In theory, asset location is straightforward. In practice, investors rarely have the exact mix of taxable and tax-advantaged account balances needed to place every investment in its ideal location.
The S&P 500 was up and down this week, but ended little changed, closing a tick below its flat line. The Nasdaq and the Dow Jones, meanwhile, finished the week with losses of 0.4% and 0.6%, respectively, and the small-cap Russell 2000 lost 0.5%.
Let me state the obvious - it has not been a fun year for investors. But there are plenty of reasons to be optimistic, even if the market is not reflecting this at the moment.
The U.S. stock market notched its second consecutive weekly advance this week, but losses on Thursday and Friday put a damper on returns going into the weekend. The S&P 500 added 0.5% this week, while the Dow Jones Industrial Average and the Nasdaq Composite climbed 0.4% and 0.6%, respectively.
We hope you enjoy the 1st Quarter 2018 Newsletter. We've included articles on the markets, economy, and financial planning. Also, join us in welcoming Lottie Hensley to the Financial Synergies Team!
Stocks got a win this week, with all the major indices advancing. The tech-heavy Nasdaq Composite gained 2.8%, while the S&P 500 and the Dow Jones Industrial Average advanced 2.0% and 1.8%, respectively.
This report features world capital market performance and a timeline of events for the first quarter of 2018. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets.
It was a losing week for the equity market and another volatile one at that. The major indices were all over the place, twisting and turning amid a barrage of headlines that played into its fears about trade wars and rising interest rates.
In a nutshell, the 1st Quarter was defined by tariffs, technology, rates, and volatility. All the while the global economic engine kept chugging, and remains fundamentally strong.
Equities gave a little back this week, undoing about a third of last week's rally, as investors continued to search for equilibrium following the abrupt sell off in early February.
Thus far in our Social Security blog series, we have covered the basics of how retirement benefits are calculated and how individuals become eligible for Social Security. We have also discussed benefits available for spouses, surviving spouses, and family members.
The bulls bounce back and Nasdaq rises to new records. Equities rallied this week, more than reclaiming last week's losses, as investors navigated their way through a sea of news, including a battle over tariffs, the latest ECB policy meeting, and the release of the Employment Situation Report for February.
Much of the recent investor unease has centered around rising interest rates. There are many ways to think about interest rates: as a tool for generating portfolio income, as an important factor in stock prices, as a signal for the business cycle, as a risk indicator for Fed policy, and more.
Stocks tumbled this week, with the S&P 500 dropping 2.0%. The Nasdaq Composite did a little better, and the Dow Jones Industrial Average did a little worse, losing 1.1% and 3.1%, respectively. The small-cap Russell 2000 showed relative strength, but still finished lower by 1.0%.
Our last post discussed the Social Security benefits available to spouses. Today’s post will focus on what happens when an individual receiving Social Security passes away, and the benefits surviving spouses and other family members may receive.
Equities advanced this week thanks to a last-minute rally on Friday that reclaimed losses registered on Tuesday and Wednesday. The S&P 500 and the Dow Jones added around 0.5% apiece, while the tech-heavy Nasdaq outperformed, jumping 1.4%.
The equity market bounced back this week, reclaiming about half of the losses it registered over the previous two weeks. The tech-heavy Nasdaq climbed 5.3% as technology shares outperformed, while the S&P 500 and the Dow Jones added 4.3% apiece.
Last week, on February 8th, the market experienced a technical “correction.” A correction is defined simply as a decline of 10% or more from the most recent high. We’ve since recovered a significant chunk of that reversal, thanks to a few good days of large gains.
A Wild Ride. The stock market dropped sharply this week, with the S&P 500, the Dow Jones, and the Nasdaq losing around 5.0% apiece in volatile trading.
In the first part of our Social Security blog series, we discussed the basics of retirement benefits. It’s equally important to understand what benefits are available for spouses.
Days like today, and last week, are not fun for stock investors. The S&P 500 was down 4% today and has lost around 7% over the last five days. After a freakishly calm 2017, our old friend, Volatility, is back.
April 27, 2018 Weekly Market Recap