Newsletters

What will the 4th quarter bring?

Markets Stocks fell last week, buffeted by concerns about stock price valuations and a possible government shutdown. The Standard & Poor’s 500 Index declined 0.31 percent, while the Nasdaq Composite…
Ken
September 30, 2025
Newsletters

Records are made to be broken

Markets Stocks posted solid gains last week, propelled by the Fed’s decision to cut short-term interest rates. The Standard & Poor’s 500 Index rose 1.22 percent, while the Nasdaq Composite…
Ken
September 23, 2025
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Newsletters

The market climbs a Wall of Worry

Markets Stocks made gains last week, even as megacap tech gains outweighed economic concerns. The Standard & Poor’s 500 Index advanced 0.33 percent, while the Nasdaq Composite Index rose 1.14…
Ken
September 9, 2025
Newsletters

The Federal Reserve to the rescue

Markets Stocks were mixed last week despite a powerful Friday rally sparked by Federal Reserve Chair Jerome Powell, who opened the door to adjusting short-term interest rates. The Standard &…
Ken
August 26, 2025
Newsletters

Summer rally continues

Markets Stocks rebounded last week as investor optimism for a September rate adjustment and strong Q2 corporate results overcame the rollout of fresh tariffs. The Standard & Poor’s 500 Index…
Ken
August 12, 2025

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NewslettersTax Planning

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
April 17, 2018
Newsletters

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
April 10, 2018
Newsletters

‘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
March 13, 2018
Newsletters

Are the Bulls back ‘in charge’?

 Last week, the Presidents’ Day holiday meant markets were only open for 4 trading days, and during that time, we received comparatively few economic reports. Nonetheless, major domestic indexes showed…
Ken
February 27, 2018
Newsletters

Will the rebound in stocks hold?

 Markets rebounded last week, posting sizable gains and moving back into positive territory for the year. All three domestic indexes experienced their largest weekly growth in years, despite losing some…
Ken
February 21, 2018
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