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Weekly Market Insights | Stocks Rise on Hopes of Middle East Calm

J. Kevin Meaders, J.D*., CFP®, ChFC, CLU

Monday, April 6, 2026

Stocks rose over the short trading week on fresh hopes for a quick end to the Middle East conflict, while March job growth was unexpectedly strong.The Standard & Poor’s 500 Index picked up 3.36 percent, while the Nasdaq Composite Index...

Weekly Market Insights | Wall Street Reacts to Middle East Conflict.

J. Kevin Meaders, J.D*., CFP®, ChFC, CLU

Monday, March 30, 2026

Stocks ended a challenging week lower as investors' attention shifted from updates on ceasefire talks to concerns about the economic impact of a protracted conflict.The Standard & Poor’s 500 Index lost 2.12 percent, while the Nasdaq...

Weekly Market Insights | Markets Dizzied by Rapid Reports

J. Kevin Meaders, J.D*., CFP®, ChFC, CLU

Monday, March 23, 2026

Another volatile week unfolded as rapid developments in the Middle East and public comments from leaders on the conflict see-sawed markets, leaving investors struggling to keep up with updates.The Standard & Poor’s 500 Index lost 1.89...

Weekly Market Insights | Markets Weather Volatile Week

J. Kevin Meaders, J.D*., CFP®, ChFC, CLU

Monday, March 16, 2026

Stocks logged a third-straight down week as investors digested the latest news out of the Middle East, navigated more volatility, and mulled the latest economic data. The Standard & Poor’s 500 Index declined 1.60 percent, while the...

Weekly Market Insights | Markets Weather New Middle East Conflict

J. Kevin Meaders, J.D*., CFP®, ChFC, CLU

Monday, March 9, 2026

Stocks fell last week as investors assessed the implications of a fresh Middle East conflict while digesting mixed reports on the jobs market.The Standard & Poor’s 500 Index fell 2.02 percent, while the Nasdaq Composite Index slid 1.24...

Debt is the Slavery of the Free

J. Kevin Meaders, J.D*., CFP®, ChFC, CLU

Friday, March 6, 2026

March, 2026 – It’s hard to believe that it’s March 2026. I remember watching 2001: A Space Odyssey, thinking “wow that is so far away.” Some of you may remember thinking the same thing when reading 1984. If you’re like me, you may feel...

Weekly Market Insights | AI Report, Inflation Provoke Rocky Week

J. Kevin Meaders, J.D*., CFP®, ChFC, CLU

Tuesday, March 3, 2026

Stocks fell last week amid concerns about artificial intelligence (AI) and a warmer-than-expected reading of wholesale inflation. The Standard & Poor’s 500 Index fell 0.44 percent, while the Nasdaq Composite Index declined 0.95 percent...

Weekly Market Insights | Supreme Court Rules Against White House Tariffs

J. Kevin Meaders, J.D*., CFP®, ChFC, CLU

Monday, February 23, 2026

Stocks ended a choppy four-session run in the green, with tech-led momentum earlier in the week prevailing over news of a slowing economy, sticky inflation, and geopolitical tensions.The Standard & Poor’s 500 Index advanced 1.07...

Weekly Market Insights | AI Impact Concerns Grow on Wall Street

J. Kevin Meaders, J.D*., CFP®, ChFC, CLU

Tuesday, February 17, 2026

Stocks fell last week as investors reacted to mixed economic data and concerns over signs of broadening AI disruption of business models.The Standard & Poor’s 500 Index fell 1.39 percent, while the Nasdaq Composite Index declined 2.10...

Weekly Market Insights | Roller Coaster Week Leads Dow to Milestone

J. Kevin Meaders, J.D*., CFP®, ChFC, CLU

Monday, February 9, 2026

Stocks were mixed last week, with broad gains on Monday and Friday bookending midweek selling pressure as investors digested earnings results from more than 100 S&P 500 companies.The Standard & Poor’s 500 Index ended the week roughly...

How the Charitable IRA Rollover Can Work with a Charitable Remainder Trust

J. Kevin Meaders, J.D*., CFP®, ChFC, CLU

Wednesday, February 4, 2026

Here’s what you need to know about the rules governing your charitable IRA rollover into a charitable remainder trust!

How Tax-Sensitive Giving Fits into a High-Net-Worth Retirement Strategy

J. Kevin Meaders, J.D*., CFP®, ChFC, CLU

Monday, February 2, 2026

Giving to a cause you care about can play a major role in your retirement strategy. These five core strategies can help you maximize your gift!

Weekly Market Insights | Kevin Warsh Nominated to Fed Chair

J. Kevin Meaders, J.D*., CFP®, ChFC, CLU

Monday, February 2, 2026

Stocks were mixed last week as investors navigated Q4 corporate results, a widely expected Fed decision, and a handful of economic reports.The Standard & Poor’s 500 Index rose 0.34 percent, while the Nasdaq Composite Index edged down 0...

What You Need to Know About the Latest Stretch IRA Rules

J. Kevin Meaders, J.D*., CFP®, ChFC, CLU

Friday, January 30, 2026

Stretch IRA rules can hinder your estate planning and make generational wealth more difficult to pass along. Here’s what you need to know.

