Newsletters

May 8, 2018

Can the US Economy continue to expand?

Domestic indexes posted strong results on Friday, May 4, as the latest labor report data lessened investors’ concerns about inflation and interest rates. Nonetheless, stocks had mixed results last…

Ken

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May 1, 2018

Does April showers bring May flowers for the markets?

We just finished the busiest week of 1st quarter earnings season, and although many companies shared positive results, stock indexes experienced modest declines.1 The S&P 500 lost 0.01%, the…

Ken

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April 24, 2018

How will ‘earnings season’, impact the stock market?

Stocks posted moderate gains last week, as the S&P 500 added 0.52%, the Dow increased 0.42%, and the NASDAQ rose 0.56%.1 International stocks in the MSCI EAFE followed suit,…

Ken

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Newsletters Tax Planning

April 17, 2018

2018 Tax Q&A

How does the new tax bill affect 529 Savings Plans and what impact do you feel it will have on the markets/economy? Under the new plan, up to $10,000 of…

Ken

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April 10, 2018

Is Volatility here to stay?

Domestic stocks lost ground last week as trade war concerns continued to rattle investors. With these declines, the Dow officially moved back into correction territory.1 For the week, the…

Ken

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April 3, 2018

Now with the 1st quarter in the ‘rearview mirror’, what’s next?

Markets were closed on March 30 for Good Friday, but in the four days of trading, stocks recovered some of this year’s losses.1 For the week, the S&P 500…

Ken

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March 27, 2018

What will happen next after this market selloff?

Markets experienced significant declines last week. The S&P 500 lost 5.95%, the Dow dropped 5.66%, and the NASDAQ declined 6.54%.1 With these losses, all 3 domestic indexes had their…

Ken

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March 20, 2018

A Reminder of Where the Markets Were 10 Years Ago

Markets were up on Friday, but domestic stocks lost ground for the week as political turmoil and potential trade wars weighed on investors’ minds.1 The S&P 500 dropped 1.24%,…

Ken

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March 13, 2018

‘Goldilocks’ Economy Returns?

Domestic stocks leapt ahead last week as the latest jobs report inspired renewed confidence in our economic standing. The S&P 500 added 3.54%, and the Dow gained 3.25%.1 The NASDAQ…

Ken

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March 6, 2018

Which way will the market bounce next?

Volatility continued last week as markets posted their 1st weekly loss in 3 weeks.1 Despite some recovery on Friday, the S&P 500 dropped 2.04%, the NASDAQ slipped 1.12%, and…

Ken

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