Weekly Updates

Weekly Update: May 14, 2018 – Markets Post Week of Growth

May 14, 2018


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Featured Article: Markets-Post-Week-of-Growth


Economic Calendar


Recipe of the Week: Chocolate Sundae Cupcakes


Tax Tips


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Markets Post Week of Growth

On Friday, the markets closed the week gaining traction. The Dow had 7 days of consecutive growth, rising 2.34%—its largest weekly gain since March.

Meanwhile, the S&P 500 rose 2.41%, the NASDAQ jumped 2.68%, and the MSCI EAFE increased 1.41%.

Various factors came together to support the growth. From geopolitical topics to strong corporate earnings, we’ll focus on 3 key developments that drove movement.

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Weekly Update: May 7, 2018 – Examining Employment

May 7, 2018


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Featured Article: Examining Employment


Economic Calendar


Quote of the Week


Recipe of the Week: Shrimp Curry Potstickers


Tax Tips


Golf Tips


Healthy Lifestyle


Green Living


Examining Employment

Domestic indexes posted strong results on Friday, May 4, as the latest labor report data lessened investors’ concerns about inflation and interest rates. Nonetheless, stocks had mixed results last week%.

The S&P 500 dropped 0.24% and the Dow gave back 0.20%, which marked both indexes’ 2nd week of losses in a row.

Thanks to a bounce in tech stocks, however, the NASDAQ gained 1.26%. International stocks in the MSCI EAFE decreased by 0.57%.

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Weekly Update: April 30, 2018 – Earnings Rise, Stocks Stumble

April 30, 2018


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Featured Article: Earnings Rise, Stocks Stumble


Economic Calendar


Quote of the Week


Recipe of the Week: Spinach & Cheese Breakfast Pockets


Tax Tips


Golf Tips


Healthy Lifestyle


Green Living


Earnings Rise, Stocks Stumble

We just finished the busiest week of 1st quarter earnings season, and although many companies shared positive results, stock indexes experienced modest declines. The S&P 500 lost 0.01%, the Dow dropped 0.62%, and the NASDAQ gave back 0.37%. International stocks in the MSCI EAFE decreased by 0.39%.

Last week provided a variety of information for investors to take in. On Friday, we received the initial reading of 1st-quarter Gross Domestic Product (GDP). The data came in more positive than analysts expected, with the economy experiencing 2.3% growth. The latest employment readings also showed costs for benefits and pay rising at the fastest pace in a decade. On the geopolitical front, the leaders of North and South Korea met for historic talks that could result in denuclearizing the Korean peninsula.

As we continue to watch these developments, we want to explore what’s behind our current corporate earnings season.

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Weekly Update: April 23, 2018 – Examining Earnings and Yields

April 24, 2018


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Featured Article: Examining Earnings and Yields


Economic Calendar


Quote of the Week


Recipe of the Week: Pork Ragu Rigatoni


Tax Tips


Golf Tips


Healthy Lifestyle


Green Living


Examining Earnings and Yields

Market volatility continues. Stocks slid on Friday, April 13, but still held on to gains for the week. The S&P 500 increased 1.99%, the Dow added 1.79%, and the NASDAQ was up 2.77%. International stocks in the MSCI EAFE also rose, gaining 1.45%.

Stocks posted moderate gains last week, as the S&P 500 added 0.52%, the Dow increased 0.42%, and the NASDAQ rose 0.56%. International stocks in the MSCI EAFE followed suit, gaining 0.41%.

We received numerous new data updates last week, and most provided positive news for the economy. Retail sales, housing starts, and industrial production all beat expectations and increased in March.

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Weekly Update: April 16, 2018 – Earnings Season Begins

April 16, 2018


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Featured Article: Earnings Season Begins


Economic Calendar


Quote of the Week


Recipe of the Week: Fudgy Beet Brownies


Tax Tips


Golf Tips


Healthy Lifestyle


Green Living


Earnings Season Begins

Market volatility continues. Stocks slid on Friday, April 13, but still held on to gains for the week. The S&P 500 increased 1.99%, the Dow added 1.79%, and the NASDAQ was up 2.77%. International stocks in the MSCI EAFE also rose, gaining 1.45%.

