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What’s on our mind? You can read about it in our blog. We will feature our Weekly Economic Updates, interesting articles on financial and investment topics or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

Monday, November 11, 2019

In this week’s recap: the Dow and S&P 500 extend their winning streaks, even with conflicting messages emerging about U.S.-China trade negotiations; a gauge of U.S. business activity improves. Weekly Economic Update Presented by...

Monday, October 28, 2019

In this week’s recap: stocks flirt with record highs, China and the U.S. continue negotiations toward a trade deal, and consumer sentiment improves. Weekly Economic Update Presented by John J. Barrios, CFP®, October 28, 2019...

Monday, October 21, 2019

In this week’s recap: the S&P 500 and Nasdaq Composite outperform the Dow Industrials, earnings season gets underway, and retail sales retreat for the first time since winter. Weekly Economic Update Presented by John J. Barrios,...

Monday, October 14, 2019

In this week’s recap: Stocks pushed higher, the mood changed in the trade saga between U.S. and China, and quarterly earnings reports arrived. Weekly Economic Update Presented by John J. Barrios, CFP®, October 14, 2019 THE...

Monday, October 7, 2019

In this week’s recap: an index of manufacturing activity hits a 10-year low, the jobless rate falls to a 50-year low, and the Nasdaq Composite outperforms the S&P 500 and Dow Jones Industrial Average. Weekly Economic Update...

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Monday, September 30, 2019

In this week’s recap: the S&P 500 loses 1% for the week after investors assess mixed economic data and hear that limits might be placed on U.S. investment in Chinese companies. Weekly Economic Update Presented by John J. Barrios,...

Monday, September 23, 2019

In this week’s recap: oil prices spike, following drone attacks in the Middle East; the Federal Reserve cuts interest rates, and a Chinese trade delegation decides to head home early from America. Weekly Economic Update Presented...

Monday, September 16, 2019

Monthly News and Information for Current and Future Retirees Presented by John J. Barrios, CFP®- September 2019 SUNNIER PROSPECTS FOR WORKING AS a SENIOR In recent years, a steady stream of articles has appeared, questioning baby...

Monday, September 16, 2019

In this week’s recap: the Dow logs an 8-day winning streak and Treasuries sell off as the mood brightens slightly in the U.S.-China trade dispute; yearly core inflation reaches a 13-month high. Weekly Economic Update Presented by...

Monday, September 9, 2019

In this week’s recap: the three Wall Street benchmarks advance as investors respond to newly scheduled U.S.-China trade talks and see a silver lining in the latest employment and manufacturing data. Weekly Economic Update...

Tuesday, September 3, 2019

In this week’s recap: Wall Street finishes August with a rally, China decides to pause a potential response to oncoming U.S. tariffs, and two consumer confidence indices send different messages. Weekly Economic Update Presented...

Monday, August 26, 2019

In this week’s recap: China unveils new tariffs, the U.S. responds in kind, Jerome Powell speaks at Jackson Hole, leading economic indicators rise, and stocks fall.Weekly Economic Update Presented by John J. Barrios, CFP®,...

Monday, August 19, 2019

In this week’s recap: equities are hit by considerable volatility, following developments in the bond market as well as the U.S.-China trade dispute. Weekly Economic Update Presented by John J. Barrios, CFP® August 19, 2019...

Monday, August 12, 2019

In this week’s recap: China jolts the markets by devaluing the yuan, aggregate second-quarter earnings top analyst projections, and stocks retreat for the week. Weekly Economic Update Presented by John J. Barrios, CFP®,...

Tuesday, August 6, 2019

In this week’s recap: stocks fall after a Federal Reserve rate cut, new tariffs are planned for Chinese goods, and payrolls see triple-digit monthly growth. Weekly Economic Update Presented by John J. Barrios, CFP®, August 5,...

Monday, July 29, 2019

In this week’s recap: stocks rise, data shows economic growth slowing from the first quarter, and the stage is set for further U.S.-China trade discussions. Weekly Economic Update Presented by John J. Barrios, CFP®, July 29,...

Monday, July 22, 2019

In this week’s recap: stocks dip as earnings season begins; investors wait for the July Federal Reserve meeting, while considering retail sales data and comments from Fed officials. Weekly Economic Update Presented by John J....

Tuesday, July 16, 2019

In this week’s recap: the S&P 500 and Dow Jones Industrial Average close at historic peaks after bulls consider Capitol Hill testimony from Federal Reserve Chairman Jerome Powell; tame inflation persists. Weekly Economic Update...

Monday, July 8, 2019

In this week’s recap: stocks hit record peaks, then descend after the Friday release of the June jobs report; further tariffs are planned for European imports. Weekly Economic Update Presented by John J. Barrios, CFP®, July 8...

Monday, July 1, 2019

In this week’s recap: a strong month for equities ends with the renewed possibility of a U.S.-China trade pact. Weekly Economic Update Presented by John J. Barrios, CFP®, July 1, 2019 THE WEEK ON WALL STREET A month of gains...

Monday, June 24, 2019

In this week’s recap: Wall Street maintains its risk-on mood, even as tensions grow between the U.S. and Iran, influenced by a White House tweet and a dovish signal from the Federal Reserve. Weekly Economic Update Presented by...

