Broker Check

7481 East Broadway Boulevard, Tucson, AZ 85710

(520) 326-6133

Blog

Wednesday, May 13, 2026

Why Is This Conversation So Important Right Now? The U.S. is in the middle of a sustained demographic shift. More than 61 million adults are aged 65 and older as of 2025, and that number is projected to reach approximately 82 million...

Tuesday, April 14, 2026

Social Security decisions are often framed as a single question: “When should I start drawing benefits?” That question matters, but it can also be limiting. The better question is: how does Social Security fit into my overall...

Thursday, April 2, 2026

If you are a parent of a teen or young adult, how do you teach them to make confident money decisions before the stakes are high? Teaching teens and young adults about money is less about formal instruction and more about repeated...

Monday, March 23, 2026

Key TakeawaysHere are some questions this blog aims to answer:How can parents or grandparents help with a down payment for adult children?What are ways to gift a down payment, and how do the annual gift tax exclusion and lifetime...

Monday, March 2, 2026

Key TakeawaysHow much wealth are women on track to control in the next decade, and why does that matter?What does the life expectancy gap between women and men mean for how long money needs to last?How common is it for women to be...

Show All

Tuesday, February 24, 2026

Key TakeawaysTreat tax strategy as a continuous process, not a once-a-year filing exercise.Coordinate with financial and tax professionals throughout the year to identify opportunities for efficiency.Review contribution limits,...

Wednesday, February 11, 2026

Key TakeawaysEmotions and biases might influence financial choices more often than most people realize.Behavioral patterns, such as loss aversion, familiarity bias, and herd mentality, can impact long-term results.Recognizing emotional...

Thursday, January 29, 2026

Artificial intelligence (AI) may be the most revolutionary technology of our time, with industries scrambling to embrace its possibilities. AI’s early influence seems similar to the positive disruptions brought about by past...

Tuesday, January 6, 2026

As we begin a new year and consider the opportunities ahead, reflecting on the past year helps put today’s financial landscape into perspective and informs the strategies that can move us closer to our goals. 2025 was a year marked by...

Wednesday, December 17, 2025

Key Takeaways and Suggestions for Successful Goal Setting Use SMART Goals for Clarity and FocusSet goals that are Specific, Measurable, Achievable, Relevant, and Time-bound. This proven method helps break big ambitions into manageable...

Tuesday, December 2, 2025

Key Takeaways A third of annual donations: About one-third of all charitable contributions are made in December. Donating before December 31 may offer tax advantages. New rules starting in 2026 (via the OBBB Act) may affect deductions...

Wednesday, November 12, 2025

Key Takeaways Caring for aging parents is a growing reality for many Americans. The number of family caregivers in the U.S. has jumped to 63 million, a 45 percent increase over the past decade, making 1 in every 4 Americans a...

Tuesday, November 4, 2025

Key Takeaways Year-end holidays may be a good time to initiate a discussion about financial matters that may impact your family. If you have adult children, you may want to discuss your financial situation, estate strategy, and legal...

Wednesday, October 15, 2025

Receiving a bonus, inheritance, or an increase in income often prompts a key financial question: Should I use this money to pay off my mortgage, or invest it? At first glance, the answer might seem simple. But in reality, it requires...

Thursday, October 2, 2025

Background As of September 29, 2025, the federal government is headed toward its first shutdown in nearly seven years unless Congress reaches a funding agreement by midnight on Tuesday, September 30. The impasse centers around a...

Wednesday, October 1, 2025

If you’ve found yourself stepping into a more active role in your parents’ financial lives, you’re not alone. Some of us are helping aging parents navigate everything from healthcare decisions to bill payments—and increasingly, we’re...

Thursday, September 18, 2025

The final months of the year can sneak up quickly, and with them come deadlines, decisions, and distractions. Before the holiday season takes over your calendar, fall can be a valuable window to revisit your financial strategy and...

