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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!
New Retirement Contribution Limits for 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...
Read MoreQ2 Market Outlook | Preparing to Land
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...
Read MoreBank Closures Explained
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...
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Marcel’s Market Mondays
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 &...
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Marcel's Market Mondays: Plenty of Treats for Wall Street This Week
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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Marcel's Market Mondays: Fallout From Powell Comments Continues
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%
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Marcel's Market Mondays: Markets Upbeat, Despite Gloomy Inflation Talk
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...
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Marcel's Market Mondays: Stocks Rally Despite Mixed Data
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...
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Marcel's Market Mondays: Stocks Rally, Despite Recession Concerns
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...
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Marcel's Market Mondays: Stocks Slip on Mixed Economic News
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...
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Marcel's Market Mondays: Economy Slows; Stocks Retreat
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%....
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Marcel's Market Mondays: Powell Favors Quick Movement
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%...
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Marcel's Market Mondays: Confidence Grows In Resilient Economy
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...
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Marcel's Market Mondays: Stocks Rally in Changing Landscape
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...
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Marcel's Market Mondays: Ukrainian War Impacts Global Economy
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...
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Marcel's Market Mondays: Ukrainian War Stresses Economy
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....
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Marcel's Market Mondays: Rocky Week After Russian Invasion
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%),...
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Marcel's Market Mondays: Inflation and Ukraine Rattle Investors Another Week
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...
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Marcel's Market Mondays: Inflation and Ukraine Fears Cool Markets
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...
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