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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.
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Weekly Market Insights: Fed Signals More Aggressive Action on Interest Rates
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Weekly Market Insights: Markets Weigh Menu of Uncertainty
Stocks spent last week digesting the sharp gains of previous weeks as investors assessed a tightening yield curve, the war in Ukraine, and an uncertain outlook for economic growth and inflation. The Dow Jones Industrial Average...
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Weekly Market Insights: Inflation and Ukraine Rattle Investors Another Week
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Weekly Market Insights: Inflation and Ukraine Fears Cool Markets
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Weekly Market Insights: Hawkish Fed; Stocks Retreat
A jump in yields sparked by a more aggressive sounding Federal Reserve sent the market lower to start the new year. The Dow Jones Industrial Average fell 0.29%, while the Standard & Poor’s 500 declined 1.87%. The Nasdaq...
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Weekly Market Insights: Fed Tightens Money Policy
Stock prices retreated last week as global central banks joined the Federal Reserve in taking steps to tighten monetary policy. The Dow Jones Industrial Average fell 1.68%, while the Standard & Poor’s 500 dropped 1.94%. The...
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Weekly Market Insights: COVID-19 Variant Clobbers Markets
News of a new, highly virulent COVID variant triggered a market sell-off on Friday, sending stocks into negative territory for the week.The Dow Jones Industrial Average slid 1.97%, while the Standard & Poor’s 500 slumped 2...
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Weekly Market Insights: Stocks Mixed on COVID-19, Powell
Stocks were mixed last week in choppy trading as investors battled the crosscurrents of good economic data and a troubling rise in COVID-19 infections globally.The Dow Jones Industrial Average slid 1.38%, while the Standard &...
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Weekly Market Insights: Stocks Tap the Brakes
Stocks posted small declines last week as investors digested recent stock market gains and an unexpectedly high inflation read.The Dow Jones Industrial Average slid 0.63%, while the Standard & Poor’s 500 retreated 0.31%. The...
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Weekly Market Insights: Fed Says Tapering Ahead
A Federal Reserve announcement on tapering, a fresh batch of corporate profits, and encouraging economic data lifted stocks to another weekly gain.The Dow Jones Industrial Average rose 1.42%, while the Standard & Poor’s 500...
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Weekly Market Insights: Earnings Build; GDP Slows
A fresh wave of positive corporate earnings surprises sent markets to new record highs last week.The Dow Jones Industrial Average increased 0.40%, while the Standard & Poor’s 500 rose 1.33%. The Nasdaq Composite index picked...
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Weekly Market Insights: Strong Week on Wall Street
Stocks rallied last week on a stream of positive corporate earnings surprises.The Dow Jones Industrial Average rose 1.08%, while the Standard & Poor’s 500 advanced 1.64%. The Nasdaq Composite index gained 1.29% for the week....
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Weekly Market Insights: Fed Unveils Tapering Plans
A strong opening to the third-quarter earnings season sparked a late week, broad-based rally that helped stocks finish the week with solid gains.The Dow Jones Industrial Average rose 1.58%, while the Standard & Poor’s 500...
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Weekly Market Insights: Debt Ceiling Raised
The overhang of bumping against the federal debt ceiling was lifted last week with an agreement to extend the debt ceiling through early December, helping propel stocks to a weekly gain.The Dow Jones Industrial Average increased by 1...
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Weekly Market Insights: Stalemate in the Capitol
Higher bond yields and a legislative stalemate in Washington, D.C., added up to losses for the week.The Dow Jones Industrial Average declined 1.36%, while the Standard & Poor’s 500 lost 2.21%. The Nasdaq Composite index fell...
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Weekly Market Insights: Stocks Lackluster Despite Positive Outlook
Stocks weakened ahead of this week’s Federal Reserve meeting and amid persistent concerns about the Delta variant’s impact on the economy.The Dow Jones Industrial Average was flat (-0.07%), while the Standard &...
