Wednesday, September 2, 2026
Three common retirement rules—the Rule of 72, Rule of 55, and Rule of 25—can help you think about investment growth, accessing retirement accounts, and estimating how much you may need to retire.
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Monday, August 3, 2026
When should you start taking Social Security? Should you claim at 62? Is Social Security income taxable? And does the same claiming strategy work for everyone?
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Monday, July 27, 2026
We strive to keep you regularly updated with important market changes and news. Please find this week’s Market View Weekly from Phil Blancato, Osaic’s Chief Market Strategist attached below. This commentary provides updates and...
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Monday, June 1, 2026
Marriage, divorce, remarriage, and timing can all impact your Social Security strategy.
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Wednesday, May 27, 2026
Many retirees are shocked to learn that Medicare generally does not cover most long-term care expenses.
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Thursday, May 14, 2026
3 common tax mistakes retirees make and strategies to help manage taxes year-round.
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Friday, April 24, 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...
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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...
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Tuesday, March 17, 2026
Estate planning for retirees is non-negotiable. Your legacy depends on it. Our new article walks you through why it’s so important.
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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...
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Friday, March 13, 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...
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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...
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Thursday, February 12, 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...
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Friday, December 19, 2025
We strive to keep you regularly updated with important market changes and news.Please find this week’s Market View Weekly from Phil Blancato, Osaic’s Chief Market Strategist attached below. This commentary provides updates and analysis...
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Wednesday, November 26, 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...
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Friday, November 7, 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...
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Tuesday, October 21, 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...
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Friday, October 3, 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...
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Wednesday, September 10, 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...
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Tuesday, June 24, 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...
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Tuesday, June 10, 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...
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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...
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Tuesday, May 6, 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...
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Monday, April 28, 2025
Cash balance plans help high-income professionals and business owners maximize retirement contributions and reduce taxable income, offering a powerful strategy for accelerated savings.
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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...
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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...
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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,...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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Monday, October 14, 2024
Charitable contributions have long been a way to give back to the community while benefiting from tax deductions. However, since the Tax Cuts and Jobs Act (TCJA) in 2017, more individuals have found it challenging to gain tax advantages...
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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...
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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...
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Tuesday, October 1, 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...
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Tuesday, September 24, 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...
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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...
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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...
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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...
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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...
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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...
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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...
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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 &...
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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,...
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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...
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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...
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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...
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Wednesday, June 12, 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...
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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...
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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...
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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...
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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...
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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...
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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...
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Wednesday, February 14, 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...
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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...
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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 &...
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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...
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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...
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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...
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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%....
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Stocks fluctuated last week, jostled by fitful bond yields and headline news, before ending strongly following Fed Chair Powell’s comments on the monetary outlook. The Dow Jones Industrial Average slipped 0.45%, while the...
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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...
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A late-week rally sent stocks into positive territory, with the S&P 500 index closing just shy of the 4,300 mark.The Dow Jones Industrial Average gained 0.34%, while the Standard & Poor’s 500 added 0.39%. The Nasdaq Composite...
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Markets moved in sync last week with perceived movement in debt ceiling talks, weakening early in the week and then surging on news of progress. A solid quarterly report and guidance from a mega-cap technology company helped with...
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Modest gains in major market indices masked sharp volatility amid the uncertainty arising from mixed messages emanating from public officials and revived banking fears. The Dow Jones Industrial Average gained 1.18%, while the Standard...
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Concerns over a firmer monetary policy were heightened by fresh economic data, touching off a climb in bond yields and a slide in stock prices last week.The Dow Jones Industrial Average skidded 2.99%, while the Standard & Poor’s...
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Stocks drifted lower as a week of mixed earnings reports and resurgent worries over Fed monetary policy dragged on investor sentiment. The Dow Jones Industrial Average slipped 0.17%, while the Standard & Poor’s 500 declined...
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Stocks added to their early 2023 gains amid a busy stream of mixed corporate earnings results and conflicting economic data.The Dow Jones Industrial Average gained 1.81%, while the Standard & Poor’s 500 added 2.47%. The Nasdaq...
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Monday, January 9, 2023
A strong Friday rally triggered by fresh signs of moderating inflation pushed stocks into positive territory to begin the new year. The Dow Jones Industrial Average rose 1.46%, while the Standard & Poor’s 500 advanced 1.45%....
