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2nd Quarter 2020 Market Summary

Jul 6, 2020 | Articles & News, Financial Planning, Investments, Market Summary, Retirement Planning

Stocks rebounded from a dismal March by posting their best monthly returns since 1987, as investors were encouraged by the expectation of additional government stimulus programs and hope that the economy would be reopening soon. The Paycheck Protection Program and...

1st Quarter 2020 Market Summary

Apr 2, 2020 | Articles & News, Investments, Market Summary, Retirement Planning

The world’s economies and stock markets have been rocked by the spread of COVID-19. Investors’ fears prompted a major sell-off in February and March, plunging stocks well below their 2019 closing marks. Nevertheless, 2020 started off in a positive way....

2019 Market Review

Jan 3, 2020 | Articles & News, Investments, Market Summary, Retirement Planning

The year began with the government stymied by a shutdown, and ended with articles of impeachment levied against the president. In between, both domestic and global economies showed signs of slowing, all while the trade war between the United States and China loomed...

3rd Quarter 2019 Market Summary

Oct 1, 2019 | Articles & News, Investments, Market Summary, Retirement Planning

The third quarter was full of ups and downs for stocks, much like the second quarter. Stock values moved in response to the rhetoric from the participants in the trade war between the United States and China. The Federal Reserve lowered interest rates two times during...

Embracing Investment Volatility

Nov 5, 2014 | Articles & News, Investments, Retirement Planning

Investors hate volatility. They fear declines in the value of their stocks. There is nothing wrong with feeling that way. In fact, it’s perfectly normal. When we see account balances decline, we want it to stop immediately. Our emotions begin telling us to sell...

Questions To Ask An Adviser

Jul 11, 2014 | Articles & News, Financial Planning, Investments, Retirement Planning

Deciding to work with a financial advisor is a great step towards meeting your financial goals. However, finding the right adviser to work with can be a difficult task, which requires more effort and research. The first question to ask is whether the advisor is...
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2022 Market Review

Jan 3, 2023

Overview The year 2022 may best be described by one word: inflation. The economies of the United States and the world were influenced by rising inflation, its causes, and the policies aimed at curtailing it. While inflationary pressures began to mount in 2021, they...

3rd Quarter 2022 Market Summary

Oct 3, 2022

The ramifications of stamping down rising inflation dominated the markets in the third quarter. Investors weighed the balance between an aggressive government policy aimed at curbing price pressures against the possibility of those very policies leading to an economic...

2nd Quarter 2022 Market Summary

Jul 1, 2022

For the first time since 2015, each of the benchmark indexes lost value for two consecutive quarters. They also posted losses for June, marking three consecutive down months for the tech-heavy Nasdaq, its longest losing streak since 2015. Investors watched for signs...

1st Quarter 2022 Market Summary

Apr 1, 2022

Wall Street dealt with several major issues in the first quarter of 2022. Investors had to evaluate the impact of rising inflation, higher interest rates, ongoing coronavirus concerns, and the Russia-Ukraine war. Each of the benchmark indexes listed here lost value by...

2021 Market Review

Jan 4, 2022

Overview The year 2021 was one of extreme change. January saw the inauguration of President Joe Biden, but not before protesters sieged the United States Capitol. Despite the initial tumult, the year began with hope that increased availability of coronavirus...

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