Weekly Market Update – July 3, 2025
Quick Takes It was a short week, with markets closed early on Thursday and all day on Friday in observation of the Independence Day holiday. Even so, the S&P 500 and Nasdaq Composite Indexes hit three new all-time highs during the week (Monday, Wednesday, and...
Do I Need a Will, a Trust, or Both?
You’ve checked the box. Maybe years ago, maybe recently, you created a will. That’s a big step. But if you’re like many people we talk to, you might still be wondering: ‘Is a will enough to protect my family, or should I also have a...
Weekly Market Update – June 27, 2025
Quick Takes Wall Street had its best week since mid-May and the fourth best week of the year, with the S&P 500 Index and Nasdaq Composite Index both closing at all-time highs. For the week, the S&P 500 climbed +3.4% and the tech-heavy Nasdaq Composite jumped...
Term vs Whole Life Insurance: What’s the Difference and Which One is Right for You?
If you’ve ever googled ‘term life vs whole life’ or asked yourself, ‘Do I really need life insurance?’ – you’re not alone. Understanding the difference between term and whole life insurance can feel confusing at first, but...
Weekly Market Update – June 20, 2025
Quick Takes U.S. stocks were little changed in the holiday-shortened week, as investors digested increased tensions in the Israel – Iran conflict and underwhelming U.S. economic data. The S&P 500 slipped -0.2%, the Nasdaq was up +0.2%, and the Russell 2000 gained...
Weekly Market Update – June 13, 2025
Quick Takes U.S. stocks were riding decent gains into Friday but gave those up after Israel launched waves of airstrikes against Iran. The S&P 500 Index ended the week down -0.4%, after falling -1.1% on Friday. Before the Israel-Iran attacks, markets were up on...
Monthly Market Update – May 2025
Key Takeaways ECONOMY REBOUNDS AND STOCKS ADVANCE In May, a series of stronger-than-expected U.S. economic reports boosted investor confidence and helped propel stocks higher. Although Q1 Gross Domestic Product (GDP) remained in contraction, it was revised higher....
Weekly Market Update – June 6, 2025
Quick Takes A solid May Employment Situation Report and positive developments on the trade front helped push the S&P 500 back above the 6,000 level for the first time since February. The index gained +1.5% for the week and is just -2.3% from its February 19...