Category Archives: Investment Advisory

Stocks Break Records, Firms Post Strong Earnings, and Financial News

Financial News and Portfolio Management Discussion through July 22nd US stocks reached new record highs during the week on strong corporate earnings. The S&P 500 rose 0.5%, but the Dow eased 0.3% for the week. Internationally, Europe sank 1.7% and … Continue reading

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Recent Oil Prices, Unemployment, and Acquisitions

Financial News and Portfolio Management Discussion through July 8th US stocks edged up over the week aided by bank stocks. The S&P 500 ticked up just under 0.1% and the Dow gained 0.3% for the week. Internationally, Europe rose 0.2%, … Continue reading

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Durable Goods Orders Fell in May for 2nd Straight Month

Financial News and Portfolio Management Discussion through July 1st US stocks ended the first half of the year on a down note as stocks declined on hawkish comments from global central bankers. The S&P 500 fell 0.6% and the Dow … Continue reading

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New Home Sales Rose in May; Prices Hit a Record High

Financial News and Portfolio Management Discussion through June 24th US stocks edged up over the week aided by healthcare and pharmaceutical stocks. The S&P 500 rose 0.2% and the Dow ticked up less than 0.1% for the week. Abroad, Japan … Continue reading

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Fed Funds Raised Rate a Quarter Percent

Financial News and Portfolio Management Discussion through June 17th US stocks rose slightly over the week as the outcome of the Fed meeting was in line with expectations. The S&P 500 edged up 0.1% and the Dow rose 0.5% for … Continue reading

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World Bank Estimates Global Growth to Reach 7-year High

Financial News and Portfolio Management Discussion through June 10th US Stocks were mixed over several market moving events and a sharp drop in tech company shares to end the week. The S&P 500 eased 0.3% and the Dow rose 0.3% … Continue reading

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Global Stocks Hit Fresh Record Highs

Financial News and Portfolio Management Discussion through June 3rd Global stocks hit fresh record highs to end a strong week for world markets. Stock price gains were driven by corporate profits and signs of economic strength. The US, South Korea … Continue reading

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