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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, September 20, 2021

Stocks weakened ahead of this week’s Federal Reserve meeting and amid persistent concerns about the Delta variant’s impact on the economy.The Dow Jones Industrial Average was flat (-0.07%), while the Standard &...

Wednesday, September 15, 2021

In a quiet week of news, stocks moved lower amid simmering concerns over the Delta variant’s effect on the progress of economic reopening.The Dow Jones Industrial Average declined 2.15%, while the Standard & Poor’s 500...

Wednesday, September 8, 2021

Stocks were mixed last week amid conflicting economic data and continued spread of Delta variant infections.The Dow Jones Industrial Average slipped 0.24% during the five trading days. But the Standard & Poor’s 500 tacked on...

Monday, August 30, 2021

The stock market powered to record levels last week amid talk of Fed tapering and a deceleration in new Delta variant cases.The Dow Jones Industrial Average gained 0.96%, while the Standard & Poor’s 500 increased 1.52%. The...

Monday, August 23, 2021

Stocks turned lower last week amid the increasing probability of a Fed tapering, mixed economic data, and growing concerns about the economic impact of the Delta variant.The Dow Jones Industrial Average slumped 1.11%, while the...

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Monday, August 9, 2021

Overcoming jitters about the Delta variant and the reintroduction of mask requirements, stocks climbed higher on strong employment data and a fresh batch of strong corporate earnings.The Dow Jones Industrial Average rose 0.78% while...

Monday, August 2, 2021

The stock market posted small losses last week despite a very strong showing by corporate America.The Dow Jones Industrial Average slipped 0.36%, while the Standard & Poor’s 500 lost 0.37%. The Nasdaq Composite index dropped...

Wednesday, July 28, 2021

Overcoming a COVID-related economic growth scare, stocks moved higher amid a week of strong corporate earnings reports.The Dow Jones Industrial Average rose 1.08%, while the Standard & Poor’s 500 gained 1.96%. The Nasdaq...

Monday, July 19, 2021

Despite a good start to earnings season and some solid economic data, worries of slower second-half economic growth led to a pullback in stock prices last week.The Dow Jones Industrial Average fell 0.52%, while the Standard &...

Monday, July 12, 2021

Stocks managed small gains as investors wrestled with concerns over economic growth prospects and a rise in COVID-19 infections.The Dow Jones Industrial Average picked up 0.24%, while the Standard & Poor’s 500 gained 0.40%....

Wednesday, July 7, 2021

Strong employment reports and rising consumer confidence sent the stock market broadly higher last week.The Dow Jones Industrial Average rose 1.02%, while the Standard & Poor’s 500 picked up 1.67%. The Nasdaq Composite index...

Monday, June 28, 2021

Stocks reached new all-time highs last week as markets staged a strong rebound from the previous week’s declines.The Dow Jones Industrial Average rose 3.44%, while the Standard & Poor’s 500 picked up 2.74%. The Nasdaq...

Monday, June 21, 2021

New messaging from the Federal Reserve on interest rates and inflation last week led to a broad retreat in stock prices.The Dow Jones Industrial Average dropped 3.45% while the Standard & Poor’s 500 lost 1.91%. The Nasdaq...

Monday, June 14, 2021

Stocks ended the week mixed as investors appeared to shrug off a hotter-than-expected inflation report.The Dow Jones Industrial Average slipped 0.80%, while the Standard & Poor’s 500 advanced 0.41%. The Nasdaq Composite...

Monday, June 7, 2021

A strong, but not too strong, employment report sparked a rally on the final day of trading, propelling stocks to a modest gain for the week.The Dow Jones Industrial Average climbed by 0.66%, while the Standard & Poor’s 500...

Wednesday, June 2, 2021

Optimism over the economic reopening and renewed enthusiasm for technology and other high-growth companies powered the stock market higher last week.The Dow Jones Industrial Average rose 0.94%, while the Standard & Poor’s...

Wednesday, May 26, 2021

Stock prices fluctuated amid inflation concerns and bargain hunting, leaving stocks mixed for the week.The Dow Jones Industrial Average slipped 0.51%, while the Standard & Poor’s 500 dropped 0.43%. The tech-heavy Nasdaq...

