Category Archives: Investment Advisory

Tariffs, Fed’s June Meeting and more

Financial News and Portfolio Management Discussion through June 16th US stocks were mixed over the week as trade war fears mounted.  The S&P 500 edged up less than 0.1% and the Dow fell 0.9% for the week.  Internationally, Europe gained … Continue reading

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More Job Openings than Job Seekers

Financial News and Portfolio Management Discussion through June 9th US stocks rose over the week despite trade tensions.  The S&P 500 gained 1.6% and the Dow advanced 2.8%, for the week.  Abroad, Europe eased 0.5% and Japan surged 2.4%, for … Continue reading

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May Jobs Report, US Imposed Tariffs and more

US stocks were broadly higher driven by the strong jobs report and easing of concerns over Italy potentially heading down the path of leaving the euro.  The S&P 500 rose 0.5%, while the Dow was down 0.5% for the week.  … Continue reading

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Retail Sales Rise, Mortgage Rates High, and more

Financial News and Portfolio Management Discussion through May 19th US stocks fell over the week on concerns about global trade policies. The S&P 500 and Dow dropped 0.5% for the week. Internationally, Japan gained 0.8% and Europe rose 0.6% for … Continue reading

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Jobs Report, Fed Funds Rate, Apple, and more

Financial News and Portfolio Management Discussion through May 7th US stocks ended the week down slightly on weaker earnings and mixed economic data. The S&P 500 and Dow ended the week down 0.2%. Abroad, Japan was flat and Europe gained … Continue reading

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Stocks, Alphabet, Caterpillar, and more

Financial News and Portfolio Management Discussion through April 28th US stocks posted a down week on an increase in interest rates and mixed earnings reports.  The S&P 500 edged down 0.1% and the Dow fell 0.6% for the week.  Internationally, … Continue reading

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Sales, Wells Fargo, and more

Financial News and Portfolio Management Discussion through April 21st US stocks rose on solid corporate earnings. The S&P 500 rose 0.5% and the Dow gained 0.4% for the week. Internationally, Japan jumped 1.8% and Europe climbed 0.7% for the week. … Continue reading

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