Market Commentary: S&P 500 Makes New Highs Amid Solid Breadth Even as Job Growth Weakens
The bull market rages on, as the S&P 500 moved to another new high last week, the first in the month of September and 21st overall on the year.
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Market Commentary: COVID-19 Vaccine Shows Positive Results and Market Soars Even After Tight Election
Special Update The first COVID-19 vaccine to announce results reported very positive data early Monday morning. Two notable pharmaceutical and biotech companies announced on Monday their COVID-19 vaccine was more than 90% effective. The study also showed there were no side effects observed …
How the Results of the Election Could Impact the Markets and Your Financial Plan
The votes have been cast and now it’s a waiting game. Our country now faces days of a counting, recounting, accusations, potential lawsuits and a runoff election or two. Only then will we know the results of the 2020 election.
Your Year-End Tax Checklist, Plus a Few Extras for 2020
A lot of us have been in the attic lately, putting away the ghosts and skeletons from Halloween and dusting off the holiday decorations. While you’re up there, can you find your year-end tax checklist?
Market Commentary: Uncertainty with Election, Pandemic Cause 5.6% Drop in S&P 500.
Last week, markets moved less on the recovery of today and more on the uncertainty of tomorrow. U.S. GDP increased 33.1% (see Figure 1) after a massively negative report last quarter. Strong growth in consumer spending provided the biggest push to the overall economy. Earnings also continue …
The Comprehensive Guide to Estate Planning
An estate plan doesn’t materialize with the snap of your fingers. In fact, an estate plan demands that you confront your mortality. Perhaps that’s why so many of us fail to plan for the future. The reality is that estate planning isn’t about you – it’s about your loved ones. Much stands to …
Market Commentary: Unemployment Continues Slow Recovery as U.S. Corporations Beat Earnings Expectations
The lack of progress on a federal stimulus bill weighed on markets last week while economic and earnings data provided investors some good news. Initial unemployment claims finally dipped below 800,000. The improvement and adjustments to previous weeks’ estimates suggest the labor market is …
