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September 24, 2018 – New Records and Change

Last week brought new tariffs and data, and another look at changes coming to equity classifications. Overall, the S&P 500 gained 0.85% and the Dow was up 2.25%, while the NASDAQ dropped 0.29%.[1]International stocks in the MSCI EAFE had sizable growth, posting a...

September 17, 2018 – Stocks Up as Milestone Passes

Last week, the East Coast prepared for Hurricane Florence, which roared through the Carolinas and Georgia. As investors kept their eyes on the weather and its potential for destruction, estimates emerged of up to $27 billion in hurricane damage. This potential for...

September 10, 2018 – A Shaky Start to September

Domestic markets fell last week due to negative trade news and declining tech stocks, with the S&P 500 and Dow both breaking their multi-week winning streaks. Meanwhile, the NASDAQ posted losses for 4 days in a row for the first time since April and experienced...

Episode 19 – Five Big Questions About Retirement

Today, Jim Black shares the five major talking points that he uses to help his clients prepare for retirement. Jim has helped hundreds of people retire. He knows that the path to retirement can be confusing, scary, and it can have its ups and downs. Jim …

September 3, 2018 – Markets Up Again

Trade continued to dominate the news last week and cause market volatility as investors monitored discussions of the North American Free Trade Agreement (NAFTA) and tension with China. While Mexico and the U.S. reached a new trade deal early in the week, talks with...

August 27, 2018 – The Bull Market Continues

Last week marked a noteworthy milestone in our economy: On Wednesday, August 22, the bull market entered its 3,453rd day, the longest such run in U.S. history. In the past 9 plus years, domestic indexes have come quite a ways since the dark days of the financial...

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...

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