Weekly Market Update — October 15, 2021
Quick Takes All asset classes rallied over the week on better-than-expected earnings, encouraging economic data, and reduced coronavirus concerns. The S&P 500 gained +1.8% for its best week since July. The S&P started the week off with another pullback on...
Weekly Market Update – October 8, 2021
Quick Takes Equities rebounded this week to help offset last week’s big drop. The S&P 500 gained +0.8% for its best week since August. Stocks started the week off with a pullback on Monday, but investors bought the dip as the CBOE Volatility Index (VIX) fell -19%...
Monthly Market Update — September 2021
September Performance Summary September has historically been a seasonally weak month for markets and 2021 was no exception. Virtually all major asset classes were negative for the month, something not seen since January. High Yield bonds performed the best but were...
Weekly Market Update – October 1, 2021
Quick Takes Global equities were down for the week with the S&P 500, dropping -2.2%, while the tech-heavy Nasdaq Composite was down -3.2%. Small Cap Value was the only major asset class up on the week, gaining +1.4%. Mid Cap Growth suffered the most, falling...
Weekly Market Update – September 24, 2021
Quick Takes The S&P 500 and Dow Jones were able to overcome a big loss on Monday to advance for the week. The CBOE Volatility Index (VIX) spiked to more than 28 on Monday before settling back under 18 by Friday. The yield on the U.S. 10-year Treasury rose 9 basis...
TRPG Market Update – August 2021
Nearly a year and a half after the pandemic began, global economies continue their various recovery efforts. As you may have experienced, this process can be unpredictable and look different even from one community to the next. The recent emergence of the Delta...
Building a Solid Foundation: Five Key Principles for Long-Term Investment Strategies
Investing for the long term is an excellent way to secure your financial future and build wealth. Whether you’re new to investing or have some experience, it’s crucial to understand the key principles of long-term investment strategies. This blog post will...
Financial Planning for Life-Long Peace
Regardless of the stage of life you find yourself in, considering financial planning for life-long peace can be highly beneficial. Whether you are just starting, or you’re already in your golden years, it’s important to plan for your future. In this blog,...