Financial Update for the Week of February 12, 2024 The broader major U.S. stock indexes kept chugging along last week, with the S&P 500 making fresh highs and closing above 5,000 for the first time in history. Last week’s …
Tax Season Kick-Off
February Letter of the Month I hope this message finds you well. As the tax filing season gets underway, I’m reaching out to all of my clients regarding the deadlines for individual and business income tax …
Important Security Notice: Protecting Against Scams Targeting the Elderly
Special Newsletter I hope this message finds you well. We are writing to you today with a vital message regarding recent scams that have been targeting the elderly, and it's essential to stay vigilant to protect yourself and …
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Start of 2024 Rewards Long-Term Investors
Weekly Update February 6, 2024 The verbal statement indicating that a March rate cut is not likely poured some water on the fire of potentially overly enthusiastic stock market bulls as the major averages pulled back during …
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This Week’s Financial News
It's no secret that inflation is with us in a big way. We can look at the consumer price index and see it was up 7 1/2% in January following a 7% rise in December.But we feel inflation more deeply while shopping for what we need. …
Markets Start 2021 on a High
The Week on Wall Street Shrugging off COVID-19 infections and the disruption at the Capitol on January 6, stocks powered higher to kick off a new year of trading. The Dow Jones Industrial Average gained 1.61%, while the …
The Year in Review
The Week on Wall Street Stocks moved higher during a holiday-shortened week of trading, capping off a turbulent, but otherwise strong year for equity investors. The Dow Jones Industrial Average gained 1.35%, while the …
Vaccine Rollout Spurs Markets
The Week on Wall Street Stocks climbed higher amid the COVID-19 vaccine rollout and an improving outlook for a fiscal stimulus bill. The Dow Jones Industrial Average, which has lagged all year, gained 0.44%. The Standard …