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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the investment services world or concepts from the financial industry, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

 

Monday, May 12, 2014

The major indices closed out a volatile week on a mixed note, though the Dow was able to notch another all-time closing record on Friday.[1] Though stocks showed some momentum mid-week as investors bought the dip, they lost conviction...

 

Monday, May 5, 2014

Markets ended another volatile week on an upbeat note after a wave of economic data showed that the economy is still on the right track. For the week, the S&P 500 gained 0.95%, the Dow grew 0.93%, and the Nasdaq gained 1.19%.[1] One of...

 

Monday, April 28, 2014

Earnings seasons is halfway over, and thus far, among the 240 S&P 500 firms that had reported as of last Friday, total revenues are up 3.7%, and earnings results are up 2.0% from the same period last year. Overall, while growth remains...

 

Monday, April 21, 2014

Markets closed out the holiday-shortened week on an upbeat note, with the S&P 500 posting its best week since July. For the week, the S&P 500 gained 2.71%, the Dow grew 2.38%, and the Nasdaq rose 2.39%.[1] Markets shook off the...

 

Monday, April 14, 2014

Markets closed a volatile week on a bearish note as the first earnings reports trickled in. For the week, the S&P 500 lost 2.65%, the Dow fell 2.35%, and the Nasdaq dropped 3.10%.[1] One bright spot: Despite the dismal stock...

 

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Monday, April 7, 2014

Equities closed out a lackluster quarter basically flat, as investors grappled with the effects of the chilly winter and widespread volatility. Though the major indices approached new highs in March, stocks gave in to selling pressure...

 

Monday, March 31, 2014

Despite some positive economic news, the major indices ended the week mixed as investors prepared for the end of the quarter and continued to worry about Russia. For the week, the S&P 500 lost 0.48%, the Dow gained 0.12%, and the...

 

Monday, March 24, 2014

Stocks shook off their global worries and advanced on some upbeat data that suggests the economy may be picking up steam as the weather warms. Despite losing some ground on Friday in pre-weekend jitters, the major averages all closed...

 

Monday, March 17, 2014

Equities experienced a rocky week as worries mounted about China's economic state and tensions escalated in Ukraine. While investors were not panicking, the pessimistic mood contributed to the Nasdaq posting its first drop in six weeks...

 

Monday, March 10, 2014

March 9, 2014 marked the five-year anniversary of the lowest point of the S&P 500 after the financial crisis, and we are taking this opportunity to highlight just how far markets have come since those dark days. As of Friday's close,...

 

Monday, March 3, 2014

Stocks shook off the winter gloom and rallied for most of last week, ending February with another record high for the S&P 500. For the week, the S&P 500 gained 1.3%, the Dow rose 1.4%, and the Nasdaq grew 1.1%.[1] The market rally...

 

Monday, February 24, 2014

The major indices finished a choppy week on a mixed note as stocks sagged on chilly economic data. While the S&P 500 and Dow moved lower, the Nasdaq Composite posted its third weekly gain on upbeat news in the tech sector. For the week...

 

Tuesday, February 18, 2014

The stock market ended an upbeat week on a positive note, buoyed by reassuring remarks by new Fed chairman Janet Yellen. Though the week saw reduced volume as some investors sat on the sidelines, stocks rallied impressively, giving us...

 

Monday, February 10, 2014

After several weeks of gloom, U.S. stocks rallied last week to erase some losses and post the best two-day gain in four months. Both the Dow and the S&P 500 had their best week of the year thus far, gaining 0.6% and 0.8% respectively,...

 

Monday, February 3, 2014

Markets had another rough week, with stocks driven lower by fears about the growing emerging market currency crisis. For the week, the S&P 500 lost 0.43%, the Dow fell 1.14%, and the Nasdaq declined 0.59%.[1] The month of January also...

 

Monday, January 27, 2014

Rough Week. Now What? Weekly Update - January 27, 2014 Markets slid considerably last week after investors were rattled by a confluence of events in emerging markets. For the week, the S&P 500 fell 2.63%, the Dow sank 3.52%, and the...