What is a Revocable Living Trust? Definition and FAQs

J. Kevin Meaders, J.D*., CFP®, ChFC, CLU

Friday, January 30, 2026

What is a revocable living trust and why should this be a part of your estate planning? This guide breaks down what you need to know!

Will Planning Guide for Families: Protecting Your Legacy and Loved Ones

J. Kevin Meaders, J.D*., CFP®, ChFC, CLU

Friday, January 30, 2026

This will planning guide lays the foundation to protect loved ones when you pass. In six easy steps, you get a headstart on estate planning.

7 Must-Know Charitable Remainder Trust Distribution Rules

J. Kevin Meaders, J.D*., CFP®, ChFC, CLU

Friday, January 30, 2026

These seven charitable remainder trust distribution rules will help you create the trust that most benefits your beneficiaries!

Weekly Market Insights | Markets Await Q4 Reports

J. Kevin Meaders, J.D*., CFP®, ChFC, CLU

Tuesday, January 27, 2026

Markets ended a short but eventful week slightly lower amid geopolitical tensions and fresh tariff threats. However, constructive economic news appeared to buoy spirits as the week progressed.The Standard & Poor’s 500 Index fell 0.35...

Weekly Market Insights | Powell Keeps Cool in the Hot Seat

J. Kevin Meaders, J.D*., CFP®, ChFC, CLU

Tuesday, January 20, 2026

Stocks ended last week with modest losses after a volatile five days of market-moving economic data, geopolitics, and Fed drama.The Standard & Poor’s 500 Index slid 0.38 percent, while the Nasdaq Composite Index skidded 0.66 percent....

Weekly Market Insights | Santa Brings Joy for the DJIA

J. Kevin Meaders, J.D*., CFP®, ChFC, CLU

Monday, January 12, 2026

Stocks posted solid gains in an action-packed week of market-moving economic data, geopolitical news, and bullish new year sentiment.The Standard & Poor’s 500 Index gained 1.57 percent, while the Nasdaq Composite Index added 1.88...

How should you think about choosing a NIMCRUT vs CRUT for your estate planning? This head-to-head comparison will help you decide!

Stocks rose last week, looking past the government shutdown and apparently discounting any impact it may have on the economy. The Standard & Poor’s 500 Index moved up 1.08 percent, while the Nasdaq Composite Index rose 1.32 percent....

Providing for a beneficiary with special needs is complex. What can a special needs trust not pay for? Know the rules to support your loved one!

Stocks fell last week, buffeted by concerns about stock price valuations and a possible government shutdown. The Standard & Poor’s 500 Index declined 0.31 percent, while the Nasdaq Composite Index lost 0.65 percent. The Dow Jones...

September, 2025 – Today is a big day. Today—September 17, 2025 —the Federal Reserve finds out if it still has control over the U.S. economy, particularly the $58 trillion bond market. The Fed just lowered rates by another quarter point...

Stocks posted a solid gain last week, riding a rally in megacap tech stocks while overcoming interest rate anxiety, a downward revision to jobs data, and mixed inflation reports. The Standard & Poor’s 500 Index rose 1.59 percent,...

Stocks made gains last week, even as megacap tech gains outweighed economic concerns. The Standard & Poor’s 500 Index advanced 0.33 percent, while the Nasdaq Composite Index rose 1.14 percent. The Dow Jones Industrial Average...

Financial advisor fees aren’t always straightforward. Here’s what you should know about how they charge and how to choose the right professional.

Stocks ended the week slightly lower as mixed economic data led to some profit-taking by investors ahead of the holiday weekend. The Standard & Poor’s 500 Index edged down 0.10 percent, while the Nasdaq Composite Index slipped 0.19...

A special needs trust can set your child up for financial stability without sacrificing their public assistance. Here’s what you need to know.

Stocks were mixed last week despite a powerful Friday rally sparked by Federal Reserve Chair Jerome Powell, who opened the door to adjusting short-term interest rates. The Standard & Poor’s 500 Index picked up 0.27 percent while the...

Estate plans require proper management over time. Should you name a corporate trustee or a family member for your trust?

With a stretch IRA phased out in 2019, you need a new strategy for your estate planning. Here’s how charitable remainder trusts fill in the gap!

Stocks rose last week despite mixed signals on inflation as investors kept one eye on the Fed’s September meeting. The Standard & Poor’s 500 Index advanced 0.94 percent, while the Nasdaq Composite Index added 0.81 percent. The Dow...

Protect your estate from loved ones who spend recklessly. This guide to a spendthrift trust will help you decide if this trust is right for you.

Stocks rebounded last week as investor optimism for a September rate adjustment and strong Q2 corporate results overcame the rollout of fresh tariffs. The Standard & Poor’s 500 Index rose 2.43 percent, while the Nasdaq Composite Index...

Estate planning and wills are a complex topic but can be immensely helpful to your loved ones. Learn more about planning for the inevitable here!

Stocks fell last week as investors assessed progress on trade negotiations, new U.S. tariffs, and fresh data on the U.S. economy. The Standard & Poor’s 500 Index fell 2.36 percent, while the Nasdaq Composite Index declined 2.17...

If you want a way to donate to charity with tax benefits, these donor-advised fund pros and cons will help you decide if it is the right option.

NIM CRUTs give you more freedom to defer payments and make up for them later compared to traditional charitable remainder trusts. Learn more here!

