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News

This blog offers our weekly perspectives from the investment world and a variety of concepts from the financial industry. We also follow the news and expound upon events that have the potential to impact investors. We’re glad to have you reading along!

Monday, May 11, 2026

Stocks rose last week as peace talks picked up while investors cheered better-than-expected economic news and Q1 corporate results. The Standard & Poor’s 500 Index advanced 2.33 percent, while the Nasdaq Composite Index rose 4.51...

Monday, May 4, 2026

Stocks advanced last week as investors moved past stalled progress in Middle East peace talks and refocused on corporate earnings. The Standard & Poor’s 500 Index rose 0.91 percent, while the Nasdaq Composite Index climbed 1.12...

Monday, April 27, 2026

Stocks were mixed last week as investors gauged potential outcomes of the Middle East conflict amid an ongoing ceasefire.The Standard & Poor’s 500 Index rose 0.55 percent, while the Nasdaq Composite Index advanced 1.50 percent. By...

Monday, April 20, 2026

Stocks rallied last week as investor enthusiasm built for an end to the war in the Middle East and hopes of a resumption of normal global trade. The Standard & Poor’s 500 Index rose 4.54 percent, while the Nasdaq Composite Index picked...

Monday, April 13, 2026

Hope won out over fear last week as investors set their sights on a Middle East ceasefire holding and optimistic prospects for the Strait of Hormuz reopening.The Standard & Poor’s 500 Index rose 3.56 percent, while the Nasdaq Composite...

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Monday, April 6, 2026

Stocks rose over the short trading week on fresh hopes for a quick end to the Middle East conflict, while March job growth was unexpectedly strong.The Standard & Poor’s 500 Index picked up 3.36 percent, while the Nasdaq Composite Index...

Monday, March 30, 2026

Stocks ended a challenging week lower as investors' attention shifted from updates on ceasefire talks to concerns about the economic impact of a protracted conflict.The Standard & Poor’s 500 Index lost 2.12 percent, while the Nasdaq...

Monday, March 23, 2026

Another volatile week unfolded as rapid developments in the Middle East and public comments from leaders on the conflict see-sawed markets, leaving investors struggling to keep up with updates.The Standard & Poor’s 500 Index lost 1.89...

Monday, March 16, 2026

Stocks logged a third-straight down week as investors digested the latest news out of the Middle East, navigated more volatility, and mulled the latest economic data. The Standard & Poor’s 500 Index declined 1.60 percent, while the...

Monday, March 9, 2026

Stocks fell last week as investors assessed the implications of a fresh Middle East conflict while digesting mixed reports on the jobs market.The Standard & Poor’s 500 Index fell 2.02 percent, while the Nasdaq Composite Index slid 1.24...

Monday, March 2, 2026

Stocks fell last week amid concerns about artificial intelligence (AI) and a warmer-than-expected reading of wholesale inflation. The Standard & Poor’s 500 Index fell 0.44 percent, while the Nasdaq Composite Index declined 0.95 percent...

Monday, February 23, 2026

Stocks ended a choppy four-session run in the green, with tech-led momentum earlier in the week prevailing over news of a slowing economy, sticky inflation, and geopolitical tensions.The Standard & Poor’s 500 Index advanced 1.07...

Tuesday, February 17, 2026

Stocks fell last week as investors reacted to mixed economic data and concerns over signs of broadening AI disruption of business models.The Standard & Poor’s 500 Index fell 1.39 percent, while the Nasdaq Composite Index declined 2.10...

Monday, February 9, 2026

Stocks were mixed last week, with broad gains on Monday and Friday bookending midweek selling pressure as investors digested earnings results from more than 100 S&P 500 companies.The Standard & Poor’s 500 Index ended the week roughly...

Monday, February 2, 2026

Stocks were mixed last week as investors navigated Q4 corporate results, a widely expected Fed decision, and a handful of economic reports.The Standard & Poor’s 500 Index rose 0.34 percent, while the Nasdaq Composite Index edged down 0...

Monday, January 26, 2026

Markets ended a short but eventful week slightly lower amid geopolitical tensions and fresh tariff threats. However, constructive economic news appeared to buoy spirits as the week progressed.The Standard & Poor’s 500 Index fell 0.35...

Tuesday, January 20, 2026

Stocks ended last week with modest losses after a volatile five days of market-moving economic data, geopolitics, and Fed drama.The Standard & Poor’s 500 Index slid 0.38 percent, while the Nasdaq Composite Index skidded 0.66 percent....

Monday, January 12, 2026

Stocks posted solid gains in an action-packed week of market-moving economic data, geopolitical news, and bullish new year sentiment.The Standard & Poor’s 500 Index gained 1.57 percent, while the Nasdaq Composite Index added 1.88...

Monday, January 5, 2026

Stocks trended lower last week amid signs of year-end profit-taking and some sour investor sentiment over the Fed meeting minutes.The Standard & Poor’s 500 Index fell 1.03 percent, while the Nasdaq Composite Index lost 1.52 percent....

