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Weekly Market Insights | Tech Steps Back. Banks, Healthcare, and Industrials Step Forward
Stocks ended mixed as falling oil prices helped lift the Dow Industrials, while concerns about AI valuation put pressure on the broader market. The Standard & Poor’s 500 Index fell 1.95 percent while the Nasdaq Composite Index skidded...
Read MoreThe Retirement Conversation Couples Keep Avoiding
As financial professionals, we spend much of our time helping our clients prepare for retirement. By the time most of our clients are within a few years of retirement, their savings are there, their investment accounts are in order,...
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Weekly Market Insights | U.S.-Iran Agreement Sends Oil Tumbling, Stocks Rising
Stocks rose over the shortened trading week as investors digested developments in the Middle East while the Fed held short-term rates steady. The Standard & Poor’s 500 Index rose 0.93 percent through Thursday’s close, while the Nasdaq...
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Weekly Market Insights | Peace Talks and Moonshot IPO Rescue the Week
Stocks moved higher last week as inflation jitters gave way to investor enthusiasm over Middle East diplomatic efforts and the largest-ever initial public offering (IPO). The Standard & Poor’s 500 Index rose 0.65 percent, while the...
Read MoreWhat Would You Do With a Windfall?
After years of walking clients through inheritances, business sales, bonuses, and liquidity events, we have seen how these moments unfold in remarkably consistent ways. There is almost always a boat, or something like one. A vacation...
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Weekly Market Insights | Markets Stumble, But the Jobs Picture Stays Bright
Stocks slumped last week as investors winced over the potential for oil-shock inflation and concerns that strong jobs data could lead to higher interest rates. The Dow Jones Industrial Average slipped 0.32 percent, while the Standard...
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Weekly Market Insights | Inflation Cools, Stocks Soar, Month Ends Strong
The post-Memorial Day holiday trading week was short but potent as stocks delivered more record gains while confidence grew that a peace deal would materialize. The Standard & Poor’s 500 Index advanced 1.43 percent, while the Nasdaq...
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