Expectation-beating Q2 results from several companies, trade updates, and investor optimism for more trade agreements pushed market averages to solid gains. The Standard & Poor’s 500 Index advanced 1.46 percent, while the Nasdaq...

A revocable living trust is one tool you can use to protect your estate. Here’s the details on whether it’s the right fit for your needs!

Stocks were mixed last week, battling through tariff talk while responding to upbeat quarterly corporate reports and a trove of updates on the economy. The Standard & Poor’s 500 Index rose 0.59 percent, while the Nasdaq Composite...

Flip CRUTs are one tool to plan for retirement and any point in the future when you need a steady income. Learn more about charitable trusts here!

Ibiajara, Brazil July, 2025 – Hello from the Tropic of Capricorn in sunny Brazil. The people are great, the fruit is sweet, and the sun is strong (even in winter). But socialism is everywhere, and you can see it in the simple day to...

Stocks were slightly lower last week, while looking past news of fresh U.S. tariffs on nearly two dozen countries. The Standard & Poor’s 500 Index fell 0.31 percent, while the Nasdaq Composite Index edged lower by 0.08 percent. The...

Stocks staged a broad-based rally last week on investors’ hopes for a lasting Middle East ceasefire, hitting fresh record highs along the way. The Standard & Poor’s 500 Index rose 3.44 percent, while the Nasdaq Composite Index added 4...

Looking for a recession investment strategy that will protect your investment in good times and bad? These investments will shore up your portfolio.

Stocks were mixed during the holiday-shortened trading week as uncertainty over conflict in the Middle East weighed on investors. The Standard & Poor’s 500 Index slipped by 0.15 percent, while the Nasdaq Composite Index rose by 0.21...

Financial planning for long-term care can require a great deal of thought and effort. Start planning with these core strategies now!

Stocks fell last week as an up-and-down mix of trade progress and anxiety, economic news, and geopolitical tensions netted out. The Standard & Poor’s 500 Index slid 0.39 percent, while the Nasdaq Composite Index slipped 0.63 percent....

Stocks rallied last week as investors responded to upbeat economic data and easing trade tensions. The Standard & Poor’s 500 Index added 1.50 percent, while the Nasdaq Composite Index rose 2.18 percent. The Dow Jones Industrial...

Stocks advanced over the short trading week, bolstered by a possible trade deal with the European Union (EU) and an upbeat corporate report from a mega-cap tech company that creates semiconductors used in the creation of artificial...

Stocks moved lower last week as fiscal fears and fresh tariff threats loomed over market sentiment. The Standard & Poor’s 500 Index fell 2.61 percent, while the Nasdaq Composite Index dropped 2.47 percent. The Dow Jones Industrial...

Planning for your passing can be complex. Here’s how to avoid probate, protect your assets, and provide for your loved ones.

Stocks roared higher last week, powered by upbeat trade news and tame inflation reports. The Standard & Poor’s 500 Index rose 5.27 percent, while the Nasdaq Composite Index spiked 7.15 percent. The Dow Jones Industrial Average added 3...

Estate planning for blended families can feel more complex, but you can take action to provide for your family today with these tips!

Stocks were mixed last week as volatility dropped despite ongoing trade concerns and the Federal Reserve's update on short-term rates. The Dow Jones Industrial Average added 0.16 percent, while the Standard & Poor’s 500 Index lost 0...

Stocks pushed higher last week as investors cheered the White House’s constructive comments on trade, upbeat Q1 corporate reports, and an encouraging jobs report. The Standard & Poor’s 500 Index gained 2.92 percent, while the Nasdaq...

Should you give to a private foundation vs public charity? Here are the ins and outs you should know before you cut the check!

Stocks pushed higher last week, spurred by the White House's reassuring comments that progress was being made with trade talks. The Standard & Poor’s 500 Index gained 4.59 percent, while the Nasdaq Composite Index picked up 6.73...

U.S. stocks slipped over the shortened trading week as Q1 corporate reports started to roll in. The Standard & Poor’s 500 Index dropped 1.50 percent, while the Nasdaq Composite Index fell 2.62 percent. The Dow Jones Industrial Average...

You want to give generously to your loved ones and to charity. But what are the rules on gifting to minimize your tax liability (and theirs)?

April, 2025 – Unless you’ve been sequestered from the planet the last few weeks, you’ve no doubt seen the market turmoil—both in the stock markets and now in the bond markets. What’s the problem now? Pretty simple, really. Basic supply...

Stocks ended the week with a strong gain as traders continued to focus on tariff talks while appearing to overlook upbeat news on inflation. The Standard & Poor’s 500 Index rose 5.70 percent, while the Nasdaq Composite Index gained 7...

Filing an estate tax return is complex and hard to navigate. Our guide to Form 706 will help you figure out how to manage IRS expectations.

Maximize your giving with tax-deductible donations. Here are our top tips to find local charities to donate to and make an impact in your community!

Stocks fell broadly last week as domestic and foreign markets reacted to the White House’s tariffs. The Standard & Poor’s 500 Index declined 9.08 percent, while the Nasdaq Composite Index fell 10.02 percent. The Dow Jones Industrial...

Is a pooled income fund the right fit for you or your beneficiaries? Learn about how it works, why it matters, and how it compares to other trusts!