Tuesday, September 2, 2025

The Tax Cuts and Jobs Act of 2017 (TCJA) included lower federal income tax brackets, bigger standard deductions, and higher gift and estate tax exemptions, among other provisions. The law stipulated that some of those tax breaks would...

Wednesday, August 27, 2025

Estate management isn’t just about what happens after you’re gone— it’s also about what you can do now to help manage future estate taxes, transfer wealth strategically, and attempt to create a meaningful impact during your lifetime....

Wednesday, August 13, 2025

The rules regarding inherited IRAs have changed in the last five years, and failing to comply with the new requirements may result in IRS penalties. These changes affect people inheriting IRAs and those looking to leave retirement...

Tuesday, July 22, 2025

Compensation is more than just a number on a paycheck. Whether you're exploring new opportunities, preparing for a promotion, or evaluating your current benefits, it’s important to understand the full value of your total...

Wednesday, July 9, 2025

While you may follow the various stock indexes on the nightly business news, how much do you know about their histories, how they work, and why they're important? We pulled together some information and interesting facts about some of...

Wednesday, June 25, 2025

You’ve likely spent years building your retirement nest egg—saving diligently, investing wisely, and contributing to retirement accounts along the way. But transitioning from earning a paycheck to relying on your savings can feel...

Wednesday, June 11, 2025

Despite those who say the conventional wisdom that has guided investor actions over the years is no longer valid in 2025, remember the famous quote from legendary investor Sir John Templeton: "The four most dangerous words in investing...

Tuesday, May 27, 2025

It’s graduation season—a time of celebration and new beginnings. For families with college seniors, this time can bring both excitement and uncertainty. While some graduates have jobs lined up, many others still are navigating job...

Wednesday, May 14, 2025

As summer approaches, your thoughts may drift toward escaping your daily routine. Whether your idea of a perfect vacation is sitting on a pristine beach, fishing in a mountain lake, or playing the back nine between pickleball matches,...

Wednesday, April 16, 2025

April is a pivotal time in the college admissions process. After years of preparation, saving, and investing—not to mention the countless hours spent on exam prep, campus visits, and perfecting applications and essays—the finish line...

Monday, April 7, 2025

Rapid Reaction RECIPROCAL TARIFFS What’s happening?Equity markets moved sharply downward today as President Trump announced a modified version of reciprocal tariffs across the globe. Most shockingly, the announcement included a global...

Tuesday, April 1, 2025

April isn’t just about filing taxes—it’s also Financial Literacy Month, a perfect opportunity to reflect on your financial habits, expand your knowledge, and take meaningful steps toward improving your financial well-being. Whether...

Thursday, March 13, 2025

Recession Fears Our system has released a Rapid Reaction report addressing growing recession fears and heightened market volatility. Key takeaways include: Uncertainty around trade policies and tariffs is fueling economic concerns,...

Wednesday, March 5, 2025

The Return of Tariffs Helios Quantitative Research has released a Rapid Reaction analysis on the U.S.'s newly announced tariffs on Mexico, Canada, and China. These tariffs—25% on Mexico and Canada and an additional 10% on China—are...

Friday, January 10, 2025

The Social Security Fairness Act, HR 82 is a bill that was recently signed into law that repeals several decades-old provisions aimed at increasing Social Security payments for nearly 3 million former and current public employees that...

Thursday, July 4, 2024

The sandwich generation is generally defined as middle-aged individuals aged 40 to 60 (Generation X) sandwiched between aging parents, adult children, and grandchildren. Because members of the sandwich generation have been in the...

Friday, June 21, 2024

Protecting your finances is always important. But as you approach retirement, with less time to bounce back from any missteps, it becomes even more critical to avoid fraud, identity theft, and other threats. Below, we discuss a few...

Friday, June 14, 2024

Public servants may face unusual challenges and opportunities when it comes to planning for retirement. On the one hand, public service positions usually pay less than the same types of work in the private sector, giving you less money...