Monday, December 22, 2025

Stocks posted a slight gain last week as mixed jobs data triggered some selling pressure before a cooling inflation report helped stocks recover.The Standard & Poor’s 500 Index inched ahead 0.10 percent, while the Nasdaq Composite...

Monday, December 15, 2025

Stocks ended last week mixed. A widely anticipated Federal Reserve decision on interest rates and a rotation into non-tech areas helped push the Dow Industrials higher, while the broader market and technology stocks lagged behind. The...

Monday, December 8, 2025

Stock prices pushed higher last week, notching multiple records along the way as employment and inflation data took center stage in anticipation of the Fed’s upcoming meeting. The Standard & Poor’s 500 Index rose 0.31 percent, while...

Monday, December 1, 2025

Stocks pushed higher over the holiday week as investors' hopes for a Fed rate adjustment drove bullish sentiment. The Standard & Poor’s 500 Index rose 3.73 percent, while the Nasdaq Composite Index rallied 4.91 percent. The Dow Jones...

Monday, November 24, 2025

Heightened volatility was on Wall Street’s mind last week, as investors continued to focus on valuations of artificial intelligence (AI) stocks. The Standard & Poor’s 500 Index fell 1.95 percent, while the Nasdaq Composite Index...

Monday, November 17, 2025

Stocks ended mixed after a nail-biting week for investors, who grew anxious over megacap tech valuations and interest rates as the government shutdown came to an end. The Standard & Poor’s 500 Index edged up 0.08 percent, while the...

Monday, November 10, 2025

Stocks hit a rough patch last week as fresh labor market data, low consumer sentiment, and the ongoing government shutdown unnerved investors. The Standard & Poor’s 500 Index declined 1.63 percent, while the Nasdaq Composite Index...

Monday, November 3, 2025

Stocks rose last week as trade developments, positive Q3 corporate results, and momentum in megacap tech drove another rally, despite some cautious comments from the Fed. The Standard & Poor’s 500 Index gained 0.71 percent, while the...

Monday, October 27, 2025

Stocks rose last week thanks to a full slate of upbeat third-quarter corporate results and mild inflation data, which helped soften concerns over trade tensions with China. The Standard & Poor’s 500 Index gained 1.92 percent, while...

Monday, October 20, 2025

Stocks pushed higher last week, buoyed by strong third-quarter results posted by several money center banks. The Standard & Poor’s 500 Index gained 1.70 percent, while the Nasdaq Composite Index rose 2.14 percent. The Dow Jones...

Monday, October 13, 2025

Stocks fell last week amid concerns about trade with China, following an unsteady rally to record highs over the first half of the week. The Standard & Poor’s 500 Index fell 2.43 percent, while the Nasdaq Composite Index declined 2.53...

Monday, October 6, 2025

Stocks rose last week, looking past the government shutdown and apparently discounting any impact it may have on the economy. The Standard & Poor’s 500 Index moved up 1.08 percent, while the Nasdaq Composite Index rose 1.32 percent....

Monday, September 29, 2025

Stocks fell last week, buffeted by concerns about stock price valuations and a possible government shutdown. The Standard & Poor’s 500 Index declined 0.31 percent, while the Nasdaq Composite Index lost 0.65 percent. The Dow Jones...

Monday, September 22, 2025

Stocks posted solid gains last week, propelled by the Fed’s decision to cut short-term interest rates. The Standard & Poor’s 500 Index rose 1.22 percent, while the Nasdaq Composite Index climbed 2.21 percent. The Dow Jones Industrial...

Monday, September 15, 2025

Stocks posted a solid gain last week, riding a rally in megacap tech stocks while overcoming interest rate anxiety, a downward revision to jobs data, and mixed inflation reports. The Standard & Poor’s 500 Index rose 1.59 percent,...

Monday, September 8, 2025

Stocks made gains last week, even as megacap tech gains outweighed economic concerns. The Standard & Poor’s 500 Index advanced 0.33 percent, while the Nasdaq Composite Index rose 1.14 percent. The Dow Jones Industrial Average...

Tuesday, September 2, 2025

Stocks ended the week slightly lower as mixed economic data led to some profit-taking by investors ahead of the holiday weekend. The Standard & Poor’s 500 Index edged down 0.10 percent, while the Nasdaq Composite Index slipped 0.19...

Monday, August 25, 2025

Stocks were mixed last week despite a powerful Friday rally sparked by Federal Reserve Chair Jerome Powell, who opened the door to adjusting short-term interest rates. The Standard & Poor’s 500 Index picked up 0.27 percent while the...

Monday, August 18, 2025

Stocks rose last week despite mixed signals on inflation as investors kept one eye on the Fed’s September meeting. The Standard & Poor’s 500 Index advanced 0.94 percent, while the Nasdaq Composite Index added 0.81 percent. The Dow...

Friday, August 15, 2025

Take Advantage of Charitable Deductions this Year Before They Change in 2026! A new tax law (the “One Big Beautiful Bill Act”) changes how charitable deductions work starting in 2026, and it creates a short-term opportunity for...

Monday, August 11, 2025

Stocks rebounded last week as investor optimism for a September rate adjustment and strong Q2 corporate results overcame the rollout of fresh tariffs. The Standard & Poor’s 500 Index rose 2.43 percent, while the Nasdaq Composite Index...

