Weekly Updates

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

June 25, 2018


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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


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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


Table of Contents



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


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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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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


Table of Contents



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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