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Blog

Sunday, May 14, 2023

A mom can be a great friend, a guiding light, a teacher. One thing’s for sure: no one can take her place. This Mother’s Day, we want to take the time to honor and thank the ones who have helped make us who we are.Here are...

Tuesday, May 9, 2023

Don't hold a surprise birthday party for Jerome Powell. He would hate it. And if you plan on visiting the Fed Chair, call first. He doesn't like surprises.Powell delivered on his March promise at the most recent Fed meeting by...

Tuesday, May 9, 2023

A Friday rebound, triggered by a big tech company’s earnings beat and a strong jobs report, shaved much of the week’s accumulated losses.The Dow Jones Industrial Average fell 1.24%, while the Standard & Poor’s 500...

Monday, April 17, 2023

The combination of an improving inflation outlook resulted in a week of uneven, albeit positive, performance, in which cyclical and financial stocks rallied while technology, real estate, and utilities lagged. The Dow Jones...

Monday, April 17, 2023

Over the next several weeks, we will hear from corporate leaders as they update investors on their first-quarter financials and provide a glimpse into the rest of the year.But this quarter, the actual financial results may be of only...

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Thursday, April 13, 2023

Stocks ended a shortened week of trading mixed amid revived recession fears on Wall Street triggered by weak economic data.The Dow Jones Industrial Average gained 0.63%, while the Standard & Poor’s 500 slipped 0.10%. The Nasdaq...

Thursday, April 13, 2023

Recently, you may have seen reports that the so-called “depletion date” for Social Security was adjusted. This refers to the predicted date when the long-running program will no longer be able to pay full benefits.Barring...

Tuesday, March 21, 2023

Amid the reverberations of two U.S. banks being taken over by regulators and the spread of uncertainty to European banks, stocks trended higher last week on the strength of the technology sector.The Dow Jones Industrial Average was...

Monday, March 13, 2023

Stocks tumbled last week as investors reconsidered their interest rate expectations after Fed Chair Powell’s Congressional testimony that rates may need to go higher. Stocks also were rattled when a west coast bank was placed...

Monday, March 13, 2023

March is Women's History Month, a time to recognize the remarkable contributions of women throughout history. This year's theme is "Celebrating Women Who Tell Our Stories," We're honored to share a few examples of women who continue to...

Tuesday, March 7, 2023

A late-week surge, triggered by reassuring Fed-speak, propelled stocks higher last week.The Dow Jones Industrial Average gained 1.75%, while the Standard & Poor’s 500 advanced 1.90%. The Nasdaq Composite index picked up 2.58% for...

Tuesday, March 7, 2023

Jerome Powell would be terrible to have in your book club. He would always reveal how the book would end.When the Fed Chair spoke following the Fed meeting in February, he said, “we’re in the early stages of...

Tuesday, February 28, 2023

Concerns over a firmer monetary policy were heightened by fresh economic data, touching off a climb in bond yields and a slide in stock prices last week.The Dow Jones Industrial Average skidded 2.99%, while the Standard & Poor’s...

Friday, February 24, 2023

Investors put the economy on recession watch when the Fed started its “higher in a hurry” push with short-term interest rates in mid-2022.After the 10-year/2-year Treasury curve inverted in July 2022, it was “all...

Monday, February 20, 2023

Growing concerns about further interest rate hikes, prompted by fresh economic data, reversed early-week gains and left stocks mixed for the week.The Dow Jones Industrial Average slipped 0.13%, while the Standard & Poor’s 500...

Thursday, February 16, 2023

Stocks drifted lower as a week of mixed earnings reports and resurgent worries over Fed monetary policy dragged on investor sentiment. The Dow Jones Industrial Average slipped 0.17%, while the Standard & Poor’s 500 declined...

Thursday, February 16, 2023

Would it surprise you that the U.K. stock market is hitting new all-time highs and several other European markets are either at new highs or approaching new all-time highs?It seems like only a few months ago, European economies...

Monday, January 23, 2023

Stocks showed mixed results last week as recession fears resurfaced in response to weak economic data and a tepid start to a new corporate earnings season.  The Dow Jones Industrial Average skidded 2.70%, while the Standard &...

Wednesday, January 18, 2023

The December inflation report had some encouraging news. It showed that consumer prices trended lower for the month, but more importantly, it confirmed that overall prices have been trending lower for the past six months.Now the ball...

Tuesday, January 10, 2023

A strong Friday rally triggered by fresh signs of moderating inflation pushed stocks into positive territory to begin the new year. The Dow Jones Industrial Average rose 1.46%, while the Standard & Poor’s 500 advanced 1.45%....

