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
Newsletters

Volatility continues to increase

Markets Stocks fell last week as investors assessed progress on trade negotiations, new U.S. tariffs, and fresh data on the U.S. economy. The Standard & Poor’s 500 Index fell 2.36…
Ken
August 5, 2025
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Newsletters

Earnings lead the way

Markets Expectation-beating Q2 results from several companies, trade updates, and investor optimism for more trade agreements pushed market averages to solid gains. The Standard & Poor’s 500 Index advanced 1.46…
Ken
July 29, 2025
Newsletters

Records are made to be broken

Markets Stocks were mixed last week, battling through tariff talk while responding to upbeat quarterly corporate reports and a trove of updates on the economy. The Standard & Poor’s 500…
Ken
July 22, 2025
Newsletters

Technology continues to lead

Markets Stocks were slightly lower last week, while looking past news of fresh U.S. tariffs on nearly two dozen countries. The Standard & Poor’s 500 Index fell 0.31 percent, while…
Ken
July 16, 2025
Newsletters

Bulls continue to make strides

Markets Trade developments and continued momentum pushed all three major averages to modest gains again for a shortened holiday trading week. The Standard & Poor’s 500 Index rose 1.72 percent,…
Ken
July 8, 2025
Newsletters

Are the bulls ready to make a move?

Markets Stocks were mixed during the holiday-shortened trading week as uncertainty over conflict in the Middle East weighed on investors. Yet, this week saw markets move higher as a ceasefire…
Ken
June 25, 2025

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Newsletters

Making Sense of Auto Financing

The average new car loan was $26,691 at the end of 2012. With a major monthly expense at stake, buyers who intend to finance a new car purchase should generally…
Ken
August 28, 2013
Newsletters

A Will to Help Your Children

Half of Americans with children do not have a legal will to protect their families.¹ The most common excuses people give for not having a will are procrastination and the…
Ken
August 28, 2013
Newsletters

Shunning Stocks May Come with a Cost

From March 2009 — when the stock market hit bottom during the financial crisis — through December 2012, investors withdrew almost $400 billion more from equity mutual funds than they…
Ken
August 28, 2013
Newsletters

Tax-Conscious Investing

Because of tax changes that take effect in 2013, some upper-income households are facing the prospect of higher tax rates on investment earnings. The potential for taxes to claim a…
Ken
August 28, 2013
Newsletters

Orchestrating an Exit

About 60% of small-business owners were born before 1964, which means that one baby boomer business owner will turn 65 every 57 seconds for the next 17 years. That’s a…
Ken
August 28, 2013
Newsletters

Investors as Corporate Citizens

In June 2012, CEOs of companies from around the globe met in Rio de Janeiro, Brazil, and developed more than 150 voluntary commitments to “sustainability” in areas such as energy…
Ken
July 28, 2013
Newsletters

Keeping Talent On Board

Despite the high national unemployment rate, a hiring survey reveals that there are often shortages of qualified candidates to fill positions in certain fields. Engineers, IT experts, and executives (or…
Ken
July 28, 2013
Newsletters

America’s Pension Problems

Many Americans are familiar with Social Security’s projected shortfall and the public debate on how to fix the program’s finances. Going forward, fewer workers will support a larger number of…
Ken
July 28, 2013
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