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Weekly Market Insights: Delta Variant Concerns Markets
In a quiet week of news, stocks moved lower amid simmering concerns over the Delta variant’s effect on the progress of economic reopening. The Dow Jones Industrial Average declined 2.15%, while the Standard & Poor’s 500...
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Weekly Market Insights: Data and Delta Scramble Stock Results
Stocks were mixed last week amid conflicting economic data and continued spread of Delta variant infections.The Dow Jones Industrial Average slipped 0.24% during the five trading days. But the Standard & Poor’s 500 tacked on...
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Market View Weekly - Aug 27th
PUSHING HIGHERStocks surged to begin the week as investor sentiment improved on news of the FDA’s approval of its first COVID-19 vaccine, a strong housing number and comments by the Federal Reserve Bank-Dallas president that he...
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Market View Weekly - Aug 20th
Unsettling news After the Dow Industrials and S&P 500 index climbed to new record highs to begin the week, stocks pulled back amid weaker-than-expected retail sales, festering concerns about the Delta variant, and slowing...
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Market View Weekly - Aug 16th
QUIETLY CLIMBING Stocks moved higher amid relatively light trading last week. After initially retreating under the weight of Delta variant updates, stocks grinded higher, catalyzed by the Senate’s passage of a $1 trillion...
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Weekly Market Insights: Market Shows Small Loss
The stock market posted small losses last week despite a very strong showing by corporate America.The Dow Jones Industrial Average slipped 0.36%, while the Standard & Poor’s 500 lost 0.37%. The Nasdaq Composite index dropped...
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Weekly Market Insights: Markets Overcome Delta Variant Reports
Overcoming a COVID-related economic growth scare, stocks moved higher amid a week of strong corporate earnings reports. The Dow Jones Industrial Average rose 1.08%, while the Standard & Poor’s 500 gained 1.96%. The Nasdaq...
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Weekly Market Insights: Stocks Retreat, Inflation Advances
Despite a good start to earnings season and some solid economic data, worries of slower second-half economic growth led to a pullback in stock prices last week.The Dow Jones Industrial Average fell 0.52%, while the Standard &...
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Weekly Market Insights: Stocks Edge Higher in Short Week
Stocks managed small gains as investors wrestled with concerns over economic growth prospects and a rise in COVID-19 infections.The Dow Jones Industrial Average picked up 0.24%, while the Standard & Poor’s 500 gained 0.40%....
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Weekly Market Insights: Strong Employment Reports
Strong employment reports and rising consumer confidence sent the stock market broadly higher last week.The Dow Jones Industrial Average rose 1.02%, while the Standard & Poor’s 500 picked up 1.67%. The Nasdaq Composite index...
Read MoreDid Sam Adams Really Brew Beer?
Gear up for the holiday with some history knowledge! The Fourth of July is the perfect opportunity to read up on the Founding Fathers of the United States, a term coined by a speech given by Warren G. Harding in 1916. Here are a few...
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Happy Fourth of Ju-Pie!
Bring the red, white, and blue to your next Fourth of July party with these three summery sweet treats! Easy to make and sure to please, each pie recipe emphasizes the color of the American flag. So show your spirit this Fourth of...
Read MoreYour Retirement Plan: Cash it, roll it, move it or leave it?
Your Retirement Plan: Cash it, roll it, move it or leave it? When it comes to your employer sponsored 401(k) plan, knowing your options goes a long way in helping make better decisions. If you are exploring your career options or...
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Weekly Market Insights: Stocks Reach All-Time Highs
Stocks reached new all-time highs last week as markets staged a strong rebound from the previous week’s declines. The Dow Jones Industrial Average rose 3.44%, while the Standard & Poor’s 500 picked up 2.74%. The Nasdaq...
Read MoreMake July 4th a Pet-riotically Safe Holiday!
Independence Day means fun, food, friends, and fireworks. For our pets, Independence Day can be downright terrifying – even dangerous! July 5th is the busiest day of the year for animal shelters, which fill up with animals who...
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Weekly Market Commentary for the week of June 14, 2021
The Markets Stocks climbed slightly Friday. The S&P reached a new record, and the NASDAQ posted its fourth winning week in a row as investors shook off a report showing the Consumer Price Index jumped 5 percent in May from a year...
