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What's on your mind?  Changes in tax laws, financial wellness, and insurance regulations can affect you as you prepare for retirement and how you run your business.  Our weekly blog will help you stay up to date on the things you need to know.  And once in a while, we may have a little fun and share news and information about our community.  Keep checking in and we hope you enjoy it!

Tuesday, February 20, 2024

7 New Things to Know Before Filing Your 2023 Tax Return Managing taxes on your income is critical for keeping as much money as possible working for you. Yet, keeping up with changing tax legislation, rules, and adjustments is no easy...

Thursday, February 15, 2024

Weekly Recap February 5-9, 2024 Recap Historic Milestone for S&P 500 Small Caps OutperformThe S&P 500 closed Friday above 5,000 for the first time, with all three major U.S. indices capping gains in 14 of the past 15 weeks....

Tuesday, February 13, 2024

6 Things to Know Before Filing Your Taxes Taxes have a direct impact on the amount of money you keep, which is especially important for taxpayers in or nearing retirement. Keeping more money working for you begins with understanding...

Tuesday, February 6, 2024

Weekly Recap January 29 - February 2, 2024 Recap Winning Streak Continues Large Caps OutperformThe S&P 500 ended positive for another week, shaking off a steep 1.6% Wednesday decline after Fed Chairman Powell dashed hopes for an early...

Thursday, January 25, 2024

Weekly Recap January 15-19, 2024 Recap S&P 500 Reaches New Record High A Notable Winning WeekAll three major U.S. equity indices finished positive in 11 of the past 12 weeks. Moreover, in a new milestone, the S&P 500 closed at a new...

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Tuesday, January 23, 2024

5 Ways to Boost Financial Wellness in 2024 Similar to your physical and mental health, your financial well-being can benefit from incorporating healthy habits as you seek to head off challenges and remain on track toward your goals....

Thursday, January 18, 2024

Weekly Recap January 8-12, 2024 Recap Stocks Rebound Rate Cut Hopes ReinforcedAll three major U.S. equity indices finished higher for the week after ending their nine-week winning streaks the week prior. Equities were underpinned by...

Tuesday, January 16, 2024

Save More in 2024 by Cancelling Unwanted Subscriptions Gone are the days when subscriptions were limited to newspapers, gym memberships, and cable TV. Today, subscription-based services permeate every aspect of American life, from...

Thursday, January 11, 2024

Weekly Recap January 2-5, 2024 Recap Stocks End 9-Week Winning Streak Rethinking Timing of Rate CutsAfter the S&P 500’s strong finish to 2023 (+26.29%) equities fell in the first week of 2024 amid a pullback in tech and consumer...

Tuesday, January 9, 2024

Quarterly Recap Market Indices At-A-Glance The S&P 500 finished the year up 26.29% ending just 0.56% away from its 01/03/22 record high. Its nine-week year-ending rally marked its longest winning streak since 2004. The Dow Industrials...

Tuesday, January 9, 2024

Quarterly Recap Market Indices At-A-Glance The S&P 500 finished the year up 26.29% ending just 0.56% away from its 01/03/22 record high. Its nine-week year-ending rally marked its longest winning streak since 2004. The Dow Industrials...

Friday, January 5, 2024

Weekly Recap December 26-29, 2023 Recap Ninth Straight Weekly Gain Stellar Year for StocksAll three major U.S. equity indices extended their late-year rallies to a ninth consecutive week, their longest winning streak since 2004. The...

Wednesday, January 3, 2024

Monthly Recap Market Indices At-A-Glance The S&P 500 finished the year up 26.29% ending just 0.56% away from its 01/03/22 record high. Its nine-week year-ending rally marked its longest winning streak since 2004. The Dow Industrials...

Thursday, December 21, 2023

Weekly Recap December 11-15, 2023 Recap Equities Continue to Rise Investors Increasingly Anticipate a Soft-LandingLast week’s big economic releases were the Consumer Price Index and Producer Price Index, both looking at November...

Tuesday, December 19, 2023

Have You Completed Your Year-End Tax Planning Checklist? Year-end deadlines are fast approaching for many strategies that can help keep a lid on taxes. To help ensure you’re not paying more than your fair share, take a moment to...

Thursday, December 7, 2023

Weekly Recap November 27 - December 1, 2023 Recap Fifth Straight Weekly Gain November Rally ContinuesAll three major U.S. equity indices extended their gains into a fifth straight week, with small cap companies and REITs leading the...

Tuesday, December 5, 2023

Monthly Recap Market Indices At-A-Glance The S&P 500 advanced over 9%, notably its second-best November performance since 1980. The Dow Jones Industrial Average rallied over 2,898 points (+9.15%) last month finishing November at a new...

Thursday, November 30, 2023

The end of the year is prime time to reflect on whether you've met your financial goals. Some examples include repaying debt, saving for college, or building an emergency fund. Giving your finances a year-end checkup can help get you...

