Table of Contents



Featured Article: Markets React to Election


Economic Calendar


Quote of the Week


Recipe of the Week: Patriotic Toast


Tax Tips


Golf Tips


Healthy Lifestyle


Green Living


Markets React to Election

Stocks soared last week as investors anticipated that a split Congress would raise legislative hurdles to changing corporate taxes and adjusting regulatory oversight of big technology companies.

The Dow Jones Industrial Average jumped 6.87%, while the Standard & Poor’s 500 tacked on 7.32%. The Nasdaq Composite index surged 9.01% for the week. The MSCI EAFE index, which tracks developed overseas stock markets, rose 7.65%.

Coming off a poor close to October, stocks surged throughout election week, jumping higher in pre-election trading on bargain hunting and strong factory activity. The rally picked up steam as…

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Welcome to your Stuart Financial Group November-December 2020 Bi-Monthly Newsletter. It is hard to believe that 2020 is almost over! This newsletter focuses on topics such as the holiday season for service members, America’s country club culture, the pros & cons of pensions and lump sum payouts, and more.

    Wishing you all good health and a very happy Thanksgiving!

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Table of Contents



Featured Article: No Stimulus, Stocks Lag


Economic Calendar


Quote of the Week


Recipe of the Week: Pumpkin Pie


Tax Tips


Golf Tips


Healthy Lifestyle


Green Living


The Importance of a Budget

Bryan’s latest article featured in The Register talks about the important role of a budget in our clients’ planning. Our goal is to help ensure your expenses can be paid month to month with reliability and predictability for the rest of your life.

Our holistic plan covers much more than just the typical investment plan. We designed our process to help our clients achieve simplicity and confidence during their retirement years. The Stuart Retirement Review® focuses on five key areas of your current financial life. Establishing a budget is an initial step of the income planning part of The Stuart Retirement Review® process our clients go through when working with us.

Do you know anyone that could use our help with budgeting and their financial planning? Please send them our way or bring them to one of our retirement planning dinner events!

Please follow this link to read or download and print the full article
https://stuartfg.com/wp-content/uploads/2020/11/Slovon-Register-Volume-21-No-4-Fall-2020-Money-Management.pdf


No Stimulus, Stocks Lag

Stock prices dropped last week as hopes for a fiscal stimulus bill faded and investors focused on rising COVID-19 infections, here and abroad.

The Dow Jones Industrial Average slid 6.47%, while the Standard & Poor’s 500 tumbled 5.64%. The Nasdaq Composite index lost 5.51% for the week. The MSCI EAFE index, which tracks developed overseas stock markets, slumped 5.02%.

Stocks opened the week lower as lawmakers failed to pass a fiscal stimulus bill and a pick up in the number of new COVID-19 cases in the U.S. and Europe. Hardest hit were companies most exposed to…

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Table of Contents



Featured Article: No Stimulus and the Upcoming Election


Economic Calendar


Quote of the Week


Recipe of the Week: Meatball Mummies


Tax Tips


Golf Tips


Healthy Lifestyle


Green Living


The countdown to election day is on and for many of us it can’t get here soon enough. But for the investment world, it’s like clockwork, in that we see this every four years. Here’s an article from Vanguard about the upcoming election, investing, and what really matters. And remember, we are just a phone call or email away if you need anything from your SFG Team!
Please follow this link to read the full article
https://stuartfg.com/wp-content/uploads/2020/10/Elections-and-the-Markets.pdf


No Stimulus and the Upcoming Election

The failure to reach an agreement on a new fiscal stimulus bill soured investor sentiment and sent stocks modestly lower for the week.

The Dow Jones Industrial Average fell 0.95%, while the Standard & Poor’s 500 lost 0.53%. The Nasdaq Composite index slipped 1.06% for the week. The MSCI EAFE index, which tracks developed overseas stock markets, declined 0.44%.

Stock prices ebbed and flowed all week, pulled by the gravity of fiscal stimulus talks in Washington, D.C. As investors saw improving prospects for a new fiscal stimulus bill…

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Table of Contents



Featured Article: A Difficult Week for Stocks


Economic Calendar


Quote of the Week


Recipe of the Week: The Best Chocolate Chip Cookies Ever


Tax Tips


Golf Tips


Healthy Lifestyle


Green Living


A Difficult Week for Stocks

Stocks treaded water last week amid fading prospects for a stimulus bill, fears of a second wave of COVID-19 cases, and increasing political and regulatory pressures on Big Tech companies.