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Weekly Market Commentary for the week of June 7, 2021
The Markets Stocks rose Friday. The Labor Department’s May jobs report showed unemployment fell to a pandemic-era low of 5.9 percent, and new job growth was stronger than April’s but short of expectations. The mixed news...
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Weekly Market Commentary for the week of June 1, 2021
The Markets Stocks climbed slightly Friday. Investors seemed to shake off a stronger-than-expected inflation reading and focus on encouraging employment data. New jobless claims fell to a new pandemic-era low. The S&P and the Dow...
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Weekly Market Commentary for the week of May 24, 2021
The Markets Wall Street closed a volatile week with stocks mixed as investors balanced inflation concerns against a strengthening economic recovery. On Thursday, the primary indices snapped a three-day losing streak after a report...
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Weekly Market Commentary for the week of May 17, 2021
The Markets Stocks rebounded Friday following a steep selloff earlier in the week when investors reacted to data showing consumer prices leapt to a 13-year high in April. Despite the rebound, stocks still recorded losses for the week....
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Weekly Market commentary for the week of May 10, 2021
The Markets Stocks rose to record levels Friday despite negative economic news. The Labor Department reported just 266,000 non-farm jobs were added last month, far from the 1 million forecasters expected, and the unemployment rate rose...
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Weekly Market Commentary for the week of May 3rd, 2021
The Markets Stocks dropped on the final trading day of the month as investors set aside concerns over rising inflation and possible future tax hikes. After closing above 4,200 on Thursday, the S&P notched its third straight month of...
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Weekly Market Commentary for the week of April 26, 2021
THE MARKETS Stocks rebounded Friday after dropping Thursday following reports President Biden planned to propose doubling capital gains taxes on individuals earning $1 million or more. But the S&P ended Friday close to its record high...
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Weekly market commentary for the week of April 19, 2021
THE MARKETS Stocks rose Friday amid encouraging economic data and corporate earnings. The Dow and the S&P topped record highs; the Dow crossed the 34,000 threshold for the first time on Thursday. For the week, the Dow rose 1.18 percent...
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Bulls, Bears and Market Corrections
Bulls, Bears and Market Corrections Thank you for watching! Securities offered through Securities America, Inc., member FINRA/SIPC (www.finra.org/www.sipc.org). Advisory services offered through Securities America Advisors, Inc....
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Weekly Market Commentary for the week of April 12, 2021
The Markets Despite an unexpected jump in jobless claims, stocks rose Friday amid the accelerating vaccine rollout and reopening optimism. Both the Dow and the S&P hit record closing highs. For the week, the Dow rose 1.99 percent to...
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Weekly Commentary for the Week of April 5, 2021
THE MARKETS Stocks rose on the final trading day before a holiday weekend after President Biden introduced his $2 trillion infrastructure and economic recovery package. The S&P crossed the 4,000 mark for the first time. For the week,...
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Weekly Market Commentary for the week of March 29, 2021
The Markets Stocks rose Friday after February data showed lower price pressures, which eased inflation concerns. Each major index rose more than 1 percent. For the week, the Dow rose 1.36 percent to close at 33,072.88. The S&P gained 1...
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Weekly Market Commentary for the week of March 22, 2021
The Dow Jones and the S&P 500 fell Friday after the Federal Reserve decided not to extend a pandemic rule, which relaxed banks’ supplementary leverage ratio, allowing them to hold less capital against Treasurys and other holdings...
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Weekly Market Commentary for the week of March 15, 2021
The Markets Stocks ended mixed on Friday. Tech stocks slid as Treasury yields rose. The Dow Jones and the S&P achieved record closing highs after President Biden signed the stimulus bill into law. For the week, the Dow rose 4.17...
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Weekly Market Commentary for the week of March 8, 2021
The Markets Stocks ended higher Friday, reversing earlier losses. A report showing faster-than-expected job growth in February encouraged investors. Despite the rebound, the NASDAQ was negative for a third week in a row. For the week,...
