The Markets (as of market close October 9, 2020) Last Monday saw stocks start the week on a high note, with each of the indexes listed here posting notable gains. The Russell 2000 led the way, adding 2.8%, followed by the Nasdaq (2.3%), the S&P 500 (1.8%), the Dow (1.7%), and the Global Dow (1.7%). […]
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Stocks continued to rally at the beginning of last week amid hopes of enhanced testing for COVID-19. But by the end of the day Wednesday stocks slid, with the S&P 500 and Nasdaq posting their largest single-day declines since March 18. Energy shares in particular were hit hard. The Dow fell 4.4% and the small
MARKET WATCH: APRIL 6, 2020 Read More »
Key Dates/Data Releases – 4/1: Markit PMI, ISM PMI, 4/2: International trade in goods and services, 4/3: Employment situation, ISM Non-Manufacturing PMI The Markets (as of market close March 27, 2020) Stocks opened the week as they closed the previous one — in a tailspin. However, aggressive moves by the Federal Reserve late in the
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While others may call themselves financial planners, only those who demonstrate the requisite experience, education, and ethical standards are awarded the CFP® mark.] A CERTIFIED FINANCIAL PLANNER™ professional or a CFP® practitioner is a financial professional who meets the requirements established by the Certified Financial Planner Board of Standards, Inc. While others may call themselves financial
What Is a CERTIFIED FINANCIAL PLANNER™ Professional? Read More »
While it apparently took a day to take effect, the Fed’s decision to reduce the target range for the federal funds rate by 50 basis points quelled the massive rush to sell stocks and brought some investors back to the market. Following losses earlier in the week, the benchmark indexes surged with the Dow gaining
MARKET WATCH: MARCH 9, 2020 Read More »
The Markets (as of market close February 7, 2020) Stocks rebounded and long-term bond yields rose last week amid reports of China’s plans to cut tariffs on some American imports. The S&P 500, Dow, and Nasdaq reached all-time highs during the week, and global stocks soared. Also helping push stocks higher was a round of
MARKET WATCH: FEBRUARY 10, 2020 Read More »
From The Balance The New Year is a great time to overhaul your life for the better. One excellent place to start is by making solid financial resolutions that can help get you closer to your money goals, whether it’s increasing your retirement savings or setting enough money aside for a down payment on a house.
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The Markets (as of market close December 27, 2019) The holiday spirit, coupled with renewed optimism on the trade front, helped propel stocks higher last week. The tech-heavy Nasdaq outperformed the other benchmark indexes listed here, crossing the 9000 plateau for the first time ever. News that the signing of the Phase One trade agreement
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Just ahead of the 2020 College Bowl extravaganza, check out these financial lessons we can learn from the classic game of football. Review Your Game Plan – You haven’t saved enough for retirement … or for college. Your credit card debt is spiraling. You”ve been blindsided by unexpected expenses. When your finances hit a rough patch,
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The Markets (as of market close December 13, 2019) Positive developments finally arrived in the ongoing trade war between the United States and China. Last Friday, President Trump announced phase one of a trade deal with China. The president indicated that he would forgo the imposition of tariffs scheduled for December 15 and reduce existing
MARKET WATCH: DECEMBER 16, 2019 Read More »
Due to the inclement weather anticipated in our area from Hurricane Milton our home office in Altamonte Springs is closed Wednesday - Friday, October 9th-11th. During this time, clients may access their accounts by contacting the custodian directly or other such third parties as they receive statements from as well. Please check back for updates