Friday, June 7, 2024

Tracking your spending is the first step to taking control of your finances and saving money. It can be a bit daunting at first, but seeing where your money is going is worth it. Why is it important? Well, loads of people we know who...

Thursday, May 23, 2024

Did you know, according to CNBC, more Americans are expected to turn 65 through 2027 than at any other time in history? This rapid population increase of older adults is often called the “Silver or Gray Tsunami,” though many new...

Thursday, May 16, 2024

529 plans are a tool for those looking to save for college for their children, grandchildren, or any family member. While most people know that they are one of the most popular saving methods for college, many myths surrounding these...

Thursday, May 9, 2024

Tips for how to start your estate planning process today – for your future Many people postpone the planning of their estates because they assume that estate planning is only for the affluent. Others may think that estate planning is...

Thursday, May 2, 2024

As a parent, one of the most significant concerns is ensuring that your children have the financial resources they need to pursue higher education. With college tuition costs continuously rising, it's no surprise that many parents...

Wednesday, April 24, 2024

If you're nearing retirement age, you know the Social Security process and how much you will likely receive. With that information, you may have also anticipated that your Social Security benefit would not be enough to sustain you in...

Thursday, April 18, 2024

National Financial Advisor Day is a celebration on April 18 of each year. This date is a time to explore the world of financial professionals and understand how they may help you navigate the complexities of managing your money....

Thursday, April 11, 2024

Estate planning is a comprehensive process that involves organizing your assets and making informed decisions concerning how your wealth will be handled before and after death. It is a critical phase of wealth management, essential for...

Monday, April 8, 2024

Social Security benefits are critical to retirement planning. These monthly benefits provide a financial safety net for millions of Americans. But you must navigate the system strategically to get the most out of your Social Security...

Thursday, April 4, 2024

Social Security benefits are critical to retirement planning. These monthly benefits provide a financial safety net for millions of Americans. But you must navigate the system strategically to get the most out of your Social Security...

Thursday, April 4, 2024

Are you interested in a little trip down the stock market's memory lane? Remember the frightening drop in the stock market that bottomed out on March 23, 2020? That day, the S&P 500 hit an ominous low. Yet, since then, the stock market...

Saturday, March 23, 2024

As you approach retirement, you're probably envisioning a future of leisure, adventure, and well-deserved relaxation. But just as you plan your wardrobe for different seasons, organizing your financial closet is crucial to help manage...

Wednesday, March 20, 2024

Technology continues to grow and evolve, allowing us to stay connected and perform many daily tasks from home. There is a drawback to technology, however. It often leaves us more vulnerable to scammers who hide behind the anonymity...

Tuesday, March 12, 2024

Taxes can be a major expense, but they don't have to be. By taking a few simple steps, you can reduce your tax liability and boost your retirement savings. Here are a few tips: Contribute to a retirement savings account. Retirement...

Tuesday, March 5, 2024

Student loan debt is a major financial burden for many people. But there are ways to get help, including loan forgiveness programs. In this blog post, we will discuss two federal loan forgiveness programs: Public Service Loan...

Monday, February 26, 2024

Student loans can be a major financial burden, but there are ways to manage them and pay them off. Here are some tips: Choose the right repayment plan. There are many repayment plans available, so it's important to choose one that fits...

Monday, February 19, 2024

Wealth transfer is more than just a financial transaction; it's an opportunity for families to pass on their values, wisdom, and a legacy of love. Navigating this process requires careful consideration, open communication, and a shared...

Wednesday, February 7, 2024

In a surprising turn of events, the Federal Reserve has taken a "dove"ish pivot, signaling a potential end to the rate-hiking cycle that has characterized its recent monetary policy stance. This shift has sent shockwaves through...

Thursday, February 1, 2024

Time is one of the most valuable assets you have when it comes to wealth building. The earlier you start investing, the more time your money has to grow. This is because of the power of compounding interest. Compounding interest is...