Tuesday, November 28, 2023

Weekly Recap November 20-24, 2023 Recap Stocks Extend Weekly Gains to Four Weeks Stocks Continue RallyAll three major U.S. equity indices extended their gains a fourth consecutive week. There was not a lot of economic data released...

Friday, November 24, 2023

Weekly Recap November 13-17, 2023 Recap November Rally Continues On Stocks Advance for Third Straight WeekAll three major U.S. equity indices posted their third straight weekly gains with the S&P 500 marking a 9.8% gain since its...

Tuesday, November 21, 2023

6 Year-End Tax-Smart Opportunities You Can’t Afford to Miss Tax planning identifies opportunities to help reduce or shift your tax burden so you’re not paying more than your fair share. While you never want to make...

Thursday, November 16, 2023

Weekly Recap November 6-10, 2023 Recap November Rally Continues Mixed Equity PerformanceAll three major U.S. equity indices posted follow-on weekly gains with the S&P 500 moderately extending its best weekly performance of the year...

Tuesday, November 14, 2023

How Women’s Retirement Shortfall Could Impact Healthcare Security in Retirement A recent retirement study reported significant differences in savings rates by gender. Among its findings: The average 401(k) account balance for...

Friday, November 10, 2023

Weekly Recap October 30 - November 3, 2023 Recap Best Week of the Year S&P 500 Erases Prior Two-Weeks of LossesAll three major U.S. equity indexes posted their strongest weekly gains of the year after economic data boosted hopes that...

Tuesday, November 7, 2023

Weekly Recap October 30 - November 3, 2023 Recap Best Week of the Year S&P 500 Erases Prior Two-Weeks of LossesAll three major U.S. equity indexes posted their strongest weekly gains of the year after economic data boosted hopes that...

Thursday, November 2, 2023

Monthly Recap Market Indices At-A-Glance The Dow Industrials fell 1.26% in October, cutting its YTD gain to just 1.44% The Dow is down 6.55% over the last three months. The Nasdaq Composite fell 2.76% last month, trimming its YTD gain...

Tuesday, October 31, 2023

Weekly Recap October 23-27, 2023 Recap Equity Drawdown Continues S&P 500 Joins Nasdaq Composite in CorrectionAll three major U.S. equity averages posted sharp losses for a second straight week with the S&P 500 ending Friday in...

Thursday, October 26, 2023

Cetera Investment Management goes six feet deep into the foundation of housing for their Halloween special commentary, “The Haunted Housing Market.” Many homeowners still have nightmares from the Great Financial Crisis...

Tuesday, October 24, 2023

Weekly Recap October 16-20, 2023 Recap As Yields Surge, Equities Retreat Uncertainties Weigh on InvestorsStocks fell on a variety of news last week. On the top of investors’ minds was perhaps geopolitical risks in the Middle...

Thursday, October 19, 2023

Weekly Recap October 9-13, 2023 Recap Equities Mixed War News Takes Center StageU.S. equities were narrowly mixed last week, with the S&P 500 posting a second straight weekly gain, while Nasdaq stocks snapped a two-week string of...

Tuesday, October 17, 2023

Should You Provide Financial Help to Your Adult Children? Raising children to become financially responsible, independent adults is a goal most parents share. However, economic conditions, personal circumstances, and unexpected events...

Tuesday, October 10, 2023

Weekly Recap October 2-6, 2023 Recap Equities Break Four-Week Losing Streak A Turnaround in SentimentStocks closed positive for the week amid a sharp turnaround Friday after nonfarm payrolls jumped the most since January. The news...

Thursday, October 5, 2023

Quarterly Recap Market Indices At-A-Glance The Dow Industrials fell 3.42% in September to cap a 2.10% third quarter loss while holding onto a year-to-date gain of 2.73%. The Nasdaq Composite slumped 5.77% and 3.94% for the month and...

Tuesday, October 3, 2023

Weekly Recap September 25-29, 2023 Recap Equities Decline Fourth Week A Weak Finish to Dismal Month and QuarterThe major U.S. equity averages were narrowly mixed last week with weakness primarily within utilities, food and beverage,...

Thursday, September 28, 2023

Cetera Investment Management has released its 2023 Fourth Quarter Outlook titled, “Bears Peek from Dens as Economy Brightens.” In this outlook, we discuss that while some key economic indicators are relatively weak, the...

Tuesday, September 26, 2023

Weekly Recap September 18-22, 2023 Recap Equities Sink as Bond Yields Rise Fed Meeting Confirms Higher for LongerStock markets slid last week as investors digested the September Federal Open Markets Committee’s (FOMC) meeting...

Thursday, September 21, 2023

Should You Provide Financial Help to Your Adult Children? Raising children to become financially responsible, independent adults is a goal most parents share. However, economic conditions, personal circumstances, and unexpected events...

