Weekly Updates

12
Feb

Special Update: Understanding Volatility

Weekly Update – February 12, 2018 After months of relative calm, market fluctuations are causing many investors to wonder what is happening to the economy. Last week, the S&P 500 lost 5.16%, the Dow dropped 5.21%, and the NASDAQ declined 5.06%. The MSCI EAFE also gave back 6.19%. These losses pushed all four indexes into negative territory for the year.[i]

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5
Feb

Markets Slide as Bond Yields Rise

Weekly Update – February 5, 2018 After 4 straight weeks of gains, the markets have slipped. As of Friday, the S&P 500 lost 3.85%, the Dow dropped 4.12%, and the NASDAQ decreased by 3.53%.[i] International stocks in the MSCI EAFE also took a 2.78% hit.[ii] Domestically, the losses spanned sectors and asset classes. For the S&P 500, all 11 of

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29
Jan

Stocks Jump Again

Weekly Update – January 29, 2018 Stocks had an impressive week yet again, as each of the domestic indexes reached record highs and gained at least 2%.[i] The S&P 500 added 2.23%, the Dow increased 2.09%, and the NASDAQ grew 2.31%.[ii] International stocks in the MSCI EAFE joined the growth, adding 1.49%.[iii]   On Monday, January 22, the government shutdown

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22
Jan

Stocks Up as Shutdown Looms

Weekly Update – January 22, 2018 We’re only a few weeks into 2018, and stocks are showing quite a strong performance so far. Last week, major domestic indexes posted gains yet again, with all 3 up at least 5% this year. By Friday, the S&P 500 had added another 0.86%, and both the Dow and NASDAQ were up 1.04%.[i] All

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16
Jan

Equities and Inflation Climb

Weekly Update – January 16, 2018 Domestic markets continued their strong start to 2018, posting gains across the board for their 2nd week. The S&P 500 added 1.57% and closed at a new record high on Friday. The index just posted its best 10-day beginning to a year since 2003, with a 4.2% gain so far this year.[i] The Dow

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8
Jan

Stocks Start 2018 With Jump

Weekly Update – January 8, 2018 The first week of 2018 is behind us, and across the globe, stocks experienced a strong start to the year. International stocks in the MSCI EAFE gained 2.44% last week.[i] In the U.S., our major indexes also leapt forward, hitting a number of records and milestones.[ii]   Domestic Index Performance for the First Week

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2
Jan

Special Update: 2017 In Review

Weekly Update – January 2, 2018 In the final trading days of a strong 2017, U.S. indexes lost some ground. During the holiday-shortened week, the S&P 500 dropped by 0.36%, the Dow lost 0.14%, and the NASDAQ gave back 0.81%.[i] A selloff toward the end of the day on Friday contributed to the domestic indexes’ weekly losses.[ii] International stocks in

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2
Jan

What Does the New Tax Plan Mean for Investing?

While much of the political fire and fury from Congress’ tax plan debate has settled, some of the economic smoke still lingers as financial analysts and private investors plot their way through the new $1.4 trillion law’s long-range ramifications.[i]   President Donald Trump signed the historic tax bill into law December 22 following a firestorm of partisan exchanges in the

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26
Dec

A Tax Bill Before the Holiday

Weekly Update – December 26, 2017 As we headed into the long holiday weekend, the markets continued to climb as tax reform moved forward.[i] For the week, the S&P 500 closed up 0.29%, the Dow rose 0.43%, and the NASDAQ gained 0.35%.[ii] International stocks in the MSCI EAFE increased by 1.23%.[iii]   Before leaving for his holiday vacation, President Trump

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18
Dec

Tax Plan Boosts Stocks

Weekly Update – December 18, 2017 Domestic markets were up last week as tax reform became more likely. On Friday, multiple previously undecided Senators announced they would back the combined House and Senate bill, and stocks reacted by hitting new record highs.[i] For the week, the S&P 500 gained 0.92%, the Dow added 1.33%, and the NASDAQ grew by 1.41%.[ii]

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