Monday, June 17, 2019

In this week’s recap: the major Wall Street equity indices see further June gains, oil investors react to tanker attacks, and retail sales improve. Weekly Economic Update Presented by John J. Barrios, CFP®, June 17, 2019 THE...

Monday, June 10, 2019

In this week’s recap: the blue chips have their best week of 2019, as investors like what they hear from the head of the Federal Reserve and interpret the latest monthly employment numbers. Weekly Economic Update Presented by...

Wednesday, May 29, 2019

In this week’s recap: stocks decline as Wall Street adjusts its expectations about the potential duration of the U.S.-China trade dispute, and some retail giants post first-quarter earnings. Weekly Economic Update Presented by...

Monday, May 20, 2019

In this week’s recap: tariffs and U.S.-China trade tensions once again become the talk of Wall Street, and U.S. stocks end up lower, week-over-week. Weekly Economic Update Presented by John J. Barrios, CFP®, May 20, 2019 THE...

Monday, May 13, 2019

In this week’s recap: domestic and international stocks sell off as higher tariffs go into effect for Chinese goods coming to the U.S., while the wave of notable initial public offerings continues. Weekly Economic Update...

Monday, April 29, 2019

In this week’s recap: stocks come all the way back from their December lows, Q1 growth surpasses expectations, and earnings take center stage. Weekly Economic Update Presented by John J. Barrios, CFP®, April 29, 2019 THE WEEK...

Monday, April 22, 2019

In this week’s recap: stocks move sideways as earnings season gathers momentum, and retail sales jump. Weekly Economic Update Presented by John J. Barrios, CFP®, April 22, 2019 THE WEEK ON WALL STREET A short and relatively...

Monday, April 15, 2019

In this week’s recap: stocks advance after earnings season gets off to an encouraging start, and consumer prices rise the most in more than a year. Weekly Economic Update Presented by John J. Barrios, CFP®, April 15, 2019 THE...

Monday, April 8, 2019

In this week’s recap: stocks rise with help from a reassuring March employment report as well as news of further progress in U.S.-China trade talks. Weekly Economic Update Presented by John J. Barrios, CFP®, April 8, 2019 THE...

Monday, April 1, 2019

In this week’s recap: stocks close out a great quarter, mortgage rates decline, and Wall Street awaits a wave of IPO action. Weekly Economic Update Presented by John J. Barrios, CFP®, April 1, 2019 THE WEEK ON WALL STREET...

Monday, March 25, 2019

In this week’s recap: the “yield curve” inverts for the first time this decade, the Federal Reserve adjusts its stance on interest rates, and the price of oil climbs. Weekly Economic Update Presented by John J....

Monday, March 18, 2019

In this week’s recap: the Dow, S&P, and Nasdaq all advance more than 2% in five trading sessions, while investors review tame inflation data and wait for further news in U.S.-China trade negotiations. Weekly Economic Update...

Monday, March 11, 2019

In this week’s recap: a disappointing jobs report and a downgrade of the 2019 growth forecast for Europe give Wall Street pause. Weekly Economic Update Presented by John J. Barrios, CFP®, March 11, 2019 THE WEEK ON WALL...

Monday, March 4, 2019

In this week’s recap: stocks end the week little changed after investors interpret commentary from Jerome Powell and hear that higher taxes on Chinese imports are indefinitely postponed. Weekly Economic Update Presented by John J...

Monday, February 25, 2019

In this week’s recap: the Dow extends its win streak, Fed minutes reveal a little uncertainty, and home sales weaken again. Weekly Economic Update Presented by John J. Barrios, CFP®, February 25, 2019 THE WEEK ON WALL STREET...

Monday, February 18, 2019

In this week’s recap: solid gains for U.S. equities, a second shutdown avoided, and interesting developments regarding inflation and retail sales. Weekly Economic Update Presented by John J. Barrios, CFP®, February 18, 2019...

Monday, February 11, 2019

In this week’s recap: minor gains for major stock indices, a March deadline looms for U.S.-China trade talks, and good news about the service industry. Weekly Economic Update Presented by John J. Barrios, CFP®, February 11,...

Monday, February 4, 2019

In this week’s recap: a hiring surge, a noteworthy remark from Jerome Powell, a dip for a respected household confidence index, and gains on Wall Street. Weekly Economic Update Presented by John J. Barrios, CFP®, February 4,...

Monday, January 28, 2019

In this week’s recap: home sales slip, the Fed may be discussing an end date for its balance sheet reduction, leading indicators flash weaker signals, and equities continue to climb. Weekly Economic Update Presented by John J....

Wednesday, January 23, 2019

In this week’s recap: consumer sentiment declines, new ideas surface in U.S.-China trade talks, oil advances again, and the major indices post weekly gains. Weekly Economic Update Presented by John J. Barrios, CFP®, January...

Monday, January 14, 2019

In this week’s recap: the CPI decreases, a service sector activity index takes a fall, oil’s rebound continues, and equities advance. Weekly Economic Update Presented by John J. Barrios, CFP®, January 14, 2019 FOR THE...

