Category Archives: Accounting

Black Friday, Sales, Bitcoin and More

Financial News and Portfolio Management Discussion through December 2nd US stocks rose over the week on increasing expectations for tax reform. Both the Senate and House approved separate tax reform bills, which now need to be reconciled. The S&P 500 … Continue reading

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U.S. Stocks Slight Decline, Household Debt Increase, House passes Tax Overhaul Bill

Financial News and Portfolio Management Discussion through November 18th US stocks posted a slight decline for the week with question about the tax overhaul weighing on the market. The S&P 500 fell 0.1% and the Dow dropped 0.3% for the … Continue reading

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U.S. Stocks, The Next Fed Chairman & More

Financial News and Portfolio Management Discussion through November 3rd US stocks rose over the week and ended at record highs on strong corporate earnings and potential tax reform. The S&P 500 gained 0.3% and the Dow rose 0.4% for the … Continue reading

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U.S. Stocks Grow, Senate Passes Budget Blueprint

Financial News and Portfolio Management Discussion through October 21st US Stocks ended the week at new record highs on strong earnings growth. The S&P 500 gained 0.8% for the week.   The Dow closed above 23,000 for the first time during … Continue reading

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The IMF, the Fed’s September Meeting, Social Security Payments, and More

Financial News and Portfolio Management Discussion through October 14th US stocks ended the week higher and hit records during the week on a positive outlook for third quarter earnings. The S&P 500 gained 0.2% and the Dow rose 0.4% for … Continue reading

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Gains, Jobs Report, and Updates

Financial News and Portfolio Management Discussion through October 7th US stocks posted their fourth straight week of gains on generally solid economic news. The S&P 500 gained 1.2% and the Dow climbed 1.6% for the week. Internationally, Japan rose 1.4% … Continue reading

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Angela Merkel, US GDP, and Other News

Financial News and Portfolio Management Discussion through September 30th US stocks had another positive week ending the quarter at record highs on optimism about tax reform. The S&P rose 0.7% and the Dow gained 0.2% for the week. Internationally, Japan … Continue reading

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