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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, 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...

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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....