Ken

May 30, 2018

What geopolitical headline impacts stocks the most?

Geopolitical uncertainty affected stocks last week and this week already, as the historic summit between the U.S. and North Korea began to look less likely. On Thursday, May 24, President…

Ken

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Newsletters

May 22, 2018

Will higher interest rates derail the market?

Major domestic indexes went down last week after all three gained more than 2% the previous week.1 The S&P 500 dropped 0.54%, the Dow gave back 0.47%, and the NASDAQ…

Ken

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Newsletters

May 15, 2018

How long can this rally continue?

On Friday, the markets closed the week gaining traction. The Dow had 7 days of consecutive growth, rising 2.34%—its largest weekly gain since March.1 Meanwhile, the S&P 500 rose…

Ken

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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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Mar. 29

How vulnerable are 401(k)s to tech stock selloff that has hit Facebook, Amazon shares?

https://www.usatoday.com/story/money/2018/03/29/tech-stocks-rout-401-k-impact/465873002/

Mar. 29 How vulnerable are 401(k)s to tech stock selloff that has hit Facebook, Amazon shares?

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Mar. 29

How vulnerable are 401(k)s to tech stock selloff that has hit Facebook, Amazon shares?