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Weekly Updates
Strong Jobs Report Sends S&P to New High with the Financial Sector Gains
Weekly Update – August 06, 2021 The S&P 500 index rose 0.9% this week, hitting…
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Weekly Updates
Delta Variant Concerns Leads Consumer Discreationary and Communications Sectors to Pull Back
Weekly Update – July 30, 2021 The S&P 500 index fell 0.4% last week, weighed…
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Weekly Updates
Communication Services, Consumer Discretionary, and Tech Sectors Push S&P to New Highs
Weekly Update – July 23, 2021 The S&P 500 index rose 2% last week, wiping…
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General
Working with a Trusted Advisor – It Matters
As my wife and I decided to embark on the journey of selling our current…
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Weekly Updates
Energy Sector Declines and Inflation Worries Weigh on Stocks as Earnings Season Begins
Weekly Update – July 16, 2021 The S&P 500 index fell 1% last week despite…
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Weekly Updates
S&P Manages Small Climb, with Real Estate and Consumer Discretionary Gains and Energy Decline
Weekly Update – July 09, 2021 The S&P 500 index managed to climb 0.4% last…
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Weekly Updates
Energy and Financial Sectors Shake Off Last Week’s Decline, Lead S&P to New High
Weekly Update – June 25, 2021 The S&P 500 index rose 2.7% this week to…
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Weekly Updates
Stocks Slide as FOMC Projects a Rate Lift in 2023
Weekly Update – June 18, 2021 The S&P 500 index fell 1.9% last week with…
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General
What You Need to Know about Rebalancing a Portfolio
The term rebalancing gets used a lot in the investment management world. When advisors use…
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Weekly Updates
Inflation Worries Ease, Leading Stocks Higher, and Yields Lower
Weekly Update – June 11, 2021 The S&P 500 index closed higher for a third…
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