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Monday, December 19, 2022
Hawkish comments by the Fed and weak economic data heightened investors’ recession concerns and sent stocks lower last week.The Dow Jones Industrial Average lost 1.66%, while the Standard & Poor’s 500 retreated 2.08%. The...
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Tuesday, December 13, 2022
Recession fears and concerns that the Fed may consider a longer rate-hike cycle sent stocks lower for the week.The Dow Jones Industrial Average dropped 2.77%, while the Standard & Poor’s 500 fell 3.37%. The Nasdaq Composite index...
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Monday, December 5, 2022
Stocks ended higher last week as investors navigated the crosscurrents of a potential easing in future rate hikes and continued strength in the labor market.The Dow Jones Industrial Average edged 0.24% higher, while the Standard &...
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Tuesday, November 29, 2022
Growing optimism that the Fed may be ready to ease future interest rate hikes sent stocks higher in a quiet trading week.The Dow Jones Industrial Average gained 1.78%, while the Standard & Poor’s 500 added 1.53%. The Nasdaq...
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Tuesday, November 22, 2022
The stock market edged lower last week as it digested a crosscurrent of conflicting economic data and contrasting comments from Fed officials.The Dow Jones Industrial Average was flat (-0.01%), while the Standard & Poor’s 500...
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Monday, November 14, 2022
A cooling inflation number ignited a powerful rally on Thursday, sending stocks to strong gains for the week.The Dow Jones Industrial Average gained 4.15%, while the Standard & Poor’s 500 added 5.90%. The Nasdaq Composite index...
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Monday, November 7, 2022
Hawkish comments by Fed Chair Jerome Powell, following the announcement of another 75 basis points interest rate hike last week, cast a pall over financial markets, sending yields higher and stocks lower.The Dow Jones Industrial...
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Tuesday, November 1, 2022
Stocks overcame poor earnings results from some of America’s largest companies to post gains last week as investors cheered positive earnings surprises, easing inflation and a rebound in economic growth.The Dow Jones Industrial...
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Monday, October 24, 2022
A positive start to a new earnings season and late-week hopes for a near-term easing in Fed rate hikes lifted investors’ spirits and powered stocks to gains for the week.The Dow Jones Industrial Average jumped 4.89%, while the...
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Monday, October 17, 2022
Stocks were mixed last week amid wide intra- and inter-day price swings, as technology shares bore the brunt of the downdraft.The Dow Jones Industrial Average gained 1.15% for the week. Meanwhile, the Standard & Poor’s 500...
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Tuesday, October 11, 2022
A powerful two-day stock rebound cemented a positive week for investors as a new trading month began.The Dow Jones Industrial Average rose 1.99%, while the Standard & Poor’s 500 added 1.51%. The Nasdaq Composite index increased 0...
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Tuesday, October 4, 2022
Rising recession fears and uncertainty in the bond and currency markets sent stocks to new 2022 lows last week.The Dow Jones Industrial Average declined 2.92%, while the Standard & Poor’s 500 slumped 2.91%. The Nasdaq Composite...
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Monday, September 26, 2022
Last week, Fed Chair Powell said the U.S. would not tame inflation without economic pain. This week heightened recession fears and sent stocks broadly lower.The Dow Jones Industrial Average dropped 4.00%, while the Standard &...
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Monday, September 19, 2022
A hotter-than-expected inflation report sent stocks sharply lower last week as investors faced the prospect of more aggressive interest rate hikes by the Federal Reserve for perhaps a longer period.The Dow Jones Industrial Average fell...
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Monday, September 12, 2022
In a holiday-shortened week of trading, stocks posted healthy gains despite more tough talk on monetary policy from Fed officials.The Dow Jones Industrial Average rose 2.66%, while the Standard & Poor’s 500 gained 3.65%. The...
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Thursday, September 8, 2022
The overhang of Fed Chair Powell’s Jackson Hole speech the previous week carried over into last week as investors recalibrated stock valuations amid a seemingly more assertive monetary policy stance.The Dow Jones Industrial...
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Monday, August 29, 2022
A comprehensive sell-off on Friday following comments by Fed Chair Jerome Powell drove stocks to losses for the week.The Dow Jones Industrial Average tumbled 4.22%, while the Standard & Poor's 500 dropped 4.04%. The Nasdaq Composite...