Wednesday, January 24, 2024

Your Social Security retirement benefit may be taxable Did you know that you might have to pay federal income tax on your Social Security retirement benefit? If the only income you had during the year was Social Security income, then...

Wednesday, January 17, 2024

Your financial professional can help leverage these changes to impact your tax liabilities It is crucial for individuals to engage in strategic tax planning with their financial professionals, particularly considering the changes to...

Wednesday, January 10, 2024

Are you ready to learn about estate planning? Well, you've come to the right place. In this article, I'll provide an overview of estate planning fundamentals and explain why it's important for everyone, not just the super wealthy. So,...

Monday, January 8, 2024

Getting close to retirement is exciting, but it often brings a little worry about your financial future. The closer you get, the more you may be concerned with the rising living costs and if your finances are on track to allow you to...

Monday, December 25, 2023

A Comprehensive Financial Perspective When the topic of financial planning comes up, most individuals naturally gravitate towards the idea of growing their assets. Stocks, bonds, real estate, and retirement accounts usually dominate...

Wednesday, December 20, 2023

Proper financial planning includes forecasting future Social Security benefits In a welcome development for millions of Americans relying on Social Security, the Social Security Administration has recently announced a substantial...

Tuesday, December 12, 2023

Do you wonder whether you need a financial advisor? Well, you're not alone. Many people are unsure if they should go it alone or seek professional help. In this article, I'll break down the pros and cons of both options to help you...

Tuesday, December 5, 2023

Hey there! I'm here to help you navigate the confusing world of retirement planning. By now, you've learned a lot about saving for retirement and the different types of accounts available to you. But today, I want to throw another...

Sunday, November 19, 2023

I want to talk to you about why taking some risks with your investments may actually be a good idea. Now, I know the word "risk" can be a little scary, but trust me, it's not as bad as it sounds.   First things first, let's talk...

Thursday, November 16, 2023

One of the more difficult conversations for family members to have is talking about estate planning. There are several reasons for this, including the reality of our own mortality and that of our loved ones. In some families, it is an...

Wednesday, November 8, 2023

So following up on our last post, today I want to talk to you about staying the course when the market turns against you. I know it can be scary and confusing when the market takes a downturn, but I'm here to help you navigate through...

Wednesday, November 1, 2023

Make your annual review more efficient and productive to improve next year When you work with a financial professional, then you know how important the year-end review is to the financial planning process. And given that you should be...

Monday, October 23, 2023

Planning for your financial future and retirement looks much different now than in previous years. Some people must supplement their Social Security to have enough to maintain their desired lifestyle. This means financial planning is...

Wednesday, October 18, 2023

Deciding on which college to attend is an exciting time. Still, it can also be stressful. The Department of Education has been working to simplify the Free Application for Federal Student Aid (FAFSA) application process with a few...

Wednesday, October 11, 2023

Today, I want to talk to you about estate planning. I know, I know, it may not be the most exciting topic, but trust me, it's important. It’s especially important for those of you in higher risk professions such as first...

Sunday, October 8, 2023

Being an educator requires expertise and that you stay current on developments in your field. However, that level of ongoing attention can make it difficult to find the time to stay on top of issues that affect your finances, or to put...

Friday, October 6, 2023

October is Financial Planning Month, with the holidays and new year around the corner it is the perfect time to get your money in order. Having a well thought out plan is crucial to achieving your money goals and setting yourself and...

Monday, September 25, 2023

Be proactive and follow these steps to ensure accuracy and compliance Tax filing season can be a stressful time for many individuals. Dealing with the IRS and ensuring compliance with tax regulations can seem daunting. However, with...

Monday, September 25, 2023

403(b)’s also call tax sheltered annuities are retirement plans offered to employees of tax-exempt organizations such as K-12 schools, community colleges, universities and 501(c)3 organizations like hospitals and religious...