 

Tuesday, January 21, 2014

Earnings Reversal Sparks VolatilityWeekly Update - January 21, 2014Markets ended the week mixed as markets responded to some lackluster Q4 earnings reports. For the week, the S&P 500 lost 0.20%, the Dow gained 0.13%, and the Nasdaq...

 

Monday, January 13, 2014

Stocks Stall on Jobs Data Weekly Update - January 13, 2014 Markets stalled in the first full week of 2014, with major indices ending on a mixed note. For the week, the S&P 500 gained 0.6%, the Dow lost 0.2%, and the Nasdaq rose 1.03%...

 

Monday, January 6, 2014

SPECIAL EDITION: 2013 In Review Weekly Update - January 06, 2014 Now that 2013 is behind us, let's take a look at the events that shaped markets last year and consider what may lie ahead in 2014. 2013 was the year that investors...

 

Monday, December 30, 2013

2013: Good to the Last Drop?Weekly Update - December 30, 2013Stocks closed out their second week of gains despite the short trading week with the Dow and S&P 500 hovering near record highs. The S&P 500 gained 1.27%, the Dow grew 1.59%,...

 

Monday, December 23, 2013

Taper's Here, But The Party's Not Over Weekly Update - December 23, 2013 Stocks broke their losing streak and rallied on the long-awaited Fed taper and positive economic news. The S&P 500 and Dow both finished out the week at record...

 

Monday, December 16, 2013

Second Weekly Loss on Low Volume, Federal Open Market Committee ConcernsWeekly Update - December 16, 2013Stocks experienced another down week, driven largely by low volume, anticipation of a budget deal, and investor caution before the...

 

Monday, December 9, 2013

Markets Snap Winning Streak by "This Much" Weekly Update - December 9, 2013 Stocks ended their winning streak, preoccupied by the Friday jobs report, but quickly regained steam after data revealed a rosy jobs picture. For the week, the...

 

Monday, December 2, 2013

Markets Continue 8th Week of Rally Weekly Update - December 2, 2013 Markets continued the rally through the holiday-shortened week, giving the S&P 500 and Dow their eighth straight week of gains. Markets are up for the third month in a...

 

Monday, November 25, 2013

Markets Red Hot or Overheated? Weekly Update - November 25, 2013 Stocks climbed again as the S&P 500 and Dow notched their seventh straight week of gains on positive economic data. The S&P 500 and Dow both hit new record closes, and...

 

Monday, November 18, 2013

Weekly Update - November 18, 2013 Stocks climbed again this week with the S&P 500 and Dow closing out a sixth straight week of gains despite some volatility. For the week, the S&P 500 gained 1.56%, the Dow rose 1.27%, and the Nasdaq...

 

Monday, November 11, 2013

Despite some volatility, the S&P 500 and Dow hit their fifth straight week of gains, boosted by an unexpected jobs report and a rosy Q3 GDP (Gross Domestic Product) estimate. For the week, the S&P 500 gained 0.51%, the Dow gained 0.94%...

 

Monday, November 4, 2013

Markets ended a fairly bullish week mixed, gaining in some sectors, while others fell to earnings jitters. The S&P 500 notched a new high, while the Dow finally reached a record close.[1] For the week, the S&P 500 gained 0.11%, the Dow...

 

Monday, October 28, 2013

Markets extended their post-deal rally for another week, putting up several new records: the S&P 500 closed out the week at another all-time high, while the Nasdaq ended at a 13-year high. No records yet for the Dow, but it’s putting...

 

Monday, October 21, 2013

Markets experienced one of the best weeks in months, with the S&P 500 setting a new high after lawmakers finally struck a deal to reopen the government and raise the debt ceiling. For the week, the S&P 500 gained 2.42%, the Dow gained...

 

Monday, October 14, 2013

The market experienced another tumultuous week as investors responded to fear about the looming debt ceiling and hope about a possible resolution. Despite the volatility, markets rebounded on Friday as hopes of a deal circulated in the...

 

Monday, October 7, 2013

The big news last week was that the federal government shut down on Tuesday, October 1 when Congress would not pass a 2014 budget bill. Since many federal agencies require their funding to be renewed each fiscal year, they were forced...

