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Week-in-Review: Week ending in 06.18.21

The Bottom Line Equities finished another volatile week solidly lower, with the S&P 500 dropping ‐1.9%. After leading large caps for three consecutive weeks, the small cap Russell 2000 fell...

Marriage and Money

Historically, June has been the most popular month for weddings. Marriage brings change to a couple’s financial situation that can affect all aspects of their life together. With it being wedding...

Week-in-Review: Week ending in 06.11.21

The Bottom Line ● U.S. stocks rallied again late in the week, this time enough to set new record highs. The S&P 500 gained + 0.4%, and the small cap Russell 2000 led for the third straight...

Week-in-Review: Week ending in 06.04.21

The Bottom Line ● U.S. stocks rallied on the week but still couldn’t close above their May 7th all‐time high. The S&P 500 gained + 0.6%, but the small cap Russell 2000 led for the second...

Month-in-Review: May 2021

Quick Takes ● Heavyweight bout. Much of May was a battle between rising inflation fears and growing optimism from the U.S. economic recovery. Overall, though, the data points to an economy, and...

Week-in-Review: Week ending in 05.28.21

The Bottom Line ● Stocks rallied during the week to close within 1% of their all‐time high. The S&P 500 gained +1%, but small cap Russell 2000 and tech‐heavy Nasdaq led with gains of + 2.4%...

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Don Williams, CMFC®, CRPC®