Tuesday, September 19, 2023

Weekly Recap September 11-15, 2023 Recap Equities End the Week Mixed Stocks Flat Ahead of Fed MeetingInvestors had a lot to digest last week while Fed officials remain in their quiet period ahead of the September FOMC meeting this...

Thursday, September 14, 2023

Weekly Recap September 4-8, 2023 Recap Stocks Decline Good News is Bad News for RatesEquities declined last week, with the S&P 500 and Nasdaq Composite ending below their 50-day moving averages. Investors turned skittish, as...

Tuesday, September 12, 2023

Are Your Current Medicare Choices Still Working for You? Navigating the Medicare maze can be daunting. With so many plans and options to choose among, it can be hard to determine if you have the right coverage at the right price until...

Tuesday, September 5, 2023

Monthly Recap Market Indices At-A-Glance With the S&P 500 down nearly 1.6% in August, the index retraced around half its 3.2% July gain. The Dow Industrials fell 2.01%, cutting its YTD gain to 6.37%. The Nasdaq Composite fell 2.05%,...

Thursday, August 31, 2023

Weekly Recap August 21-25, 2023 Recap Stocks Mostly Stabilize Peak Rates May be NearingThe S&P 500 and Nasdaq Composite posted gains last week, their first positive week since July 28. Equities stabilized late in the week, but...

Thursday, August 24, 2023

Weekly Recap August 14-18, 2023 Recap Stocks Weaken Amid Higher Bond Yields S&P 500 Caps Third Weekly LossEquities slumped last week, as Treasury yields climbed higher. The 10-year Treasury yield reached 4.33% last Thursday, its...

Tuesday, August 22, 2023

Where There’s a Will, There’s a Way to Avoid 4 Common Estate Planning Mistakes When it comes to estate planning, what you don’t know can hurt you, along with your beneficiaries or heirs. That’s because estate...

Thursday, August 17, 2023

Weekly Recap August 7-11, 2023 Recap Major Indexes Mixed on the Week S&P 500 Ends Lower Second WeekEquities finished mostly lower last week as only the Dow Industrials finished fractionally positive. Investors drew guarded relief from...

Tuesday, August 15, 2023

Downsizing? Don’t Forget About Closing Costs Downsizing can be a great way for empty nesters to reduce overall housing costs and free up cash in retirement. Less square footage can mean lower utility bills, maintenance costs,...

Thursday, August 10, 2023

Weekly Recap July 31 - August 4, 2023 Recap Rating Downgrade Stirs Angst S&P 500 Snaps Summer RallyThe summer equity rally cooled in the first week of August with all three major U.S. equity indices ending notably lower with losses...

Tuesday, August 8, 2023

Monthly Recap Market Indices At-A-Glance After surging 6.61% in June, the S&P 500 rose around half as much in July but ended near a 16-month high. The Dow Industrials and Nasdaq Composite gained 3.44% and 4.05% in July. Following the...

Tuesday, August 1, 2023

Weekly Recap July 24-28, 2023 Recap Nasdaq Rebounds S&P 500 Advances Third WeekDespite Wednesday’s widely expected Fed rate hike, all three major U.S. equity indices capped solid weekly gains with the S&P 500 up a third-straight...

Thursday, July 27, 2023

Weekly RecapJuly 17-21, 2023 RecapValue Stocks Lead the WayGrowth Stocks UnderperformLarge cap growth stocks have widely outperformed this year, but recently market breadth has improved with smaller company stocks and value stocks...

Tuesday, July 25, 2023

Need Another Incentive to Save? SECURE 2.0 Act Offers 7.Maximizing your employer retirement plan benefit may be one of the best ways to help you stay on track to retire when you want, with the money you need to accomplish your goals....

Thursday, July 13, 2023

4 Expenses Retirees Frequently UnderestimateManaging spending is critical for maintaining the lifestyle you desire in retirement. Over time, your expenses may change as your lifestyle needs evolve. So, if you spend more than you...

Thursday, July 6, 2023

Weekly RecapJune 26-30, 2023 RecapS&P 500 Returns to Positive Weekly PerformanceEconomic Optimism Trumps Rate ConcernsThe S&P 500 more than fully erased its 1.37% prior weekly loss following renewed economic optimism stemming, in part,...

Thursday, June 29, 2023

Weekly RecapJune 19-23, 2023 RecapS&P 500 Posts Worst Week Since MarchNasdaq Ends Eight-Week Winning StreakU.S. equities slid backward last week with the S&P 500 snapping a five-week winning streak to close out the holiday-shortened...

Tuesday, June 27, 2023

Cetera Investment Management has released its 2023 Mid-Year Outlook titled, “Climbing a Wall of Worry.” In this outlook, they discuss the S&P 500 climbing out of the bear market and into a new bull market. While much of the...