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Weekly Market Commentary for the week of March 1, 2021
The Markets Stocks closed mixed Friday as government bond yields rose, spurring concerns of rising inflation. The NASDAQ pared earlier losses but still suffered its worst weekly loss since October. For the week, the Dow fell 1.70...
Read MoreInvesting in the Next Decade
Capital Ideas™ Investment insights from Capital Group LONG-TERM INVESTING The world in 2030: Investing for the next decade The world in 2030 may seem a long way off, but at Capital Group we spend a lot of time thinking about the...
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Weekly Market Commentary for the week of February 23, 2021
The Markets Stocks ended a choppy week mixed. The S&P and the NASDAQ suffered their first weekly losses this month amid rising interest rates and expectations of growing inflation. For the week, the Dow rose 0.16 percent to close at 31...
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Weekly Market Commentary for the week of February 17, 2021
The Markets Stocks rose Friday, thanks to a recent drop in new COVID cases and hospitalizations, stronger-than-expected earnings over the past couple weeks, and anticipation of new fiscal aid. The S&P and the NASDAQ closed at record...
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Weekly Market Commentary for the week of February 8, 2021
The Markets Stocks rose Friday amid optimism around earnings, stimulus talks, and the vaccines rollout. The three major indices posted their best weekly gains since November; the S&P 500 and Nasdaq ended at record closing highs. For...
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Weekly Market Commentary for the week of February 2, 2021
The Markets U.S. stocks suffered steep losses Friday to close a roller coaster week on Wall Street. Volatility caused by retail investors’ heightened speculative trading and new trial results for Johnson & Johnson’s COVID...
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Weekly Market Commentary for the Week of January 25, 2021
THE MARKETS Stocks were mixed Friday as COVID-19 concerns resurged and the future of President Biden’s proposed stimulus package remains uncertain. The S&P and the Dow closed lower while the NASDAQ pushed to a record high. For...
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Weekly Market Commentary for the week of January 20, 2021
The Markets U.S. stocks fell Friday following disappointing retail sales data and big bank earnings reports. Investors also feared President-elect Joe Biden’s ambitious stimulus plan could result in tax hikes or higher interest...
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Weekly Market Commentary for the week of January 11, 2021
The Markets Stocks closed higher Friday, with the S&P at a record high, despite the Capitol riots and a negative jobs report. Investors appeared buoyed by President-elect Joe Biden’s comment that he would support an economic...
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Weekly Market Commentary for the week of January 4, 2021
The Markets U.S. stocks rose on the final trading day of a tumultuous year. Amid pandemic-related closures and a global recession, equities plunged into a bear market in February and March but quickly rebounded. The Dow and the S&P 500...
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Weekly Market Commentary for the week of December 28, 2020
The Markets All three major indices ended a shortened holiday week on an up note as investors digested surging virus cases, the ongoing vaccine rollout, uncertainty over the Georgia runoff, a fall in unemployment claims, and new...
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Weekly Market Impact Call With Phil Blancato
Hello, Each week, Ladenburg Thalmann Asset Management CEO Phil Blancato shares his insights and perspective on recent market developments related to the COVID-19 pandemic and provides guidance going forward. Please take a listen when...
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Weekly Market Commentary for the week of December 24, 2020
The Markets The Dow Jones, S&P 500, and NASDAQ fell Friday, after all three indices briefly reached records earlier in the day. Investors balanced prospects of a stimulus package, Tesla’s entrance into the S&P, an unexpected rise...
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Weekly Market Commentary for the week of December 14, 2020
The Market The S&P 500 and the NASDAQ ended Friday with modest declines despite the FDA’s emergency use authorization of Pfizer’s COVID-19 vaccine for individuals 16 years of age and older. Investors appeared cautious amid...
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Weekly Market Commentary for the week of November 30, 2020
The Markets Stocks rose on a shortened, post-Thanksgiving Friday as retailers kicked off the holiday shopping season and coronavirus cases rose. The S&P and NASDAQ closed at record highs Friday, and the Dow closed above 30,000 for the...