Similar to recent weeks, international events continued to sway markets: Concerns about trade disputes affected investor behavior. Meanwhile, escalating conflict in Syria may have weighed on people’s minds.

As we track these developments, we want to share insight about another important occurrence from last week: the beginning of corporate earnings season.

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Special Update: April 9, 2018 – Quarterly Report

April 9, 2018


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Special Edition: Quarterly Report


Economic Calendar


Quote of the Week


Recipe of the Week: Creamy Lemon Chicken Pasta


Tax Tips


Golf Tips


Healthy Lifestyle


Green Living


Markets Increase

Domestic stocks lost ground last week as trade war concerns continued to rattle investors. With these declines, the Dow officially moved back into correction territory. For the week, the S&P 500 lost 1.43%, the Dow dipped 0.95%, and the NASDAQ dropped 2.11%. International stocks in the MSCI EAFE managed a 0.38% increase.

An escalating trade dispute between the U.S. and China wasn’t the only headline to affect markets. Last week also brought surprising data from the Labor Department. In March, the economy added 103,000 new jobs—far lower than economists anticipated. Meanwhile, wages grew, and unemployment remained a low 4.1%.

We are now 1 week into the 2nd quarter of 2018. As we examine what may lie ahead in the markets, we will also focus on understanding what has happened so far this year. Here are a few key findings from the 1st quarter.

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Weekly Update: April 2, 2018 – Markets Increase

April 2, 2018


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Featured Article: Markets Increase


Economic Calendar


Quote of the Week


Recipe of the Week: Berry Coconut Crumble


Tax Tips


Golf Tips


Healthy Lifestyle


Green Living


Markets Increase

Markets were closed on March 30 for Good Friday, but in the four days of trading, stocks recovered some of this year’s losses. For the week, the S&P 500 added 2.09%, the Dow gained 2.67%, and the NASDAQ increased by 1.03%. International stocks in the MSCI EAFE grew 0.81%.

Last week also marked the end of the year’s 1st quarter. Our next market update will share a recap of key performance details and events from January through March.

In this report, we will consider findings from last week and offer some perspective on the data.

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Weekly Update: March 26, 2018 – Stocks Drop as Tariffs Rise

March 26, 2018


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Featured Article: Stocks Drop as Tariffs Rise


Economic Calendar


Quote of the Week


Recipe of the Week: Jump Start Smoothies


Tax Tips


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Healthy Lifestyle


Green Living


Stocks Drop as Tariffs Rise

Markets experienced significant declines last week. The S&P 500 lost 5.95%, the Dow dropped 5.66%, and the NASDAQ declined 6.54%. With these losses, all 3 domestic indexes had their worst weekly performance in more than 2 years. International stocks also declined, with the MSCI EAFE giving back 2.64%.

What caused markets to stumble in this way? While various economic reports came out and the Federal Reserve raised rates again, another topic triggered the declines: trade war concerns.

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Weekly Update: March 19, 2018 – A Look Back

March 19, 2018


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Featured Article: A Look Back


Economic Calendar


Quote of the Week


Recipe of the Week: Citrus & Mint Berries


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A Look Back

Markets were up on Friday, but domestic stocks lost ground for the week as political turmoil and potential trade wars weighed on investors’ minds. The S&P 500 dropped 1.24%, the Dow gave back 1.54%, and the NASDAQ decreased 1.04%. International stocks in the MSCI EAFE barely avoided losses with a 0.13% gain.

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Weekly Update: March 12, 2018 – Goldilocks Returns

March 12, 2018


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Featured Article: Goldilocks Returns


Economic Calendar


Quote of the Week


Recipe of the Week: Flatbread Cubano Sandwiches


Tax Tips


Golf Tips


Healthy Lifestyle


Green Living


Goldilocks Returns

Domestic stocks leapt ahead last week as the latest jobs report inspired renewed confidence in our economic standing. The S&P 500 added 3.54%, and the Dow gained 3.25%. The NASDAQ erased its losses from February’s market correction to hit a new record close while growing 4.17% for the week. International stocks in the MSCI EAFE increased by 1.79%.

In addition to solid stock growth, Friday, March 9, also brought a significant milestone in the markets: the 9th anniversary of our current bull market. The Dow is now in the midst of its longest-ever bull run, and the S&P 500’s bull market is its 2nd-longest and -largest ever.

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