Weekly Updates

Weekly Update: November 2, 2020 – No Stimulus, Stocks Lag

November 2, 2020


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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Weekly Update: October 26, 2020 – No Stimulus and the Upcoming Election

October 26, 2020


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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Weekly Update: October 19, 2020 – A Difficult Week for Stocks

October 19, 2020


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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Weekly Update: October 12, 2020 – Stocks Rise, Stimulus Uncertain

October 12, 2020


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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Weekly Update: October 5, 2020 – Special Update: Quarterly Report

October 5, 2020


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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Weekly Update: September 28, 2020 – Stocks Mixed Amid Uncertainty

September 28, 2020


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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Weekly Update: September 21, 2020 – Tech Sector Slip Continues

September 21, 2020


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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Weekly Update: September 14, 2020 – Stocks Continue Downward Slide

September 14, 2020


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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Weekly Update: September 8, 2020 – Stocks Stall as Recovery Continues

September 8, 2020


Table of Contents



Featured Article: Stocks Stall as Recovery Continues


Economic Calendar


Quote of the Week


Recipe of the Week: Creamy Pasta Salad with Shrimp


Tax Tips


Golf Tips


Healthy Lifestyle


Green Living


Stocks Stall as Recovery Continues

A late week sell-off sent stocks broadly lower as investors took some profits after stocks reached all-time highs earlier in the week.

The Dow Jones Industrial Average slid 1.82%, while the Standard & Poor’s 500 slumped 2.31%. The Nasdaq Composite index dropped 3.27% for the week. The MSCI EAFE index, which tracks developed overseas stock markets, fell 0.62%.

Stocks hit a wall late last week as the technology companies, which had led the market higher, slipped in Thursday and Friday trading, dragging down the…

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Weekly Update: August 31, 2020 – Stocks Power Higher

August 31, 2020


Table of Contents



Featured Article: Stocks Power Higher


Economic Calendar


Quote of the Week


Recipe of the Week: Sriracha Deviled Eggs


Tax Tips


Golf Tips


Healthy Lifestyle


Green Living


Stocks Power Higher

Stocks advanced relentlessly last week on positive COVID-19 developments, encouraging economic data, and a supportive policy shift in the Fed’s approach to its target inflation rate.

The Dow Jones Industrial Average increased by 2.59%, while the Standard & Poor’s 500 jumped 3.26%. The Nasdaq Composite index leaped 3.39% for the week. The MSCI EAFE index, which tracks developed overseas stock markets, rose 1.19%.

Investors pushed stock prices higher all week as hopeful news came with each new day, from the announcement of a potential treatment for COVID-19 to news that U.S. and China negotiators had met by videoconference. Despite another…

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