Understanding the Election and Market Surprises

As the end of 2016 grows closer, we have to say that this has certainly been an eventful year. A long presidential election campaign left many Americans feeling bruised and more divided than ever. And many people were surprised when Donald Trump emerged as the victor. Similar to Brexit’s unexpected win in June, election polling [...]

December 12th, 2016|

How Elections May Affect the U.S. Economy

The 2016 presidential election has been a roller coaster unlike any in recent memory. Amidst the drama, you might be wondering how the outcome will affect the economy and your financial future. You’re not alone. In a recent Bankrate poll, 61% of Americans said they think the election is the greatest threat to our economy [...]

October 20th, 2016|

Balancing College and Retirement

Are you faced with the dilemma of saving for your own retirement while at the same time trying to put money away for a child’s college education? How do you pursue both goals? How do you determine which is more important or what path to take? If this hard choice sounds familiar, you’re not alone. [...]

October 13th, 2016|

Are Your Emotions About Money Derailing Your Finances?

If you’ve ever felt a rush of excitement at making a big purchase or experienced feelings of shame at making a financial mistake, you know that our relationship with money isn’t completely rational. For most people, money comes with a lot of emotional and psychological baggage that affects the decisions we make. Psychologists call these [...]

August 3rd, 2016|

Stocks Close Mixed on GDP Disappointment

Weekly Update – August 1, 2016 Stocks broke their four-week winning streak, closing mixed after the release of a surprisingly low estimate of second-quarter economic growth. For the week, the S&P 500 lost 0.07%, the Dow fell 0.75%, the NASDAQ grew 1.22%, and the MSCI EAFE added 2.36%. The preliminary estimate of Q2 Gross Domestic [...]

August 1st, 2016|

Stocks End Q2 with a Bang

Quarterly Update – July 5, 2016 After the previous week’s post-Brexit selloff, stocks closed out last week with one of the best performances of 2016 as investors bought the dip. In the first half of the year, the S&P 500 was up 2.69%, the Dow was up 2.90%, the NASDAQ was down 3.29%, and the [...]

July 5th, 2016|

Fed Blinks on Brexit Fears

Weekly Update – June 20, 2016 Markets fell on Brexit fears and concerns about the Fed’s dovish statements, giving the Dow its worst week in a month. For the week, the S&P 500 slipped 1.19%, the Dow fell 1.06%, the NASDAQ dropped 1.92%, and the MSCI EAFE lost 2.78%. The big news last week was [...]

June 20th, 2016|

Dow and S&P 500 Green for 2016

Weekly Update – March 21, 2016 After a historically rough start to the year, stocks finally rallied enough to put the S&P 500 and Dow in the green for the year. Extended weakness in the dollar—, which investors hope, could boost economic growth and corporate profits—contributed to the gains. For the week, the S&P 500 [...]

March 21st, 2016|

Stocks Rally for Third Week

Weekly Update – March 7, 2016 Markets closed out a third week of gains, putting the Dow at a two-month high and erasing much of the year’s losses. Higher oil prices and an upbeat February jobs report contributed to the rally. For the week, the S&P 500 increased 2.67%, the Dow added 2.20%, and the [...]

March 7th, 2016|

What Just Happened?

The market weakness we experienced this past week does not appear to be associated with any one event, but rather seems to be the result of a few factors. Uncertainty around the timing of Fed “lift-off” continues to give the markets concern; markets hate uncertainty, and this is a key area of confusion. The narrative [...]

August 22nd, 2015|