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Week-in-Review: Week ending in 05.21.21

The Bottom Line ● Another late week rally was not enough to undo an early week pullback in choppy trading that was reminiscent of last week. In the end the S&P 500 slipped ‐0.4% for its first...

Week-in-Review: Week ending in 04.30.21

The Bottom Line ● Global equities were little changed for the week with the S&P 500 essentially flat while the Nasdaq, Russell 2000, and international stocks were slightly negative. ● The...

Week-in-Review: Week ending in 04.23.21

The Bottom Line ● The S&P 500 Index was just 0.13% away from making its fourth consecutive weekly record high. Trading was choppy during the week despite strong economic data and stellar...

Week-in-Review: Week ending in 04.16.21

The Bottom Line ● For the third week and a row the S&P 500 and Dow Jones Industrial Average both closed at new record highs. Earnings and economic data continues to come in...

Is Your Current Budget Working For You?

With the tax filing deadline around the corner, many individuals might be wondering what they are going to spend their refund on. A more important question might be, “How much can I save?” With...

Month-in-Review: March 2021

Quick Takes ● March by the numbers. U.S. stocks were up nicely in in March. The headline S&P 500 index returned + 4.4% (with dividends), its fourth positive month in the last five. All 11...

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