Wednesday, September 20, 2023

During turbulent financial times, having a financial emergency plan might provide you with a proverbial life preserver. Whether it is an emergency fund to help you tackle an unplanned expense, insurance to cover an unexpected accident...

Wednesday, September 13, 2023

Every year, around 3 million Americans are required to evacuate their homes due to a natural disaster.1 What's more, this figure does not include the millions of other individuals who are temporarily displaced as a result of fire,...

Wednesday, September 6, 2023

Investors’ perceptions of a financial crisis are different among generations As the global economy grapples with uncertainty, investors' perceptions of a financial crisis diverge significantly along generational lines. While...

Friday, September 1, 2023

Today, I want to talk to you about the benefits of working for a public sector employer. I know, it may not sound like the most exciting topic, but trust me, it's important stuff. So, let's dive in! First off, I want to address the...

Wednesday, August 23, 2023

Each day, you face a variety of risks--risks to your life, your health, and your property. Although you can't eliminate many of these risks, you can take steps to guard against resulting financial losses. That's where insurance comes...

Sunday, August 20, 2023

Tax benefits, flexible contribution options and potential investment growth For many families, there’s a sense of excitement and anticipation that fills the air as high school seniors prepare to embark on their next journey:...

Thursday, August 17, 2023

Go out into your yard and dig a big hole. Every month, throw $50 into it, but don't take any money out until you're ready to buy a house, send your child to college, or retire. It sounds a little crazy, doesn't it? But that's what...

Wednesday, August 9, 2023

A well-structured estate plan can be invaluable to you and your family It is common for people to put off planning their estates. After all, no one wants to anticipate their death. In addition, many may believe that only the wealthy...

Sunday, July 23, 2023

Making informed decisions about retirement is crucial to financial independence In an era characterized by high job turnover, it is more important than ever for employees to carefully manage their retirement savings. With a significant...

Wednesday, July 19, 2023

Those who receive an inheritance with the passing of a loved one are potentially given the gift of financial freedom if they choose to manage the wealth carefully. Did you know that only about one-third of adults have a prepared will,...

Wednesday, July 12, 2023

For members of the "Sandwich Generation"—those currently in their 40s and 50s who are caring for children and their parents who are over 65-years old—estate planning may seem like a low priority. After all, when you're...

Wednesday, July 5, 2023

In December 2022, Congress passed the SECURE 2.0 Act. It introduced two new rules relating to 529 plans and student debt that will take effect in 2024.The first provision allows for tax- and penalty-free rollovers from a 529 plan to a...

Sunday, June 25, 2023

It is important to understand basic financial concepts in today's economic climate—from compound interest to the difference between a tax credit and a tax deduction. Unfortunately, 65% of Americans are financially illiterate and...

Wednesday, June 21, 2023

Many people know that life insurance is important to have, and yet not enough actually get it. Some decide they’ll get it later in life while others feel it’s a waste of money because they don’t have any health issues...

Wednesday, June 7, 2023

Having enough retirement income is a top concern for many Americans nearing or in retirement. Even though they may have saved consistently throughout the working years, they may be concerned that their retirement plans will succeed. A...

Thursday, June 1, 2023

Estate planning helps disperse your assets according to your wishes. The effort may seem daunting at first, but estate planning does not have to be overly complicated. With the proper planning, you may find yourself resting a little...

Wednesday, May 24, 2023

529 plans can be powerful college savings tools, but you need to understand how your plan works before you can take full advantage of it. Among other things, this means becoming familiar with the finer points of contributions and...

Monday, May 22, 2023

The thought of retiring may be intimidating for anyone—but if you own your own business, handing your "baby" to new owners might be enough to stop you in your tracks. What might you do to set your successor up for success? What...

Sunday, May 14, 2023

Retirement planning is all about the future, your future. Whether you are classified as a millennial, Gen Xers, women, or you are in your 40s-50s, retirement planning is a must. The key to successful retirement planning is starting...

