Weekly Market Update – September 5, 2025
Quick Takes The S&P 500 Index touched all-time highs early on Friday, but stocks ultimately slid -0.3% on the day after the government reported disappointingly low nonfarm payrolls growth in August. The S&P 500 finished the holiday-shortened week up +0.3%....
Monthly Market Update – August 2025
Key Takeaways EVERYONE IS A WINNER Most major global stock, bond, and real asset indexes, in virtually all size and style delineations, saw positive returns in August. The broad-based rally was driven by better-than-expected economic growth, impressive Q2 corporate...
Weekly Market Update – August 29, 2025
Quick Takes A late-summer selloff on Friday turned the S&P 500 Index and Nasdaq Composite Index negative for the week, but only slightly so. Still, the S&P 500 managed to make its 19th and 20th record high closes before Friday’s fall. The small cap Russell...
Weekly Market Update – August 22, 2025
Quick Takes Last week was a mostly sleepy and downside-biased week for stocks, until Friday morning’s speech from Federal Reserve Chairman Jerome Powell at the Fed’s annual symposium in Jackson Hole, Wyoming. Dovish comments by Powell immediately sparked stocks...
Weekly Market Update – August 15, 2025
Quick Takes The S&P 500 Index slipped -0.3% on Friday after setting three straight record highs on Tuesday, Wednesday, and Thursday. In the end, the benchmark U.S. index was up for a second straight week with a +0.9% gain. The week saw several countertrend moves....
Monthly Market Update – July 2025
Key Takeaways UNCERTAINTY RETREATS, SENTIMENT RECOVERS U.S. equities rose in July, driven by positive developments including tariff agreements, passage of the budget bill, resilient economic data, and a strong start to Q2 earnings season. The S&P 500 gained +2.2%,...
Weekly Market Update – August 8, 2025
Quick Takes The S&P 500 was up +2.4% for the first full week of August, its best week since June 27, leaving it just a third of a point away from its July 28 record closing high. The tech-heavy Nasdaq was up +3.9% and achieved a fresh record high on Friday to...
What You Should Know About Medicare Before You Enroll
Medicare is a cornerstone of retirement health care, but that doesn’t mean it’s easy to navigate. With multiple parts, deadlines, and decisions to make, it’s common to feel overwhelmed by your options. Whether you’re approaching 65 or helping a family member prepare,...