Tag Archives: stock market

Weekly Market Update – April 16, 2018 Market volatility continues. Stocks slid on Friday, April 13, but still held on to gains for the week.1 The S&P 500 increased 1.99%, the Dow added 1.79%, and the NASDAQ was up 2.77%.2 International stocks in the MSCI EAFE also rose, gaining 1.45%.3 Similar to recent weeks, international […]

Weekly Market Update – April 2, 2018 Markets were closed on March 30 for Good Friday, but in the four days of trading, stocks recovered some of this year’s losses.1 For the week, the S&P 500 added 2.09%, the Dow gained 2.67%, and the NASDAQ increased by 1.03%.2 International stocks in the MSCI EAFE grew […]

Weekly Market Update – March 26, 2018 Markets experienced significant declines last week. The S&P 500 lost 5.95%, the Dow dropped 5.66%, and the NASDAQ declined 6.54%. With these losses, all 3 domestic indexes had their worst weekly performance in more than 2 years. International stocks also declined, with the MSCI EAFE giving back 2.64%. […]

According to a new survey, more people are becoming 401(k) millionaires. The number of Fidelity 401(k) savings accounts with a balance of $1 million or more reached 133,000 last year. That’s up from 89,000 in 2016. With more balances reaching $1 million, there’s bound to be people wondering how they can reach that big milestone, […]

Weekly Update – March 19, 2018 Markets were up on Friday, but domestic stocks lost ground for the week as political turmoil and potential trade wars weighed on investors’ minds. The S&P 500 dropped 1.24%, the Dow gave back 1.54%, and the NASDAQ decreased 1.04%. International stocks in the MSCI EAFE barely avoided losses with […]

We used to think of retirement as a three-legged stool. You could rely on a pension, Social Security and your own retirement savings. Now that employer-sponsored pensions are becoming a thing of the past, that stool is looking a little wobbly. There are strategies we can use to create our own pension in retirement. Annuities […]

It’s been nine years since the height of the Great Recession: the day the stock market bottomed out. We’ve enjoyed a pretty calm ride, especially over the past year and a half. But volatility returned on Wall Street in February, and many of us are wondering what’s next. What can we learn from the Great […]

Weekly Update – March 5, 2018 Volatility continued last week as markets posted their 1st weekly loss in 3 weeks. Despite some recovery on Friday, the S&P 500 dropped 2.04%, the NASDAQ slipped 1.12%, and the Dow lost 3.05% for the week. Internationally, the MSCI EAFE fell 2.91%. Last week’s ups-and-downs began with continued questions […]

Is your retirement on the horizon? Financial advisor Brad Allen talks with WTMJ about the smart money moves you should make in the five to ten years before you reach retirement.   Take Inventory The first step in creating a retirement plan is to figure out what you have. A recent survey shows baby boomers […]

Weekly Update – February 20, 2018 Once again, inflation and interest rates were on many investors’ minds. In particular, multiple reports from the Federal Reserve contributed to performance. On Wednesday, the Fed released minutes from its January meeting, which indicated that officials had concerns about inflation. The minutes revealed that between rising inflation and economic […]