Monday, August 4, 2025

Stocks fell last week as investors assessed progress on trade negotiations, new U.S. tariffs, and fresh data on the U.S. economy. The Standard & Poor’s 500 Index fell 2.36 percent, while the Nasdaq Composite Index declined 2.17...

Monday, July 28, 2025

Expectation-beating Q2 results from several companies, trade updates, and investor optimism for more trade agreements pushed market averages to solid gains. The Standard & Poor’s 500 Index advanced 1.46 percent, while the Nasdaq...

Wednesday, July 23, 2025

Earlier this month, the One Big Beautiful Bill Act was signed into effect, introducing a range of incentives aimed at supporting U.S. businesses. Key provisions include expanded bonus depreciation, enhanced credits for manufacturing...

Monday, July 21, 2025

Stocks were mixed last week, battling through tariff talk while responding to upbeat quarterly corporate reports and a trove of updates on the economy. The Standard & Poor’s 500 Index rose 0.59 percent, while the Nasdaq Composite...

Monday, July 14, 2025

Stocks were slightly lower last week, while looking past news of fresh U.S. tariffs on nearly two dozen countries. The Standard & Poor’s 500 Index fell 0.31 percent, while the Nasdaq Composite Index edged lower by 0.08 percent. The...

Monday, July 7, 2025

Trade developments and continued momentum pushed all three major averages to modest gains again for a shortened holiday trading week. The Standard & Poor’s 500 Index rose 1.72 percent, while the Nasdaq Composite Index added 1.62...

Monday, June 30, 2025

Stocks staged a broad-based rally last week on investors’ hopes for a lasting Middle East ceasefire, hitting fresh record highs along the way. The Standard & Poor’s 500 Index rose 3.44 percent, while the Nasdaq Composite Index added 4...

Monday, June 23, 2025

Stocks were mixed during the holiday-shortened trading week as uncertainty over conflict in the Middle East weighed on investors. The Standard & Poor’s 500 Index slipped by 0.15 percent, while the Nasdaq Composite Index rose by 0.21...

Monday, June 16, 2025

Stocks fell last week as an up-and-down mix of trade progress and anxiety, economic news, and geopolitical tensions netted out. The Standard & Poor’s 500 Index slid 0.39 percent, while the Nasdaq Composite Index slipped 0.63 percent....

Monday, June 9, 2025

Stocks rallied last week as investors responded to upbeat economic data and easing trade tensions. The Standard & Poor’s 500 Index added 1.50 percent, while the Nasdaq Composite Index rose 2.18 percent. The Dow Jones Industrial...

Monday, June 2, 2025

Stocks advanced over the short trading week, bolstered by a possible trade deal with the European Union (EU) and an upbeat corporate report from a mega-cap tech company that creates semiconductors used in the creation of artificial...

Tuesday, May 27, 2025

Stocks moved lower last week as fiscal fears and fresh tariff threats loomed over market sentiment. The Standard & Poor’s 500 Index fell 2.61 percent, while the Nasdaq Composite Index dropped 2.47 percent. The Dow Jones Industrial...

Monday, May 19, 2025

Stocks roared higher last week, powered by upbeat trade news and tame inflation reports. The Standard & Poor’s 500 Index rose 5.27 percent, while the Nasdaq Composite Index spiked 7.15 percent. The Dow Jones Industrial Average added 3...

Monday, May 12, 2025

Stocks were mixed last week as volatility dropped despite ongoing trade concerns and the Federal Reserve's update on short-term rates. The Dow Jones Industrial Average added 0.16 percent, while the Standard & Poor’s 500 Index lost 0...

Monday, May 5, 2025

Stocks pushed higher last week as investors cheered the White House’s constructive comments on trade, upbeat Q1 corporate reports, and an encouraging jobs report. The Standard & Poor’s 500 Index gained 2.92 percent, while the Nasdaq...

Monday, April 28, 2025

Stocks pushed higher last week, spurred by the White House's reassuring comments that progress was being made with trade talks. The Standard & Poor’s 500 Index gained 4.59 percent, while the Nasdaq Composite Index picked up 6.73...

Monday, April 21, 2025

U.S. stocks slipped over the shortened trading week as Q1 corporate reports started to roll in. The Standard & Poor’s 500 Index dropped 1.50 percent, while the Nasdaq Composite Index fell 2.62 percent. The Dow Jones Industrial Average...

Monday, April 14, 2025

Stocks ended the week with a strong gain as traders continued to focus on tariff talks while appearing to overlook upbeat news on inflation. The Standard & Poor’s 500 Index rose 5.70 percent, while the Nasdaq Composite Index gained 7...

Monday, April 7, 2025

Stocks fell broadly last week as domestic and foreign markets reacted to the White House’s tariffs. The Standard & Poor’s 500 Index declined 9.08 percent, while the Nasdaq Composite Index fell 10.02 percent. The Dow Jones Industrial...

