Equity markets clawed back some of their recent declines last week. For the week, the S&P 500 Index was +4.6%, the Dow Jones Industrials +2.5%, and the NASDAQ +6.4%. The S&P 500 Index was led by the Technology, Consumer Discretionary, and Communication Services sectors, while the Consumer Staples, Real Estate, and Utility lagged. The …
While there is currently a 90-day pause on the implementation of some tariffs, the impact and timing of trade negotiations with multiple countries presents a risk that is causing some investors to be tentative in buying equities. Last week, the S&P 500 Index was -1.5%, the Dow Jones Industrials -2.7%, and the NASDAQ -2.3%. …
A 90-day pause in the U.S. tariff implementation plan provided equities a large relief rally last week. For the week, the S&P 500 Index was +5.7%, the Dow Jones Industrials +5.0%, and the NASDAQ +7.4%. The S&P 500 Index was led by the Technology, Industrial, and Communication Services sectors, while the Energy, Real Estate …
Whether you’re a known beneficiary for someone else’s retirement plan assets, you already inherited a retirement plan, and/or you have a retirement plan that you plan to leave for your spouse or someone else, there are several factors to consider for optimal distributions. Factors include: Whether the decedent died before or after their required …
Equity markets saw their worst week since the pandemic on fear over escalation of a global trade war. For the week, the S&P 500 Index was -9.1%, the Dow Jones Industrials -7.8%, and the NASDAQ -9.7%. All eleven sectors in the S&P 500 Index had a negative return. The least negative were the Consumer …
Fear trumped greed to lead equity markets lower last week, mainly from concern over the economic impact of pending tariffs. For the week, the S&P 500 Index was -1.5%, the Dow Jones Industrials -1.0%, and the NASDAQ -2.4%. The S&P 500 Index was led by the Consumer Staples, Energy, and Real Estate sectors, while …
On Thursday, March 27th, NovaPoint’s chief investment officer, Joseph Sroka, CFA, CMT will be speaking at Markets Group’s 10th Annual Private Wealth Southeast Forum in Atlanta. Joe will be a panelist on the forum’s panel, “Maximizing Returns: Strategies for Investing in Equity Markets,” with several other investment professionals. The Private Wealth Southeast Forum is …
The S&P 500 Index finished the week higher to break its four-week losing streak. For the week, the S&P 500 Index was +0.5%, the Dow Jones Industrials +1.2%, and the NASDAQ +0.3%. The S&P 500 Index was led by the Energy, Financial, and Health Care sectors, while the Materials, Utility, and Consumer Staples sectors …
The equity market saw a welcome relief rally on Friday but closed lower for the week. For the week, the S&P 500 Index was -2.2%, the Dow Jones Industrials -3.0%, and the NASDAQ -2.4%. The S&P 500 Index was led by the Energy, Utility, and Financial sectors, while the Consumer Staples, Consumer Discretionary, and …
Charitable giving is an excellent method for individuals to support causes they care about while also reducing their tax liability. There are various philanthropic vehicles available to gift cash, appreciated securities, real property, and other tangible personal property. Charitable giving strategies can be applied throughout one’s lifetime to help reduce current tax liability and …
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