Thursday, June 22, 2023

Weekly RecapJune 12-16, 2023 RecapS&P 500 Posts Fifth Straight Weekly GainNasdaq Climbs Eighth WeekU.S. equities climbed sharply higher last week with the S&P 500 capping a fifth weekly gain, its longest sustained rally since...

Tuesday, June 20, 2023

How Much Life Insurance Do You Really Need?When it comes to life insurance, many people struggle to determine how much they actually need. Guessing at the answer can result in electing too much, too little, or the wrong policy or...

Thursday, June 15, 2023

Weekly RecapJune 5-9, 2023 RecapS&P 500 Posts Fourth Straight Weekly GainNasdaq Climbs Seventh WeekU.S. equities extended gains last week with the S&P 500 briefly topping 4,300 on an intra-day basis. It was another solid week for...

Tuesday, June 13, 2023

Don’t Let the 4 D’s Derail Your RetirementWhile retirees have vastly different ideas about how they will spend their golden years, nearly all share a single goal: to maintain their desired standard of living throughout...

Thursday, June 8, 2023

Weekly RecapMay 29 - June 2, 2023 RecapS&P 500 Posts Best Week Since MarchNasdaq Climbs Sixth WeekStocks broadly rallied last week for a strong June start with the S&P 500 having its best weekly gain since March. Even as the rising...

Tuesday, June 6, 2023

Monthly RecapMarket IndicesAt-A-GlanceAfter a 1.56% April gain, the S&P 500 gained .43% percent in May, marking a third straight monthly gain. The benchmark performance widely trailed the Nasdaq Composite’s 5.93% gain, while...

Thursday, June 1, 2023

Weekly RecapMay 22-26, 2023 RecapS&P 500 Snaps Two-Week Losing StreakNasdaq Jumps Over Two PercentThe major U.S. equity indices ended mixed last week amidst favorable prospects for a debt-ceiling deal to be reached over the weekend....

Tuesday, May 30, 2023

In the latest commentary from Cetera Investment Management, “Stay on Track: Why You Shouldn’t Get Derailed by This Market Environment.” It’s been a challenging year and a half for investors, but it’s...

Tuesday, May 23, 2023

7 Tips for Blending Family and FinancesAccording to a popular wedding planning site, June marks the start of peak wedding season, which runs through early fall.1 If you’re among the thousands of couples planning a wedding in the...

Thursday, May 18, 2023

Weekly RecapMay 8-12, 2023 RecapEquities Slip Second Straight WeekSmall Caps UnderperformThe S&P 500 finished with a fractional weekly loss for the 4th time in the last six weeks with renewed regional banking concerns and debt-ceiling...

Thursday, May 11, 2023

Will the upcoming CPI report be lower than expected? Chief Investment Officer Gene Goldman shares three reasons why it could come in under expectations and what this could mean for the Fed. Start the Week Strong As always, please reach...

Tuesday, May 9, 2023

Weekly RecapMay 1-5, 2023 RecapEquities Mostly LowerSmall Caps Fall the LeastDespite a strong 1.85% S&P 500 finish on Friday, the benchmark index ended fractionally lower last week, capping a fifth straight week with less than a 1%...

Thursday, May 4, 2023

Monthly RecapMarket IndicesAt-A-GlanceThe S&P 500 rallied a second month, widely outperforming the Nasdaq’s Composite gain of just 0.07%, but trailed the Dow Industrials’ 2.57% advance by 1%.The yield on U.S. 10-year...

Tuesday, May 2, 2023

Chief Investment Officer Gene Goldman shares three things to expect from the upcoming Fed meeting this week and if this could be the last rate hike. Start the Week Strong As always, please reach out to the office if you have any questions.

Tuesday, April 25, 2023

Weekly RecapApril 17-21, 2023 RecapEquities Slip FractionallySmall Cap and Defensive Stocks Perform BestStocks struggled last week as slowing economic data heightened fears about a potential recession. Additionally, Federal Reserve...

Thursday, April 20, 2023

Weekly RecapApril 10-14, 2023 RecapEquities ReboundSmall Caps Perform BestThe S&P 500 and Nasdaq Composite rebounded last week, both finishing positive on the week for the fourth time since March 17. The Fed is making more progress in...

Tuesday, April 18, 2023

Why Making Wealth a Family Affair Makes Good SenseA reported $84.4 trillion in U.S. household wealth is expected to transfer over the next 20 years. Baby boomers alone are anticipated to shift an estimated $53...

Thursday, April 13, 2023

Weekly RecapApril 3-7, 2023 RecapS&P 500 Breaks Four-Week RallyStocks Slip FractionallyFollowing strong gains the week prior, the S&P 500 inched lower during the holiday shortened equity trading week. Jobless claims rose more than...

Tuesday, April 11, 2023

Why Making Wealth a Family Affair Makes Good SenseA reported $84.4 trillion in U.S. household wealth is expected to transfer over the next 20 years. Baby boomers alone are anticipated to shift an estimated $53...