Monday, March 31, 2025

Stocks moved lower last week as investors swung from exuberance to disappointment on news over tariffs and inflation. The Standard & Poor’s 500 Index fell 1.53 percent, while the Nasdaq Composite Index retreated 2.59 percent. The Dow...

Monday, March 24, 2025

Stocks notched a solid gain last week as upbeat comments from the Fed helped stocks snap their four-week losing streak. The Standard & Poor’s 500 Index rose 0.51 percent, while the Nasdaq Composite Index picked up 0.17 percent. The...

Monday, March 17, 2025

Investors endured another volatile, whipsaw week as ongoing trade talks and White House comments about the economy unsettled investors. The Standard & Poor’s 500 Index declined 2.27 percent, while the Nasdaq Composite Index dropped 2...

Monday, March 10, 2025

Stocks continued their slide through a volatile week. U.S. trade policy drove much of the market’s movement, broadening investors' concerns about economic growth and inflation. The Standard & Poor’s 500 Index declined 3.10 percent,...

Monday, March 3, 2025

Stocks were mixed last week as investor concerns over inflation and trade policy combined to produce another volatile trading week. The Dow Jones Industrial Average rose 0.95 percent, while the Standard & Poor’s 500 Index lost 0.98...

Monday, February 24, 2025

Stocks fell last week as concerns about sticky inflation and the pace of economic growth rattled investors. The Standard & Poor’s 500 Index declined 1.66 percent, while the Nasdaq Composite Index dropped 2.51 percent. The Dow Jones...

Tuesday, February 18, 2025

Stocks advanced last week despite some intra-week volatility as investors showed concern about the economy's strength. The Standard & Poor’s 500 Index gained 1.47 percent, while the Nasdaq Composite Index picked up 2.58 percent. The...

Monday, February 10, 2025

Stocks posted modest losses last week as tariff deals, January jobs data, and Q4 corporate reports injected volatility into markets. The Standard & Poor’s 500 Index slipped 0.24 percent, while the Nasdaq Composite Index lost 0.53...

Monday, February 3, 2025

Stocks were mixed last week as investors parsed market-moving news nearly every trading day—from an unsettling AI update to White House news to Q4 corporate reports. The Standard & Poor’s 500 Index fell 1.00 percent while the Nasdaq...

Monday, January 27, 2025

Stocks rallied last week as investors reacted positively to a handful of better-than-expected corporate earnings reports and developments out of Washington, D.C. The Standard & Poor’s 500 Index gained 1.74 percent, while the Nasdaq...

Tuesday, January 21, 2025

Stocks roared back last week, fueled by upbeat Q4 corporate reports and economic news that stalled inflationary fears. The Standard & Poor’s 500 Index rose 2.91 percent, while the Nasdaq Composite Index advanced 2.45 percent. The Dow...

Monday, January 13, 2025

Stocks fell for the second consecutive week as a round of fresh economic data stoked inflationary fears among investors. The Standard & Poor’s 500 Index declined 1.94 percent, while the Nasdaq Composite Index dropped 2.34 percent. The...

Monday, January 6, 2025

Stocks edged lower last week despite a powerful end-of-week rally. The Standard & Poor’s 500 Index lost 0.48 percent, while the Nasdaq Composite Index slid 0.51 percent. The Dow Jones Industrial Average fell 0.60 percent. The MSCI...

Monday, December 23, 2024

Stocks were under pressure last week as the Fed Chair's hawkish comments unsettled investors ahead of the holiday season. The Dow Jones Industrial Average received the hardest hit, falling 2.25 percent. The Standard & Poor’s 500 Index...

Monday, December 16, 2024

Stocks finished the week mixed, bookending losses around midweek gains as investors digested fresh inflation data. The Standard & Poor’s 500 Index slipped 0.64 percent, while the Nasdaq Composite Index ticked up 0.34 percent. The Dow...

Monday, December 9, 2024

Stocks were mixed during the first trading week of December. Technology stocks led, while the widely followed Dow Jones Industrial Average struggled. The tech-heavy Nasdaq Composite Index picked up 3.34 percent while the Dow...

Monday, December 2, 2024

Stocks posted solid gains over a short and busy holiday week as investors parsed fresh economic data, comments on potential future trade policy, and a few Q3 reports from technology companies. The Standard & Poor’s 500 Index gained 1...

Monday, November 25, 2024

Stocks advanced last week, powering ahead with pre-holiday optimism despite geopolitical tensions and two disappointing Q3 corporate updates. The Standard & Poor’s 500 Index rose 1.68 percent, while the Nasdaq Composite Index gained 1...

Monday, November 18, 2024

Stocks fell last week as the postelection rally lost momentum amid an inflation uptick and cautious comments from Fed officials. The Standard & Poor’s 500 Index fell 2.08 percent, while the Nasdaq Composite Index declined 3.15 percent...

Monday, November 11, 2024

Stocks surged higher last week, fueled by the Fed’s rate cut decision and post-election enthusiasm as investors looked to future policy impacts of a Republican-controlled Senate and executive branch. (The House of Representatives...

