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...
Weekly Market Update – May 16, 2025
Quick Takes Stocks rallied last week, sparked by a surprise U.S. and China trade truce before the U.S. markets opened on Monday. The world’s two largest economies will see most of the dramatically high tariff rates implemented in early April suspended for 90 days. The...
Weekly Market Update – May 9, 2025
Quick Takes BREAKING: In the early hours of Monday, the U.S. and China announced preliminary details on an agreement to temporarily cut tariffs for a 90-day period while further negotiations are established. U.S. tariffs on Chinese goods will be cut from 145% to 30%;...
Monthly Market Update – April 2025
Key Takeaways A TALE OF TWO MONTHS The S&P 500 Index declined a modest -0.8% in April but there was nothing subtle about the path to that slight decline. The month included a 4-day -12% decline followed by a stunning one-day +10% rally. But in the second half of...
Weekly Market Update – May 2, 2025
Quick Takes Stocks finished last week on a historic note with another positive week, buoyed by easing trade concerns, better-than-expected corporate earnings, and encouraging employment growth. The S&P 500 Index was up +2.9% for the week, riding nine straight days...
The True Cost of Long-Term Care
Understanding the cost of long-term care is an important part of retirement planning, but it often gets overlooked. Many people assume Medicare will cover it, or that it’s something to figure out later. In reality, long-term care includes a wide range of...
Weekly Market Update – April 25, 2025
Quick Takes For the week, the S&P 500 Index was up +4.6%, the small cap Russell 2000 Index was up +4.1% and the tech-heavy Nasdaq Composite Index jumped +6.7%. Solid corporate earnings reports appeared to outweigh anxiety surrounding tariff and trade uncertainty....