Stocks moved lower last week as investors swung from exuberance to disappointment on news over tariffs and inflation. The Standard & Poor’s 500 Index fell 1.53 percent, while the Nasdaq Composite Index retreated 2.59 percent. The Dow...

What is Form 1041? Tackle your biggest questions about who, when, and how to file with the IRS in this detailed guide.

Stocks notched a solid gain last week as upbeat comments from the Fed helped stocks snap their four-week losing streak. The Standard & Poor’s 500 Index rose 0.51 percent, while the Nasdaq Composite Index picked up 0.17 percent. The...

Establishing a financial legacy requires lots of planning and careful consideration. Decide whether a CRAT vs CRUT is the right move for your giving.

Investors endured another volatile, whipsaw week as ongoing trade talks and White House comments about the economy unsettled investors. The Standard & Poor’s 500 Index declined 2.27 percent, while the Nasdaq Composite Index dropped 2...

How does donating to charity affect taxes? Get all the details about what to give, how to give, and where to give in this comprehensive guide!

Stocks continued their slide through a volatile week. U.S. trade policy drove much of the market’s movement, broadening investors' concerns about economic growth and inflation. The Standard & Poor’s 500 Index declined 3.10 percent,...

Is a charitable remainder trust the right move for you? Let’s dive into the pros and cons of charitable remainder trusts in this detailed guide!

Stocks fell last week as concerns about sticky inflation and the pace of economic growth rattled investors. The Standard & Poor’s 500 Index declined 1.66 percent, while the Nasdaq Composite Index dropped 2.51 percent. The Dow Jones...

CRT estate planning puts your mind at ease when it comes to leaving a legacy for your loved ones and charity. Here are 6 reasons to set up a trust. CRT estate planning puts your mind at ease when it comes to leaving a legacy for your loved

Stocks advanced last week despite some intra-week volatility as investors showed concern about the economy's strength. The Standard & Poor’s 500 Index gained 1.47 percent, while the Nasdaq Composite Index picked up 2.58 percent. The...

What is a charitable remainder unitrust and how can you take advantage of it? Learn the ins and outs of CRUTs to make savvy financial choices today!

When you want to maximize your financial legacy for a charity that means a lot to you, a tax-advantaged charitable gift trust might be the right move.

Stocks posted modest losses last week as tariff deals, January jobs data, and Q4 corporate reports injected volatility into markets. The Standard & Poor’s 500 Index slipped 0.24 percent, while the Nasdaq Composite Index lost 0.53...

Stocks were mixed last week as investors parsed market-moving news nearly every trading day—from an unsettling AI update to White House news to Q4 corporate reports. The Standard & Poor’s 500 Index fell 1.00 percent while the Nasdaq...

Do you want to feel good about the donations you make to charity in the upcoming year but have no idea how to maximize your gift? The problem for many people is that there are countless ways to give, and there is no clearly defined...

Stocks rallied last week as investors reacted positively to a handful of better-than-expected corporate earnings reports and developments out of Washington, D.C. The Standard & Poor’s 500 Index gained 1.74 percent, while the Nasdaq...

How can you maximize your gift and establish philanthropic goals? Learn how a charitable gift annuity can ultimately serve your generosity here!

Stocks roared back last week, fueled by upbeat Q4 corporate reports and economic news that stalled inflationary fears. The Standard & Poor’s 500 Index rose 2.91 percent, while the Nasdaq Composite Index advanced 2.45 percent. The Dow...

Make the most of your philanthropic endeavors this upcoming year and make sure to avoid these donor-advised fund restrictions before giving.

Learn more about beneficiary designations, wills, and how you can plan your estate for after your passing to ease the burden on family.

Stocks fell for the second consecutive week as a round of fresh economic data stoked inflationary fears among investors. The Standard & Poor’s 500 Index declined 1.94 percent, while the Nasdaq Composite Index dropped 2.34 percent. The...

Stocks edged lower last week despite a powerful end-of-week rally. The Standard & Poor’s 500 Index lost 0.48 percent, while the Nasdaq Composite Index slid 0.51 percent. The Dow Jones Industrial Average fell 0.60 percent. The MSCI...

Stocks notched a slight gain over the holiday week. A tech-driven rally in the first half of the week was clawed back in the second half as investors took profits following the market holiday. The Standard & Poor’s 500 Index advanced...

Learn more about beneficiary designations, wills, and how you can plan your estate for after your passing to ease the burden on your family.

Stocks finished the week mixed, bookending losses around midweek gains as investors digested fresh inflation data. The Standard & Poor’s 500 Index slipped 0.64 percent, while the Nasdaq Composite Index ticked up 0.34 percent. The Dow...

Stocks were mixed during the first trading week of December. Technology stocks led, while the widely followed Dow Jones Industrial Average struggled. The tech-heavy Nasdaq Composite Index picked up 3.34 percent while the Dow...

Inheritance theft robs your loved ones of your financial legacy. These six tips to spot and prevent it might just save your estate.

Stocks posted solid gains over a short and busy holiday week as investors parsed fresh economic data, comments on potential future trade policy, and a few Q3 reports from technology companies. The Standard & Poor’s 500 Index gained 1...

Reducing taxes is crucial when managing your investment portfolio. Follow these tips to diversify your stocks with lower taxes today!

