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Wednesday, April 22, 2020

2020 First Quarter Review & Outlook Market Review Good riddance. It was the worst quarter for the S&P 500 Index since the financial crisis and the worst first quarter ever since 1938 … it was the worst quarter for crude oil...

Friday, March 20, 2020

The Latest Update Since last month’s Market and Portfolio Update on the Coronavirus, the World Health Organization (WHO) declared COVID-19 a pandemic as the virus spreads further around the globe. Investor fear also spread...

Saturday, February 1, 2020

The Coronavirus Affecting the Stock Market Investors have been fearful of a wider spread of the coronavirus (COVID-19) and are concerned about a potential pandemic if the virus is not contained. COVID-19 has already caused slowing...

Tuesday, December 31, 2019

Equities Investors cheered the end of 2019 as their accounts recorded substantial profits over the past 12 months. Meanwhile, those who sold most or all of their stock positions during 2018 fourth quarter’s equity meltdown and...

Monday, September 30, 2019

Equities The S&P 500 Index eked out a modest increase in the third quarter, helping stocks hold on to their biggest year-to-date gain in more than two decades and prolonging the longest bull market on record. The broad stock market...

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Sunday, March 31, 2019

Equities Stock investors have been on a wild ride over the past six months. The S&P 500 Index has gone from a record high in September of last year, to the cusp of a bear market at year-end, to being back within striking distance of...

Monday, December 31, 2018

Equities After nearly two years of impressive gains stocks took a 180 degree turn for the worst in the last three months of 2018, highlighted with year-end nerve wracking daily market swings. The typical “Santa Clause...

Saturday, December 1, 2018

Equities I think we are between the mid and late phases of the business cycle, a time when the performance of different types of investments has been historically mixed. I think that means it's not the time to abandon stocks, but it's...

Sunday, September 30, 2018

Equities After a slow a sometime turbulent first half of the year, the S&P 500 Index of large U.S. stocks surged 7.7% in the third quarter; its biggest three-month gain in nearly five years and ending near an all time high. Analysts...

Saturday, June 30, 2018

Equities So far this year market instability has been the overriding theme and has grounded stock returns. U.S. stocks struggled in the past three months over investors’ concerns about trade tensions, political uncertainty in the...

Saturday, March 31, 2018

Equities After one of the strongest-performing Januarys in over two decades, equities began sliding in February with the Dow Jones Industrial Average suffering its first 10% correction since early 2016. The sudden fall was driven by...

Wednesday, February 7, 2018

The Long Awaited Market Correction The recent sudden and significant drop in global stock markets has many investors on edge. With memories fresh of continuous equity highs, retail “mom & pop” investors as well as...

Sunday, December 31, 2017

Equities The stock market climbed significantly in 2017, posting its biggest annual gain in four years and extending a bull market that began in 2009—now the second-longest in history. Powering the market's double-digit rise was...

Saturday, September 30, 2017

Equities The U.S. stock market posted solid third-quarter gains as upbeat news on the global economy overshadowed a steady stream of negative news ranging from catastrophic hurricanes to cyber hacks and war chatter between the Trump...

Friday, June 30, 2017

Equities Global stock markets collectively had their best opening half in years. All but four of the 30 major indexes representing the world’s biggest stock markets rose—a first six-month performance unmatched since 2009...

Friday, March 31, 2017

EquitiesThe U.S. stock market posted its biggest quarterly gain since the last quarter of 2015—extending the fourth quarter post-election rally—lifted by a brightening economic outlook and rising confidence among businesses...

Saturday, December 31, 2016

EquitiesU.S. stocks shook off a poor start for the year to log its best performance since 2013. Stocks weathered several shocks in 2016, including a possible global recession scare during the first quarter, Britain’s surprising...

Tuesday, November 1, 2016

U.S. stock indexes this Wednesday after the election were trading higher, paring steep pre-market stock futures losses, after an early-morning astonishing victory by Republican candidate Donald Trump over Democrat Hillary Clinton. This...