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Monday, August 22, 2022
Stocks tumbled on Friday, sending stocks to a weekly loss after an otherwise quiet August week of trading.The Dow Jones Industrial Average slipped -0.16%, while the Standard & Poor’s 500 lost 1.21%. The Nasdaq Composite index...
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Monday, August 15, 2022
An improving inflation outlook buoyed investors’ spirits last week, helping lift stocks to solid gains.The Dow Jones Industrial Average advanced 2.92%, while the Standard & Poor’s 500 rose 3.26%. The Nasdaq Composite index...
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Monday, August 8, 2022
Stocks turned in a mixed performance last week as investors struggled with headlines suggesting that the Fed was unlikely to soon ease up on its current monetary tightening policy.The Dow Jones Industrial Average slipped 0.13%, while...
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Tuesday, August 2, 2022
Undaunted by another Fed rate hike and news of a contracting economy, the stock market rallied last week on better-than-expected corporate earnings.The Dow Jones Industrial Average increased 2.97%, while the Standard & Poor’s 500...
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Tuesday, July 26, 2022
Stocks rallied last week as investor spirits lifted thanks to a better-than-expected start to the second-quarter earnings season.The Dow Jones Industrial Average gained 1.95%, while the Standard & Poor’s 500 added 2.55%. The...
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Tuesday, July 19, 2022
A record-high inflation report, the prospects of a more aggressive Fed, and growing recession fears sent stocks lower– though losses were pared by a Friday rally.The Dow Jones Industrial Average slipped 0.16%, while the Standard...
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Tuesday, July 12, 2022
In a holiday-shortened trading week, stocks rallied despite mixed economic data and vacillating energy prices and bond yields.The Dow Jones Industrial Average increased 0.77%, while the Standard & Poor’s 500 rose 1.94%. The...
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Monday, June 27, 2022
Prospects of cooling inflation powered a rally in stock prices last week despite growing recession concerns.The Dow Jones Industrial Average gained 5.39%, while the Standard & Poor’s 500 climbed 6.45%. The Nasdaq Composite index...
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Tuesday, June 21, 2022
Stocks moved lower last week as recession fears deepened following a Fed hike in interest rates and weak economic data.The Dow Jones Industrial Average fell 4.79%, while the Standard & Poor’s 500 dropped 5.79%. The Nasdaq...
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Tuesday, June 14, 2022
A higher-than-expected inflation report triggered a sell-off on Friday, leaving stocks in the red for the week.The Dow Jones Industrial Average lost 4.58%, while the Standard & Poor’s 500 dropped 5.05%. The Nasdaq Composite index...
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Wednesday, June 8, 2022
In a holiday-shortened week of volatile trading, stocks surrendered some of the previous week’s strong gains.The Dow Jones Industrial Average fell 0.94%, while the Standard & Poor’s 500 declined 1.20%. The Nasdaq Composite...
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Wednesday, June 1, 2022
Stocks posted solid gains for the week, buoyed by the release of Fed meeting minutes and upbeat earnings from mid-size and discount retailers.The Dow Jones Industrial Average jumped 6.24%, while the Standard & Poor’s 500 advanced...
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Monday, April 11, 2022
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Wednesday, February 23, 2022
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Tuesday, February 15, 2022
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Monday, November 29, 2021
News of a new, highly virulent COVID variant triggered a market sell-off on Friday, sending stocks into negative territory for the week. The Dow Jones Industrial Average slid 1.97%, while the Standard & Poor’s 500 slumped 2.20%....
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Monday, November 22, 2021
Stocks were mixed last week in choppy trading as investors battled the crosscurrents of good economic data and a troubling rise in COVID-19 infections globally. The Dow Jones Industrial Average slid 1.38%, while the Standard &...
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Monday, November 15, 2021
Stocks posted small declines last week as investors digested recent stock market gains and an unexpectedly high inflation read. The Dow Jones Industrial Average slid 0.63%, while the Standard & Poor’s 500 retreated 0.31%. The...
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Monday, November 8, 2021
A Federal Reserve announcement on tapering, a fresh batch of corporate profits, and encouraging economic data lifted stocks to another weekly gain. The Dow Jones Industrial Average rose 1.42%, while the Standard & Poor’s 500...
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Tuesday, November 2, 2021
A fresh wave of positive corporate earnings surprises sent markets to new record highs last week. The Dow Jones Industrial Average increased 0.40%, while the Standard & Poor’s 500 rose 1.33%. The Nasdaq Composite index picked up...