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Weekly Market Commentary for the week of November 16, 2020
The Markets Stocks rose Friday amid upbeat earnings reports and a surge in virus cases. Positive vaccine news helped the Dow and the S&P achieve strong weekly gains. On Monday, Pfizer reported its vaccine proved over 90 percent...
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Weekly Market Commentary for the week of November 9, 2020
The Markets Amid uncertainty surrounding the presidential election, U.S. stocks closed mostly flat Friday. But Wall Street saw its best weekly gains since April. For the week, the Dow rose 6.89 percent to close at 28,323.40. The S&P...
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Weekly Market Commentary for the week of November 2, 2020
The Markets Stocks fell sharply Friday, led by major tech shares. The S&P and the Dow saw their biggest weekly losses since the March sell-off. Rising coronavirus cases, stalled stimulus talks, and a looming presidential election...
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Ballots, Bulls and Bears
Ballots, Bulls and Bears In no uncertain terms, what really affects the stock market is uncertainty—because it causes people to doubt existing business plans. Today, the pandemic and global economic downturn, combined with a...
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Weekly Market Commentary for the week of October 26, 2020
The Markets Stocks ended a downbeat week mixed as investors followed officials’ comments on the status of another stimulus bill. Although unemployment benefits provided by the CARES Act ended July 31, the White House and...
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The necessity of luxury: What makes this industry so resilient?
The necessity of luxury: What makes this industry so resilient? The personal luxury segment probably doesn’t come to mind when one thinks of resilient areas of the equity market. The industry has unquestionably faced significant...
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Weekly Market Commentary for the week of October 19, 2020
The Markets Stocks were mixed on the final day of a volatile week. Encouraging reports on retail sales and consumer confidence lifted the major indices. The NASDAQ posted its fourth weekly gain. The S&P and Dow snapped three-day losing...
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Weekly Market Commentary for the week of October 12, 2020
The Markets U.S. stocks rose Friday amid renewed optimism over another stimulus package because of talks between House Democrats and the Trump administration. The S&P and NASDAQ had their best week since early July; the Dow had its...
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Weekly Market Commentary for the week of October 5, 2020
The Markets On Friday, the markets reacted negatively to the news that President Trump tested positive for the coronavirus, adding more uncertainty to the upcoming election. The major indices recovered some of the day’s losses...
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Weekly Market Commentary for the week of September 28, 2020
The Markets It was a choppy week on Wall Street as investors weighed rising coronavirus cases, the upcoming presidential election, and uncertainty over another stimulus bill. Although stocks closed on a high note on Friday, the Dow and...
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How elections move markets in 5 charts
How much do elections impact the stock market and portfolio returns? Should elections even matter to long-term investors in the first place? These are the questions investors and financial professionals are facing as we approach...
Read MoreWhy You Need a Financial Planner
Why You Need a Financial Planner
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Weekly Market Commentary for the week of September 21, 2020
The Markets The major stock indices fell Friday, contributing to their third straight weekly loss. Investors demonstrated concern over uncertainty about an additional round of stimulus legislation, new tensions with China, and steep...
Read MoreWeekly Market Commentary for the week of September 14, 2020
THE MARKETS Stocks ended Friday’s volatile session mixed; the NASDAQ ended lower while the S&P and Dow Jones rose. The three major indices all posted steep losses for the week. The NASDAQ experienced its worst weekly decline...
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Weekly Market Commentary September 8, 2020
The Markets Despite August’s positive jobs report, stocks fell Friday, and the three major indices saw steep declines for the week. The S&P experienced its worst day in nearly three months. For the week, the Dow fell 1.73 percent...
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Weekly Market Commentary for the week of August 31, 2020
The Markets Stocks rose Friday. The Dow erased its losses for the year, and the NASDAQ and the S&P reached new record closes. July’s U.S. consumer spending encouraged investors, along with the Federal Reserve’s announced...
