Please note: This update was prepared on Friday, April 9, 2021, before the market’s close. In 1933, in the depths of the Great Depression, President Franklin Delano Roosevelt famously told Americans: “The only thing we have to fear is fear itself.” He then went on to initiate one of the largest public …
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Please note: This update was prepared on Thursday, April 1, 2021, before the market’s close. The economy is still suffering from some pandemic-related pain—the number of people filing for unemployment benefits rose last week and claims remain well-above pre-COVID levels—but the data also shows consumer confidence surging and manufacturers scrambling to meet …
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Please note: This update was prepared on Friday, March 26, 2021, before the market’s close. Economists like to talk about the “green shoots” of economic recovery—signs that growth has returned and an expansion is upon us. After a dismal February, signs of recovery emerged yet again, but the green that captured our …
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Please note: This update was prepared on Friday, March 19, 2021, before the market’s close. News of faster-than-expected vaccine distribution in the U.S. and the Federal Reserve’s pledge to keep rates near zero through 2023 were a shot in the arm for stocks this week. But inflation fears resurfaced, driving Treasury yields …
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Please note: This update was prepared on Friday, March 12, 2021, before the market’s close. One year after the World Health Organization declared COVID-19 a global pandemic, optimism reigned on Wall Street. The Dow Jones Industrial Average and the S&P 500 index, as well as the small-cap Russell 2000 index, each hit …
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Special Report 
Estate Checklist
A Straightforward Guide to Preparing and Settling an Estate
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Please note: This update was prepared on Friday, March 5, 2021, before the market’s close. Last year’s bull market came roaring into 2021 with a head of steam but has since tired. The tech-heavy NASDAQ Composite, which gained more than 43% last year, slid briefly into correction territory after remarks by Federal …
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Please note: This update was prepared on Friday, February 26, 2021, before the market’s close. Despite encouraging economic and vaccine news, both stock and bond markets were roiled over the past week. The tech-stock-heavy NASDAQ Composite Index logged its steepest slide since October and the Dow Jones Industrial Average endured its worst …
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Please note: This update was prepared on Friday, February 19, 2021, before the market’s close. The Dow Jones Industrial Average reached record heights this week before slipping Thursday, hitting pause on a blistering February rally. The promise of additional fiscal stimulus, sustained easy-money policies from the Federal Reserve and upbeat economic data, …
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Please note: This update was prepared on Friday, February 12, 2021, before the market’s close. The S&P 500 logged its ninth record high of 2021 Thursday on the back of expectations for a new round of stimulus spending, better-than-expected corporate earnings and the Federal Reserve’s reaffirmed commitment to low interest rates. Despite …
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Please note: This update was prepared on Friday, February 5, 2021, before the market’s close. The stock market forged ahead this week as Democrats succeeded in passing a new COVID-19 relief package. While the economic news was muted, earnings reports were strong and we expect to see signs of further growth in …
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Special Report 
Stock Buybacks: Public Enemy Number One?
Common Misconceptions About Buybacks and How They Impact Your Portfolio
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Please note: This update was prepared on Friday, January 29, 2021, before the market’s close. It’s been a strange few days on Wall Street. Traders in a small number of heavily discounted stocks have waged battles, causing prices to more than double and then drop by half all in a day or …
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Please note: This update was prepared on Friday, January 22, 2021, before the market’s close. In a short trading week filled with political pageantry, the major stock indexes closed at fresh highs on Wednesday and Thursday before giving back a bit on Friday, as investors reacted to news that COVID-19 vaccines are …
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