Monday, May 17, 2021

A surge in consumer inflation unsettled investors, leading to a turbulent week of trading on Wall Street.The Dow Jones Industrial Average slipped 1.14%, while the Standard & Poor’s 500 fell 1.39%. The Nasdaq Composite index...

Monday, May 10, 2021

Stocks closed mixed last week as signs of continued economic recovery and upbeat earnings helped some sectors while the struggles persisted for high-growth companies.The Dow Jones Industrial Average gained 2.67%, while the Standard...

Monday, May 3, 2021

Stocks meandered around a flatline in a busy week of corporate earnings, ending the trading week slightly lower.The Dow Jones Industrial Average slid 0.50%, while the Standard & Poor’s 500 was flat (+0.02%). The Nasdaq...

Monday, April 26, 2021

The crosscurrents of strong corporate earnings, rising global cases of COVID-19, and the specter of higher capital gains taxes led to a choppy week of trading that left stock prices slightly lower for the week.The Dow Jones Industrial...

Monday, April 19, 2021

Stocks reached record highs last week, riding the tailwind of improving economic data and a strong start to the earnings season.The Dow Jones Industrial Average rose 1.18%, while the Standard & Poor’s 500 gained 1.37%. The...

Monday, April 12, 2021

Strong economic data and a resurgent technology sector propelled stocks to solid gains last week.The Dow Jones Industrial Average advanced 1.95%, while the Standard & Poor’s 500 picked up 2.71%. The tech-heavy Nasdaq...

Monday, April 5, 2021

Overcoming a rocky start, stocks rallied into the close of a holiday-shortened week of trading as technology shares staged a powerful recovery and investors reacted positively to President Biden’s infrastructure spending...

Thursday, April 1, 2021

Preparing your taxes can be a real drag. It can feel like tax day looms over your spring! Well, fear not: the IRS has given you another month to file your taxes!The Treasury Department and Internal Revenue Service has announced that...

Monday, March 29, 2021

A rocky week with wide price swings led to mixed results for stocks last week, as investors grappled with anxieties over economic growth and weakness in technology and other high-growth stocks.The Dow Jones Industrial Average added 1...

Monday, March 22, 2021

Rising bond yields and improving economic conditions led to a choppy week of trading that ended in modest losses for investors.The Dow Jones Industrial Average fell 0.46%, while the Standard & Poor’s 500 declined 0.77%. The...

Monday, March 15, 2021

Stocks touched new record highs last week as bond yields steadied, a fiscal relief bill was signed into law, and confidence in a strong economic recovery grew.The Dow Jones Industrial Average gained 4.07%, while the Standard &...

Monday, March 8, 2021

Stocks were mixed last week as rising bond yields and heightening inflation fears sent stocks on a wild ride, capped by a remarkable Friday afternoon rally.The Dow Jones Industrial Average gained 1.82%, while the Standard &...

Monday, March 1, 2021

Stocks dropped amid rising long-term bond yields, with sharp declines in high-valuation growth stocks leading the overall market lower.The Dow Jones Industrial Average slipped 1.78%, while the Standard & Poor’s 500 declined...

Monday, February 22, 2021

Rising bond yields dampened investor enthusiasm for high-multiple growth companies last week, sending market averages mostly lower in a holiday-shortened week of trading.The Dow Jones Industrial Average gained 0.11% for the week. But...

Tuesday, February 16, 2021

Stock prices inched higher last week amid declining COVID-19 cases, a pick-up in vaccinations, and progress on a fiscal relief bill.The Dow Jones Industrial Average gained 1.00%, while the Standard & Poor’s 500 rose 1.23%....

Monday, February 8, 2021

Stocks notched strong gains last week, paced by a string of solid economic reports and consensus-beating corporate earnings.The Dow Jones Industrial Average gained 3.89%, while the Standard & Poor’s 500 advanced 4.65%. The...

Monday, February 1, 2021

Despite strong corporate earnings, stock prices closed lower after a volatile week of trading triggered by unprecedented activity in a handful of companies.The Dow Jones Industrial Average lost 3.27%, while the Standard &...

Monday, January 25, 2021

Anticipation of a new fiscal stimulus and improved vaccine distribution powered stocks to fresh record highs last week with technology stocks leading the way.The Dow Jones Industrial Average gained 0.59%, while the Standard &...