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Weekly Market Commentary for the week of August 24, 2020
The Markets Stocks rose Friday, and the NASDAQ and the S&P achieved record closing highs as several pieces of positive news encouraged investors. New reports showed better than expected corporate earnings reports, a surge in home sales...
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Weekly Market Commentary for the week of August 17, 2020
The Markets Stocks ended mostly flat on Friday, with the S&P still failing to achieve a record high. The market appeared to be treading water as investors reacted to modestly improving retail sales and stalled stimulus talks as the...
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Weekly Market Commentary for the week of August 10, 2020
The Markets Stocks were mixed Friday, thanks to a slightly better-than-expected July jobs report and gridlock between Democratic leaders and the White House over the next stimulus package. In other news, the Trump administration placed...
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Weekly Market Commentary for the week of August 3, 2020
The Markets Stocks closed Friday’s session and the month of July higher after trading lower earlier in the day. Uncertainty over the next stimulus package and falling consumer sentiment weighed on investors while strong quarterly...
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Potential Pandemic Positives
Potential Pandemic Positives A crisis can leave us better or worse. As most of us long for things to return to the way they were before COVID-19, observers from various fields believe our lives may actually improve in some areas after...
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Weekly Market Commentary for the week of July, 28
The Markets Stocks fell Friday, ending a volatile week of trading and marking the first weekly decline in four weeks. Negative factors included rising concerns of another tech bubble, escalated China-U.S. tensions, worse-than-expected...
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Weekly Market Commentary for the week of July 20, 2020
The Markets Stocks were mixed Friday. Despite surging coronavirus cases, investors appeared relatively optimistic about potential vaccines for COVID-19 and a post-pandemic economic recovery. For the week, the Dow rose 2.32 percent to...
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Weekly Market Commentary for the week of July 13, 2020
The Markets Stocks rose Friday, and the NASDAQ reached a record high as investors weighed positive and negative headlines. U.S. coronavirus cases broke a record for a single day increase on Thursday while Gilead Sciences reported...
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Greetings from 2030: Growth investing for the next decade
Greetings from 2030: Growth investing for the next decade Companies, Anne-Marie Peterson observed early in her investing career, go through life cycle changes just like people do. Where individuals can experience childhood, college,...
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Weekly Market Commentary for the week of July 6, 2020
The Markets Stocks rose Thursday following an unexpectedly positive June jobs report. Nonfarm payrolls rose by 4.8 million from May’s 2.7 million, achieving the largest single-month increase in history. Encouraging news about...
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U.S. Midyear Outlook: From recession to recovery
U.S. Midyear Outlook: From recession to recovery The decade-long economic expansion did not end with a whimper. The coronavirus brought it to a screeching halt. U.S. gross domestic product (GDP) fell 5% in the first quarter, and a...
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Weekly Market Commentary for the week of June 29, 2020
The Markets Stocks dropped sharply Friday as several states reversed some reopening plans after coronavirus cases rose. Bank stocks fell after the Federal Reserve limited dividend payments and barred share repurchases for the third...
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Weekly Market Commentary for the week of June 22, 2020
The Markets Stocks were up and down Friday as investors digested news of virus resurgences in pockets around the globe. At the close, the NASDAQ was up slightly, while the Dow and S&P were down. All three major indexes made gains for...
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Weekly Market Commentary for the week of June 15, 2020
The Markets It was a choppy week on Wall Street amid fears of a second wave of coronavirus infections as states reopen and crowded protests continue. Stocks saw their worst sell-off since March on Thursday after Fed Chair Jerome Powell...
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Fed sees interest rates staying near zero through 2022, GDP bouncing to 5% next year
Fed sees interest rates staying near zero through 2022, GDP bouncing to 5% next year The Federal Reserve kept interest rates near zero and indicated that’s where they’ll stay as the economy recovers from the coronavirus...
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Weekly Market Commentary for the week of June 6, 2020
The Markets Stocks rose sharply Friday after the Labor Department reported the U.S. economy added 2.5 million jobs in May and unemployment dropped to 13.3 percent – compared to an expected surge to 19.8 percent. Airline stocks...
