&P 500 closed the week posting gains for the eighth straight week. The small caps of the Russell 2000 lost almost 1.0%. Technology […]

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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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MARKET WEEK: AUGUST 14, 2017

By on August 14, 2017 in Market Week with 0 Comments

The Markets (as of market close August 11, 2017) Investors may have been disturbed by the rising tensions between the United States and North Korea last week, resulting in a shift from stocks to long-term bonds. The Dow, which had surged to a new record high the prior week, sunk over 1.0% last week, while the […]

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Test Your Investing IQ

By on August 4, 2017 in Newsletter Articles with 0 Comments
Test Your Investing IQ

How much do you know about market basics? Put your investing IQ to the test with this quiz on stocks, bonds, and mutual funds. Questions 1. What does it mean to buy stock in a company? a. The investor loans money to the company b. The investor becomes a part owner of the company c. […]

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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 […]

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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 […]

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ANNUAL MARKET REVIEW 2016

By on January 3, 2017 in Annual Market Review with 0 Comments

Overview The year 2016 likely will be remembered for the election of Donald Trump as the 45th president of the United States and the Brexit vote. This year also saw the Fed raise interest rates for the first time since last December, noting that the labor market has continued to strengthen and that economic activity […]

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MARKET WEEK: DECEMBER 19, 2016

By on December 19, 2016 in Market Week with 0 Comments

The Markets (as of market close December 16, 2016) The fallout from the increase in the federal funds rate saw bond yields rise, with the yield on 10-year Treasuries hitting a 2-year high. Bond prices tend to fall (and yields rise) when interest rates increase. Lender rates from financial institutions are also expected to climb, […]

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MARKET WEEK: DECEMBER 12, 2016

By on December 12, 2016 in Market Week with 0 Comments

The Markets (as of market close December 9, 2016) Following a week of tepid movement in the major stock market indexes, equities picked up the pace last week, reaching new record highs. Growth in financial company and bank stocks led the way as both the large-cap Dow and S&P 500 rose over 3.0%. Some analysts […]

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