Earnings Focus

July 21, 2025

  Stocks remained near all-time highs during the first week of the quarterly earnings reporting period. For the week, the S&P 500 Index was +0.6%, the Dow Jones Industrials -0.1%, and the NASDAQ +1.3%. The Technology, Utility, and Industrial sectors led the S&P 500 Index for the week, while the Energy, Health Care, and Materials …

The Tariff is in the Mail

July 14, 2025

  A resurgence of tariff announcements put a pause in the recent rally. For the week, the S&P 500 Index was -0.3%, the Dow Jones Industrials -1.0%, and the NASDAQ -0.4%. The Materials, Financials, and Technology sectors led the S&P 500 Index for the week, while the Communication Services, Utilities, and Consumer Discretionary sectors lagged. …

Trade Deadline

July 7, 2025

  An upbeat employment report led stocks to new highs in front of the holiday weekend. For the week, the S&P 500 Index was +1.8%, the Dow Jones Industrials +2.3%, and the NASDAQ +1.5%. The Materials, Financials, and Technology sectors led the S&P 500 Index for the week, while the Communication Services, Utilities, and Consumer …

Positive Vibes

June 30, 2025

  De-escalation in the Middle East and a return to new highs for equities has set a positive feeling as investors reach midyear. For the week, the S&P 500 Index was +3.5%, the Dow Jones Industrials +3.8%, and the NASDAQ +4.2%. The Communication Services, Technology, and Consumer Discretionary sectors led the S&P 500 Index for …

Financial Planning for Pre-Retirees

June 25, 2025

    What is Financial Planning? Financial planning is a comprehensive and custom process of managing your money to achieve financial security and to meet financial goals. Strategies are implemented to optimize wealth accumulation and minimize your tax liability while implementing risk mitigation strategies to protect your assets and achieve your financial goals. Financial planning …

Wait and See

June 23, 2025

  Markets closed flat following a week that included an update of economic projections from the Federal Reserve. For the week, the S&P 500 Index was -0.1%, the Dow Jones Industrials +0.1%, and the NASDAQ was flat. The Energy, Technology, and Financial sectors led the S&P 500 Index for the week, while the Health Care, …

Summer Solstice

June 16, 2025

  Conflict in the Middle East put a pause in the market advance last week. For the week, the S&P 500 Index was -0.4%, the Dow Jones Industrials -1.3%, and the NASDAQ -0.6%. The Energy, Health Care, and Utilities sectors led the S&P 500 Index for the week, while the Financial, Industrial, and Consumer Staples …

Labor Market Calm

June 9, 2025

  A healthy labor market report kept stocks in the green last week. For the week, the S&P 500 Index was +1.5%, the Dow Jones Industrials +1.2%, and the NASDAQ +2.0%. The Communication Services, Technology, and Energy sectors led the S&P 500 Index for the week, while the Consumer Staples, Utilities, and Consumer Discretionary sectors …

Financial Planning for Recent College Graduates

June 3, 2025

  What is Financial Planning? Financial planning is a comprehensive and custom process of managing your money to achieve financial security and to meet financial goals. Strategies are implemented to optimize wealth accumulation and minimize your tax liability while implementing risk mitigation strategies to protect your assets and achieve your financial goals. Financial planning considers: …

May Flowered

June 2, 2025

  Equities posted a positive week, capping off a strong May recovery that pushed the major U.S. indices into positive territory for the year. For the week, the S&P 500 Index was +1.9%, the Dow Jones Industrials +1.7%, and the NASDAQ +2.0%. For the month, the S&P 500 Index was +6.3%, the Dow Jones Industrials …