Category Archives: COVID-19

Rejoice and Give Thanks, as We Go ‘Round

Sometimes it seems like we are on a merry-go-round. As the music plays and the carousel turns, we may look for something different around the next turn, but, inevitably, we […]

Leaning Not on Our Own Understanding

Small-caps stocks continued to surrender momentum, as all the major indexes ended lower. The small-cap Russell 2000 Index underperformed for the third consecutive week, further reducing its lead over the […]

Testing the Foundation

Stocks rebounded from the previous week’s declines, bringing the S&P 500 Index and the technology-heavy Nasdaq Composite index to new highs and helping both record their best weekly gains since […]

The Hawks are Circling

Stocks declined as a surprisingly hawkish (restrictive monetary policy) outcome from the Federal Reserve’s June 15–16 policy meeting and comments from a Fed official about potentially earlier-than-expected rate hikes dragged […]

Shelter from the Heat

As the heat of summer intensifies, so does the vacillation of key economic factors affecting the markets. Last week, a sharp decrease in longer-term bond yields helped push the S&P […]

Lessening the penalty of early 401(k) withdrawals (Part 1)

A 401(k) plan is an employer-sponsored retirement savings plan, wherein deductions from an employee’s paycheck serve as contributions. These accounts are a key vehicle to tax-deferred savings and accumulation of […]

A Cloud or a Storm?

Stocks slipped back from record highs, as investors confronted signs of a storm coming in the form of higher inflation. Thankfully, a late rally moderated the week’s declines. Elon Musk […]

Drawing Battle Lines

As the first full week in May came to a close, the major indexes produced mixed returns across a wide range. Topping it off, a Friday rally erased some losses […]

All Signs Point to…

Last week was “all-hands-on-deck,” as over 100 of the S&P 500 companies reported earnings. Earnings to date have been very positive, with 86% beating top-line expectations. If this trend continues, […]