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 …
Continue Reading about Labor Market Strong, Fed Cautious on Cuts
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 …
Continue Reading about NVIDIA Earnings Boost Major Stock Averages
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 …
S&P 500 sets new record
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 …