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Monday, October 25, 2021
Stocks rallied last week on a stream of positive corporate earnings surprises. The Dow Jones Industrial Average rose 1.08%, while the Standard & Poor’s 500 advanced 1.64%. The Nasdaq Composite index gained 1.29% for the week....
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Monday, October 11, 2021
The overhang of bumping against the federal debt ceiling was lifted last week with an agreement to extend the debt ceiling through early December, helping propel stocks to a weekly gain. The Dow Jones Industrial Average increased by 1...
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Monday, October 4, 2021
Higher bond yields and a legislative stalemate in Washington, D.C., added up to losses for the week. The Dow Jones Industrial Average declined 1.36%, while the Standard & Poor’s 500 lost 2.21%. The Nasdaq Composite index fell 3...
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Monday, September 27, 2021
Stocks prices were whipsawed last week, dragged initially lower by financial contagion worries and later lifted by a supportive Fed policy statement. The Dow Jones Industrial Average gained 0.62%, while the Standard & Poor’s 500...
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Monday, September 20, 2021
Stocks weakened ahead of this week’s Federal Reserve meeting and amid persistent concerns about the Delta variant’s impact on the economy. The Dow Jones Industrial Average was flat (-0.07%), while the Standard &...
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Monday, September 13, 2021
In a quiet week of news, stocks moved lower amid simmering concerns over the Delta variant’s effect on the progress of economic reopening. The Dow Jones Industrial Average declined 2.15%, while the Standard & Poor’s 500...
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Wednesday, September 8, 2021
Stocks were mixed last week amid conflicting economic data and continued spread of Delta variant infections. The Dow Jones Industrial Average slipped 0.24% during the five trading days. But the Standard & Poor’s 500 tacked on 0...
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Monday, August 30, 2021
The stock market powered to record levels last week amid talk of Fed tapering and a deceleration in new Delta variant cases. The Dow Jones Industrial Average gained 0.96%, while the Standard & Poor’s 500 increased 1.52%. The...
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Wednesday, August 25, 2021
How are you doing? Are you making plans for fall or taking a step back to reassess? Can you hit reply and let me know? There's a lot to weigh right now, so I'm curious to hear your thoughts. One big thing you may have heard about in...
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Stocks turned lower last week amid the increasing probability of a Fed tapering, mixed economic data, and growing concerns about the economic impact of the Delta variant. The Dow Jones Industrial Average slumped 1.11%, while the...
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Monday, August 16, 2021
Looking past inflation figures and Delta variant trends, stocks last week found a way to climb higher and set fresh record highs in the process. The Dow Jones Industrial Average rose 0.87%, while the Standard & Poor’s 500...
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Tuesday, August 10, 2021
Headlines are looking grim again, so let's pause and take stock. Why are the headlines terrible? Because the media loves drama. This is not news to you or me or anyone who pays attention. The 24-hour news cycle is there to whip up...
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Monday, August 2, 2021
The stock market posted small losses last week despite a very strong showing by corporate America. The Dow Jones Industrial Average slipped 0.36%, while the Standard & Poor’s 500 lost 0.37%. The Nasdaq Composite index dropped 1...
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Monday, July 26, 2021
Overcoming a COVID-related economic growth scare, stocks moved higher amid a week of strong corporate earnings reports. The Dow Jones Industrial Average rose 1.08%, while the Standard & Poor’s 500 gained 1.96%. The Nasdaq...
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Wednesday, July 21, 2021
There's a lot going on in the world right now. I thought this email was going to be about the $3.5 trillion budget deal or what to do with any child tax credits that may be heading your way. But then global markets jolted on fears of...
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Monday, July 19, 2021
Despite a good start to earnings season and some solid economic data, worries of slower second-half economic growth led to a pullback in stock prices last week. The Dow Jones Industrial Average fell 0.52%, while the Standard &...
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Monday, July 12, 2021
Stocks managed small gains as investors wrestled with concerns over economic growth prospects and a rise in COVID-19 infections. The Dow Jones Industrial Average picked up 0.24%, while the Standard & Poor’s 500 gained 0.40%. The...
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Tuesday, July 6, 2021
Strong employment reports and rising consumer confidence sent the stock market broadly higher last week. The Dow Jones Industrial Average rose 1.02%, while the Standard & Poor’s 500 picked up 1.67%. The Nasdaq Composite index...