Monday, November 4, 2024

Stocks slid last week as mixed economic data and strong-but-not-spectacular Q3 corporate reports failed to inspire investors. The Standard & Poor’s 500 Index fell 1.36 percent, while the Nasdaq Composite Index declined 1.50 percent....

Monday, October 28, 2024

Stocks were mixed last week as fresh economic data points and election-related uncertainty slowed market momentum. The Standard & Poor’s 500 Index fell 0.96 percent, while the Nasdaq Composite Index rose 0.16 percent. The Dow Jones...

Monday, October 21, 2024

Stocks posted modest gains last week, with quarterly earnings season in full swing and the election on the horizon. The Standard & Poor’s 500 Index increased 0.85 percent, while the Nasdaq Composite Index rose 0.80 percent. The Dow...

Monday, October 14, 2024

Stocks advanced last week despite mixed inflation data, lurching oil prices, and lingering anxiety about the Middle East. The Standard & Poor’s 500 Index gained 1.11 percent, while the Nasdaq Composite rose 1.13 percent. The Dow Jones...

Monday, October 7, 2024

Stocks were essentially unchanged last week as geopolitical tensions added some volatility to an otherwise quiet trading week. The Dow Jones Industrial Average was flat (+0.09 percent), while the Standard & Poor’s 500 Index ticked up...

Monday, September 30, 2024

Stocks moved higher last week, continuing to build on the momentum generated after the Federal Reserve decided to cut short-term rates by 0.50 percent. The Standard & Poor’s 500 Index gained 0.59 percent, while the Nasdaq Composite...

Monday, September 23, 2024

Stocks moved higher last week after the Federal Reserve’s half-point rate cut, bolstered by multiple data points supporting a cooling but still strong economy and decelerating inflation. The Standard & Poor’s 500 Index gained 1.36...

Monday, September 16, 2024

Stocks rallied last week as investors received better-than-expected consumer and producer inflation data. The Dow Jones Industrial Average rose 2.60 percent, while the Standard & Poor’s 500 Index gained 4.02 percent. The Nasdaq...

Monday, September 9, 2024

Stocks fell last week as soft economic data rattled investors focused on the Fed’s next move with interest rates. The Dow Jones Industrial Average lost 2.93 percent, while the Standard & Poor’s 500 Index dropped 4.25 percent. The...

Tuesday, September 3, 2024

There were mixed results for stocks last week as upbeat economic data and a critical Q2 corporate report shaped the week. The Dow Jones Industrial Average rose 0.94 percent, while the Standard & Poor’s 500 Index increased 0.24 percent...

Monday, August 26, 2024

Stocks notched a solid gain as dovish comments from Federal Reserve officials boosted the market’s recovery from early August lows. The Standard & Poor’s 500 Index rose 1.45 percent, while the Nasdaq Composite added 1.40 percent. The...

Monday, August 19, 2024

Stocks posted solid gains last week, buoyed by robust economic data and constructive comments from Fed officials. The Standard & Poor’s 500 Index rose 3.93 percent, while the Nasdaq Composite gained 5.29 percent. The Dow Jones...

Monday, August 12, 2024

Stocks ended last week with modest losses, masking a volatile five-day trading period that saw investors embrace recession concerns and then dismiss the slow-down talk as speculation as the week progressed. The Dow Jones Industrial...

Monday, August 5, 2024

Stocks fell broadly last week as investors looked past upbeat Fed comments and focused on disappointing corporate reports and weaker-than-expected economic data. The Dow Jones Industrial Average lost 2.20 percent, while the Standard &...

Monday, July 29, 2024

Stocks had a mixed, see-saw week as disappointing corporate reports unsettled investors who appeared to rotate away from some leading groups in favor of other names. The Dow Jones Industrial Average picked up 0.75 percent. Meanwhile,...

Monday, July 22, 2024

Stocks were under pressure last week as investors appeared to rotate out of mega-cap tech stocks and into areas that may benefit from lower interest rates. The Standard & Poor’s 500 Index fell 1.97 percent, while Nasdaq Composite...

Monday, July 15, 2024

Stocks advanced last week as market leadership shifted amid fresh inflation data and quarterly corporate reports starting to roll in. The Standard & Poor’s 500 Index advanced 0.87 percent, while the Dow Jones Industrial Average picked...

Monday, July 8, 2024

Stocks steadily advanced over the holiday week thanks to strength in mega-cap tech issues and encouraging jobs data. The Standard & Poor’s 500 Index rose 1.95 percent, while the Nasdaq Composite Index added 3.50 percent. The Dow Jones...

Monday, July 1, 2024

Stocks finished the last week of June and Q2 mixed as investors digested a fresh round of economic data. The Standard & Poor’s 500 Index slipped 0.08%, while the Dow Jones Industrial Average also dipped 0.08 percent. The tech-heavy...

Monday, June 24, 2024

Stocks edged higher over the four trading days last week, with the three major averages taking turns leading based on various economic and artificial intelligence (AI) news. The Dow Jones Industrial Average rose 1.45 percent–its best...

Monday, June 17, 2024

Stocks notched a solid gain last week, driven by the Fed’s decision, May's inflation report, and Apple’s AI-related news. The Standard & Poor’s 500 Index rose 1.58 percent, while the Nasdaq Composite picked up 3.24 percent. The Dow...