Wednesday, April 5, 2023

Weekly RecapMarch 27-31, 2023 RecapBanking Contagion Fears EaseBest Week Since November 2022The U.S. benchmark S&P 500 posted gains in four out of five sessions during the final week of March, returning 3.50% including dividends....

Tuesday, April 4, 2023

Monthly RecapMarket IndicesAt-A-GlanceApart from the S&P 500’s impressive first quarter finish, the Nasdaq Composite delivered its strongest quarterly gain (+17.05%) since the second quarter of 2020. Tech stocks were standout...

Thursday, March 30, 2023

Weekly RecapMarch 20-24, 2023 RecapVolatile Week Ends PositiveEquities Rise a Second WeekAll three major U.S. equity indices ended with weekly gains despite increased market volatility surrounding the global banking turmoil and another...

Tuesday, March 28, 2023

Cetera Investment Management has released its 2023 Second Quarter Outlook titled, “Preparing to Land.” In this outlook, they discuss the impact of the Fed’s rate hikes which are showing up in the banking sector and...

Thursday, March 23, 2023

Weekly RecapMarch 13-17, 2023 RecapEquities End MixedS&P 500 and Nasdaq Composite Post Weekly GainsU.S. equities ended mixed last week amid a busy week of economic data that was overshadowed by continued fallout over the two...

Tuesday, March 21, 2023

Why Your Refund May Be Smaller This Year and Tips for a Tax-Smart 2023Following several years of economic stimulus programs, many taxpayers may be in for a bit of sticker shock when filing their 2022 tax returns. On average, refunds...

Thursday, March 16, 2023

Take Advantage of the Increase In Estate and Gift Tax Exemptions While You Still CanThe window to pass substantial assets to your heirs or other individuals without incurring any gift tax remains wide open—for now....

Tuesday, March 14, 2023

Weekly RecapMarch 6-10, 2023 RecapEquities TumbleWorst Week Since September 2022U.S. equities ended a volatile week with sharp losses amid two major California bank failures and a hotter-than-expected February jobs report. Separately,...

Tuesday, March 7, 2023

Weekly RecapFebruary 27 - March 3, 2023 RecapEquities Rebound as Yields EaseS&P 500 Snaps Three-Week Losing Streak U.S. equities finished the week with strong gains on Friday as investors re-assess their outlooks for peak terminal...

Thursday, March 2, 2023

Monthly RecapMarket IndicesAt-A-GlanceDespite February losses, the S&P 500 is still up 11.74% from its Oct 12 bear market low.Amongst the three major U.S. indices, the Nasdaq Composite fell the least (-1.01%) and is up 9.61% YTD. The...

Tuesday, February 28, 2023

Weekly RecapFebruary 20-24, 2023 RecapWorst Weekly Decline of 2023S&P 500 Falls Third Week U.S. equity backpedaled during the holiday-shortened trading week with the S&P 500 and Dow Industrials posting their third consecutive weekly...

Thursday, February 23, 2023

Weekly RecapFebruary 13-17, 2023 RecapEquities End MixedS&P 500 Slips Second Week U.S. equity indices ended narrowly mixed last week amid renewed inflationary concerns that will likely keep Fed policymakers postured to keep interest...

Tuesday, February 21, 2023

Financial Strategies for Surviving and Thriving in Today’s Changing Job MarketFollowing recent announcements of large-scale layoffs among some of the nation’s largest employers in the technology, housing and financial...

Thursday, February 16, 2023

Making Sense of 2023 Tax Brackets and RatesTaxes play a critical role in determining how long your income may last in retirement. The more you pay in taxes, the less you will have available to spend in retirement. However,...

Monday, February 13, 2023

Weekly RecapJanuary 30 - February 3, 2023 RecapEquities End Mostly HigherNasdaq Rises Fifth Straight Week U.S. stocks were mostly higher last week with the S&P 500 and Nasdaq Composite trimming weekly gains on Friday after overly hot...

Thursday, February 9, 2023

Weekly RecapJanuary 30 - February 3, 2023 RecapEquities End Mostly HigherNasdaq Rises Fifth Straight Week U.S. stocks were mostly higher last week with the S&P 500 and Nasdaq Composite trimming weekly gains on Friday after overly hot...

Tuesday, February 7, 2023

Monthly RecapMarket IndicesAt-A-GlanceThe S&P 500 capped its third positive month in the last four, posting its strongest monthly gain since last November. The benchmark is up 7.88% from its most recent low on Dec 28 and surged 14.55%...

Friday, February 3, 2023

Weekly RecapJanuary 23-27, 2023 RecapEquities Extend GainsStocks Rebound U.S. stocks rebounded week-over-week with the benchmark S&P 500 ending Friday with its best YTD performance of the new year, posting gains in three of past four...