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Tuesday, June 29, 2021
It appears we have a deal on infrastructure. Maybe. After weeks of grandstanding, posturing, and wrangling, it looks like a bipartisan infrastructure deal that both parties can live with is in the works. Good news: no tax hikes. But...
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Monday, June 28, 2021
Stocks reached new all-time highs last week as markets staged a strong rebound from the previous week’s declines. The Dow Jones Industrial Average rose 3.44%, while the Standard & Poor’s 500 picked up 2.74%. The Nasdaq...
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Thursday, June 24, 2021
What happens when the predictions are wrong? Is it time to panic? Is it time to ditch our strategy? It's a fascinating question because it cuts right down to the question of what it means to live in an uncertain world. Humans are...
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Tuesday, June 22, 2021
New messaging from the Federal Reserve on interest rates and inflation last week led to a broad retreat in stock prices. The Dow Jones Industrial Average dropped 3.45% while the Standard & Poor’s 500 lost 1.91%. The Nasdaq...
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Monday, June 14, 2021
Stocks ended the week mixed as investors appeared to shrug off a hotter-than-expected inflation report. The Dow Jones Industrial Average slipped 0.80%, while the Standard & Poor’s 500 advanced 0.41%. The Nasdaq Composite index...
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Monday, June 7, 2021
A strong, but not too strong, employment report sparked a rally on the final day of trading, propelling stocks to a modest gain for the week. The Dow Jones Industrial Average climbed by 0.66%, while the Standard & Poor’s 500...
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Tuesday, June 1, 2021
Hi [CONTACT_FIRST_NAME], Are you tired of hearing about taxes? Me too. But here we are. Let's dive in. So, we've got dueling infrastructure bills, plus a big proposed budget with lots of spending (and higher taxes inside). That's a lot...
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Tuesday, June 1, 2021
Optimism over the economic reopening and renewed enthusiasm for technology and other high-growth companies powered the stock market higher last week.The Dow Jones Industrial Average rose 0.94%, while the Standard & Poor’s...
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Monday, May 24, 2021
Stock prices fluctuated amid inflation concerns and bargain hunting, leaving stocks mixed for the week. The Dow Jones Industrial Average slipped 0.51%, while the Standard & Poor’s 500 dropped 0.43%. The tech-heavy Nasdaq...
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Monday, May 17, 2021
A surge in consumer inflation unsettled investors, leading to a turbulent week of trading on Wall Street. The Dow Jones Industrial Average slipped 1.14%, while the Standard & Poor’s 500 fell 1.39%. The Nasdaq Composite index...
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Monday, May 17, 2021
Hi [CONTACT_FIRST_NAME], How much inflation can the country afford before we’re in trouble? Let’s discuss. First, let’s get on the same page about some basics. If you’ve noticed the price of a thing increasing...
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Monday, May 10, 2021
Stocks closed mixed last week as signs of continued economic recovery and upbeat earnings helped some sectors while the struggles persisted for high-growth companies. The Dow Jones Industrial Average gained 2.67%, while the Standard &...
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Wednesday, May 5, 2021
Two things to discuss today: the economy (getting better) and taxes (going up?). Let’s dive in. The light at the end of the tunnel is getting closer and brighter. The economy is booming and we’re getting much closer to...
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Monday, May 3, 2021
Stocks meandered around a flatline in a busy week of corporate earnings, ending the trading week slightly lower. The Dow Jones Industrial Average slid 0.50%, while the Standard & Poor’s 500 was flat (+0.02%). The Nasdaq...
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Monday, April 26, 2021
The crosscurrents of strong corporate earnings, rising global cases of COVID-19, and the specter of higher capital gains taxes led to a choppy week of trading that left stock prices slightly lower for the week. The Dow Jones...
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Monday, April 19, 2021
Stocks reached record highs last week, riding the tailwind of improving economic data and a strong start to the earnings season. The Dow Jones Industrial Average rose 1.18%, while the Standard & Poor’s 500 gained 1.37%. The...
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Monday, April 5, 2021
Overcoming a rocky start, stocks rallied into the close of a holiday-shortened week of trading as technology shares staged a powerful recovery and investors reacted positively to President Biden’s infrastructure spending...
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Tuesday, March 30, 2021
A rocky week with wide price swings led to mixed results for stocks last week, as investors grappled with anxieties over economic growth and weakness in technology and other high-growth stocks. The Dow Jones Industrial Average added 1...
