Blog

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....

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...

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...

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...

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%...

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...

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...

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...

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...

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...

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%),...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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....

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...

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...

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...

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...

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...

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...