Tuesday, January 31, 2023

Weekly RecapJanuary 23-27, 2023 RecapEquities Extend GainsStocks Rebound U.S. stocks rebounded week-over-week with the benchmark S&P 500 ending Friday with its best YTD performance of the new year, posting gains in three of past four...

Tuesday, January 24, 2023

New Year, New Perspective: Don’t Let Past Financial Decisions Dictate Your FutureThe beginning of a new year finds many people establishing new financial goals or recommitting to prior goals that may have fallen short, such as...

Thursday, January 19, 2023

Weekly RecapJanuary 9-13, 2023 RecapS&P 500 Up 4.22% in 2023Best Week Since NovemberU.S. equities capped a second straight weekly gain amid improving prospects for a soft-landing. The fourth quarter earnings season got underway last...

Tuesday, January 17, 2023

SECURE 2.0 Act of 2022 Offers Important Benefits for Those in or Nearing RetirementOn December 23, 2022, President Biden signed a $1.7 trillion budget bill that included important retirement savings legislation. The SECURE 2.0 Act of...

Tuesday, January 10, 2023

Monthly RecapMarket IndicesAt-A-GlanceThe S&P 500 posted just one record high in 2022, on Jan 3, before sliding into a bear market in June. Following a 2022 loss of over 18.1%, the S&P 500 essentially ended the year at the same level...

Thursday, January 5, 2023

Weekly RecapDecember 26-30, 2022 RecapS&P 500 Declines Fourth WeekRecession Fears Still AboundU.S. stocks ended narrowly lower in light trading volume the final trading week of 2022, with the S&P 500, Dow Industrials and Nasdaq...

Tuesday, January 3, 2023

2022 was a challenging year. As we head into the new year, Cetera's Chief Investment Officer Gene Goldman offers his insight on how they may expect markets to perform in 2023 with a weaker first half of the year followed by a...

Thursday, December 29, 2022

2022 was a challenging year. As we head into the new year, Cetera's Chief Investment Officer Gene Goldman offers his insight on how they may expect markets to perform in 2023 with a weaker first half of the year followed by a...

Thursday, December 29, 2022

Cetera Investment Management is pleased to release its annual Market Outlook for 2023 titled, "Low Expectations Are Easier to Beat." In this outlook, they discuss while they expect volatility to remain in both stocks and bonds, stocks...

Thursday, December 22, 2022

Weekly RecapDecember 12-16, 2022 RecapStocks Down Second WeekRecession Fears ResurfaceU.S. stocks retraced gains a second straight week but ended Friday above deeper intra-day lows. Recession jitters stirred investor angst last week...

Tuesday, December 20, 2022

What Are Your Retirement Plan Contribution Limits in 2023?Maximum annual contribution amounts for qualified retirement plans including 401(k)s, 403(b)s, IRAs, SIMPLE IRAs and SEP-IRAs are indexed to inflation,...

Friday, December 16, 2022

Weekly RecapDecember 5-9, 2022 RecapStocks Give Back GainsFed Rate Jitters Stir AngstU.S. stocks more than retraced prior week gains, with the Dow posting its largest weekly loss since September. Despite mostly positive economic...

Tuesday, December 13, 2022

Don’t Miss These Key Year-End Tax DeadlinesThe holiday season can be a busy and hectic time of year. That can make finding time difficult to focus on year-end tax deadlines. However, missed opportunities can be costly and affect...

Wednesday, December 7, 2022

Weekly RecapNovember 28 - December 2, 2022 RecapStocks Post Back-to-Back Weekly GainsThe Fed, Inflation, and the Labor MarketU.S. stocks continued higher for the second consecutive week as investors viewed a speech by Federal Reserve...

Thursday, December 1, 2022

Growing optimism that the Fed may be ready to ease future interest rate hikes sent stocks higher in a quiet trading week.The Dow Jones Industrial Average gained 1.78%, while the Standard & Poor’s 500 added 1.53%. The Nasdaq...

Tuesday, November 29, 2022

Weekly RecapNovember 21-25, 2022 RecapStocks See-Saw PositiveFed Sees Progress in Slowing InflationU.S. stocks rebounded last week, more than fully retracing prior week losses after minutes from the Federal Reserve’s November...

Thursday, November 17, 2022

Weekly RecapNovember 7-11, 2022 RecapTrimming Gains as Rate Outlook SteepensBest Week Since JuneU.S. stocks surged last week, more than fully rebounding from prior week losses after the October consumer price index (CPI) came in...

Tuesday, November 15, 2022

Considering a QCD in 2022? Act Now!As the winter holidays approach, many people are thinking about ways to satisfy their annual charitable giving goals. For those who meet certain requirements, a Qualified Charitable Distribution (QCD)...

Thursday, November 10, 2022

Weekly RecapOctober 31 - November 4, 2022 RecapTrimming Gains as Rate Outlook SteepensStocks Retrace Prior GainsU.S. stocks ended lower last week after the S&P 500 and Nasdaq Composite previously registered back-to-back weekly gains....

