Weekly Updates

Weekly Update: July 16, 2018-Special Report: Quarterly Update

July 16, 2018


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Featured Article: Special Report: Quarterly Update


Economic Calendar


Recipe of the Week: Skillet Cookie Sundaes


Tax Tips


Golf Tips


Healthy Lifestyle


Green Living


Special Report: Quarterly Update

Last week, trade tensions with China lessened somewhat, while the 2nd quarter corporate earnings season started with mixed results. Against this backdrop, domestic stocks experienced sizable growth.

By market’s close on Friday, July 13, the S&P 500 was above 2,800 for the first time since February 1. Meanwhile, the Dow was above 25,000, and the NASDAQ had hit a new record. For the week, the S&P 500 gained 1.50%, the Dow added 2.30%, and the NASDAQ was up 1.79%. International stocks in the MSCI EAFE increased as well by 0.16%.

We are now two weeks into July, which means the 1st half of 2018 is behind us. As we analyze what may be ahead in the markets, we’ll also strive to understand what has happened so far this year.

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Weekly Update: July 9, 2018-Jobs Push Stocks Up

July 9, 2018


Table of Contents



Featured Article: Jobs Push Stocks Up


Economic Calendar


Recipe of the Week: Mixed Green and Herb Tossed Salad


Tax Tips


Golf Tips


Healthy Lifestyle


Green Living


Jobs Push Stocks Up

Domestic stocks only traded for 4 days last week, due to the Independence Day holiday. In that time, all 3 major domestic indexes posted positive results for the week. The S&P 500 added 1.52%, the Dow gained 0.76%, and the NASDAQ increased 2.37%. International stocks in the MSCI EAFE were up as well by 0.56%.

Once again, trade and tariffs were a major topic on many people’s minds. On Friday, July 6, the U.S. and China placed $34 billion of duties on each other’s imports.

However, instead of focusing on the trade-war escalation, another topic captured many investors’ attention: the latest jobs report.

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Weekly Update: July 2, 2018-Trade and Tariffs Rattle Markets

July 2, 2018


Table of Contents



Featured Article: Trade and Tariffs Rattle Markets


Economic Calendar


Recipe of the Week: Raspberry Swirl Rolls


Tax Tips


Golf Tips


Healthy Lifestyle


Green Living


Trade and Tariffs Rattle Markets

International trade concerns continue to create uncertainty in markets around the world. Despite the markets’ slight rises on Friday, June 29, they recorded losses for the week. The S&P 500 fell 1.33%, the Dow gave back 1.26%, and the NASDAQ dropped 2.37%. Internationally, the MSCI EAFE declined 1.10%.

Friday also marked Q2’s last trading day. The U.S. economy remains strong thanks to low unemployment numbers and strong corporate earnings. Meanwhile, on Thursday, the Fed announced that all, but one bank passed stress tests evaluating their ability to weather a financial downturn.

This week, we’ll address President Trump’s proposed tariffs on international imports and their effect on stock performance.

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Weekly Update: June 25, 2018-The Power of Corporate Earnings

June 25, 2018


Table of Contents



Featured Article: The Power of Corporate Earnings


Economic Calendar


Recipe of the Week: New England Clam Chowder


Tax Tips


Golf Tips


Healthy Lifestyle


Green Living


The Power of Corporate Earnings

Stocks stumbled across the globe last week as trade tensions continued to escalate. Despite rebounding somewhat on Friday, the S&P 500 experienced its first weekly loss in a month, and the Dow posted its worst week since March. The S&P 500 dropped 0.89%, the Dow lost 2.03%, and the NASDAQ fell 0.69%. International stocks in the MSCI EAFE gave back 0.98%.

While trade headlines may affect market performance, a closer look at the data shows other, more powerful drivers affecting equity prices. In particular, many investors continue to focus on corporate earnings estimates.

