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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...
Episode 15 – 10 Questions Your Financial Adviser Should Ask You
You need a plan that is flexible and tailored to fit your situation and life’s goals. Is your financial planner designing a customized plan for you? How can you tell?
There are 10 important questions that your financial advisor should be asking you.
In t…
June 25, 2018 – The Power of Corporate Earnings
Stocks stumbled across the globe last week as trade tensions continued to escalate. Despite rebounding somewhat on Friday, the S&P 500 experienced its first weekly loss in a month, and the Dow posted its worst week since March.[1] The S&P 500 dropped 0.89%,...
June 18th, 2018 – Strength, Growth, and Tension
Last week stocks showed mixed results as political headlines continued to dominate the news. The Dow lost 0.89% and the S&P 500 was almost flat with a 0.02% gain.[1] The NASDAQ, on the other hand, reached a record high on Thursday and ended the week up...
June 11th, 2018 – Strength, Growth, and Tension
As last week ended, tension between the U.S. and some of its greatest allies was on the rise. Trade remained a hot-button topic ahead of the G-7 meeting in Canada, but investors seemed largely unfazed by the drama.[1] In fact, all 3 domestic indexes posted strong...
June 4th, 2018 – Jobs Report Calms Volatility
Markets experienced heightened volatility this week, with the S&P 500 rising 0.49% and Dow dropping 0.48%. Meanwhile, the NASDAQ rose 1.62%, as international markets took a small dip, with the MSCI EAFE losing 1.10%.[1,2] The markets' highs and lows came from a...
Episode 14 – What to do when the markets get crazy
How do you feel when the markets fluctuate? Anxious, concerned and stressed out? Or are you disinterested and carefree? When you have a financial plan, you’re less likely to feel impacted by ups and downs in the markets– even when the markets get crazy….
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