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Welcome to our blog! We aim to bring you value in all areas of financial planning and share our thoughts on current market conditions, the economy, and all any other topics we deem important for everyone to know! 

Friday, January 5, 2024

The Internal Revenue Service has released new limits for the coming year. After months of high inflation and financial uncertainty, some of these cost-of-living-based adjustments have reached near-record levels. Individual Retirement...

Thursday, March 30, 2023

Cetera Investment Management has released its 2023 Second Quarter Outlook titled, “Preparing to Land.” In this outlook, they discuss the impact of the Fed’s rate hikes which are showing up in the banking sector and...

Monday, March 13, 2023

In their latest commentary, the Cetera Investment Management Team explains the two California bank closures. Unlike 2008, these were liquidity events and not solvency events. These banks were unique in that their customer bases were...

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 &...

Tuesday, November 1, 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...

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Tuesday, September 27, 2022

Market Insights: Last week, Fed Chair Powell said the U.S. would not tame inflation without economic pain. This week heightened recession fears and sent stocks broadly lower. The Dow Jones Industrial Average dropped 4.00%

Monday, September 12, 2022

In a holiday-shortened week of trading, stocks posted healthy gains despite more tough talk on monetary policy from Fed officials.The Dow Jones Industrial Average rose 2.66%, while the Standard & Poor’s 500 gained 3.65%. The...

Monday, July 11, 2022

In a holiday-shortened trading week, stocks rallied despite mixed economic data and vacillating energy prices and bond yields.The Dow Jones Industrial Average increased 0.77%, while the Standard & Poor’s 500 rose 1.94%. The...

Monday, June 27, 2022

Prospects of cooling inflation powered a rally in stock prices last week despite growing recession concerns.The Dow Jones Industrial Average gained 5.39%, while the Standard & Poor’s 500 climbed 6.45%. The Nasdaq Composite index...

Monday, June 6, 2022

In a holiday-shortened week of volatile trading, stocks surrendered some of the previous week’s strong gains.The Dow Jones Industrial Average fell 0.94%, while the Standard & Poor’s 500 declined 1.20%. The Nasdaq Composite...

Monday, May 2, 2022

On Friday, a sharp sell-off sent major stock market indices into negative territory for the week, capping a volatile close to April. The Dow Jones Industrial Average declined 2.47%, while the Standard & Poor’s 500 tumbled 3.27%....

Monday, April 25, 2022

Hawkish comments from Fed Chair Jerome Powell overshadowed many largely positive earnings results, sending stocks lower for the week. The Dow Jones Industrial Average declined 1.86%, while the Standard & Poor’s 500 dropped 2.75%...

Monday, March 28, 2022

With growing confidence in the economy’s resilience, stocks posted another week of solid gains. The Dow Jones Industrial Average rose 0.31%, while the Standard & Poor’s 500 advanced 1.79%. The Nasdaq Composite index picked...

Monday, March 21, 2022

With the Fed embarking on a new course of monetary tightening amid continued fighting in Ukraine, stocks staged a powerful, broad-based rally last week. The Dow Jones Industrial Average jumped 5.49%, while the Standard & Poor’s...

Monday, March 14, 2022

Intensifying hostilities in Ukraine continued to unsettle markets, as investors grappled with the war’s impact on the global economies. The Dow Jones Industrial Average lost 1.99%, while the Standard & Poor’s 500 dropped 2...

Monday, March 7, 2022

War in Ukraine weighed on stocks as investors assessed the economic impact of continued hostilities, expanding economic sanctions, and potentially higher inflation due to rising oil prices and new stresses on the global supply chain....

Monday, February 28, 2022

Investors rode a rollercoaster of emotions as rising hostilities at the Russian-Ukrainian border sent stocks sharply lower before a powerful late-week rally erased early losses. The Dow Jones Industrial Average was flat (-0.06%),...

Wednesday, February 23, 2022

Stocks closed lower for the week as escalating tensions on the Russian-Ukrainian border added to existing jitters over higher inflation and a pending tightening of monetary policy. The Dow Jones Industrial Average slid 1.90%, while...

Wednesday, February 16, 2022

A hot inflation print and the growing concern of a Russian invasion of Ukraine sent stocks tumbling late in the week, leaving major indices lower for the five-trading days. The Dow Jones Industrial Average skidded 1.00%, while the...

Monday, February 7, 2022

Monday, February 7, 2022