 

Monday, September 30, 2013

Though stocks fell again last week, weighed down by worries about a budget impasse in Washington, the major indices are still up for the month and the quarter. Through Friday, September 27, the S&P 500 grew 5.32% for the quarter, while...

 

Monday, September 23, 2013

Markets moved up last week on news that the Federal Reserve will delay tapering until economic data improves. Despite some end-of-week jitters about Washington's debt ceiling debates, the major indices all closed in the black. For the...

 

Monday, September 16, 2013

Markets closed out a solid week, boosted by a diplomatic solution in Syria and hopes that a big tapering move by the Fed may be avoided. For the week, the S&P 500 gained 1.98%, the Dow rose 3.04%, and the Nasdaq grew 1.70%.[1]Tensions...

 

Tuesday, September 10, 2013

Markets ended the short week in the black despite sustained volatility as traders worried about escalating tensions in Syria and the prospect of an end to the Federal Reserve's economic stimulus. For the week, the S&P 500 gained 1.36%,...

 

Tuesday, September 3, 2013

Markets ended the last trading day of August in the red, with the Dow and S&P 500 posting their worst monthly declines since May 2012. Trading was slow on Friday as worries about the escalating Syria situation and the Fed appear to...

 

Monday, August 26, 2013

Markets ended the week mixed, showing an upward trend after the previous week's losses, but still subject to investor nerves. For the week, the S&P 500 gained 0.46%, the Dow lost 0.47%, and the Nasdaq gained 1.53%.[1] Uncertainty...

 

Monday, August 19, 2013

Markets ended another week in the negative, pushed lower by mixed economic data and underlying fears about future Fed tapering. For the week, the S&P 500 lost 2.1%, the Dow lost 2.23% and the Nasdaq lost 1.57%.[1] Some strong economic...

 

Monday, August 12, 2013

Markets ended a slow trading week in the red, posting the biggest weekly decline since June. Stocks were pushed down by low volume and investor concerns about when the Federal Reserve will wind down its stimulus program. For the week,...

 

Monday, August 5, 2013

Markets closed out another positive week, driven upward by a better-than-expected GDP report and a reminder that the Fed won't be pulling the plug on bond purchases this month. Nervousness ahead of a Fed policy meeting and the monthly...

 

Monday, July 29, 2013

Markets closed mixed this week as stocks experienced a period of lackluster trading. While the Dow and Nasdaq indexes eked out gains, the S&P 500 notched its first loss in five weeks, driven lower by some earnings misses. For the week,...

 

Monday, July 22, 2013

Markets closed mixed for the week again, logging new highs for the S&P 500 and the Dow, while the Nasdaq lost ground due to some earnings misses. So far, Wall Street is experiencing its best month this year since January, buoyed by...

 

Monday, July 15, 2013

Markets rallied strongly for another week, posting their second best weekly performance of the year and sending the S&P 500 and Dow indexes to new highs. Earnings reports and calming words from Fed Chairman Ben Bernanke contributed to...

 

Monday, July 8, 2013

Markets roared back to life last week as investors digested an upbeat June jobs report and decided that things were looking up for the U.S. economy. For the week, the S&P 500 gained 1.59%, the Dow increased 1.52%, and the Nasdaq grew a...

 

Monday, July 1, 2013

Despite a spike in volatility, markets were still able to eke out gains last week. Friday also marked the end of the month and the end of the second quarter; though June ended in the red, equities closed out the second quarter in the...

 

Monday, June 24, 2013

Last week was a turbulent one for equity markets. Key indices slid following Wednesday remarks by Fed Chairman Ben Bernanke, signaling that the Fed may scale back monetary stimulus later this year. For the week, the S&P 500 fell 2.11%,...

 

Monday, June 17, 2013

Markets lost ground last week for the third week in the last four, pummeled by ongoing worry about the tapering of the Fed’s stimulus programs. Uncertainty about the longevity of Fed programs has contributed to an increase in...

 

Monday, June 10, 2013

Troubling economic reports and fears of Fed tapering caused markets to stumble early last week, though they regained their footing later in the week, eventually ending positive. For the week, the S&P 500 gained 0.78%, the Dow gained 0...

