Weekly Market Update – December 23, 2022
Quick Takes Stocks suffered a third week of losses and are likely to end their two-month winning streak. The S&P 500 slipped -0.2%, the tech-heavy Nasdaq Composite fell -1.9%, and the small cap Russel 2000 dipped -0.4%. Developed international stocks were up...
Top 5 Financial Advice For High Earners – Avoid These Mistakes!
Making a considerable salary is a great achievement, but often the question at the back of most high earners’ minds is if they are taking advantage of their income. When you reach a certain level of income and wealth, there are mistakes you want to avoid and...
Weekly Market Update – December 16, 2022
Quick Takes Stocks suffered a second week of losses, despite getting off to a solid start. The S&P 500 shed -2.1%, the tech-heavy Nasdaq Composite fell -2.7%, and the small cap Russel 2000 was down -1.9%. Developed international and emerging market stocks both...
Weekly Market Update – December 9, 2022
Quick Takes U.S. stock broke a two-week rally, with the S&P 500 having its worst week since September. The tech-heavy Nasdaq Composite fell -4.0%, its worst week since early November. Losses were broad based with all 11 S&P 500 sectors down for the week. U.S....
Monthly Market Update – November 2022
Market Performance Summary After posting solid returns in October, stocks maintained their momentum in November on weaker-than-expected inflation, lower Treasury yields, and a declining U.S. dollar. That recipe also served bonds nicely with both U.S. and international...
Weekly Market Update – December 2, 2022
Quick Takes U.S. indexes stocks rallied for a second straight week, the first back-to-back weekly gains for the major indexes since October. As with the prior week’s rally, the recent week’s strength was fueled by news that the Fed will slow the pace of rate hikes....
Weekly Market Update – November 25, 2022
Quick Takes The main U.S. indexes ended the holiday-shortened week higher as signs that the Fed may slow the pace of future rate hikes gave stocks a boost. The S&P 500 rose +1.5%, the tech-heavy Nasdaq Composite was up +0.7%, and the small cap Russell 2000 added...
2022 Year-End Tax Planning for Individuals
The tax picture for 2022 looks a little different than 2021. On top of several of the COVID-related tax provisions having expired, The Inflation Reduction Act of 2022 has also made a variety of changes that impact 2022 taxes. Extended Green Provisions in the Inflation...