Stocks advanced last week, powering ahead with pre-holiday optimism despite geopolitical tensions and two disappointing Q3 corporate updates. The Standard & Poor’s 500 Index rose 1.68 percent, while the Nasdaq Composite Index gained 1...

Donor-directed charitable funds and charitable bundling are tax-advantaged ways to give. Here’s what it means for your tax liability.

November, 2024 – I trust this finds you and yours well this holiday season! We’ve got a little over a month left in the fourth quarter this year and already it’s been full of a few surprises. I’m not sure how many people saw Trump’s...

Stocks fell last week as the postelection rally lost momentum amid an inflation uptick and cautious comments from Fed officials. The Standard & Poor’s 500 Index fell 2.08 percent, while the Nasdaq Composite Index declined 3.15 percent...

Stocks surged higher last week, fueled by the Fed’s rate cut decision and post-election enthusiasm as investors looked to future policy impacts of a Republican-controlled Senate and executive branch. (The House of Representatives...

Stocks slid last week as mixed economic data and strong-but-not-spectacular Q3 corporate reports failed to inspire investors. The Standard & Poor’s 500 Index fell 1.36 percent, while the Nasdaq Composite Index declined 1.50 percent....

Abide by these six charitable remainder unitrust rules to avoid penalties from the IRS in the future!

Stocks advanced last week despite mixed inflation data, lurching oil prices, and lingering anxiety about the Middle East. The Standard & Poor’s 500 Index gained 1.11 percent, while the Nasdaq Composite rose 1.13 percent. The Dow Jones...

Stocks were essentially unchanged last week as geopolitical tensions added some volatility to an otherwise quiet trading week. The Dow Jones Industrial Average was flat (+0.09 percent), while the Standard & Poor’s 500 Index ticked up...

Learn more about whether donating to a church is tax deductible and how you can maximize your giving in this quick and comprehensive guide.

Stocks moved higher last week, continuing to build on the momentum generated after the Federal Reserve decided to cut short-term rates by 0.50 percent. The Standard & Poor’s 500 Index gained 0.59 percent, while the Nasdaq Composite...

Learn how donating to charity affects taxes with these rules and limits so that you can maximize your giving and minimize your spending!

How can you make your money work harder while supporting a cause you care about? Charity investment funds may be the solution to maximize generosity.

Stocks moved higher last week after the Federal Reserve’s half-point rate cut, bolstered by multiple data points supporting a cooling but still strong economy and decelerating inflation. The Standard & Poor’s 500 Index gained 1.36...

Learn more about charitable contribution limits and how to maximize your giving for less tax liability at the end of the year!

Stocks rallied last week as investors received better-than-expected consumer and producer inflation data. The Dow Jones Industrial Average rose 2.60 percent, while the Standard & Poor’s 500 Index gained 4.02 percent. The Nasdaq...

Stocks fell last week as soft economic data rattled investors focused on the Fed’s next move with interest rates. The Dow Jones Industrial Average lost 2.93 percent, while the Standard & Poor’s 500 Index dropped 4.25 percent. The...

Stocks notched a solid gain as dovish comments from Federal Reserve officials boosted the market’s recovery from early August lows. The Standard & Poor’s 500 Index rose 1.45 percent, while the Nasdaq Composite added 1.40 percent. The...

These four tips will help you maximize your tax deductions by making charitable donations to an organization you genuinely care about.

Want a tax-advantaged way to make university donations? Here are five strategies that trump cash donations when it comes to both taxes and impact.

Stocks posted solid gains last week, buoyed by robust economic data and constructive comments from Fed officials. The Standard & Poor’s 500 Index rose 3.93 percent, while the Nasdaq Composite gained 5.29 percent. The Dow Jones...

How does a charitable remainder trust handle mortgaged property? Here are the details you need to know before you decide to donate your real estate.

Reduce tax liability and be more generous by leveraging the 5-year gift tax exclusion to give to tax-advantaged accounts like 529 plans.

Stocks ended last week with modest losses, masking a volatile five-day trading period that saw investors embrace recession concerns and then dismiss the slow-down talk as speculation as the week progressed. The Dow Jones Industrial...

Stocks fell broadly last week as investors looked past upbeat Fed comments and focused on disappointing corporate reports and weaker-than-expected economic data. The Dow Jones Industrial Average lost 2.20 percent, while the Standard &...

July, 2024 – In the last quarter all three indices (the Dow Jones, the S&P 500, and the NASDAQ) have posted new all-time highs. For many investors it seems like there is no risk of a downturn; the market will just keep going up forever...

Stocks had a mixed, see-saw week as disappointing corporate reports unsettled investors who appeared to rotate away from some leading groups in favor of other names. The Dow Jones Industrial Average picked up 0.75 percent. Meanwhile,...

Stocks advanced last week as market leadership shifted amid fresh inflation data and quarterly corporate reports starting to roll in. The Standard & Poor’s 500 Index advanced 0.87 percent, while the Dow Jones Industrial Average picked...

Stocks steadily advanced over the holiday week thanks to strength in mega-cap tech issues and encouraging jobs data. The Standard & Poor’s 500 Index rose 1.95 percent, while the Nasdaq Composite Index added 3.50 percent. The Dow Jones...

Stocks finished the last week of June and Q2 mixed as investors digested a fresh round of economic data. The Standard & Poor’s 500 Index slipped 0.08%, while the Dow Jones Industrial Average also dipped 0.08 percent. The tech-heavy...

