Financial Update for the Week of March 25, 2024 With the Federal Reserve (Fed) meeting moving markets last week, I am reaching out with a quick update. As expected, the Fed kept interest rates unchanged last week at its …
2023 Market Review & 2024 Outlook
Hope you are enjoying 2024 thus far. 2023 was an eventful year in the U.S. financial markets, to say the least. Given this, I imagine you may have some questions about what’s to come in 2024, so I thought I would reach …
Hot inflation, Fed meeting ahead
Financial Update for the Week of March 18, 2024 Hope all is well with you. Major U.S. equity indexes traded lower last week as investors interpreted hotter-than-expected wholesale and consumer pricing inflation data. Markets …
Labor Market Strong, Fed Cautious on Cuts
Financial UpdateWeek of March 11, 2024 Hoping the weekend was a good one! Last week featured major U.S. stock indexes consolidating as Federal Reserve Chair Jerome Powell struck a cautious tone on rate cuts, while gold and …
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Long-Term Care on the Rise
March Letter of the Month I hope you are doing well today. Lately, I have been receiving lots of questions about an important topic: long-term care. To ensure that you and your loved ones can adequately prepare to …
S&P 500 Marches Into March
Financial Update for the Week of March 4, 2024 Hope all is well with you. The last few months have been enjoyable for long-term investors who have remained disciplined and focused on their goals. The artificial intelligence …
NVIDIA Earnings Boost Major Stock Averages
Financial Update for the Week of February 26, 2024 Major U.S. equity indices traded well last week, with the Dow, Nasdaq 100, and S&P 500 all posting weekly gains. The upward trend continued on the heels of some blowout …
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Hot Inflation, S&P 500 Resilient
Financial Update for the Week of February 20, 2024 Major U.S. equity Indexes traded slightly lower last week as investors interpreted hotter-than-expected wholesale and consumer pricing inflation data for January. Last week's …