RESOURCES

Blog, News & Information

Week-in-Review: Week ending in 07.30.21

The Bottom Line ● U.S. equities, save for the Russell, lost their footing for the week and were in the red. Despite the negative week, the S&P was up for the month of July, the sixth...

Month-in-Review: July 2021

Quick Takes ● U.S. Stocks back at all‐time highs. The S&P 500 closed July near record highs, its sixth consecutive monthly advance. But outside of U.S. large caps, the picture in July was...

Week-in-Review: Week ending in 08.06.21

The Bottom Line ● Equities returned to their winning ways after last week’s fall. All major global equity indices posted gains for the week, are now positive for the year–most with double‐digit...

Week-in-Review: Week ending in 08.13.21

The Bottom Line ● U.S. Consumer Sentiment fell to its lowest level in 11 years, dragging the NASDAQ and Russell into a negative week. The S&P and Foreign equities were able to post a positive...

Week-in-Review: Week ending in 08.20.21

The Bottom Line ● Markets threw a mini tantrum this week as speculation over tapering to the Fed’s asset purchase programs abounded. All major US and International indices finished the week in...

Are you doing everything you can to reach the financial future you dream of?

Get advice today. Meet Don Williams, CMFC®, CRPC®, Financial Advisor & Partner

Don Williams, CMFC®, CRPC®