When it comes to a charitable remainder trust, death of an income beneficiary can be problematic. Learn more about what to do in this event here.

Investing in your child’s future is key, but should you use a custodial account vs 529 plan? Learn the ins and outs here to help you decide!

What should you know about the tax benefits of charitable donations? Here is how charitable donations can offset capital gains and more!

Should you choose a charitable remainder trust or a donor-advised fund to make the most of tax deductions? Get the details here!

Stocks notched a solid gain last week, driven by the Fed’s decision, May's inflation report, and Apple’s AI-related news. The Standard & Poor’s 500 Index rose 1.58 percent, while the Nasdaq Composite picked up 3.24 percent. The Dow...

Stocks edged lower in the final week of May as fresh news on economic growth and inflation failed to inspire investors. Stocks Slide Markets shrugged off news that the Q1 Gross Domestic Product was revised lower to 1.3 percent from...

Last week's stock performance was mixed, following investors' reaction to the Fed's May meeting minutes, while a handful of mega-cap tech companies created a buzz with their news. Market Splits Stocks began trading in a narrow band...

Stocks notched a solid gain last week in a mega-cap, tech-led rally bolstered by positive inflation news. Dow 40,000 The week began quietly as market averages traded in a tight range, awaiting fresh inflation news. On Tuesday, markets...

Want to leave behind a positive-impact legacy? Learn how to leverage the donor-advised fund tax benefits to maximize your charitable giving today!

Stocks notched a solid gain last week as rate-cut expectations paced the rally as the Q1 earnings season wound down. Stocks Climb Steadily Monday opened with stocks picking up where they left off the prior Friday. Stocks were still...

Explore the reasons why (and why NOT) to put your house in an irrevocable trust for the future here!

May, 2024 – The last two years have been a whirlwind of market turmoil in 2022 followed by a remarkable recovery in 2023. By the end of 2023 we were just right back where we started at the beginning of 2022. So far in 2024, growth...

Stocks notched a solid gain last week, rallying behind upbeat earnings, a dovish Fed, and mixed economic data. Stocks Pop, Drop, Then Rally Markets began the week with an upward bump as positive news from some mega-cap tech companies...

Stocks notched a solid gain last week, rallying behind upbeat earnings, a dovish Fed, and mixed economic data. Stocks Pop, Drop, Then Rally Markets began the week with an upward bump as positive news from some mega-cap tech companies...

Stocks notched a solid gain last week, rallying behind upbeat earnings, a dovish Fed, and mixed economic data. Stocks Pop, Drop, Then Rally Markets began the week with an upward bump as positive news from some mega-cap tech companies...

Stocks staged a choppy comeback last week as investors cheered positive earnings, led by mega-cap tech stocks. The rally came to pass despite fresh data showing a slowing economy and increasing inflationary pressures. Stocks Bounce...

What charitable remainder trust accounting strategies can you use to leverage your assets for long-term wealth? Learn more here!

Stocks fell for a third straight week, as Fed Chair Jerome Powell's mixed but upbeat message could not offset the anxiety caused by the Middle East conflict. Stocks Retreat Markets began the week rattled by further escalation in the...

Get answers to the most commonly asked questions about charitable remainder trusts in this detailed guide!

Do you want to know how to start a trust fund the easy way? Here are 4 steps you’ll want to follow!

Stocks fell last week as investors sorted through conflicting inflation reports and assessed geopolitical tensions. Inflation Spooks Markets On Wednesday, the March Consumer Price Index (CPI) report rattled markets, revealing that...

If you are wondering whether a beneficiary can be removed from an irrevocable trust, this breakdown will answer your most pressing question!

Stocks dropped last week as investors focused on “what's next” for interest rates after mixed comments from multiple Fed officials. Fed Officials Weigh In Stocks struggled out of the gate again last week, ending Monday and Tuesday in...

What are gift trusts and why might you want to establish one instead of simply giving a gift? Learn more here!

Stocks were narrowly higher for the week as investors digested mixed economic news about consumer confidence. All three of the major averages posted gains for Q1 2024. Stocks Finish Strong Markets slipped for the first half of the...

What services does a charitable remainder trust attorney help with? Get the details and learn why you need a CRT attorney now.

Stocks fell for the second straight week on inflation concerns despite a report on consumer prices that was initially well received by investors. Stocks Slide Tuesday was the only bright spot during the week as stock prices rose after...

Learn more about selling a house in an irrevocable trust after death in five easy steps with this simple guide!

Stocks were down for the week as investors appeared to take some profits and traders parsed Fed Chair Jerome Powell’s Congressional testimony. Markets Wobble  Stocks had a rough start to the week, with the Dow, S&P 500, and...

How can your grandkids benefit from the 529 grandparent loophole? Prepare for their college experience with this financial benefit!

Stocks extended their tech-led advance last week as signs of a resilient and still-enthusiastic consumer boosted momentum. Nasdaq Sets New High Stocks traded in a narrow band early in the week but ended the five-trading sessions with...

What do you need to know about how to set up a trust fund for your grandchildren? Think about these things first!

Stocks vaulted to new heights last week on the back of an artificial intelligence (AI) semiconductor company, marking investors’ belief that AI has the potential to transform the U.S. economy. Stocks Rally to Record Highs Stocks...

