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 …
Rising bond yields put a halt to recent momentum in stocks last week. For the week, the S&P 500 Index was -2.6%, the Dow Jones Industrials -2.4%, and the NASDAQ -1.5%. All eleven S&P 500 sectors declined. The Consumer Staples, Communication Services, and Materials sectors declined the least and the Energy, Technology, and Real …
Stocks rallied as tame inflation and progress on trade deals calmed fears. For the week, the S&P 500 Index was +5.3%, the Dow Jones Industrials +3.5%, and the NASDAQ +6.9%. The S&P 500 Index was led by the Technology, Consumer Discretionary, and Communication Services sectors, while the Health Care, Real Estate, and Consumer Staples …
An initial trade deal with the United Kingdom and an uneventful Federal Reserve meeting held markets to a small decline last week after back to-back positive weeks. For the week, the S&P 500 Index was -0.4%, the Dow Jones Industrials -0.1%, and the NASDAQ -0.2%. The S&P 500 Index was led by the Industrial, …
Incentive Stock Options (ISOs) An ISO is a type of compensation granted to employees where they have an option to buy a certain amount of the company’s stock at a specified price beginning on a specified date. The employee receives favorable tax treatment if they exercise their right to buy stock at least …
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A flurry of economic data created both an air of pessimism and optimism depending on the day. A 0.3% contraction in first quarter Gross Domestic Product (GDP) growth added to recession fears on Wednesday, but a strong jobs report ended the week on a note of optimism. For the week, the S&P 500 Index …
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 …
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 …
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 …
Uncertainty caused by new policies such as lower government spending and tariffs to shape trade has weighed on the equity markets. For the week, the S&P 500 Index was -3.1%, the Dow Jones Industrials -2.3%, and the NASDAQ -3.2%. All sectors in the S&P 500 Index were lower for the week with the smallest …
Despite a strong showing on Friday, the S&P 500 Index closed lower for both the week and month. For the week, the S&P 500 Index was -1.0%, the Dow Jones Industrials +1.0%, and the NASDAQ -3.4%. The S&P 500 Index was led by the Financial, Real Estate, and Health Care sectors, while the Technology, …
The S&P 500 Index experienced both a new all-time high and its worst down day of the year last week. For the week, the S&P 500 Index was -1.6%, the Dow Jones Industrials -2.5%, and the NASDAQ -2.2%. The S&P 500 Index was led by the Utility, Health Care, and Energy sectors, while the …
Equity markets rebounded last week as investors continue to absorb new information on the economy, government spending, and proposed tariffs at rapid speed. For the week, the S&P 500 Index was +1.5%, the Dow Jones Industrials +0.6%, and the NASDAQ +2.5%. The S&P 500 Index was led by the Technology, Communication Services, and Consumer …
Mexico and Canada made border security concessions to avoid tariffs going into effect, but more tariff proposals may be looming for other countries. For the week, the S&P 500 Index was -0.2%, the Dow Jones Industrials -0.5%, and the NASDAQ +0.1%. The S&P 500 Index was led by the Consumer Staples, Real Estate, and …
Concerns about Chinese AI competition, a Federal Reserve policy meeting, a mix of earnings reports, and news on tariffs led to a volatile week. For the week, the S&P 500 Index was -1.0%, the Dow Jones Industrials +0.3%, and the NASDAQ -1.2%. The S&P 500 Index was led by the Communication Services, Consumer Staples, …
The S&P 500 Index hit a new high last week before closing lower on Friday. For the week, the S&P 500 Index was +1.8%, the Dow Jones Industrials +2.2%, and the NASDAQ +1.6%. The S&P 500 Index was led by the Communication Services, Health Care, and Industrial sectors, while the Energy, Materials, and Consumer …
A more constructive outlook on inflation gave equity markets a boost last week. For the week, the S&P 500 Index was +2.9%, the Dow Jones Industrials +3.7%, and the NASDAQ +1.2%. The S&P 500 Index was led by the Energy, Financials, and Materials sectors, while the Health Care, Consumer Staples, and Communication Services sectors …
Higher bond yields and a strong December employment report weighed on stocks last week. For the week, the S&P 500 Index was -1.9%, the Dow Jones Industrials -1.8%, and the NASDAQ -2.2%. The only three positive sectors in the S&P 500 Index for the week were the Energy, Health Care, and Materials sectors. The …
The equity markets ended the last few days of 2024 on a down note but have shown a positive return so far in 2025. For the week, the S&P 500 Index was -0.5%, the Dow Jones Industrials -0.6%, and the NASDAQ -0.7%. The S&P 500 Index was led by the Energy, Utility, and Real …
Equities had a modest advance during the holiday shortened week. For the week, the S&P 500 Index was +0.7%, the Dow Jones Industrials +0.4%, and the NASDAQ +0.9%. The S&P 500 Index was led by the Energy, Health Care, and Communication Services sectors, while the Materials, Consumer Staples, and Industrial sectors lagged. The 10-year …
Equities declined last week after the Federal Reserve reduced its outlook for the number of interest rate reductions it plans for 2025. For the week, the S&P 500 Index was -2.0%, the Dow Jones Industrials -2.2%, and the NASDAQ -2.3%. All eleven S&P sectors declined with the Technology, Utility, and Financial sectors declining the …
The S&P 500 Index fell modestly last week. For the week, the S&P 500 was -0.8%, the Dow Jones Industrials -1.8%, and the NASDAQ +0.8%. The Communication Services, Consumer Discretionary and Technology sectors led the market, while the Materials, Utility and Health Care sectors lagged. The 10-year U.S. Treasury note yield increased to 4.398% …
The November rally continued into the first week of December. For the week, the S&P 500 was +1.0%, the Dow Jones Industrials -0.5%, and the NASDAQ +3.3%. The Consumer Discretionary, Communication Services, and Technology sectors led the market, while the Energy, Utility, and Materials sectors lagged. The 10-year U.S. Treasury note yield decreased to …
The equity markets continued their post-election gains, turning November into the best month of the year. For the week, the S&P 500 was +1.1%, the Dow Jones Industrials +1.4%, and the NASDAQ +0.8%. The Consumer Discretionary, Health Care, and Real Estate sectors led the market, while the Energy, Technology, and Materials sectors lagged. The …
The equity markets regained their footing last week. For the week, the S&P 500 was +1.7%, the Dow Jones Industrials +2.0%, and the NASDAQ +1.9%. The Consumer Staples, Materials, and Utility sectors led the market, while the Communication Services, Consumer Discretionary, and Technology sectors lagged. The 10-year U.S. Treasury note yield decreased to 4.418% …
Stocks gave back some of their post-election gains as concerns over the pace of interest rate cuts by the Federal Reserve emerged based on comments from Fed Chair Jerome Powell. For the week, the S&P 500 Index was -2.0%, the Dow Jones -1.2%, and the NASDAQ -3.4%. The Financial, Energy, and Utility sectors led …
Equity markets rose sharply after the results of the U.S. elections. Equity markets had their best week of the year with the S&P 500 +4.7%, the Dow +4.6%, and the NASDAQ +5.4%. All eleven sectors in the S&P 500 Index were positive for the week. The Consumer Discretionary, Energy, and Industrial sectors posted the …
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