The political world has presented many topics of conversation lately.  But one discussion has been relatively quiet: tax reform.  Last week, however, the president announced that a “phenomenal” tax plan is forthcoming, and domestic markets responded by reaching record highs.  In fact, we saw positive market performance even before the announcement, as the S&P 500 […]

What could you do (or do differently) in the months ahead? How will your money habits change in 2017? What decisions or behaviors might help your personal finances, your retirement prospects, or your net worth? Each year presents a “clean slate,” so as one year ebbs into another, it is natural to think about what […]

Political headlines continued to fill the news last week, and while domestic markets declined during mid-week trading, they rebounded on Friday, February 3.  Overall, the week showed only modest movement, as the S&P 500 added 0.12%, the NASDAQ was up 0.11% to end at a record high, and the MSCI EAFE grew by 0.01%.  The […]

After a brief pause during inauguration week, stocks continued to climb last week.  The S&P 500 added 1.03%, the NASDAQ was up 1.90%, and the MSCI EAFE increased by 1.29%.  The Dow also grew, adding 1.34%, ending the week above white hitting 20,000 for the first time ever. Click here to read the full article.

A new presidential era began last Friday with Donald Trump’s inauguration, and the market reaction was far more restrained than its response to his election.  For weeks after the presidential election, we saw markets defy expectations and post significant gains.  In fact, the Dow grew by over 1,500 points between November 8 and December 12. […]

As we look back on markets last week, we see mixed results, with none of the major domestic indexes gaining or losing more than 1%.  The S&P 500 was down 0.10% for the week, and the Dow gave back 0.39%, once again failing to reach 20,000.  On the other hand, the NASDAQ increased by 0.96% […]