Tuesday, January 19, 2021

Markets drifted lower last week as uninspired investors digested mixed news on the economic front.The Dow Jones Industrial Average lost 0.91% while the Standard & Poor’s 500 slid 1.48%. The Nasdaq Composite index stumbled 1...

Tuesday, January 12, 2021

We wish you a very happy new year! As we start the new year, a common topic of conversation amongst friends and family is what resolutions they vow to make in the new year. One of the top kind of resolutions deal with finances in some...

Monday, January 11, 2021

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 & Poor’s 500...

Friday, January 8, 2021

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 & Poor’s 500 increased...

Monday, March 9, 2020

In this week’s recap: U.S. stocks finish higher after a wild trading week; the Federal Reserve cuts short-term interest rates; Treasury yields decline; the latest jobs report out of Washington shows no falloff for hiring. Weekly...

Monday, March 2, 2020

In this week’s recap: Major equity indices correct as Wall Street reacts to coronavirus updates, consumer confidence indices are at high levels, and the pace of new home sales increases. Weekly Economic Update Presented by John J...

Monday, February 24, 2020

In this week’s recap: Wall Street grapples with coronavirus unknowns; new Federal Reserve meeting minutes appear; existing home sales retreat; the price of gold climbs. Weekly Economic Update Presented by John J. Barrios,...

Monday, February 17, 2020

In this week’s recap: stock indexes rise, Jerome Powell reports on monetary policy to Congress, inflation hits a 15-month peak, and new data on retail sales and consumer sentiment appears. Weekly Economic Update Presented by John...

Monday, February 10, 2020

In this week’s recap: stocks rally, China schedules tariff cuts, January hiring tops expectations, and a key gauge of manufacturing activity improves. Weekly Economic Update Presented by John J. Barrios, CFP®, February 10,...

Monday, February 3, 2020

In this week’s recap: coronavirus concerns ripple through global stock markets; the Fed makes a slight monetary policy adjustment; consumer confidence rises; the government makes its first estimate of fourth-quarter growth....

Monday, January 27, 2020

In this week’s recap: stock and commodity traders turn cautious as the coronavirus reaches America; home sales increase even with the current housing market’s slim inventory. Weekly Economic Update Presented by John J....

Tuesday, January 21, 2020

In this week’s recap: U.S. equity benchmarks hit fresh record highs; one trade deal is signed, and Congress approves another; builders break ground on more residential projects. Weekly Economic Update Presented by John J. Barrios...

Monday, January 13, 2020

In this week’s recap: Stocks end up higher and oil ends up lower after an up-and-down week, as traders react to events in the Middle East and the data in the December unemployment report. In this week’s recap: Stocks end up...

Monday, January 6, 2020

In this week’s recap: Oil prices spike after a U.S. airstrike in Iran raises supply disruption concerns; a manufacturing activity index disappoints; stocks are little changed following an abbreviated trading week. Weekly Economic...

Monday, December 30, 2019

In this year-end recap: A look back at the ascent stocks made during 2019 and some of the key economic developments of the year. Weekly Economic Update Presented by John J. Barrios, CFP®, December 30, 2019 What Drove the Markets?...

Monday, December 16, 2019

In this week’s recap: the U.S. and China reach a phase-one trade deal, the Fed leaves the benchmark interest rate alone, and November retail sales come in below expectations. Weekly Economic Update Presented by John J. Barrios,...

Monday, December 9, 2019

In this week’s recap: stocks ride out a choppy week, as traders react to a potential delay for a phase-one U.S.-China trade deal and a surprising jobs report. Weekly Economic Update Presented by John J. Barrios, CFP®,...

Monday, November 25, 2019

In this week’s recap: stocks move lower as traders again absorb conflicting messages about trade talks; the Federal Reserve shares its October meeting minutes; good news comes from the housing market. Weekly Economic Update...

Monday, November 18, 2019

In this week’s recap: the Dow crests 28,000; more hints emerge that the U.S. and China could be heading toward a new trade pact; retail sales rise. Weekly Economic Update Presented by John J. Barrios, CFP®, November 18, 2019...

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, 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, 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...

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 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...

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....