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Week-in-Review: Week ending in 05.07.21

The Bottom Line ● Friday night heights returned as the S&P 500 and Dow closed the week at all‐time highs. The Cboe Volatility Index (VIX) fell from 18.6 last week to end Friday at 16.7. ● The...

Month-in-Review: April 2021

Quick Takes ● Vaccinations help economy bloom. Nearly 250 million vaccinations have been administered in the U.S. marking 43% of the U.S. population with at least one vaccine dose. Meanwhile, new...

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...

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Don Williams, CMFC®, CRPC®