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Thursday, April 11, 2024

"Every silver lining's got a touch of grey" I've recently been drawn to these immortal lyrics from Robert Hunter. Made famous by the Grateful Dead in the band's only top-40 single in its 30-year career, I've found them to perfectly...

Monday, April 8, 2024

Stocks dropped last week as investors focused on “what's next” for interest rates after mixed comments from multiple Fed official and a strong March employment report. Fed Officials Weigh In Stocks struggled out of the gate again last...

Tuesday, April 2, 2024

Give your children the gift of financial literacy. They’ll thank you later! As a parent, you are well aware of your responsibility in helping your children grow up happy and healthy. Once they enter their teen years, the pressure can...

Monday, April 1, 2024

Stocks were narrowly higher in the last week of the first quarter as investors digested mixed economic news about consumer confidence. Despite the quiet, holiday-shortened week, all three of the major averages posted very solid gains...

Tuesday, March 26, 2024

As the presidential election race heats up, a common question on investors’ minds is, “How might the looming White House vote impact the markets?” Some may wonder if they should tweak their portfolios or sit tight...

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Monday, March 25, 2024

Stocks posted their best week of the year, sparked by news that the dovish Fed decided to keep rates steady and signaled three rate cuts were still possible this year. Stocks Bounce Back As widely expected, the Fed left rates...

Monday, March 18, 2024

Stocks fell for the second straight week on inflation concerns despite a report on consumer prices that was initially well received by investors. Stocks Slide Tuesday was the only bright spot during the week as stock prices rose after...

Wednesday, March 13, 2024

As we continue through 2024, I wanted to share some data that many may find positive. Fidelity Investments just announced that 440,000 retirement savers reached an incredible milestone in 2023: $1 million in their 401(k).1 That's...

Monday, March 11, 2024

Stocks were down for the week as investors appeared to take some profits and traders parsed Fed Chair Jerome Powell’s Congressional testimony. Markets Wobble  Stocks had a rough start to the week, with the Dow, S&P 500, and...

Monday, March 4, 2024

Stocks extended their tech-led advance last week as signs of a resilient and still-enthusiastic consumer boosted momentum. Nasdaq Sets New High Stocks traded in a narrow band early in the week but ended the five-trading sessions with...

Monday, February 26, 2024

Stocks vaulted to new heights again last week on the back of an artificial intelligence (AI) semiconductor company, marking investors’ belief that AI has the potential to transform the U.S. economy. Stocks Rally to Record Highs...

Tuesday, February 20, 2024

Stocks fell last week as investors reacted to disappointing inflation updates and other economic reports that fell short of estimates. Stocks Snap Winning Streak Markets were quiet Monday but opened lower Tuesday in response to the...

Monday, February 12, 2024

Last week was yet another good one for markets. Thanks to robust corporate earnings reports and favorable inflation news, the S&P 500 index topped 5,000 for the first time in its history. The index has now ended higher in 14 out...

Friday, February 9, 2024

Money can be a touchy subject, especially regarding our closest relationships. Whether we like it or not, finance plays an integral role in our partnerships, families, and friendships. So, how can we foster healthy attitudes and...

Monday, February 5, 2024

Stocks pushed higher last week as investors cheered mega-cap tech corporate reports and a better-than-expected employment report. Stocks at New Highs At the beginning of the week, stocks surged, anticipating fourth-quarter corporate...

Thursday, February 1, 2024

In the ever-evolving financial landscape, staying informed about the latest changes and potential implications for your retirement savings is crucial. Shifts in retirement regulations define 2024, and we’re committed to keeping...

Monday, January 29, 2024

Stocks continued their upward climb last week as excitement around big tech persisted; positive economic reports stoked investors’ belief that the Federal Reserve has pulled off a soft landing. Stocks Power Ahead Big tech was...

Monday, January 22, 2024

Stocks finished higher last week, with big tech again leading amid lingering uncertainty over how continued economic strength could potentially influence the Fed's rate decisions moving forward. Stocks Dip, Then Rally  Stock...

Tuesday, January 16, 2024

Stocks pushed higher last week, led by big tech names and boosted by December inflation reports that were mixed but positive enough to shore up investor confidence in Fed rate cuts this year. Stocks Rock and Roll It was a rocky week...

Tuesday, January 9, 2024

With the start of the new year, we wanted to discuss a topic that will likely garner attention throughout 2024: the potential sunsetting of the Tax Cuts and Jobs Act (TCJA) in 2025. Although some of the provisions within the TCJA are...

Monday, January 8, 2024

Stocks retreated in the first trading week of 2024, struggling a bit after a celebratory end to last year as investors second-guessed Fed signals and fretted over lingering inflation concerns. New Year Blues Stocks got off to a rough...

Thursday, December 28, 2023

Sharing a headline from The Economist published in November 2022: By now, we all know this didn’t happen. Markets and economies across the globe had banner years, despite the forecasted impending doom and gloom. Turns...

Tuesday, December 26, 2023

In the final weekly update of 2023, investor optimism propelled stocks higher last week as the Santa Claus rally arrived right on schedule.   The Dow Jones Industrial Average added 0.22%, while the Standard & Poor’s 500...

Wednesday, December 20, 2023

And I— I took the one less traveled by, And that has made all the difference. ~Robert Frost I think we can officially label 2023 as the year of the road less traveled. A year that opened with unprecedented negativity....

Monday, December 18, 2023

Markets across the board reacted positively last week to cooler inflation and the idea of potential rate cuts next year, adding to the gains of the market’s year-end rally.  The Dow Jones Industrial Average rose 2.92%,...