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Weekly Market Commentary for the week of June 1, 2020
The Markets Stocks ended mostly higher on Friday after the White House said it would end special treatment of Hong Kong in light of China’s recent security crackdowns but did not indicate it would pull out of the Phase 1 trade...
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Weekly Market Commentary for the week of May 26, 2020
The Markets Stocks were mixed Friday as investors weighed rising trade tensions between China and the U.S. and uncertainty about the pace of an economic recovery from the coronavirus. Frictions rose after China announced new security...
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Weekly Market Commentary for the week of May 18, 2020
The Markets The market was volatile on Friday as investors digested a record drop in retail sales and increased trade tensions with China as the Trump administration imposed new restrictions on Chinese telecom giant Huawei. Stocks...
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Simple ways to save money on Groceries
When you are working on your weekly budgets, groceries can easily run a close second when it comes to big expenses. Especially, when you are shopping for a family. I want to talk to you about some simple ways you can save big when...
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Weekly Market Commentary for the week of May 11, 2020
The Markets Stocks rose Friday despite the worst jobs report on record; the Labor Department reported the nation lost 20.5 million jobs in April. However, investors were encouraged by plans to begin reopening the country and a...
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Alternatives to franchise coffee
A lot of people start off their mornings at their favorite coffee spots. However, over time this can add up quick. Let’s do the math, $4 a day on one latte comes out to $20 a week, and that is over $80 a month, and a total of $1...
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Weekly Market Commentary for the week of May 4, 2020
The Markets Even though the drug remdesivir received emergency use authorization for treating hospitalized coronavirus patients, stocks fell on the first day of May amid disappointing earnings reports and growing tensions between China...
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Weekly Market Commentary for the week of April 27, 2020
The Markets It was a choppy week on Wall Street as investors digested the ongoing oil crisis, manufacturing stress, staggering jobless claims, a new economic aid package and slowing coronavirus hospitalizations in New York and New...
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A Lesson in Liquidity
The COVID 19 outbreak and subsequent lockdown have exposed a number of weaknesses in some before-now solid financial situations. The headline on April 21, 2020 on Bloomburg.com reads: Richard Branson Doesn't Have a Drop to Drink...
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Weekly Market Commentary for the week of April 20, 2020
The Markets Despite massive unemployment reports, stocks rose sharply Friday amid discussions on reopening parts of the economy and hopes surrounding an experimental drug to treat COVID-19. Stocks were also up for the second week in a...
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How CARES Act Affects Individuals
How CARES Act Affects Individuals President Trump signed the Coronavirus Aid, Relief and Economic Security (CARES) Act into law March 27. In addition to hundreds of billions of dollars in funding to businesses, healthcare and state and...
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Weekly Market Commentary for the week of April 13, 2020
The Markets Stocks closed higher on the final trading day before the holiday weekend. Investors appeared to dismiss jobless numbers and focus on the Federal Reserve’s announcement of new measures to provide $2.3 trillion in...
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Expect the Unexpected
Expect the Unexpected Do you have some financial responsibilities that would continue if you died? Well, life insurance can take care of that. Will you need a stream of income in the event you get hurt badly enough that you can’t...
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Weekly Market Commentary for the week of April 6, 2020
The Markets Stocks slid on the final day of another volatile week, amid dismal unemployment and a spike in coronavirus-related deaths in New York. Andrew Cuomo, governor of New York, reported over 100,000 cases and 2,900 deaths. For...
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Guide to recessions: When is the next U.S. recession and how should you prepare for it?
Preparing for the next recession: 9 things you need to know When is the next recession? That's one of the questions we hear most often, especially now that the coronavirus outbreak has caused unprecedented disruptions, sparking the...
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Weekly Market Commentary for the week of March 30, 2020
The Markets Following three days of big gains, stocks slid across the board Friday amid news of a sharp spike in confirmed coronavirus cases. Johns Hopkins University reported the U.S. had 85,000 confirmed cases – the highest...
Read MoreProblems with Panicking
Problems With Panicking If you’ve ventured out to a grocery store lately, you’ve undoubtedly seen empty shelves and bins. There’s only one reason to explain this in a nation that is the world’s largest food...
