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…
CONTINUE READING
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…
CONTINUE READING
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…
CONTINUE READING
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…
CONTINUE READING
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…
CONTINUE READING
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…
CONTINUE READING
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…
CONTINUE READING
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…
CONTINUE READING
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…
CONTINUE READING
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…