Sunday, May 7, 2023

Only about 25% of Americans aged 60 and over have access to a defined-benefit plan, also known as a pension.1 Firefighters are in the small group of Americans who have the option of an employer-sponsored pension plan, but this may not...

Wednesday, April 19, 2023

When discussing multigenerational wealth it is common to come across proverbs that acknowledge the fact that generational wealth typically won’t make it past the third generation. In the United States the saying goes, “from...

Friday, April 14, 2023

Police officers have one of the most stressful—and dangerous—jobs in the United States. As a result, they also have different retirement benefits that may allow full retirement after only a couple of decades of active duty...

Tuesday, April 11, 2023

Deciding which one comes first so you know where to focus your efforts When it comes to personal finance, there are a number of competing priorities that can make it difficult to determine where to focus your efforts. For many people,...

Saturday, April 1, 2023

When people think of “myths,” they often think of such stories as Pandora’s Box (the woman who took the lid off of a jar releasing all of the world’s ills upon the world, were taxes one of them?), or the Tale of...

Thursday, March 23, 2023

What does it mean?Getting the most out of your contributionsOptimizing your Social Security retirement benefits means getting the best return possible on each dollar you've contributed to the system. Every pay period, you pay 6.2...

Wednesday, March 15, 2023

The beaten-down sectors from 2022 might be worth another look in 2023 In general terms, the bond market will rally when increases in the Consumer Price Index (CPI) (inflation) are small and the bond market will fall when increases in...

Tuesday, March 14, 2023

Stock and bond market activity was materially shaken last week as Silicon Valley Bank (SVB), the California bank subsidiary of SVB Financial Group (SIVB), fell into FDIC receivership. SVB is the first FDIC-insured institution...

Friday, March 10, 2023

I never learned about money growing up, in fact, I was never really aware of finances at all until about 7 years ago. My idea of managing money was managing to have a little bit of money left after getting paid and paying bills to put...

Wednesday, March 8, 2023

Many public school workers in different positions devote their lives to furthering the education of young people. The ability to enjoy a secure retirement is an objective that many teachers and their colleagues pursue years before they...

Wednesday, March 1, 2023

Setting Financial Goals and Creating a Plan: Pursuing Financial SuccessFinancial wellness is a term that refers to the overall health and well-being of an individual's finances. In order to work toward financial wellness, it is...

Monday, January 9, 2023

A strong Friday rally triggered by fresh signs of moderating inflation pushed stocks into positive territory to begin the new year. The Dow Jones Industrial Average rose 1.46%, while the Standard & Poor’s 500 advanced 1.45%....

Tuesday, January 3, 2023

In a holiday-shortened week, erratic trading left stocks marginally down for the week.The Dow Jones Industrial Average lost 0.17%, while the Standard & Poor’s 500 slipped 0.14%. The Nasdaq Composite index fell 0.30%. The MSCI...

Monday, December 19, 2022

Hawkish comments by the Fed and weak economic data heightened investors’ recession concerns and sent stocks lower last week.The Dow Jones Industrial Average lost 1.66%, while the Standard & Poor’s 500 retreated 2.08%. The...

Monday, December 12, 2022

Recession fears and concerns that the Fed may consider a longer rate-hike cycle sent stocks lower for the week.The Dow Jones Industrial Average dropped 2.77%, while the Standard & Poor’s 500 fell 3.37%. The Nasdaq Composite index...

Monday, December 5, 2022

Stocks ended higher last week as investors navigated the crosscurrents of a potential easing in future rate hikes and continued strength in the labor market.The Dow Jones Industrial Average edged 0.24% higher, while the Standard &...

Monday, November 28, 2022

Growing optimism that the Fed may be ready to ease future interest rate hikes sent stocks higher in a quiet trading week.The Dow Jones Industrial Average gained 1.78%, while the Standard & Poor’s 500 added 1.53%. The Nasdaq...