Tuesday, November 8, 2022

Monthly RecapMarket IndicesAt-A-GlanceThe S&P 500 posted its best October gain since 2011.The Dow Jones Industrial Average surged 14.07% in October, its best month since Jan 1976 when it gained 14.4%. The Dow-30 Index is down just 8...

Thursday, November 3, 2022

Cetera Investment Management has released its 2022 Fourth Quarter Outlook. In this outlook, they discuss how the Fed’s commitment to fight inflation at the cost of economic growth and the labor market. The risk of recession...

Tuesday, November 1, 2022

Weekly RecapOctober 24-28, 2022 RecapMomentum Extends Another WeekStocks AdvanceU.S. stocks powered higher for a second weekly gain driven higher on earnings relief mostly centered in value-based companies. Growth-oriented companies...

Thursday, October 20, 2022

Weekly RecapOctober 10-14, 2022 RecapStocks Weaken on Persistent InflationWild Week Ends Moderately Lower U.S. stocks ended mostly lower last week even as the S&P 500 captured a monumental turnaround on Thursday, reversing a 2.39%...

Wednesday, October 19, 2022

5 Ways to Stay on Track in Any Market ClimateLet’s face it, life doesn’t always go as planned. Some circumstances are beyond your control, such as rising inflation, an economic downturn, or an unexpected job loss or...

Friday, October 7, 2022

Monthly RecapMarket IndicesAt-A-GlanceThe S&P 500 nosedived in September, finishing the third quarter at a new 2022 low, down 24.36% from its January 3, 2022 peak.The Nasdaq Composite lost 10.44% last month, more than erasing a net 7...

Tuesday, September 27, 2022

Weekly RecapSeptember 19-23, 2022 RecapAnother Down Week for StocksEquities Approach June LowsThe rout in U.S. stocks deepened last week with the benchmark S&P 500 posting its fifth weekly loss in six weeks and briefly breached its...

Tuesday, September 20, 2022

How Much House Can You Afford in Today’s Rising Rate Environment?Whether you’re buying your first home, trading up or thinking about purchasing a second home or rental property, interest rates play a significant role in...

Monday, September 19, 2022

It’s time for your life insurance checkup.September is National Life Insurance Awareness Month, so it’s a great time to review your coverage.1If you don’t have any life insurance, you’re not alone. Life...

Thursday, September 15, 2022

Monthly RecapMarket IndicesAt-A-GlanceThe S&P 500 posted its worst August performance in seven years, deepening its correction from its Jan 3 peak to -16.68%.The Dow Jones Industrial Average fell 1,334 points in August (-3.72%),...

Tuesday, September 13, 2022

Weekly RecapAugust 29 - September 2, 2022 RecapEquities Fall Third WeekGood Jobs News is Bad News on RatesU.S. equities posted a third consecutive weekly loss, their longest since mid-June, after a solid August payrolls report on...

Thursday, September 8, 2022

Weekly RecapAugust 29 - September 2, 2022 RecapEquities Fall Third WeekGood Jobs News is Bad News on RatesU.S. equities posted a third consecutive weekly loss, their longest since mid-June, after a solid August payrolls report on...

Thursday, September 1, 2022

A comprehensive sell-off on Friday following comments by Fed Chair Jerome Powell drove stocks to losses for the week.The Dow Jones Industrial Average tumbled 4.22%, while the Standard & Poor's 500 dropped 4.04%. The Nasdaq Composite...

Tuesday, August 30, 2022

Weekly RecapAugust 22-26, 2022 RecapEquities Give Back More GainsSecond Week of SellingU.S. equities fell sharply last week and erased month-to-date gains for August in all three major domestic indices. Investor sentiment soured after...

Thursday, August 25, 2022

Weekly RecapAugust 15-19, 2022 RecapStocks Drop After Four Weeks of GainsEquities Give Back Some GainsMarkets had been rallying on reports of falling inflation, but last week investors took a more cautious tone. Investors dissected the...

Wednesday, August 24, 2022

4 Ways to Lessen the Blow of Rising Interest Rates on Your Credit Card DebtIn July, the Federal Reserve (the Fed) raised interest rates 0.75% for the second consecutive month to a target range of 2.25% - 2.50%.1 The central bank also...

Thursday, August 18, 2022

Weekly RecapAugust 8-12, 2022 RecapStocks Continue to RiseWeek of Inflation ReadingsMajor U.S. equity indexes were all up around 3% last week, as investors got a few different readings on inflation. On Wednesday, the Consumer Price...

Thursday, August 11, 2022

Weekly RecapAugust 1-5, 2022 RecapStocks Advance Third WeekStrong Jobs Data Trims Weekly GainThe S&P 500 posted fraction gains last week after an unexpected strong July payrolls report on Friday. The economy added 528,000 new jobs last...