Monday, June 10, 2024

Stocks rose last week despite conflicting stories from economic reports. The Dow Jones Industrial Average inched up 0.29 percent while the Standard & Poor’s 500 Index powered ahead 1.31 percent. The Nasdaq Composite led, picking up 2...

Monday, June 3, 2024

Stocks edged lower in the final week of May as fresh news on economic growth and inflation failed to inspire investors. Stocks Slide Markets shrugged off news that the Q1 Gross Domestic Product was revised lower to 1.3 percent from...

Tuesday, May 28, 2024

Last week's stock performance was mixed, following investors' reaction to the Fed's May meeting minutes, while a handful of mega-cap tech companies created a buzz with their news. Market Splits Stocks began trading in a narrow band...

Monday, May 20, 2024

Stocks notched a solid gain last week in a mega-cap, tech-led rally bolstered by positive inflation news. Dow 40,000 The week began quietly as market averages traded in a tight range, awaiting fresh inflation news. On Tuesday, markets...

Monday, May 13, 2024

Stocks notched a solid gain last week as rate-cut expectations paced the rally as the Q1 earnings season wound down. Stocks Climb Steadily Monday opened with stocks picking up where they left off the prior Friday. Stocks were still...

Monday, May 6, 2024

Stocks notched a solid gain last week, rallying behind upbeat earnings, a dovish Fed, and mixed economic data. Stocks Pop, Drop, Then Rally Markets began the week with an upward bump as positive news from some mega-cap tech companies...

Monday, April 29, 2024

Stocks staged a choppy comeback last week as investors cheered positive earnings, led by mega-cap tech stocks. The rally came to pass despite fresh data showing a slowing economy and increasing inflationary pressures. Stocks Bounce...

Monday, April 22, 2024

Stocks fell for a third straight week, as Fed Chair Jerome Powell's mixed but upbeat message could not offset the anxiety caused by the Middle East conflict. Stocks Retreat Markets began the week rattled by further escalation in the...

Monday, April 15, 2024

Stocks fell last week as investors sorted through conflicting inflation reports and assessed geopolitical tensions. Inflation Spooks Markets On Wednesday, the March Consumer Price Index (CPI) report rattled markets, revealing that...

Monday, April 8, 2024

Stocks dropped last week as investors focused on “what's next” for interest rates after mixed comments from multiple Fed officials. Fed Officials Weigh In Stocks struggled out of the gate again last week, ending Monday and Tuesday in...

Monday, April 1, 2024

Stocks were narrowly higher for the week as investors digested mixed economic news about consumer confidence. All three of the major averages posted gains for Q1 2024. Stocks Finish Strong Markets slipped for the first half of the...

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...

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 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 Stocks...

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

The stock market experienced solid gains last week, concluding the trading week on a positive note, thanks to robust corporate reports and favorable inflation news; this propelled the S&P 500 Index to achieve a new record high at the...

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...

Monday, January 29, 2024

Stocks continued their upward climb last week as excitement around big tech continued; 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 would influence the Fed’s rate decision. Stocks Dip, Then Rally  Stock prices dropped early in...

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...

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...

Tuesday, January 2, 2024

Stocks posted a slight gain last week amid a shortage of news and light holiday trading. The Dow Jones Industrial Average gained 0.76%, while the Standard & Poor’s 500 added 0.49%. The Nasdaq Composite index advanced 0.32% for...

Monday, December 18, 2023

Markets 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%, while the Standard &...

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

A Friday rally turned an otherwise mixed week for stocks into a solid performance. The Dow Jones Industrial Average picked up 2.42%, while the Standard & Poor’s 500 gained 0.77%. The Nasdaq Composite index rose 0.38% for the...

Monday, November 27, 2023

Investor enthusiasm for stocks remained strong last week, buoyed by declining bond yields in a holiday-abbreviated trading week. The Dow Jones Industrial Average picked up 1.27%, while the Standard & Poor’s 500 gained 1.00%. The...

Monday, November 20, 2023

Stocks 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 left stocks higher last week, extending the market’s early November gains. The Dow Jones Industrial Average rose 0.65%, while the Standard & Poor’s 500 advanced 1.31%. The Nasdaq Composite index...

Monday, November 6, 2023

Stocks ripped higher last week on a dramatic retreat in bond yields triggered by easing inflation and a slowing labor market. The Dow Jones Industrial Average jumped 5.07%, while the Standard & Poor’s 500 surged 5.85%. The...

Monday, October 30, 2023

Amid a busy week of corporate earnings reports, stocks slumped on cautious earnings guidance, fears of higher interest rates, and growing anxiety over the increasing amount of Treasury bonds and notes coming to market. The Dow Jones...

Monday, October 23, 2023

Rising bond yields and uncertainty over whether this was the close of the Fed’s rate-hike cycle dragged markets lower last week despite solid corporate earnings results. The Dow Jones Industrial Average sank 1.61%, while the...

