Weekly Market Update – December 30, 2022
Quick Takes Stocks suffered a fourth straight week of losses and ended their two-month winning streak. The S&P 500 slipped -0.1% and the tech-heavy Nasdaq Composite fell -0.3%, but the small cap Russell 2000 treaded water, essentially flat for the week (+0.02%)....
2023 Major Tax Changes, Tax Brackets Updates & More
This post represents 2023 taxes that will be filed in April of 2024. Preparing for 2023 means understanding all the financial and tax changes that are about to take place. From tax brackets 2023 changes to corporation tax increases, changes to retirement plan...
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....