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Monday, March 22, 2021
Rising bond yields and improving economic conditions led to a choppy week of trading that ended in modest losses for investors. The Dow Jones Industrial Average fell 0.46%, while the Standard & Poor’s 500 declined 0.77%. The...
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Monday, March 15, 2021
Stocks touched new record highs last week as bond yields steadied, a fiscal relief bill was signed into law, and confidence in a strong economic recovery grew. The Dow Jones Industrial Average gained 4.07%, while the Standard &...
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Monday, March 8, 2021
Stocks were mixed last week as rising bond yields and heightening inflation fears sent stocks on a wild ride, capped by a remarkable Friday afternoon rally. The Dow Jones Industrial Average gained 1.82%, while the Standard &...
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Tuesday, March 2, 2021
Stocks dropped amid rising long-term bond yields, with sharp declines in high-valuation growth stocks leading the overall market lower.The Dow Jones Industrial Average slipped 1.78%, while the Standard & Poor’s 500 declined...
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Monday, February 22, 2021
Rising bond yields dampened investor enthusiasm for high-multiple growth companies last week, sending market averages mostly lower in a holiday-shortened week of trading.The Dow Jones Industrial Average gained 0.11% for the week. But...
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Tuesday, February 16, 2021
Stock prices inched higher last week amid declining COVID-19 cases, a pick-up in vaccinations, and progress on a fiscal relief bill.The Dow Jones Industrial Average gained 1.00%, while the Standard & Poor’s 500 rose 1.23%....
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Monday, February 8, 2021
Stocks notched strong gains last week, paced by a string of solid economic reports and consensus-beating corporate earnings.The Dow Jones Industrial Average gained 3.89%, while the Standard & Poor’s 500 advanced 4.65%. The...
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Tuesday, February 2, 2021
Despite strong corporate earnings, stock prices closed lower after a volatile week of trading triggered by unprecedented activity in a handful of companies.The Dow Jones Industrial Average lost 3.27%, while the Standard &...
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Monday, January 25, 2021
Anticipation of a new fiscal stimulus and improved vaccine distribution powered stocks to fresh record highs last week with technology stocks leading the way.The Dow Jones Industrial Average gained 0.59%, while the Standard &...
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Tuesday, January 19, 2021
Markets drifted lower last week as uninspired investors digested mixed news on the economic front.The Dow Jones Industrial Average lost 0.91% while the Standard & Poor’s 500 slid 1.48%. The Nasdaq Composite index stumbled 1...
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Tuesday, January 12, 2021
Shrugging off COVID-19 infections and the disruption at the Capitol on January 6, stocks powered higher to kick off a new year of trading.The Dow Jones Industrial Average gained 1.61%, while the Standard & Poor’s 500...
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Tuesday, January 12, 2021
Does it feel like 2021 yet? The twists and turns so far make it seem like 2020 is dragging into a second season. As an American, I’m shocked and worried, and I’m wondering how political disagreements turned into excuses for...
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Tuesday, January 5, 2021
Stocks moved higher during a holiday-shortened week of trading, capping off a turbulent, but otherwise strong year for equity investors.The Dow Jones Industrial Average gained 1.35%, while the Standard & Poor’s 500 increased...
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Monday, December 21, 2020
Stocks climbed higher amid the COVID-19 vaccine rollout and an improving outlook for a fiscal stimulus bill.The Dow Jones Industrial Average, which has lagged all year, gained 0.44%. The Standard & Poor’s 500 picked up 1.25%...
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Tuesday, December 15, 2020
Stocks retreated last week on rising COVID-19 infections and slow progress on an economic relief bill.The Dow Jones Industrial Average dipped 0.57%, while the Standard & Poor’s 500 dropped 0.96%. The Nasdaq Composite index...
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Tuesday, December 8, 2020
Stocks marched higher last week on an improving outlook for the passage of a fiscal stimulus package.The Dow Jones Industrial Average rose 1.03%, while the Standard & Poor’s 500 tacked on 1.67%. The Nasdaq Composite index...
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Tuesday, December 1, 2020
Stocks surged last week, ignited by another COVID-19 vaccine announcement, encouraging economic data, and the easing of political uncertainty.The Dow Jones Industrial Average rose 2.21%, while the Standard & Poor’s 500 added...
