Retirement Weekly

November 13, 2018

The Impact of Oil and Elections – November 12, 2018

Last week, markets experienced a 4-day winning streak before dropping on Friday, November 9. Despite those losses, domestic indexes posted gains for ... Read More
November 6, 2018

Markets Bounce Back – November 5, 2018

Markets posted strong gains last week after struggling for much of October. The S&P 500 had its best weekly performance since May, and the NASDAQ had its ... Read More
October 29, 2018

Why Did Stocks Drop? – October 29, 2018

Last week did nothing to dispel October’s reputation as a tough month for the markets. The S&P 500 lost 3.94%, the Dow declined 2.97%, and the NASDAQ dropped 3.78% during ... Read More
October 22, 2018

Examining October – October 22, 2018

Stock performance was mixed last week as investors considered the impact of interest rates, international affairs and corporate earnings. The S&P 500 gained 0.02%, and the ... Read More
October 15, 2018

Stocks Take a Ride – October 15, 2018

Volatility was back in full force last week. The three major domestic indexes posted several days of losses before experiencing wide swings on Friday. By week’s end ...Read More
October 8, 2018

Examining Economies – October 8, 2018

Although new data continued to show strength in the U.S. economy, markets stumbled across the globe last week. The S&P 500 lost 0.98%, the Dow dropped 0.04%, and the NASDAQ declined ... Read More
October 1, 2018

Special Update: Quarterly Report – October 1, 2018

Friday, September 28, was the last trading day in 2018’s 3rd quarter, and the S&P 500 posted its strongest quarterly return in nearly 5 years. The Dow also showed impressive returns by beating expectations for the ... Read More
September 24, 2018

New Records and Changes – September 24, 2018

Last week brought new tariffs and data, and another look at changes coming to equity classifications. Overall, the S&P 500 gained 0.85% and the Dow was up 2.25%, while the NASDAQ dropped 0.29%. International stocks in the MSCI EAFE had sizable growth, posting a ... Read More
September 17, 2018

Stocks Up as Milestone Passes – September 17, 2018

Last week, the East Coast prepared for Hurricane Florence, which roared through the Carolinas and Georgia. As investors kept their eyes on the weather and its potential for destruction, estimates emerged of up to $27 billion in hurricane ...Read More
September 10, 2018

A Shaky Start to September – September 10, 2018

Domestic markets fell last week due to negative trade news and declining tech stocks, with the S&P 500 and Dow both breaking their multi-week winning streaks. Meanwhile, the NASDAQ posted losses for 4 days in a row for the first time since April and ... Read More
September 4, 2018

Markets Up Again – September 4, 2018

Trade continued to dominate the news last week and cause market volatility as investors monitored discussions of the North American Free Trade Agreement (NAFTA) and tension with China. While Mexico and the U.S. reached ... Read More
August 27, 2018

The Bull Market Continues – August 27, 2018

Last week marked a noteworthy milestone in our economy: On Wednesday, August 22, the bull market entered its 3,453rd day, the longest such run in U.S. history. In the past 9 plus years, domestic indexes have come quite a ways since the dark days of the financial ... Read More
August 20, 2018

Trade & Turkey Drive Markets – August 20, 2018

Challenges in emerging markets affected both U.S. and global stock performance last week, with the S&P 500 experiencing several down days. By market close on Friday, however, two of the three major domestics posted gains for the week. The S&P 500 added 0.59%, the Dow increased 1.41%, and the NASDAQ lost 0.29%. Meanwhile, the MSCI EAFE international stocks slipped 1.18%. Read More
August 13, 2018

Stocks Up as Data Comes In – August 13, 2018

Stocks ended the week in mixed territory as trouble with Turkey’s currency affected U.S. equity performance on Friday, August 10. For the week, the S&P lost 0.25%, the Dow declined 0.59%, and the NASDAQ increased 0.35%. International stocks in the MSCI EAFE stumbled, giving back 1.57%. Read More
August 6, 2018

Stocks Up as Data Comes In – August 6, 2018

Domestic markets ended last week in positive territory, as the S&P gained 0.76%, the Dow was up 0.05%, and the NASDAQ increased 0.96%. This performance marked the 5th week in a row that the S&P 500 and Dow posted gains. Meanwhile, international stocks in the MSCI EAFE stumbled, losing 1.47% for the week. Read More
July 30, 2018

Examining Economic Growth – July 30, 2018

Markets experienced a push-and-pull last week between data indicating strong economic growth and lagging performance from several tech stocks’ earnings reports.  Domestic indexes had mixed results, as the S&P 500 gained 0.61%, the Dow was up 1.57%, and the NASDAQ dropped 1.06%.  International stocks in the MSCI EAFE had more of an uptick, gaining 1.32% for the week. Read More
July 23, 2018

Earnings Season Continues – July 23, 2018

On Friday, July 20, stocks lost a small amount of ground after President Trump escalated his threats of increasing tariffs on China. However, strong quarterly earnings reports from several large companies helped provide balance in the markets.  For the week, domestic indexes experienced little movement ... Read More
July 16, 2018

Special Report: Quarterly Update – July 16, 2018

Last week, trade tensions with China lessened somewhat, while the 2nd quarter corporate earnings season started with mixed results. Against this backdrop, domestic stocks experienced sizable growth. By market’s close on Friday, July 13, the S&P 500 was above 2,800 for the first time since .... Read More
July 9, 2018

Jobs Push Stocks Up – July 9, 2018

Domestic stocks only traded for 4 days last week, due to the Independence Day holiday. In that time, all 3 major domestic indexes posted positive results for the week. The S&P 500 added 1.52%, the Dow gained 0.76%, and the NASDAQ increased 2.37%.  International stocks in the MSCI EAFE were up as well by 0.56%. Read More
July 2, 2018

Trade and Tariffs Rattle Markets – July 2, 2018

International trade concerns continue to create uncertainty in markets around the world.  Despite the markets’ slight rises on Friday, June 29, they recorded losses for the week.   The S&P 500 fell 1.33%, the Dow gave back 1.26%, and the NASDAQ dropped 2.37%.  Internationally, the MSCI EAFE declined 1.10%. Read More