Weekly Updates

Special Update: April 9, 2018 – Quarterly Report

April 9, 2018


Table of Contents



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


Table of Contents



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


Table of Contents



Featured Article: Stocks Drop as Tariffs Rise


Economic Calendar


Quote of the Week


Recipe of the Week: Jump Start Smoothies


Tax Tips


Golf Tips


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


Table of Contents



Featured Article: A Look Back


Economic Calendar


Quote of the Week


Recipe of the Week: Citrus & Mint Berries


Tax Tips


Golf Tips


Healthy Lifestyle


Green Living


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


Table of Contents


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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Weekly Update: March 5, 2018 – Volatile Markets Continue

March 5, 2018


Table of Contents


Featured Article: Volatile Markets Continue


Economic Calendar


Quote of the Week


Recipe of the Week: Soy-Glazed Cod & Bok Choy


Tax Tips


Golf Tips


Healthy Lifestyle


Green Living


Volatile Markets Continue

Volatility continued last week as markets posted their 1st weekly loss in 3 weeks. Despite some recovery on Friday, the S&P 500 dropped 2.04%, the NASDAQ slipped 1.12%, and the Dow lost 3.05% for the week. Internationally, the MSCI EAFE fell 2.91%.

Last week’s ups-and-downs began with continued questions over whether the Fed will raise interest rates. By the week’s end, however, rumors of an international trade war dominated the attention of investors.

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Weekly Update: February 26, 2018 – Interest Rates, Treasuries, & Inflation

February 26, 2018


Table of Contents


Featured Article: Interest Rates, Treasuries, & Inflation


Economic Calendar


Quote of the Week


Recipe of the Week: Sausage & White Bean Bake


Tax Tips


Golf Tips


Healthy Lifestyle


Green Living


Interest Rates, Treasuries, & Inflation

Last week, the Presidents’ Day holiday meant markets were only open for 4 trading days, and during that time, we received comparatively few economic reports. Nonetheless, major domestic indexes showed considerable volatility and posted losses for 3 straight days. By Friday, however, stocks rebounded and ended the week in positive territory. For the week, the S&P 500 gained 0.55%, the Dow added 0.36%, and the NASDAQ was up 1.35%. International stocks in the MSCI EAFE lost ground, dropping 0.50%.

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Weekly Update: February 20, 2018 – Stocks Rebound

February 20, 2018


Table of Contents


Featured Article: Stocks Rebound


Economic Calendar


Quote of the Week


Recipe of the Week: Skillet Turket Pot Pie


Tax Tips


Golf Tips


Healthy Lifestyle


Green Living


Stocks Rebound

Markets rebounded last week, posting sizable gains and moving back into positive territory for the year. All three domestic indexes experienced their largest weekly growth in years, despite losing some ground on Friday after news of additional indictments in the Russia investigation.

By markets’ close on February 16, the S&P 500 added 4.30%, the Dow was up 4.25%, and the NASDAQ increased 5.31 International stocks in the MSCI EAFE also gained 4.18% for the week. This performance, however, did not come from simple, straightforward increases. Instead, the volatility from recent weeks continued. In fact, the S&P 500 lost or gained at least 1% on 8 of the past 10 trading days. The index only experienced that movement level 8 times throughout 2017.

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Special Update: February 12, 2018 – Understanding Volatility

February 12, 2018


Table of Contents


Featured Article: Understanding Volatility


Economic Calendar


Quote of the Week


Recipe of the Week: Lemony Salmon Piccata


Tax Tips


Golf Tips


Healthy Lifestyle


Green Living


Understanding Volatility

After months of relative calm, market fluctuations are causing many investors to wonder what is happening to the economy. Last week, the S&P 500 lost 5.16%, the Dow dropped 5.21%, and the NASDAQ declined 5.06%. The MSCI EAFE also gave back 6.19%. These losses pushed all four indexes into negative territory for the year. In addition, the weekly performance included significant volatility, as stocks had large fluctuations both within days and from one day to the next. The Dow, for example, lost over 1000 points twice during the week-and also twice gained over 300 points.

During times like these, viewing events in their proper context is imperative. This week, we are going beyond our typical market update in an effort to provide you with clarity and perspective.

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Weekly Update: February 5, 2018 – Markets Slide as Bond Yields Rise

February 5, 2018


Table of Contents


Featured Article: Markets Slide as Bond Yields Rise


Economic Calendar


Quote of the Week


Recipe of the Week: Fiesta Nacho Casserole


Tax Tips


Golf Tips


Healthy Lifestyle


Green Living


Markets Slide as Bond Yields Rise

After 4 straight weeks of gains, the markets have slipped. As of Friday, the S&P 500 lost 3.85%, the Dow dropped 4.12%, and the NASDAQ decreased by 3.53%. International stocks in the MSCI EAFE also took a 2.78% hit. Domestically, the losses spanned sectors and asset classes. For the S&P 500, all 11 of the index’s industries lost ground last week. This decline came after the S&P 500 had its best January performance in over 20 years.

So, what happened?

Looking at the markets’ sizable losses, you might expect that discouraging economic data came out last week-or some geopolitical drama spooked investors. On the contrary, the drops came in response to news that seems positive on the surface: Job and wage growth are picking up.

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