Tuesday, August 9, 2022

Is Inflation Shrinking Your Retirement?According to a recent retirement confidence survey, 8 in 10 retirees say they are confident they will have enough money to live comfortably throughout retirement. Among those who are less...

Friday, August 5, 2022

Weekly RecapJuly 25-29, 2022 RecapStocks Advance Second WeekStrong Back-to-Back GainsAll three major U.S. equity indices posted their strongest back-to-back weekly gains since late March, simultaneously capping July with their...

Tuesday, August 2, 2022

Monthly RecapMarket IndicesAt-A-GlanceDespite strong gains, the S&P 500 remains in correction, down 13.14% from its Jan 3 record high.  Positively, the index ended July up 12.80% from its 6/16/22 first-half low.The Dow Jones...

Friday, July 29, 2022

Weekly RecapJuly 18-22, 2022 RecapStocks AdvanceEarnings Help Inspire GainsEquities posted their strongest weekly gain in a month, led by strength in cyclical growth companies, extending a comeback after falling into a bear market...

Thursday, July 21, 2022

Weekly RecapJuly 11-15, 2022 RecapStocks Pare Weekly DeclineWall Street Sentiment Revives FridayU.S. equity markets bounced back at the end of a frenzied week, snapping a five-day slide, as investors dialed back expectations for a full...

Tuesday, July 19, 2022

What's Your Personal Inflation Rate?The annual inflation rate for the United States was 8.6% for the 12 months ended May 2022, marking the largest annual increase since December 1981.1  While there are different ways to measure...

Thursday, July 14, 2022

Weekly RecapJuly 4-8, 2022 RecapStocks ReboundUpbeat Sentiment at Second Half StartU.S. equity markets finished the holiday-shortened week positive with the S&P 500 recouping most of its prior week’s losses after a...

Monday, July 11, 2022

How to Retire With Confidence in Any Market EnvironmentWhether you recently retired or are planning to in the months ahead, you may be wondering how current financial and economic conditions may impact your plans. Do you need to adjust...

Friday, July 8, 2022

Weekly RecapJune 27 - July 1, 2022 RecapStocks Fall After Positive WeekInvestor Bearishness ContinuesU.S equity markets gave back some gains from last week as investors fear a possible recession and Fed tightening. However, going into...

Tuesday, July 5, 2022

Quarterly RecapMarket IndicesAt-A-GlanceThe S&P 500 ended the quarter 20.48% below its January 3, 2022 peak and all-time high.The Nasdaq Composite fell 8.65% in June, extending its 2Q loss to 22.28% for its worst quarter since 2008....

Monday, June 27, 2022

Weekly RecapJune 20-24, 2022 RecapBest Week in a MonthRecession Fears SubsideU.S. stocks rebounded from three weeks of declines as equity sentiment was bolstered by comments from Fed officials while a reading on inflation expectations...

Thursday, June 23, 2022

Weekly RecapJune 13-17, 2022 RecapWorst Week Since March 2020Recession Fears RiseThe S&P 500 capped its 10th weekly decline in the last 11 weeks after weakening retail sales data added to angst over worsening growth fears while the...

Wednesday, June 15, 2022

Weekly RecapJune 6-10, 2022 RecapSecond Worst Week of the YearInflation Sidelines More BullsThe S&P 500 capped its ninth weekly decline in the last 10 weeks after Friday’s unexpectedly red-hot May CPI reading. The headline...

Tuesday, June 14, 2022

Should You Consider Paid Work to Generate Additional Income in Retirement?There are many reasons to pursue paid work in retirement beyond generating additional income. Work can provide a social outlet, create structure in your day, and...

Wednesday, June 1, 2022

Stocks posted solid gains for the week, buoyed by the release of Fed meeting minutes and upbeat earnings from mid-size and discount retailers.The Dow Jones Industrial Average jumped 6.24%, while the Standard & Poor’s 500 advanced...

Friday, May 27, 2022

Weekly RecapMay 16-20, 2022 RecapStocks Formally Avert Bear MarketS&P 500 Declines a Seventh WeekThe S&P 500 closed fractionally higher last Friday, rebounding from an earlier intra-day low that was momentarily down more than 20% from...

Wednesday, May 18, 2022

Wednesday, May 11, 2022

Monday, May 9, 2022

Wednesday, May 4, 2022

Wednesday, April 27, 2022

Wednesday, April 20, 2022

Tuesday, April 5, 2022

Wednesday, March 30, 2022

Tuesday, March 22, 2022

Tuesday, March 15, 2022

Thursday, March 10, 2022

Friday, March 4, 2022

Monday, February 28, 2022

Tuesday, February 22, 2022

Tuesday, February 15, 2022

Monday, February 7, 2022

Tuesday, February 1, 2022

Tuesday, January 25, 2022