July 20, 2018 Weekly Market Recap

There were a ton of headlines out of Washington this week, but Wall Street kept its cool, finishing little changed. The S&P 500 finished flat, while the Dow Jones finished a bit higher (+0.2%), and the Nasdaq finished a tick lower (-0.1%). The small-cap Russell 2000 outperformed, rallying 0.6%. Read More

2nd Quarter 2018 Newsletter

Below you’ll find our 2nd Quarter 2018 Newsletter, which includes articles on the economy, markets, and financial planning topics. We hope you find them helpful and informative. Hopefully you are enjoying your summer! Read More

July 13, 2018 Weekly Market Recap

We enter earnings season on a positive note. Wall Street advanced for the second week in a row, with the Nasdaq (+1.8%) touching a new record and the S&P 500 (+1.5%) hitting its best level since the big drop in early February. The Dow Jones Industrial Average (+2.3%) outperformed its peers, returning to positive territory for the year, but the small-cap Russell 2000 (-0.4%) struggled. Read More

2nd Quarter 2018 Market Review

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. Read More

July 6, 2018 Weekly Market Recap

U.S. stocks jumped Friday and posted weekly gains, as signs of a buoyant labor market helped investors look past escalating trade tensions between the world’s two biggest economies. Read More

Trade Tensions Still Weigh on Markets

With the second quarter behind us, many investors continue to worry about escalating trade tensions. This has been a challenging environment for all markets, especially international ones. Read More

June 29, 2018 Weekly Market Recap

Trade Tensions Strike Again. U.S. equities declined for the second week in a row (although they did rebound in the second half of the week) as investors continued to focus on U.S.- China trade tensions. The S&P 500 and the Dow Jones dropped 1.5% and 1.3%, while the Nasdaq slid 2.4%. Small caps were hit especially hard, sending the Russell 2000 lower by 2.5%. Read More

June 15, 2018 Weekly Market Recap

There was a steady stream of noteworthy news this week, but none of the headlines moved the S&P 500 in a significant way. The benchmark index ended the week almost exactly flat, adding less than one point. The tech-heavy Nasdaq outperformed, adding 1.3%, while the Dow lagged, losing 0.9%. Read More

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