Read MoreI'm Still Standing
I’m Still Standing In 1983 Elton John released a song titled I’m Still Standing. With all of what is going on with the stocks markets these days, remember that song’s title is a valuable lesson. Virtually every year...
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The Value of Time-Segmenting Your Investments
I am a big fan of Time-Segmenting your investments, and that is especially true when the stock market is behaving like it has the last few weeks. Time Segmentation of Investments is a fancy way of saying Buckets of Money. It means...
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Office Hours Update
As our company responds to COVID-19, the health and safety of our employees and customers remains our top priority. Our office will remain open as we are an essential business. As the COVID-19 pandemic continues to force drastic social...
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Weekly Market Commentary for the week of March 23, 2020
The Markets Despite the administration’s relief measures, stocks plunged to a three-year low Friday. Contributing factors included New York State’s stay-at-home order and a reversal in crude prices. The three major indexes...
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The Coronavirus Contraction
The Coronavirus Contraction Securities offered through Securities America, Inc., member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. William R. Pintaric & Associates and Securities America are...
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Weekly Market Commentary for the week of March 16, 2020
The Markets Stocks enjoyed their best day since 2008 and gained back a chunk of Thursday’s steep losses after President Trump declared a national emergency to combat the coronavirus. Although the indexes spiked over 9 percent on...
Read MoreCapital CEO Tim Armour on weathering the coronavirus
Capital CEO Tim Armour on weathering the coronavirus Rising fears over the continued spread of the coronavirus have led to a sharp stock market decline as investors grapple with its impact on the global economy. On Monday, March 9, in...
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Correction or bear? 6 charts that explain market declines
Correction or bear? 6 charts that explain market declines The market turmoil that began in early 2018 intensified later in the year, as the S&P 500 Composite Index declined nearly 20% between its September peak and late December. This...
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Financial Planning Makes Things Better
Financial Planning Makes Things Better In another discussion I talked about budgeting and how following a monthly budget allows you the freedom to enjoy the money you can spend “foolishly” with no guilt. The truth is,...
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Weekly Market Commentary for the week of March 9, 2020
The Markets The U.S. added 273,000 jobs in February, and the unemployment rate dropped to 3.5 percent. But despite the strong employment news, stocks fell Friday as the number of confirmed coronavirus cases topped 100,000. Still, at...
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Coronavirus: Our economists weigh in on the U.S., China and Europe
Coronavirus: Our economists weigh in on the U.S., China and Europe The spread of the coronavirus outside of China to a broader swath of countries in Asia and Europe is fueling a broad re-examination of 2020 global economic growth...
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Why You Need a Financial Planner
Why You Need a Financial Planner Let’s face it, we all have our strong points, our talents. Some people are good at certain things, others are good at others. Just because someone is good at one thing and another person...
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Weekly Market Commentary for the week of March 3, 2020
The Markets Stocks plunged Friday and closed the worst week since the financial crisis amid growing concerns about the impact of the coronavirus. The World Health Organization issued a warning that global level risks were growing as...
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What does a Financial Planner do?
What does a Financial Planner do? A Financial Planner helps you put your financial life in order. He or she does this in the following ways: by helping you organize things, identify financial goals, determine if those goals are...
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Weekly Market Commentary for the week of February 24, 2020
The Markets The three major indexes dropped on Friday and also ended the week lower. Concern over the economic impact of the coronavirus and data indicating U.S. business activity slowed last month led investors to move to safe haven...
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Weekly Market Commentary for the week of February 18, 2020
The Markets At Friday’s close, stocks were mixed. A rising number of coronavirus cases weighed on investors; a report the White House is considering tax incentives to encourage stock purchases encouraged them. Stocks still posted...
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Weekly Market Commentary for the week of February 10, 2020
The Markets Despite January’s stronger-than-expected U.S. jobs report, stocks fell Friday amid concern over the impact the coronavirus will have on China’s economy. However, stocks still notched strong weekly gains. For the...
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