Monday, October 16, 2023

Stocks 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

A Friday rally overcame a shaky week, sending stocks mostly higher. The Dow Jones Industrial Average slipped 0.30% for the week. Meanwhile, the Standard & Poor’s 500 gained 0.48%, and the Nasdaq Composite index added 1.60% for...

Monday, October 2, 2023

Rising bond yields and government shutdown fears left stocks in mostly negative territory for the week. The Dow Jones Industrial Average lost 1.34%, while the Standard & Poor’s 500 slipped 0.74%. The Nasdaq Composite index was...

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%...

Wednesday, September 20, 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...

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%....

Tuesday, September 5, 2023

Falling bond yields–spurred by weak economic data–helped lift stocks to weekly gains. The Dow Jones Industrial Average advanced 1.43%, while the Standard & Poor’s 500 gained 2.50%. The Nasdaq Composite index...

Monday, August 14, 2023

Positive inflation data failed to lift stocks from their August doldrums last week as economic data and a ratings downgrade soured investor sentiment. The Dow Jones Industrial Average added 0.62%, while the Standard & Poor’s 500...

Monday, August 7, 2023

Stocks retreated last week as bond yields increased following the Treasury's announcement indicating “a larger-than-expected funding need” and a downgrade in the federal government’s debt rating. The Dow Jones...

Monday, July 31, 2023

A Friday surge pushed stocks solidly into positive territory last week, ignited by cooling in an inflation gauge closely tracked by the Federal Reserve. The Dow Jones Industrial Average advanced 0.66%, while the Standard &...

Monday, July 24, 2023

Stocks moved to the rhythm of earnings season last week, initially rising on positive earnings surprises and faltering later in the week on key earnings disappointments. The Dow Jones Industrial Average rose 2.08%, while the...

Monday, July 17, 2023

Better-than-expected updates last week on consumer and wholesale price inflation buoyed investor sentiment, driving stocks higher and lower bond yields. The Dow Jones Industrial Average rose 2.29%, while the Standard &...

Monday, July 10, 2023

Rising concerns about further rate hikes sent stocks lower to kick off the second half of trading.The Dow Jones Industrial Average lost 1.96%, while the Standard & Poor’s 500 retreated 1.16%. The Nasdaq Composite index...

Monday, July 3, 2023

Stocks posted gains for the week to close out a stellar month, aided by positive economic data and reports that all major banks had passed the Federal Reserve’s annual stress test.The Dow Jones Industrial Average gained 2.02%,...

Monday, June 26, 2023

Stocks took a breather last week as investors digested the previous week’s surge and the month-to-date solid gains.The Dow Jones Industrial Average lost 1.67%, while the Standard & Poor’s 500 fell 1.39%. The Nasdaq...

Tuesday, June 20, 2023

Stocks climbed last week as reassuring inflation data boosted investor hopes that the rate-hike cycle was nearing an end amid fresh economic data pointing to continued economic resilience.The Dow Jones Industrial Average rose 1.25%,...

Wednesday, April 1, 2020

What to know about the COVID-19 stimulus bill As I’m sure you know, the $2 trillion “Coronavirus Aid, Relief, and Economic Security” (“CARES”) Act was recently signed into law. The CARES Act is designed to...

Wednesday, March 11, 2020

Do you have an extra $33,000 to $100,000 to spare this year? How about next year, and the year after that? Your answer to these questions is probably "no." What could cost so much? According to the AARP Public Policy Institute, a year...

Wednesday, February 26, 2020

Much is out there about the classic financial mistakes that plague startups, family businesses, corporations, and charities. Aside from these blunders, some classic financial missteps plague retirees. Calling them...

Thursday, February 13, 2020

For most, creating an estate strategy is important to make sure your loved ones are taken care of after you’re gone. But it may be just as important to have an estate strategy for your business. Whether you’re a sole...

Tuesday, January 21, 2020

A good credit score can result in a lower home mortgage rate or a car buying rate. We all try to maintain one. Sometimes, though, life throws us a financial curveball and that score declines. What steps can we take to repair it?...

Tuesday, December 3, 2019

One of the most well-known investors of the 20th Century, Benjamin Graham, said, "the investor's chief problem - and even his worst enemy - is likely to be himself." What Graham understood - and modern research is catching up to - is...

Wednesday, November 20, 2019

Financial generalizations are as old as time. Some have been around for decades, while others have only recently joined their ranks. Let’s examine a few. Retirement means I can stop investing. In the past, retirement was viewed...

Monday, July 8, 2019

The Week on Wall Street U.S. stock benchmarks opened a new quarter positively. The S&P 500 gained 1.65% in the opening week of July; the Dow Jones Industrial Average, 1.21%; the Nasdaq Composite, 1.94%. Overseas, stocks in developed...

Monday, July 1, 2019

The Week on Wall Street A month of gains for stocks ended with a weekly retreat. The S&P 500 lost 0.30%; the Nasdaq Composite, 0.32%; the Dow Jones Industrial Average, 0.45%. In contrast, overseas shares, tracked by the MSCI EAFE index...