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Tuesday, November 24, 2020
Despite news of another COVID-19 vaccine candidate, stocks were mixed amid investor anxiety over an increase in new infections and economic lockdowns.The Dow Jones Industrial Average fell 0.73%, while the Standard & Poor’s...
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Monday, November 16, 2020
News of a COVID-19 vaccine ignited a rally in economically sensitive stocks and a broad retreat in technology companies last week, though enthusiasm was tempered by reports of rising new infections and fresh lockdowns.The Dow Jones...
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Tuesday, November 10, 2020
Stocks soared last week as investors anticipated that a split Congress would raise legislative hurdles to changing corporate taxes and adjusting regulatory oversight of big technology companies.The Dow Jones Industrial Average jumped...
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Tuesday, November 3, 2020
Stock prices dropped last week as hopes for a fiscal stimulus bill faded and investors focused on rising COVID-19 infections, here and abroad.The Dow Jones Industrial Average slid 6.47%, while the Standard & Poor’s 500...
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Tuesday, October 27, 2020
The failure to reach an agreement on a new fiscal stimulus bill soured investor sentiment and sent stocks modestly lower for the week.The Dow Jones Industrial Average fell 0.95%, while the Standard & Poor’s 500 lost 0.53%....
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Tuesday, October 20, 2020
Stocks treaded water last week amid fading prospects for a stimulus bill, fears of a second wave of COVID-19 cases, and increasing political and regulatory pressures on Big Tech companies.The Dow Jones Industrial Average added just 0...
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Thursday, October 15, 2020
Stocks staged a powerful rally last week, riding a wave of optimism over the prospect of the passage of a new fiscal stimulus bill.The Dow Jones Industrial Average rose 3.27%, while the Standard & Poor’s 500 increased 3.84%....
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Tuesday, October 6, 2020
Stocks advanced last week, propelled by hopes that legislators may reach an agreement for a new fiscal stimulus package and optimism generated by a few corporate deal announcements and initial public offerings.The Dow Jones Industrial...
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Monday, October 5, 2020
If you’re like most of us, you’ve probably been thinking about your health quite a bit lately — especially if you’re approaching retirement. Trust me, I understand. Anticipating your future medical costs can...
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Tuesday, September 29, 2020
Stocks were mixed last week as worries that stretched from Washington D.C., where prospects of a new fiscal stimulus bill dimmed, to Europe, which saw an increase of new COVID-19 cases.The Dow Jones Industrial Average declined 1.75%,...
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Tuesday, September 22, 2020
Stocks slipped as the technology sector remained under pressure and a mid-week announcement by the Federal Reserve failed to inspire investors.The Dow Jones Industrial Average declined 0.03%, while the Standard & Poor’s 500...
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Wednesday, September 16, 2020
Stocks traveled a volatile path last week as investors appeared concerned about the upcoming elections, an uncertain economy, and more delays with additional fiscal stimulus.The Dow Jones Industrial Average slid 1.66%, while the...
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A late week sell-off sent stocks broadly lower as investors took some profits after stocks reached all-time highs earlier in the week.The Dow Jones Industrial Average slid 1.82%, while the Standard & Poor’s 500 slumped 2.31%...
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Thursday, May 24, 2018
If you are turning 65 in the next several months chances are your mailbox is pretty full these days. Understanding the basics of Medicare is an important step in getting the most out of your options. There are 4 main parts to Medicare...
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Tuesday, March 20, 2018
Boxing champion Muhammad Ali was famous for saying "If the left hand doesn't get you - the right hand will" when describing his boxing prowess. The same can be said about two challenging forces that exist during your retirement...
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Sunday, March 4, 2018
Hitting the big 5-0 is a great life milestone. It also serves as an excellent milestone to consider an in depth review of your overall Financial Planning and particularly zeroing in on what you need to do to Get Retirement Right....
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Wednesday, February 28, 2018
It has been a few years in the making but the time is now here. In a move to help protect Medicare beneficiaries from Identity Theft, CMS (Centers for Medicare and Medicaid Services) are beginning to gradually issue new Medicare cards...
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Thursday, February 15, 2018
With the Dow Jones Industrial average up nearly 6,000 points since the start of 2017, turbulence has made a comeback in equity markets. While its important to always be aware of market swings and movements, you also need to remember...
Read MoreTip: How Much? Check your Social Security earnings and see an estimate of your benefits on the Web site, www.ssa.gov. Social Security’s been a fact of retirement life ever since it was established in 1935. We all think we know...
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