The Dow Jones Industrial Average added just 0.07% while the Standard & Poor’s 500 eked out a gain of 0.19%. The Nasdaq Composite index picked up 0.79% for the week. The MSCI EAFE index, which tracks developed overseas stock markets, slid 2.08%.

The stock market began the week by posting strong gains on hopes of a fiscal stimulus bill. Also, investors were optimistic that earnings season would…

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Table of Contents



Featured Article: Stocks Rise, Stimulus Uncertain


Economic Calendar


Quote of the Week


Recipe of the Week: Pulled Pork


Tax Tips


Golf Tips


Healthy Lifestyle


Green Living


Stocks Rise, Stimulus Uncertain

Stocks staged a powerful rally last week, riding a wave of optimism over the prospect of the passage of a new fiscal stimulus bill.

The Dow Jones Industrial Average rose 3.27%, while the Standard & Poor’s 500 increased 3.84%. The Nasdaq Composite index gained 4.56% for the week. The MSCI EAFE index, which tracks developed overseas stock markets, advanced 2.23%.

The anticipation of lawmakers passing a new round of economic stimulus was a decisive driver of…

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Table of Contents



Featured Article: Special Update – Quarterly Report


Economic Calendar


Quote of the Week


Recipe of the Week: Pink Cheesecake Bars


Tax Tips


Golf Tips


Healthy Lifestyle


Green Living


Special Update – Quarterly Report

Stocks advanced last week, propelled by hopes that legislators may reach an agreement for a new fiscal stimulus package and optimism generated by a few corporate deal announcements and initial public offerings.

The Dow Jones Industrial Average rose 1.87%, while the Standard & Poor’s 500 increased 1.52%. The Nasdaq Composite index gained 1.48% for the week. The MSCI EAFE index, which tracks developed overseas stock markets, advanced 1.56%.

The summer brought an economic rebound and a continuation of the stock market rally that began in spring. In late September, the Federal Reserve Bank of Atlanta’s GDPNow tracker estimated real Gross Domestic Product (GDP) growth of 32.0% for the third quarter. All three of the major…

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Table of Contents



Featured Article: Stocks Mixed Amid Uncertainty


Economic Calendar


Quote of the Week


Recipe of the Week: Whipped Coffee


Tax Tips


Golf Tips


Healthy Lifestyle


Green Living


Stocks Mixed Amid Uncertainty

Stocks were mixed last week as worries that stretched from Washington D.C., where prospects of a new fiscal stimulus bill dimmed, to Europe, which saw an increase of new COVID-19 cases.

The Dow Jones Industrial Average declined 1.75%, while the Standard & Poor’s 500 fell 0.63%. The Nasdaq Composite index gained 1.11% for the week. The MSCI EAFE index, which tracks developed overseas stock markets, slumped 4.20%.

Dwindling chances of a federal fiscal stimulus, pre-election jitters, and worries over a…

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Table of Contents



Featured Article: Tech Sector Slip Continues


Economic Calendar


Quote of the Week


Recipe of the Week: Oktoberfest Beer Brats


Tax Tips


Golf Tips


Healthy Lifestyle


Green Living


Tech Sector Slip Continues

Stocks slipped as the technology sector remained under pressure and a mid-week announcement by the Federal Reserve failed to inspire investors.

The Dow Jones Industrial Average declined 0.03%, while the Standard & Poor’s 500 fell 0.64%. The Nasdaq Composite index dropped 0.56% for the week. The MSCI EAFE index, which tracks developed overseas stock markets, rose 0.75%.

As has been the case in recent weeks, technology stocks led the market higher, then lower in an otherwise turbulent week of…

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Table of Contents



Featured Article: Stocks Continue Downward Slide


Economic Calendar


Quote of the Week


Recipe of the Week: Cheesy Pizza Rolls


Tax Tips


Golf Tips


Healthy Lifestyle


Green Living


Stocks Continue Downward Slide

Stocks traveled a volatile path last week as investors appeared concerned about the upcoming elections, an uncertain economy, and more delays with additional fiscal stimulus.

The Dow Jones Industrial Average slid 1.66%, while the Standard & Poor’s 500 slumped 2.51%. The Nasdaq Composite index plummeted 4.06% for the week. The MSCI EAFE index, which tracks developed overseas stock markets, rose 1.44%.

In a holiday-shortened week of trading, stocks resumed their slide from the prior week, with the technology-heavy Nasdaq slipping into correction territory in a…

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