Weekly Updates

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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Weekly Update: January 29, 2018 – Stocks Jump Again

January 29, 2018


Table of Contents


Featured Article: Stocks Jump Again


Economic Calendar


Quote of the Week


Recipe of the Week: Gingery Asian Noodle Salad with Turkey & Cucumbers


Tax Tips


Golf Tips


Healthy Lifestyle


Green Living


Stocks Jump Again

Stocks had an impressive week yet again, as each of the domestic indexes reached record highs and gained at least 2%. The S&P 500 added 2.23%, the Dow increased 2.09%, and the NASDAQ grew 2.31 International stocks in the MSCI EAFE joined the growth, adding 1.49%.

On Monday, January 22, the government shutdown ended after 3 days, as House and Senate members reached an initial compromise. President Trump signed the measure on Monday evening, securing government funding until February 8.

With the funding discussion set aside for the next week or so, we believe 3 topics were of particular interest for the markets:

  • Corporate earnings
  • Global growth
  • Gross domestic product (GDP Readings)
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    Weekly Update: January 22, 2018 – Stocks Up as Shutdown Looms

    January 22, 2018


    Table of Contents


    Featured Article: Stocks Up as Shutdown Looms


    Economic Calendar


    Quote of the Week


    Recipe of the Week: Cherry Tomato Casserole with White Beans and Basil


    Tax Tips


    Golf Tips


    Healthy Lifestyle


    Green Living


    Stocks Up as Shutdown Looms

    We’re only a few weeks into 2018, and stocks are showing quite a strong performance so far. Last week, major domestic indexes posted gains yet again, with all 3 up at least 5% this year. By Friday, the S&P 500 had added another 0.86%, and both the Dow and NASDAQ were up 1.04%. All 3 indexes hit new record highs at least once during the week.

    In addition to the solid performance for U.S. equities, we’re also experiencing synchronized global growth. European and Asian stocks grew last week, and China’s growth data was more positive than expected. Overall, international stocks in the MSCI EAFE added a healthy 1.24% last week. Year to date, the MSCI is up 4.95%.

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    Weekly Update: January 16, 2018 – Equities and Inflation Climb

    January 16, 2018


    Table of Contents


    Featured Article: Equities and Inflation Climb


    Economic Calendar


    Quote of the Week


    Recipe of the Week: Shaved Zucchini and Prosciutto Grilled Pizza


    Tax Tips


    Golf Tips


    Healthy Lifestyle


    Green Living


    Equities and Inflation Climb

    Domestic markets continued their strong start to 2018, posting gains across the board for their 2nd week. The S&P 500 added 1.57% and closed at a new record high on Friday. The index just posted its best 10-day beginning to a year since 2003, with a 4.2% gain so far this year. The Dow also hit a new record on Friday and gained 2.01% for the week. The NASDAQ increased by 1.74%, while international stocks in the MSCI EAFE joined last week’s gains, adding 1.20%.

    By week’s end, we didn’t receive a tremendous amount of economic data. However, the economy did provide details that reveal it continues to pick up speed. In particular, both corporate earnings and inflation appear to be on the rise.

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    Weekly Update: January 8, 2018 – Stocks Start 2018 With a Jump

    January 8, 2018


    Table of Contents


    Featured Article: Stocks Start 2018 With a Jump


    Economic Calendar


    Quote of the Week


    Recipe of the Week: Bacon and Broccoli Rice Bowl

    Tax Tips


    Golf Tips


    Healthy Lifestyle


    Green Living


    Stocks Start 2018 With a Jump

    The first week of 2018 is behind us, and across the globe, stocks experienced a strong start to the year. International stocks in the MSCI EAFE gained 2.44% last week. In the U.S., our major indexes also leapt forward, hitting a number of records and milestones.

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    Special Edition Annual Update: January 2, 2018 | 2017 in Review

    January 2, 2018


    Table of Contents


    Featured Article: 2017 in Review


    Economic Calendar


    Quote of the Week


    Recipe of the Week: Ohio Turkey Chili

    Tax Tips


    Golf Tips


    Healthy Lifestyle


    Green Living


    2017 in Review

    In the final trading days of a strong 2017, U.S. indexes lost some ground. During the holiday-shortened week, the S&P 500 dropped by 0.36%, the Dow lost 0.14%, and the NASDAQ gave back 0.81%. A selloff toward the end of the day on Friday contributed to the domestic indexes’ weekly losses. International stocks in the MSCI EAFE ended the week in positive territory, gaining 0.89%.

    Despite the losses, all three major domestic indexes experienced their best year since 2013. During 2017, the Dow hit 71 record highs, and the NASDAQ gained in all but 1 month for the first time ever.

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