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August 20, 2018 — Trade & Turkey Drive Markets

Challenges in emerging markets affected both U.S. and global stock performance last week, with the S&P 500 experiencing several down days.[1] By market close on Friday, however, two of the three major domestics posted gains for the week. The S&P 500 added...

August 13, 2018 – Mixed Results as Turkey Stumbles

Stocks ended the week in mixed territory as trouble with Turkey's currency affected U.S. equity performance on Friday, August 10.[1] For the week, the S&P lost 0.25%, the Dow declined 0.59%, and the NASDAQ increased 0.35%.[2] International stocks in the MSCI EAFE...

Episode 17 – It’s Time for Financial Spring Cleaning

It is time to do some financial spring cleaning!
Today, Matt Halloran and Jim Black discuss ways for retirees to tweak their budgets, organize their bank accounts and, ultimately, simplify their lives. From protecting your assets to managing your income …

August 6, 2018 – Stocks Up as Data Comes In

Domestic markets ended last week in positive territory, as the S&P gained 0.76%, the Dow was up 0.05%, and the NASDAQ increased 0.96%.[1] This performance marked the 5th week in a row that the S&P 500 and Dow posted gains.[2] Meanwhile, international stocks in...

July 30, 2018 – Examining Economic Growth

Markets experienced a push-and-pull last week between data indicating strong economic growth and lagging performance from several tech stocks' earnings reports.[1] Domestic indexes had mixed results, as the S&P 500 gained 0.61%, the Dow was up 1.57%, and the...

Episode 16 – The Biggest Concerns Investors Have

Do you worry about your investments? Most investors do. That’s why this episode is all about addressing the biggest concerns that investors tend to have, starting with a big one— “what happens if rates of return end up being low in the future?.”
Listen i…

July 23, 2018 – Earnings Season Continues

On Friday, July 20, stocks lost a small amount of ground after President Trump escalated his threats of increasing tariffs on China. However, strong quarterly earnings reports from several large companies helped provide balance in the markets.[1] For the week,...

July 16, 2018 – Special Report: Quarterly Update

Last week, trade tensions with China lessened somewhat, while the 2nd quarter corporate earnings season started with mixed results. Against this backdrop, domestic stocks experienced sizable growth. By market's close on Friday, July 13, the S&P 500 was above 2,800...

July 9, 2018 – Jobs Push Stocks Up

Domestic stocks only traded for 4 days last week, due to the Independence Day holiday. In that time, all 3 major domestic indexes posted positive results for the week. The S&P 500 added 1.52%, the Dow gained 0.76%, and the NASDAQ increased 2.37%.[1]International...

July 2, 2018 – Trade and Tariffs Rattle Markets

International trade concerns continue to create uncertainty in markets around the world.[1] Despite the markets' slight rises on Friday, June 29, they recorded losses for the week.[2] The S&P 500 fell 1.33%, the Dow gave back 1.26%, and the NASDAQ dropped...


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