Analyzing Corporate Earnings
Strong corporate earnings have helped maintain a sense of market balance in 2018. As the media focuses on political stories,

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Weekly Update: June 18, 2018-Trade and Interest Rates

June 18, 2018


Table of Contents



Featured Article: Trade and Interest Rates


Economic Calendar


Recipe of the Week: 3-Ingredient Chocolate Mousse


Tax Tips


Golf Tips


Healthy Lifestyle


Green Living


Trade and Interest Rates

Last week stocks showed mixed results as political headlines continued to dominate the news. The Dow lost 0.89% and the S&P 500 was almost flat with a 0.02% gain. The NASDAQ, on the other hand, reached a record high on Thursday and ended the week up 1.32%.

Both the S&P 500 and NASDAQ experienced their 4th week of gains in a row. International stocks in the MSCI EAFE lost ground, posting a 0.52% decline.

Two Key Perspectives From Last Week:

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Weekly Update: June 11, 2018-Strength, Growth, and Tension

June 11, 2018


Table of Contents



Featured Article: Jobs Report Calms Volatility


Economic Calendar


Recipe of the Week: Thai Beef and Veggie Stir-Fry


Tax Tips


Golf Tips


Healthy Lifestyle


Green Living


Strength, Growth, and Tension

As last week ended, tension between the U.S. and some of its greatest allies was on the rise. Trade remained a hot-button topic ahead of the G-7 meeting in Canada, but investors seemed largely unfazed by the drama.

In fact, all 3 domestic indexes posted strong results: The S&P 500 added 1.62% and the NASDAQ gained 1.21%, with both indexes notching their 3rd week of gains in a row. The Dow ended Friday up 2.77% for the week—recording both its highest level and largest weekly gain since March. International stocks were also up, with the MSCI EAFE increasing by 0.91%.

While geopolitical headlines keep unfolding, new data continues to indicate that the U.S. economy is on solid ground. Let’s examine a few updates we received last week:

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Weekly Update: June 4, 2018-Jobs Report Calms Volatility

June 4, 2018


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Featured Article: Jobs Report Calms Volatility


Economic Calendar


Recipe of the Week: Flourless Fudge Cake


Tax Tips


Golf Tips


Healthy Lifestyle


Green Living


Jobs Report Calms Volatility

Markets experienced heightened volatility this week, with both the S&P 500 and Dow dropping 0.82% and 1.60% respectively. Meanwhile, the NASDAQ rose 0.24% as international markets took a small dip with the MSCI EAFE losing 1.10%.

The markets’ highs and lows came from a variety of economic and geopolitical developments. The U.S. jobs report posted solid gains while international trade concerns continued to cause some unease.

In this market update, we’ll break down the major stories to help you understand what moved markets.

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Weekly Update: May 29, 2018-Stocks Up, Signals Mixed

May 29, 2018


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Featured Article: Stocks Up, Signals Mixed


Economic Calendar


Recipe of the Week: Philly Cheese Steak


Tax Tips


Golf Tips


Healthy Lifestyle


Green Living


Stocks Up, Signals Mixed

Geopolitical uncertainty affected stocks last week, as the historic summit between the U.S. and North Korea began to look less likely. On Thursday, May 24, President Trump announced that the summit was off, and stocks stumbled in reaction.

The next day, Trump said the meeting might still occur next month, leaving investors questioning the eventual outcome.

Also, on the geopolitical front, an announcement that Saudi Arabia and Russia would consider easing back oil supply restrictions affected stocks. U.S. crude oil prices dropped in response, pulling energy stocks down with them.
Despite these developments, major domestic indexes increased last week.

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Weekly Update: May 21, 2018-Tackling Trade and Treasuries

May 21, 2018


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Featured Article: Tackling-Trade-and-Treasuries


Economic Calendar


Recipe of the Week: Classic Jelly Donuts


Tax Tips


Golf Tips


Healthy Lifestyle


Green Living


Tackling Trade and Treasuries

Major domestic indexes went down last week after all three gained more than 2% the previous week.

The S&P 500 dropped 0.54%, the Dow gave back 0.47%, and the NASDAQ lost 0.66%. International stocks also stumbled; the MSCI EAFE decreased by 0.61%.

Two familiar topics were on many investors’ minds last week: trade and treasuries. Here is a recap of the key details and their market impacts.

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

May 14, 2018


Table of Contents



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


Economic Calendar


Recipe of the Week: Chocolate Sundae Cupcakes


Tax Tips


Golf Tips


Healthy Lifestyle


Green Living


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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