Key Takeaways A TALE OF TWO MONTHS The S&P 500 Index declined a modest -0.8% in April but there was nothing subtle about the path to that slight decline. The month included a 4-day -12% decline followed by a stunning one-day +10% rally. But in the second half of...
Quick Takes Stocks finished last week on a historic note with another positive week, buoyed by easing trade concerns, better-than-expected corporate earnings, and encouraging employment growth. The S&P 500 Index was up +2.9% for the week, riding nine straight days...
Understanding the cost of long-term care is an important part of retirement planning, but it often gets overlooked. Many people assume Medicare will cover it, or that it’s something to figure out later. In reality, long-term care includes a wide range of...
Quick Takes For the week, the S&P 500 Index was up +4.6%, the small cap Russell 2000 Index was up +4.1% and the tech-heavy Nasdaq Composite Index jumped +6.7%. Solid corporate earnings reports appeared to outweigh anxiety surrounding tariff and trade uncertainty....
Do you remember the first time you saw a truck with seats bolted into the bed? Did you think those were installed for extra seating? We sure did. But cramming a few more people in the vehicle had nothing to do with it. It all started with chicken. Yes, chicken. Back...
Quick Takes The VIX volatility index, or CBOE Volatility Index, was down considerably last week despite continued choppiness in the S&P 500 Index. In the end, the S&P 500 lost -1.5% for the week, while the technology-heavy Nasdaq Composite was down -2.6%. The...
Quick Takes The S&P 500 Index jumped +5.7% in its best weekly gain since November 2023, rebounding from its worst week since March 2020. The rollercoaster market volatility, driven recently by tariff policy changes, mirrors past crises and follows familiar...
Key Takeaways POLICY UNCERTAINTY REMAINS PERVASIVE The U.S. economy’s foundation remains strong, but policy uncertainty, particularly around tariffs, is negatively affecting sentiment among households and businesses. Despite S&P 500 earnings exceeding...
Quick Takes The announcement of unexpectedly high tariffs led to a historic two-day decline in the S&P 500, marking only the fifth such drop since 1952, and leaving the index down -9.1% for the week. Other indices, like the Russell 2000 and Nasdaq, also entered...
If you’ve seen the headlines about new U.S. tariffs and global trade tensions, you’re not alone in wondering what it means for the economy—and more importantly, your investment portfolio. But just in case you missed the news, on April 2nd, the U.S. administration...