Monday, December 11, 2023

A late-week, two-day rally left stocks higher, adding to November’s gains as the last month of trading for 2023 began. The Dow Jones Industrial Average was flat (+0.01%), while the Standard & Poor’s 500 gained 0.21%. The...

Monday, December 4, 2023

November capped off one of the best months for stocks in the last decade. Heading into December, a broad based Friday rally turned an otherwise mixed week for markets into a strong one. We are hopeful that this momentum will carry...

Monday, November 27, 2023

I hope you had a Happy Thanksgiving! Can you believe December starts this week? With five weeks to go in 2023, here's to hoping markets can continue their strength through yearend and onward into 2024. For now, here's last week's...

Wednesday, November 22, 2023

Over the weekend, my wife and I welcomed a daughter, Clare Marie Brennan, to our family. To coincide with the new addition to our family I am sharing some thoughts I’ve had on her and our new life together: First, an...

Monday, November 20, 2023

Markets extended their November rally last week as investors cheered lower-than-forecast inflation data. The Dow Jones Industrial Average gained 1.94%, while the Standard & Poor’s 500 added 2.24%. The Nasdaq Composite index rose...

Monday, November 13, 2023

A powerful Friday rally sent stocks higher last week and extended the market’s early November gains. Ahead lies another data heavy week with big reports on CPI, retail sales and industrial production alongside quarterly earnings...

Tuesday, November 7, 2023

After a tough end to October, stocks ripped higher to kick off the month of November as bond yields retreated due to signs of continued easing in inflation and a normalizing labor market.  The Dow Jones Industrial Average jumped 5...

Wednesday, November 1, 2023

While we haven’t yet said goodbye to 2023, it’s not too early to begin thinking about any tax changes that may be on the horizon. The Tax Cuts and Jobs Act (TCJA) of 2017 was designed to overhaul the federal tax code by...

Monday, October 30, 2023

Stocks slumped during a busy week of corporate earnings reports as investors digested cautious forward earnings guidance, fears of higher long-term interest rates, and growing anxiety over the increasing supply of Treasury bonds and...

Monday, October 23, 2023

Rising bond yields and uncertainty over the path of future Fed rate hikes dragged markets lower last week despite strong corporate earnings reports from the 3rd quarter.  Markets look uneasy again to start the week as the US...

Wednesday, October 18, 2023

You may have heard the idea that the Federal Reserve is trying to “thread a needle” with the economy by raising interest rates to slow growth but not cause a recession. Well, we’re at crunch time with that plan....

Tuesday, October 17, 2023

SECURE 2.0: Changes Going Into Effect in 2024 Passed in 2019, the SECURE Act was the most substantial retirement legislation in over a decade. It contained important changes designed to help investors save more and be better prepared...

Monday, October 16, 2023

Markets ended mixed last week amid the outbreak of hostilities in the Middle East and higher-than-expected inflation data. The Dow Jones Industrial Average gained 0.20%, while the Standard & Poor’s 500 rose 0.45%. But the Nasdaq...

Monday, October 9, 2023

This week's update comes at the crossroads of two significant events--one economic, one geopolitical. Friday's strong jobs report signaled robust job creation continuing despite the constant drumbeat of economic negativity that seems...

Tuesday, October 3, 2023

Time to Think About Year-End Financial Strategies As we roll into fall and the fourth quarter, now is a good time to pause and reflect on proactive ways to set up your finances for 2024. Economically speaking, we are now in a much...

Monday, October 2, 2023

Can you believe today marks the start of the fourth quarter? 2024 here we come! Last week wrapped up a less-than-stellar September for global markets. Rising bond yields and government shutdown fears left stocks in mostly...

Wednesday, September 27, 2023

While artificial intelligence (AI) is making headlines today, the concept of "thinking machines" can be traced back to ancient philosophers and mathematicians. The phrase artificial intelligence was first used in the mid-20th century,...

Tuesday, September 26, 2023

Monday, September 25, 2023

Rising bond yields and fears of a government shutdown hammered stocks last week, with technology shares bearing the brunt of the retreat. The Dow Jones Industrial Average lost 1.89%, while the Standard & Poor’s 500 dropped 2.93%...

Thursday, September 21, 2023

As many anticipated, the Federal Reserve held interest rates steady at its September policy meeting. The Fed had raised its benchmark federal funds rate at their July 2023 meeting to a range between 5.25% and 5.5%, a 22-year high. Fed...

Wednesday, September 20, 2023

But the years are short (part two!). My son turns two years old today. Still seems like yesterday we were packing an overnight bag enroute to the hospital. In 64 days (or thereabouts) we will re-pack that same overnight bag as we...

Monday, September 18, 2023

Stocks ended the week roughly where they began as investors digested a mixed set of new economic data. The Dow Jones Industrial Average gained 0.12%, while the Standard & Poor’s 500 slipped 0.16%. The Nasdaq Composite index fell...

Wednesday, September 13, 2023

Social Security, the program you may have spent a lifetime paying into, is designed to offer stability, supplemental income, and other valuable benefits that can play a role in your overall financial strategy after you retire. We've...

Monday, September 11, 2023

Concerns that the Fed may raise interest rates soured investor sentiment, sending stocks lower in a holiday-shortened trading week. The Dow Jones Industrial Average slipped 0.75%, while the Standard & Poor’s 500 declined 1.29%....

Wednesday, September 6, 2023

If you ask the average investor which month is the most volatile for the stock market, they will probably say October. It's a reasonable answer, but it's incorrect. Despite October's reputation for market-defining events like the...

Tuesday, September 5, 2023

In this article, I am sharing an introduction to three of my favorite local restaurants!