Thursday, January 5, 2023

What does the bond market know that the Fed isn’t telling us?Fed officials recently have said that short-term rates will need to climb to over 5 percent to bring inflation under control. But in the table below, you can see that...

Wednesday, January 4, 2023

In a holiday-shortened week, erratic trading left stocks marginally down for the week.The Dow Jones Industrial Average lost 0.17%, while the Standard & Poor’s 500 slipped 0.14%. The Nasdaq Composite index fell 0.30%. The MSCI...

Saturday, December 31, 2022

A new year is on the horizon. Each day that comes presents something new and exciting both for you and the people in your life.Is this the year you open the door to something new and exciting? Embark on some new travel adventure? Or...

Friday, December 23, 2022

Once again, the year has flown by! In these final weeks of the year, our thoughts often turn to the comforts of home and family — of sharing good cheer with neighbors, friends, and loved ones.In that spirit, I would like to wish...

Monday, December 19, 2022

Hawkish comments by the Fed and weak economic data heightened investors’ recession concerns and sent stocks lower last week.The Dow Jones Industrial Average lost 1.66%, while the Standard & Poor’s 500 retreated 2.08%. The...

Friday, December 9, 2022

It appears that America’s corporate leaders are preparing for the worst while hoping for the best.Almost half of S&P 500 CEOs in second-quarter conference calls pointed to “recession” as a potential headwind in 2023....

Wednesday, December 7, 2022

Stocks ended higher last week as investors navigated the crosscurrents of a potential easing in future rate hikes and continued strength in the labor market.The Dow Jones Industrial Average edged 0.24% higher, while the Standard &...

Wednesday, November 23, 2022

The warmth of the holiday meal beckons. Thanksgiving is a time for gathering with loved ones and observing gratitude.So, as you gather around the table, look around and give thanks for the family and friends surrounding you. Give...

Thursday, November 17, 2022

October's Consumer Price Index (CPI) had some encouraging news for investors, but others asked, "Is this a game changer or another head fake?"While it's a bit early to know the answer, it was great to see that inflation rose at a...

Thursday, November 10, 2022

The midterm elections have come and gone, and although the results don’t appear as one-sided as many predicted, it seems one party will narrowly take control of the House, while the Senate may hinge on a Georgia runoff.It's...

Tuesday, November 8, 2022

Hawkish comments by Fed Chair Jerome Powell, following the announcement of another 75 basis points interest rate hike last week, cast a pall over financial markets, sending yields higher and stocks lower.The Dow Jones Industrial...

Thursday, November 3, 2022

The financial markets are on edge this year each time Fed Chair Jerome Powell takes the podium following a Federal Open Market Committee (FOMC) meeting.The chart below shows that the Standard & Poor’s 500 stock index has gained...

Monday, October 31, 2022

Stocks overcame poor earnings results from some of America’s largest companies to post gains last week as investors cheered positive earnings surprises, easing inflation and a rebound in economic growth.The Dow Jones Industrial...

Tuesday, October 25, 2022

I’ve always been a little cautious when people say, “it’s different this time.” But the table below suggests the Fed is approaching 2022’s inflation differently than other financial events in recent...

Tuesday, October 18, 2022

Stubborn doesn’t seem like a strong enough word, but that’s how Fed officials are describing inflation.Inflation's “stubbornness” has been on full display in recent weeks: First, the Producer Price Index (PPI)...

Thursday, October 13, 2022

How well do you remember 1981? Harrison Ford had his first bow as Indiana Jones in Raiders of the Lost Ark. Frogger and Donkey Kong were all the rage at video arcades. Bob Ross left the Air Force and took up painting. On top of that,...

Monday, October 10, 2022

A powerful two-day stock rebound cemented a positive week for investors as a new trading month began.The Dow Jones Industrial Average rose 1.99%, while the Standard & Poor’s 500 added 1.51%. The Nasdaq Composite index increased 0...

Wednesday, October 5, 2022

Wall Street is always searching for a hero to embrace or a villain to blame. And right now, Fed Chair Jerome Powell is the villain.After the September Fed meeting, Powell said interest rates may be heading higher for longer than...

Tuesday, October 4, 2022

Rising recession fears and uncertainty in the bond and currency markets sent stocks to new 2022 lows last week.The Dow Jones Industrial Average declined 2.92%, while the Standard & Poor’s 500 slumped 2.91%. The Nasdaq Composite...