Category Archives: Investment Advisory

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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Bonds, Debt, Bankruptcy and More

Financial News and Portfolio Management Discussion through September 23rd US Stocks edged up over the week led by bank stocks who reacted positively to the potential for another Fed rate increase this year. The S&P 500 rose 0.1% and the … Continue reading

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International and US Stocks, Household Income, Apple and More

Financial News and Portfolio Management Discussion through September 16th US stocks had one of their best weeks of the year, hitting record highs, with Hurricane Irma not as bad as feared. The S&P 500 rose 1.6% and the Dow jumped … Continue reading

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Suspending Borrowing Limits, The ECB, and More

Financial News and Portfolio Management Discussion through September 9th US stocks eased over the week on concerns over Hurricane Irma and North Korea tensions. The S&P 500 declined 0.6% and the Dow fell 0.9%, for the week. Abroad, Europe eased … Continue reading

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Hurricane Harvey, Jobs Report, Inflation, and More

Financial News and Portfolio Management Discussion through September 2nd US stocks rose on a news heavy week driven by positive economic and corporate news and despite Hurricane Harvey and tensions with North Korea. The S&P 500 rose 1.4% and the … Continue reading

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