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...
Weekly Market Update – May 30, 2025
Quick Takes Most major stock and bond indexes managed to rebound from the prior week’s pullback. Better than expected economic reports on consumer confidence and sentiment, upward revisions to U.S. GDP growth, and benign inflation all helped buoy investor confidence....
Weekly Market Update – May 23, 2025
Quick Takes U.S. stocks retreated last week, following the prior week’s best showing of the year. The S&P 500 dropped -2.6%, the tech-heavy Nasdaq Composite fell -2.5%, and the small cap Russell 2000 Index slumped -3.5%. All three indexes marked their worst week...