Monthly Market Insights – July 2023
U.S. Markets Stocks extended their rally in the second quarter, boosted by cooling inflation, the prospect of a shift in monetary policy, and enthusiasm over artificial intelligence. For the three…
DetailsMonthly Market Insights – June 2023
Highlights of the latest trends and developments influencing the financial market. U.S. Markets Stock prices were mixed as enthusiasm over the economic potential of artificial intelligence was offset by concerns…
DetailsRetirement In Sight – May 2023
Considerations for taking retirement distributions, including maximizing their benefits, managing expenses, debts, and taxes.
DetailsMonthly Market Insights – May 2023
U.S. Markets The Dow Jones Industrial Average led, picking up 2.48 percent. The Standard & Poor’s 500 Index rose 1.46 percent, while the Nasdaq Composite was flat (+0.04 percent).(1) Recession…
DetailsMonthly Economic Update – March 2023
In this month’s recap: Stocks stumbled as investors worried that the Fed would maintain its tight monetary posture due to ongoing inflation.
DetailsMonthly Economic Update – February 2023
U.S. Markets Stocks rallied in January as moderating inflation, a better-than-feared earnings season, and healthy economic data put investors in a buying mood. For the month, the Dow Jones Industrial…
DetailsMonthly Economic Update – January 2023
U.S. Markets Stocks were under pressure in December on renewed recession fears and concerns that the Fed may keep rates higher than markets anticipated. The Dow Jones Industrial Average lost…
DetailsMonthly Economic Update – November 2022
U.S. Markets Stocks posted big gains in October, propelled by better-than-expected corporate reports. The Dow Jones Industrial Average led, gaining 13.95 percent. The Standard & Poor’s 500 Index tacked on…
DetailsMonthly Economic Update – October 2022
U.S. Markets Stocks trended lower in September as investors retreated in the face of rising bond yields and growing recession fears. The Dow Jones Industrial Average dropped 8.84 percent, while…
DetailsMonthly Economic Update – September 2022
U.S. Markets Renewed fears of higher rates and economic weakening, coupled with a tough talk by Fed Chair Jerome Powell and other Fed officials, sent stocks lower in August. The…
Details