Weekly Market Update – November 28, 2025
Quick Takes After its worst week since October the previous week, last week the S&P 500 rallied +3.7%, which was its best week since May. The tech-heavy Nasdaq Composite and the small-cap Russell 2000 were up +4.9% and +5.5%, respectively. Futures pricing now...
Women and Wealth: Building Financial Security with Confidence
Financial planning is personal for everyone, but many women face unique financial dynamics shaped by earnings patterns, caregiving seasons, longevity, and the rising likelihood of retiring solo. Understanding these realities creates space to plan intentionally and to...
Weekly Market Update – November 21, 2025
Quick Takes Wall Street posted its worst week since early October, with the S&P 500 falling -2.0% for the week. The small cap Russell 2000 fared better but still declined -0.8%, while the Nasdaq Composite dropped -2.8% from its heavy weighting in technology...
Weekly Market Update – November 14, 2025
Quick Takes Last week was a virtual vacuum for economic data and earnings news, leaving stocks mixed as the S&P 500 Index eked out the slightest of gains while the technology-heavy Nasdaq Composite Index and the small cap Russell 2000 Index both lost ground. The...
Monthly Market Update – October 2025
Key Takeaways WIN STREAKS The S&P 500 was up +2.3% in October, made eight all-time highs, and marked a six month win streak. For diversified investors in a 60% equity, 40% bond portfolio, October marked seven straight positive months, thanks to positive...
Weekly Market Update – November 7, 2025
Quick Takes Wall Street finished a volatile week lower, as US stocks snapped a three-week win streak, as worries about the Artificial Intelligence (AI) trade and high valuations fueled a broad risk-off pullback. The S&P 500 Index slid -1.6%, the small cap Russell...
Weekly Market Update – October 31, 2025
Quick Takes The S&P 500 and Nasdaq Composite each hit their 36th all-time high of the year during the beginning of the week, and each marked three week win streaks with gains of +0.7% and +2.2% respectively. However, the small cap Russell 2000 fell -1.4% for the...
Weekly Market Update – October 24, 2025
Quick Takes Reduced trade tensions with China, more strong corporate earnings, and a cooler-than-expected inflation report pushed the S&P 500 Index and Nasdaq Composite to new record highs and left the small cap Russell 2000 Index just a quarter percent from its...