Monday, November 21, 2022

The stock market edged lower last week as it digested a crosscurrent of conflicting economic data and contrasting comments from Fed officials.The Dow Jones Industrial Average was flat (-0.01%), while the Standard & Poor’s 500...

Monday, November 14, 2022

A cooling inflation number ignited a powerful rally on Thursday, sending stocks to strong gains for the week.The Dow Jones Industrial Average gained 4.15%, while the Standard & Poor’s 500 added 5.90%. The Nasdaq Composite index...

Monday, November 7, 2022

Hawkish comments by Fed Chair Jerome Powell, following the announcement of another 75 basis points interest rate hike last week, cast a pall over financial markets, sending yields higher and stocks lower.The Dow Jones Industrial...

Monday, October 31, 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...

Monday, October 24, 2022

A positive start to a new earnings season and late-week hopes for a near-term easing in Fed rate hikes lifted investors’ spirits and powered stocks to gains for the week.The Dow Jones Industrial Average jumped 4.89%, while the...

Monday, October 17, 2022

Stocks were mixed last week amid wide intra- and inter-day price swings, as technology shares bore the brunt of the downdraft.The Dow Jones Industrial Average gained 1.15% for the week. Meanwhile, the Standard & Poor’s 500...

Monday, October 10, 2022

A powerful two-day stock rebound cemented a positive week for investors as a new trading month began.The Dow Jones Industrial Average rose 1.99%, while the Standard & Poor’s 500 added 1.51%. The Nasdaq Composite index increased 0...

Monday, October 3, 2022

Rising recession fears and uncertainty in the bond and currency markets sent stocks to new 2022 lows last week.The Dow Jones Industrial Average declined 2.92%, while the Standard & Poor’s 500 slumped 2.91%. The Nasdaq Composite...

Thursday, September 29, 2022

Wall Street is always searching for a hero to embrace or a villain to blame. And right now, Fed Chair Jerome Powell is the villain.After the September Fed meeting, Powell said interest rates may be heading higher for longer than...

Monday, September 26, 2022

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%, while the Standard &...

Monday, September 19, 2022

A hotter-than-expected inflation report sent stocks sharply lower last week as investors faced the prospect of more aggressive interest rate hikes by the Federal Reserve for perhaps a longer period.The Dow Jones Industrial Average fell...

Friday, September 16, 2022

Believe me, everyone on Wall Street wants inflation to go away, or at least shrink back to below 2%, a level we enjoyed not so long ago.But Tuesday's Consumer Price Index report showed it might be some time before we see 2% again....

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...

Tuesday, September 6, 2022

The overhang of Fed Chair Powell’s Jackson Hole speech the previous week carried over into last week as investors recalibrated stock valuations amid a seemingly more assertive monetary policy stance.The Dow Jones Industrial...

Monday, August 29, 2022

A comprehensive sell-off on Friday following comments by Fed Chair Jerome Powell drove stocks to losses for the week.The Dow Jones Industrial Average tumbled 4.22%, while the Standard & Poor's 500 dropped 4.04%. The Nasdaq Composite...

Monday, August 22, 2022

Stocks tumbled on Friday, sending stocks to a weekly loss after an otherwise quiet August week of trading.The Dow Jones Industrial Average slipped -0.16%, while the Standard & Poor’s 500 lost 1.21%. The Nasdaq Composite index...

Monday, August 15, 2022

An improving inflation outlook buoyed investors’ spirits last week, helping lift stocks to solid gains.The Dow Jones Industrial Average advanced 2.92%, while the Standard & Poor’s 500 rose 3.26%. The Nasdaq Composite index...

Thursday, August 11, 2022

Stocks turned in a mixed performance last week as investors struggled with headlines suggesting that the Fed was unlikely to soon ease up on its current monetary tightening policy.The Dow Jones Industrial Average slipped 0.13%, while...