Monday, June 17, 2019

The Week on Wall Street Stocks advanced for a second straight week. The S&P 500 benchmark rose 0.47%; the Nasdaq Composite, 0.70%; the Dow Jones Industrial Average, 0.41%. Overseas shares, as tracked by the MSCI EAFE developed markets...

Monday, May 6, 2019

The Week on Wall Street Stocks were up and down last week, and the three major benchmarks ended up little changed after five trading days. The S&P 500 rose 0.20% for the week; the Nasdaq Composite, 0.22%. The Dow Jones Industrial...

Monday, April 15, 2019

The Week on Wall Street Stocks broke out of a narrow range on Friday following news that two major banks grew their bottom line in the first quarter. For the week, the S&P 500 rose 0.79%; the Nasdaq Composite, 0.91%. The Dow Jones...

Monday, March 11, 2019

The Week on Wall Street As in February, investors spent most of the first full trading week of March hoping for new details in U.S.-China trade negotiations. While they waited, stock benchmarks drifted downward. From Monday’s...

Monday, March 4, 2019

The Week on Wall Street Stocks lost a little ground as February gave way to March. While domestic and overseas political developments made headlines, the market stayed relatively calm: from Monday’s open through Friday’s...

Monday, February 11, 2019

The Week on Wall Street Major U.S. stock benchmarks eked out slight gains last week, with corporate profit reports and news about U.S.-China trade negotiations vying for investor attention over five trading sessions. The big three...

Monday, January 28, 2019

For the first time in months, U.S. markets experienced little movement last week.[1] The Dow and NASDAQ did have their 5th week of gains in a row, but their increases were small: 0.12% and 0.11%, respectively. Meanwhile, the S&P 500...

Monday, January 7, 2019

U.S. markets experienced more wild sessions last week before ending in positive territory as the recent turbulence continued. In fact, we are currently in the middle of some of the most volatile market performance in more than eight...

Monday, December 10, 2018

Markets went for another wild ride last week, as major domestic indexes swung back and forth. By Friday, December 7, markets had posted their worst weekly performance since March—and the S&P 500 and Dow both moved into negative...

Monday, December 3, 2018

U.S. markets ended a volatile month on a high note Friday. All three major indices posted impressive increases for the week, buoyed by news from the Fed Reserve and international trade.[1] The S&P 500 jumped 4.85%, and the NASDAQ...

Tuesday, November 20, 2018

Markets experienced more volatility last week, as perspectives on trade, tech, and retail pulled investor sentiment back and forth. Although domestic indexes were up on Friday, November 16, they still posted losses for the week.[i] In...

Monday, October 29, 2018

Last week did nothing to dispel October’s reputation as a tough month for the markets. The S&P 500 lost 3.94%, the Dow declined 2.97%, and the NASDAQ dropped 3.78% during what was one of 2018’s most volatile weeks so far....

Monday, October 15, 2018

Volatility was back in full force last week. The three major domestic indexes posted several days of losses before experiencing wide swings on Friday. By week’s end, the Cboe Volatility Index (VIX), which investors use to help...

Monday, October 8, 2018

Although new data continued to show strength in the U.S. economy, markets stumbled across the globe last week.[1] The S&P 500 lost 0.98%, the Dow dropped 0.04%, and the NASDAQ declined 3.21%.[2] International stocks in the MSCI EAFE...

Monday, October 1, 2018

Friday, September 28, was the last trading day in 2018’s 3rd quarter, and the S&P 500 posted its strongest quarterly return in nearly 5 years.[i] The Dow also showed impressive returns by beating expectations for the quarter,...

Monday, September 24, 2018

Last week brought new tariffs and data, and another look at changes coming to equity classifications. Overall, the S&P 500 gained 0.85% and the Dow was up 2.25%, while the NASDAQ dropped 0.29%.[1] International stocks in the MSCI EAFE...

Wednesday, September 19, 2018

Last week, the East Coast prepared for Hurricane Florence, which roared through the Carolinas and Georgia. As investors kept their eyes on the weather and its potential for destruction, estimates emerged of up to $27 billion in...

Monday, September 10, 2018

Domestic markets fell last week due to negative trade news and declining tech stocks, with the S&P 500 and Dow both breaking their multi-week winning streaks. Meanwhile, the NASDAQ posted losses for 4 days in a row for the first time...

Tuesday, September 4, 2018

Trade continued to dominate the news last week and cause market volatility as investors monitored discussions of the North American Free Trade Agreement (NAFTA) and tension with China. While Mexico and the U.S. reached a new trade...

Monday, August 20, 2018

Challenges in emerging markets affected both U.S. and global stock performance last week, with the S&P 500 experiencing several down days.[1] By market close on Friday, however, two of the three major domestics posted gains for the...

Monday, December 21, 2015

Click here to download a copy of Spartan Wealth Management's 2016 Tax Planning Guide. This guide will help you get started for next year. Call us any time to discuss your plans or to schedule an appointment with us.

Monday, December 21, 2015

16 Financial Resolutions for 2016 As the end of 2015 approaches, it’s time to start thinking about how to make 2016 a success for you and your loved ones. Though there’s little consensus about their origins, we know that Americans have...