 

Monday, June 3, 2013

Markets ended the shortened trading week down, battered by selling pressure and volatility around possible Fed actions. For the week, the S&P 500 lost 1.14%, the Dow slid 1.23%, and the Nasdaq trimmed 0.09%.[i]Oddly enough, markets...

 

Tuesday, May 28, 2013

Stocks entered the holiday weekend down on worries that the Fed might cut back its quantitative easing. For the week, the S&P 500 dropped 1.07%, the Dow lost 0.33%, and the Nasdaq lost 1.14%.[1]Fed officials went into a full-court...

 

Monday, May 20, 2013

Stocks rallied for the fourth week in a row on positive economic data as both the S&P 500 and Dow Industrials hit new highs. For the week, the S&P 500 gained 2.07%, the Dow increased 1.56%, and the NASDAQ added 1.82%.[i] Markets...

 

Monday, May 6, 2013

U.S. markets closed out last week with a bang, after a better-than-expected jobs report eased concerns about a stalled economic recovery. The S&P 500 and Dow both surged to new highs on the news, with the S&P 500 closing out the week...

 

Wednesday, May 1, 2013

Markets ended positive last week despite a disappointing GDP report, erasing losses endured the previous week. As of Friday’s close, the S&P 500 gained 1.74%, the Dow climbed 1.13%, and the Nasdaq increased 2.28%.[i] Earnings data and...

 

Monday, April 22, 2013

Even as we share this update with you, the events that unfolded last week in Massachusetts and Texas are still fresh in our minds. Our hearts will remain with the victims and their families, as well as the residents of Boston and West...

 

Monday, April 15, 2013

Despite some disappointing economic data, markets moved higher again last week. Both the Dow and S&P 500 posted new highs on Thursday, boosted by an upbeat jobs report. While U.S. investors still seem to lack some conviction, money is...

 

Monday, April 8, 2013

Markets pulled back last week as investors reacted to several disappointing economic reports and expressed concern that a spring swoon is around the corner. For the week, the S&P 500 lost 1.0%, the Dow trimmed 0.1%, and the Nasdaq fell...

 

Monday, April 1, 2013

Equity markets experienced one of the best first quarters in years, with the Dow logging its strongest quarter since 1998.[i] After flirting with record highs for more than a week, the S&P500 finally broke through its 2007 ceiling to...

 

Monday, March 25, 2013

Markets finally snapped their winning streak on concerns of Eurozone trouble with Cyprus. Despite the early sell-off, markets rose later in the week to erase most of the losses. For the week, the S&P500 lost 0.24%, the Dow slid just 0...

 

Monday, March 18, 2013

Markets experienced another hot week as the Dow posted its best winning streak since 1996, with ten days up in a row, while the S&P 500 inched within 10 points of its historical high before closing lower on Friday.[i] For the week, the...

 

Thursday, February 28, 2013

If you’ve been watching the news, you’ve probably heard a lot about “sequestration.” We understand that many of our clients are concerned about the effect of these spending cuts on the economy and their financial future. We are...

 

Tuesday, February 26, 2013

Markets slid last week as fears surrounding sequestration, Fed policy, and disappointing economic reports finally drained investor optimism. The S&P 500 snapped its seven-week winning streak, ending the week with a 0.28% loss; the Dow...

 

Tuesday, February 19, 2013

Markets ended a quiet week basically flat, though the S&P 500 managed to chalk up its seventh week of gains. For the week, the S&P 500 gained 0.12%, while the Dow lost 0.08% and the Nasdaq trimmed 0.06%.[i] There was quite a bit of...

 

Tuesday, February 12, 2013

Markets lost some exuberance last week as news out of Europe weighed on U.S. investors. Despite some selling pressure however, the rally rolled on as the S&P 500 edged to a five-year high.[i] Major indices ended the week mixed, with...

 

Monday, February 4, 2013

Markets continued their rally last week, with the Dow cracking 14,000 for the first time since 2007. Boosted by positive employment news, all the major indices are doing well, with the S&P 500 posting its longest winning streak since...

 

Monday, January 14, 2013

Markets were upbeat last week, closing positive for the second week in a row as traders digested the first fourth-quarter earnings reports and fresh economic data. The S&P 500 was pushed to a new five-year high, gaining 0.38%, while...