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January 21st, 2025
Weekly Market Insights | January 21st, 2025Goldilocks Returns; Market Ends Week "Just Right." Stocks roared back last week, fueled by upbeat Q4 corporate reports and economic news that stalled inflationary fears. The Standard & Poor’s 500 Index rose 2.91 percent,...
January 13th, 2025
Weekly Market Insights | January 13th, 2025Investors Read Inflation Risk in Job Numbers Stocks fell for the second consecutive week as a round of fresh economic data stoked inflationary fears among investors. The Standard & Poor’s 500 Index declined 1.94 percent,...
January 6th, 2025
Weekly Market Insights | January 6th, 2025Stocks Decline Slightly as New Year Dawns Stocks edged lower last week despite a powerful end-of-week rally. The Standard & Poor’s 500 Index lost 0.48 percent, while the Nasdaq Composite Index slid 0.51 percent. The Dow...
December 30th, 2024
Weekly Market Insights | December 30th, 2024Holiday Spending Up Stocks notched a slight gain over the holiday week. A tech-driven rally in the first half of the week was clawed back in the second half as investors took profits following the market holiday. The...
Can I Create a Roth if I’m Over the Income Limit?
Can I Create a Roth if I’m Over the Income Limit Yes, you might be able to create a Roth individual retirement account (IRA) if you’re over the income limit. This strategy involves converting a traditional IRA to a Roth IRA. The idea, often referred to as a “backdoor...
December 23rd, 2024
Weekly Market Insights | December 23rd, 2024Powell Signal Leaves Investors Cold Stocks were under pressure last week as the Fed Chair's hawkish comments unsettled investors ahead of the holiday season. The Dow Jones Industrial Average received the hardest hit, falling...
Retirement Strategy After a Job Loss
Retirement Strategy After a Job Loss Few events are more stressful and disruptive than an unexpected job loss or layoff. For many, it’s a hit not just to finances but also to confidence and sense of self. You're not alone if you’ve been laid off—or if the idea is an...
December 16th, 2024
Weekly Market Insights | December 16th, 2024Mixed Data, Mixed Results. Stocks finished the week mixed, bookending losses around midweek gains as investors digested fresh inflation data. The Standard & Poor’s 500 Index slipped 0.64 percent, while the Nasdaq...
Weekly Market Insights | December 9th, 2024
Weekly Market Insights | December 9th, 2024Markets Mixed; Jobs Back on Track Stocks were mixed during the first trading week of December. Technology stocks led, while the widely followed Dow Jones Industrial Average struggled. The tech-heavy Nasdaq Composite Index...
December 2nd, 2024
Weekly Market Insights | December 2nd, 2024Solid Gains for Thanksgiving Week Stocks posted solid gains over a short and busy holiday week as investors parsed fresh economic data, comments on potential future trade policy, and a few Q3 reports from technology...