Stocks fell last week as investors reacted to disappointing inflation updates and other economic reports that fell short of estimates. Stocks Snap Winning Streak Markets were quiet Monday but opened lower Tuesday in response to the...

What is the downside of an irrevocable trust? This guide shares all the ins and outs of using irrevocable trusts in your estate planning.

What is the biggest mistake parents make when setting up a trust fund? It may not be what you think!

December, 2023 – Last week the Fed announced it will hold rates steady again, much as we expected. Inflation has slowed, true, but it is still more expensive to live in America today than it has ever been.  The recent $16...

The stock market experienced solid gains last week, concluding the trading week on a positive note, thanks to robust corporate reports and favorable inflation news; this propelled the S&P 500 Index to achieve a new record high at the...

How do you decide between a private foundation vs. donor-advised fund for your charitable giving? Learn the details here!

Stocks pushed higher last week as investors cheered mega-cap tech corporate reports and a better-than-expected employment report. Stocks at New Highs At the beginning of the week, stocks surged, anticipating fourth-quarter corporate...

How does revocable vs. irrevocable trust taxation impact your estate? Learn more in this detailed guide!

Learn more about the financial benefits of charitable remainder trusts in this detailed breakdown!

Markets reacted positively last week to cooler inflation and the idea of potential rate cuts next year, adding to the gains of the market’s year-end rally. The Dow Jones Industrial Average rose 2.92%, while the Standard &...

What do you need to know about your charitable remainder trust tax return? Here are the forms you need to file with the IRS!

A late-week, two-day rally left stocks higher, adding to November’s gains as the last month of trading for 2023 began. The Dow Jones Industrial Average was flat (+0.01%), while the Standard & Poor’s 500 gained 0.21%. The...

How can you anticipate your healthcare costs in retirement? This guide walks you through preparation and keeping costs low!

A Friday rally turned an otherwise mixed week for stocks into a solid performance. The Dow Jones Industrial Average picked up 2.42%, while the Standard & Poor’s 500 gained 0.77%. The Nasdaq Composite index rose 0.38% for the...

What real estate investment strategies should you implement to make the most of your money? Learn more in this complete guide!

Investor enthusiasm for stocks remained strong last week, buoyed by declining bond yields in a holiday-abbreviated trading week. The Dow Jones Industrial Average picked up 1.27%, while the Standard & Poor’s 500 gained 1.00%. The...

Nobody loves the idea of parting with their hard-earned money for taxes at the end of the year. The good news is that you may not owe as much – if you take advantage of all the deductions and tax credits that are available to you.

A powerful Friday rally left stocks higher last week, extending the market’s early November gains. The Dow Jones Industrial Average rose 0.65%, while the Standard & Poor’s 500 advanced 1.31%. The Nasdaq Composite index...

Stocks ripped higher last week on a dramatic retreat in bond yields triggered by easing inflation and a slowing labor market. The Dow Jones Industrial Average jumped 5.07%, while the Standard & Poor’s 500 surged 5.85%. The...

Amid a busy week of corporate earnings reports, stocks slumped on cautious earnings guidance, fears of higher interest rates, and growing anxiety over the increasing amount of Treasury bonds and notes coming to market. The Dow Jones...

Stocks ended mixed last week amid the outbreak of hostilities in the Middle East and higher-than-expected inflation data. The Dow Jones Industrial Average gained 0.20%, while the Standard & Poor’s 500 rose 0.45%. But the Nasdaq...

Tax-deferred accounts are a great way to maximize your savings, but here is what you need to know first!

How can you make the most of financial planning for college for your child? These guidelines will help you navigate the cost of tuition.

Rising bond yields and government shutdown fears left stocks in mostly negative territory for the week. The Dow Jones Industrial Average lost 1.34%, while the Standard & Poor’s 500 slipped 0.74%. The Nasdaq Composite index was...

September, 2023 - Today it seems as though there are two types of investors: those who are imminently waiting for a market correction, and those who just don’t have a clue.  It is easy to see why those who are not students...

Learn whether a fee-only investment advisor is the right move for your portfolio with this detailed breakdown!

What is the role of an investment advisor and how do you choose the right one? Learn all of the details about this profession here!

Rising bond yields and fears of a government shutdown hammered stocks last week, with technology shares bearing the brunt of the retreat. The Dow Jones Industrial Average lost 1.89%, while the Standard & Poor’s 500 dropped 2.93%...

How can you reap the benefits of estate planning for yourself and for your beneficiaries? These 4 benefits will help you prepare for the future.

Stocks ended the week roughly where they began as investors digested a mixed set of new economic data. The Dow Jones Industrial Average gained 0.12%, while the Standard & Poor’s 500 slipped 0.16%. The Nasdaq Composite index fell...

Falling bond yields–spurred by weak economic data–helped lift stocks to weekly gains. The Dow Jones Industrial Average advanced 1.43%, while the Standard & Poor’s 500 gained 2.50%. The Nasdaq Composite index...

What should you know about estate planning trusts and how they can benefit your loved ones? Here is the breakdown!

Do you want to protect your financial legacy for your beneficiaries? Learn about an asset protection trust here!

Stocks retreated last week as bond yields increased following the Treasury's announcement indicating “a larger-than-expected funding need” and a downgrade in the federal government’s debt rating. The Dow Jones...