Monday, January 7, 2019

In this week’s recap: an impressive jobs report, a disappointing factory activity index, a slight recovery for oil, and some tailwinds on Wall Street. Weekly Economic Update Presented by John J. Barrios, CFP®, January 7, 2019...

Wednesday, January 2, 2019

In this week’s recap: A look back at 2018. Weekly Economic Update Presented by John J. Barrios, CFP®, December 31, 2018 Year-End Special Edition: A Look Back at 2018 The close of the year provides an opportunity for investors...

Monday, December 17, 2018

In this week’s recap: inflation moderates, oil prices head south, and equities have a tough week. Weekly Economic Update Presented by John J. Barrios, CFP®, December 17, 2018 As FUEL GROWS CHEAPER, INFLATION BECOMES TAMER...

Monday, December 10, 2018

In this week’s recap: the pace of job creation slows, the factory & service sectors expand, OPEC signs off on an output cut, and Wall Street copes with turbulence. Weekly Economic Update Presented by John J. Barrios, CFP®,...

Monday, December 3, 2018

In this week’s recap: stocks soar, the USMCA is signed, households spend more, and two housing market indicators fall short. Weekly Economic Update Presented by John J. Barrios, CFP®, December 3, 2018 COMMENTS FROM JEROME...

Monday, November 26, 2018

In this week’s recap: a gain in existing home sales, a dip for consumer sentiment, more pain for the oil sector, and more losses for the big three. Weekly Economic Update Presented by John J. Barrios, CFP®, November 26, 2018...

Monday, November 19, 2018

In this week’s recap: a bit more inflation pressure, a big fall retail sales gain, another setback for light sweet crude, and a down week on Wall Street. Weekly Economic Update Presented by John J. Barrios, CFP®, November 19,...

Tuesday, November 13, 2018

In this week’s recap: swift service sector expansion, sustained consumer optimism, a surge in wholesale inflation, and gains for equities. Weekly Economic Update Presented by John J. Barrios, CFP®, November 12, 2018 SERVICE...

Monday, November 5, 2018

In this week’s recap: exceptional jobs data, a rally on Wall Street, high marks for consumer confidence and spending, and a dip for a key factory indicator. Weekly Economic Update Presented by John J. Barrios, CFP®, November...

Monday, October 29, 2018

In this week’s recap: a first-rate Q3 GDP reading, mixed housing indicators, slightly weaker household sentiment, and a significant retreat for equities. Weekly Economic Update Presented by John J. Barrios, CFP®, October 29,...

Monday, October 22, 2018

In this week’s recap: home sales lag, retail sales barely improve, new Fed minutes discuss staying the course, and major equity indices advance. Weekly Economic Update Presented by John J. Barrios, CFP®, October 22, 2018...

Monday, October 15, 2018

In this week’s recap: more downward pressure on equities, retiree incomes get a boost, yearly inflation declines, and consumer sentiment misses expectations. Weekly Economic Update Presented by John J. Barrios, CFP®, October...

Monday, October 8, 2018

In this week’s recap: stocks slump as the 10-year Treasury yield spikes, an ISM index hits a historic peak, job creation weakens, and oil extends its winning streak. Weekly Economic Update Presented by John J. Barrios, CFP®,...

Monday, October 1, 2018

In this week’s recap: the Fed hikes, consumers feel optimistic, personal income and new home sales improve, and the major indices have a mixed week. Weekly Economic Update Presented by John J. Barrios, CFP®, October 1, 2018...

Monday, September 24, 2018

In this week’s recap: the Dow returns to record territory, home sales flatten, housing starts surge, and the price of oil rises. Weekly Economic Update Presented by John J. Barrios, CFP®, September 24, 2018 BLUE CHIPS HIT A...

Monday, September 17, 2018

In this week’s recap: consumer optimism increases, the retail sales pace slows, inflation pressure weakens, and Wall Street sees wide-ranging gains. Weekly Economic Update Presented by John J. Barrios, CFP®, September 17,...

Monday, September 10, 2018

In this week’s recap: wage growth picks up, the factory and service sectors hum with activity, oil retreats, and new tariffs could be imposed on China. Weekly Economic Update Presented by John J. Barrios, CFP®, September 10,...

Tuesday, September 4, 2018

In this week’s recap: the Nasdaq reaches new heights, consumer confidence and spending numbers impress, and a new trade deal could take the place of NAFTA. Weekly Economic Update Presented by John J. Barrios, CFP® September 3...

Wednesday, August 29, 2018

We tend to overestimate what we can accomplish in the short-term and underestimate what we can accomplish in the long-term. The frustration that results is one big reason why so many New Year’s resolutions die before Spring. But...

Monday, August 27, 2018

In this week’s recap: a milestone for the current bull market, new record highs for two equities benchmarks, a dip in home sales, and a win for oil. Weekly Economic Update Presented by John J. Barrios, CFP®, August 27, 2018...

Wednesday, August 8, 2018

The Chapters of Retirement The five phases of life after 50 & the considerations that accompany them. Provided by John J. Barrios, CFP® The journey to and through retirement occurs gradually, like successive chapters in a book....