Explore Our Latest Articles
Stay informed with insights on retirement, investing, tax strategies, and more.
Search By Keyword, Date, Etc…
Weekly Market Report: August 22–26, 2022
Tough Week for the Markets It was a tough week for the market. Clearly, the economic news is not controlling the market—the Fed is. The market for the week finished down 4.2% on the Dow. The S&P 500 was down 4%. The NASDAQ was off 4.4%—back in correction territory, over…
Weekly Market Report: August 15–19, 2022
Markets were off a little bit this week, as an article in the Wall Street Journal suggested that the Fed may be disengaged with the stock market. The Dow Jones was down 0.2%, S&P 500 off 1.2%, NASDAQ down 2.6. The ten-year Treasury was slightly up at 0.1 to close…
Six Ways to Generate Income in Retirement
Last Updated: August 12, 2024 Do you know if you will have enough money during retirement to cover the cost of your housing, food, entertainment, and other activities you enjoy? You need money to enjoy a comfortable retirement, whether that be from a basic savings account, retirement account, or a…
Weekly Market Report: August 8–12, 2022
Inflation Took a Step in the Right Direction Inflation took a step in the right direction this week as headline CPI and PPI data came in better than expected. The markets liked it quite a bit. The S&P 500 finished the week up 3.3%, the Dow Jones up 2.9%, and…
What Is a Recession?
Last Updated: August 12, 2024 Volatile stock markets, rising interest rates, and the highest inflation rates in 40 years bring one nagging question to the front of Americans’ minds: Are we in a recession? What Is a Recession? Definitions abound, so let’s discuss what a recession is—simply put, a recession…
Weekly Market Report: August 1–5, 2022
Unexpected Jobs Data In July, the U.S. economy added an impressive 528,000 jobs. This was double the expected jobs number. However, the market didn’t do so well this week. The Dow was off slightly, off 0.1%. S&P was up a little bit, 0.4. Nasdaq up 2.2 for the week, but…
Weekly Market Report: July 25–29, 2022
The market had a pretty good day last Tuesday. For the week, the Dow finished up 3%, S&P 500 up 4.3%, NASDAQ was up 4.7. It’s still off over 20% for the year, so technically, in a bear market. The ten-year treasury was down to 2.66% on the yield, and…
Let’s Strengthen Your Financial Future Together
Your goals are important to us. If you’d like to learn more about your financial options, you’re welcome to speak with our team or join one of our educational workshops.
Or give us a call at 888.588.5818
Weekly Market Report: August 29–September 2, 2022
Tough Week on Wall Street This was a tough third week in a row on Wall Street. Markets finished down as China, Russia, COVID fears, and Fed policy all weighed in. The Dow was down 3%. It’s now down almost 14% for the year. The S&P 500 closed at 3924,…
Read More about Weekly Market Report: August 29–September 2, 2022