Weekly Market Update – June 03, 2022

Weekly Market Update – June 03, 2022

Quick Takes Markets couldn’t follow up the prior week’s big gains despite a big rally on Thursday and decent economic data. The S&P 500, the Nasdaq, and the Russell 2000 all finished negative on the holiday-shortened week. Over the past week, yields have broken...
Weekly Market Update – June 03, 2022

Weekly Market Update – May 27, 2022

Quick Takes What a difference a week makes. After the first seven week losing streak since 2001, the S&P 500 was flirting with bear-market levels last Friday. The S&P gained +2.5% on Friday alone, putting it up +6.6% for the week, its best since November 2020....
Weekly Market Update – June 03, 2022

Weekly Market Update – May 20, 2022

Quick Takes Stocks couldn’t avoid another week of loses, but the S&P 500 was able to avoid bear market territory. At points in Friday’s trading session the U.S. index was off -20% or worse from its January 4th all-time high, but a furious rally in the last hour...
Weekly Market Update – May 13, 2022

Weekly Market Update – May 13, 2022

Quick Takes The volatility that has come to characterize capital markets in 2022, continued unabated in the latest week of trading. The S&P 500 and Dow were on course to join the Nasdaq and Russell 2000 indices in bear market territory (a decline of -20% or...
Monthly Market Update — April 2022

Monthly Market Update — April 2022

Market Performance Summary Well, the reprieve from negative returns in March for U.S. and developed international stocks, along with Real Estate, was short lived. Investors looking for further respite after the negative and volatile first quarter instead found another...
Weekly Market Update – May 13, 2022

Weekly Market Update – April 29, 2022

Quick Takes Stocks posted their fourth week of losses, every week in April, leading to the worst month for the S&P 500 since March 2020. Persistent inflation, supply chain issues, and challenging labor markets remain key headwinds. Big earnings disappointments...
Weekly Market Update – May 13, 2022

Weekly Market Update – April 22, 2022

Quick Takes Stocks posted another down week with inflation worries and the Russia-Ukraine was lingering as headwinds On Friday, the S&P 500 and Nasdaq 100 indices had their worst sessions since March 7 – the technology-heavy Nasdaq 100 is on track for its worst...
Should I File An Income Tax Extension?

Should I File An Income Tax Extension?

Tax season is upon us, and with it comes the stress of filing your taxes on time. For many, meeting the due date can be challenging. But don’t worry– that’s why the IRS offers extensions. Filing an extension can give you extra time to complete your...
Weekly Market Update – May 13, 2022

Weekly Market Update – April 15, 2022

Quick Takes The major U.S. stock indexes ended the week with losses, but small cap stocks managed to stay positive. A rotation to defensive sectors helped healthcare, staples and utilities gain over the week, while technology, consumer discretionary, and industrials...