Monday, August 1, 2022

Undaunted by another Fed rate hike and news of a contracting economy, the stock market rallied last week on better-than-expected corporate earnings.The Dow Jones Industrial Average increased 2.97%, while the Standard & Poor’s 500...

Monday, July 25, 2022

Stocks rallied last week as investor spirits lifted thanks to a better-than-expected start to the second-quarter earnings season.The Dow Jones Industrial Average gained 1.95%, while the Standard & Poor’s 500 added 2.55%. The...

Tuesday, July 19, 2022

A record-high inflation report, the prospects of a more aggressive Fed, and growing recession fears sent stocks lower– though losses were pared by a Friday rally.The Dow Jones Industrial Average slipped 0.16%, while the Standard...

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...

Tuesday, June 21, 2022

Stocks moved lower last week as recession fears deepened following a Fed hike in interest rates and weak economic data.The Dow Jones Industrial Average fell 4.79%, while the Standard & Poor’s 500 dropped 5.79%. The Nasdaq...

Monday, June 13, 2022

A higher-than-expected inflation report triggered a sell-off on Friday, leaving stocks in the red for the week.The Dow Jones Industrial Average lost 4.58%, while the Standard & Poor’s 500 dropped 5.05%. 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...

Wednesday, June 1, 2022

Stocks posted solid gains for the week, buoyed by the release of Fed meeting minutes and upbeat earnings from mid-size and discount retailers.The Dow Jones Industrial Average jumped 6.24%, while the Standard & Poor’s 500 advanced...

Monday, May 23, 2022

Monday, May 16, 2022

Monday, May 9, 2022

Monday, May 2, 2022

Tuesday, April 26, 2022

Monday, April 11, 2022

Monday, April 4, 2022

Monday, March 28, 2022

Monday, March 21, 2022

Monday, March 14, 2022

Monday, March 7, 2022

Tuesday, March 1, 2022

Monday, February 14, 2022

Monday, February 7, 2022

Monday, January 31, 2022

Tuesday, January 18, 2022

Tuesday, December 28, 2021

Tuesday, December 14, 2021

Monday, November 22, 2021

Stocks posted small declines last week as investors digested recent stock market gains and an unexpectedly high inflation read.The Dow Jones Industrial Average slid 0.63%, while the Standard & Poor’s 500 retreated 0.31%. The...

Monday, November 15, 2021

Stocks posted small declines last week as investors digested recent stock market gains and an unexpectedly high inflation read.The Dow Jones Industrial Average slid 0.63%, while the Standard & Poor’s 500 retreated 0.31%. The...

Monday, November 8, 2021

A fresh wave of positive corporate earnings surprises sent markets to new record highs last week.The Dow Jones Industrial Average increased 0.40%, while the Standard & Poor’s 500 rose 1.33%. The Nasdaq Composite index picked...

Monday, November 1, 2021

A fresh wave of positive corporate earnings surprises sent markets to new record highs last week.The Dow Jones Industrial Average increased 0.40%, while the Standard & Poor’s 500 rose 1.33%. The Nasdaq Composite index picked...

Tuesday, October 26, 2021

Stocks rallied last week on a stream of positive corporate earnings surprises.The Dow Jones Industrial Average rose 1.08%, while the Standard & Poor’s 500 advanced 1.64%. The Nasdaq Composite index gained 1.29% for the week....

Monday, January 11, 2021

The Week on Wall Street Shrugging off COVID-19 infections and the disruption at the Capitol on January 6, stocks powered higher to kick off a new year of trading.The Dow Jones Industrial Average gained 1.61%, while the Standard &...

Monday, January 4, 2021

The Week on Wall Street Stocks moved higher during a holiday-shortened week of trading, capping off a turbulent, but otherwise strong year for equity investors. The Dow Jones Industrial Average gained 1.35%, while the Standard &...