Have you ever wondered how inflation is defined? Learn more about the Austrian school of economics definition of inflation and what causes it here.

Protect your loved ones and their inheritance with a family protection trust. Get all of the details you need here.

A Friday surge pushed stocks solidly into positive territory last week, ignited by cooling in an inflation gauge closely tracked by the Federal Reserve. The Dow Jones Industrial Average advanced 0.66%, while the Standard &...

Stocks moved to the rhythm of earnings season last week, initially rising on positive earnings surprises and faltering later in the week on key earnings disappointments.  The Dow Jones Industrial Average rose 2.08%, while the...

Can you change the beneficiaries of a charitable remainder trust? This guide breaks down all of the beneficiaries and how they can be altered.

How will the new SECURE Act 2.0 impact your charitable remainder trusts? Learn all of the ins and outs here!

Better-than-expected updates last week on consumer and wholesale price inflation buoyed investor sentiment, driving stocks higher and lower bond yields. The Dow Jones Industrial Average rose 2.29%, while the Standard &...

If you are considering a charitable remainder trust, this guide will help set your expectations for setup fees, management fees, and more.

Stocks posted gains for the week to close out a stellar month, aided by positive economic data and reports that all major banks had passed the Federal Reserve’s annual stress test.The Dow Jones Industrial Average gained 2.02%,...

Stocks climbed last week as reassuring inflation data boosted investor hopes that the rate-hike cycle was nearing an end amid fresh economic data pointing to continued economic resilience.The Dow Jones Industrial Average rose 1.25%,...

June, 2023 - There’s a lot of conflicts of interest these days when it comes to information.  I guess that’s always been so to an extent.  Media outlets don’t want to report negative news about their...

Stocks surged higher in the closing days of a holiday-shortened trading week, ignited by a political resolution on raising the debt ceiling and a strong employment report.The Dow Jones Industrial Average rose 2.02%, while the Standard...

How can you make the most of the boom and bust cycles of the economy? Learn more about how you can leverage these for your financial gain here.

Which active asset allocation strategy is the right fit for your investments? Learn more about asset allocation with these 8 methods!

Did you know that there are four different types of charitable trusts? Learn about the differences and how to pick the right one here!

Are you wondering how to make the most of your investments, saving, and spending? Learn more about Austrian economics vs. Keynesian in this guide!

What do you need to know about charitable remainder trust capital gains, income taxes, and more? Learn the ins and outs here!

Stocks rallied last week, propelled by growing optimism over reaching a deal on raising the debt ceiling and avoiding a technical debt default by the U.S.The Dow Jones Industrial Average edged 0.38% higher, while the Standard &...

Stocks were mixed last week as good inflation news was offset by mounting debt ceiling concerns and rekindled regional banking fears.The Dow Jones Industrial Average lost 1.11%, while the Standard & Poor’s 500 slipped 0.29%. The...

Are you curious about how to set up a charitable remainder trust to make the most of your estate planning? Learn the details about this process here!

A Friday rebound, triggered by a big tech company’s earnings beat and a strong jobs report, shaved much of the week’s accumulated losses.The Dow Jones Industrial Average fell 1.24%, while the Standard & Poor’s 500...

Strong earnings from several mega-cap technology companies offset renewed regional banking jitters and weak economic data, leaving stocks higher for the week.The Dow Jones Industrial Average gained 0.86%, while the Standard &...

Stocks remained resilient last week amid mixed earnings reports, hawkish Fed-speak, and lingering recession fears, closing out the five trading days with small losses.The Dow Jones Industrial Average slipped 0.23%, while the Standard &...

It is a travesty that children are not taught finance in high school; how to balance a check book, the importance of a good credit score, the need for a rainy day fund, you can’t spend more than you have. I could go on...

The combination of an improving inflation outlook resulted in a week of uneven, albeit positive, performance, in which cyclical and financial stocks rallied while technology, real estate, and utilities lagged. The Dow Jones...

Learn more about the benefits and limitations of charitable remainder trusts vs. charitable gift annuities for your estate plan.

What can you expect when it comes to the taxation of charitable remainder trust distributions? Learn the ins and outs here!

Stocks ended a shortened week of trading mixed amid revived recession fears on Wall Street triggered by weak economic data.The Dow Jones Industrial Average gained 0.63%, while the Standard & Poor’s 500 slipped 0.10%. The Nasdaq...

How can you maximize your charitable remainder trust with tax deductions? Learn more about the details here.

Should you convert your IRA to a charitable remainder trust? Explore the benefits of making the switch here.

What should you know about exemption trusts, their benefits, and their limitations? This comprehensive guide walks you through the basics.

Stocks rallied last week on receding fears of a widening banking crisis, led by resurging investor interest in technology and communication services names.The Dow Jones Industrial Average gained 3.22%, while the Standard & Poor’s...

What do you need to know about charitable remainder trusts vs charitable lead trusts? Get the basics, pros, and cons of each here!

Amid the reverberations of two U.S. banks being taken over by regulators and the spread of uncertainty to European banks, stocks trended higher last week on the strength of the technology sector.The Dow Jones Industrial Average was...

Stocks tumbled last week as investors reconsidered their interest rate expectations after Fed Chair Powell’s Congressional testimony that rates may need to go higher. Stocks also were rattled when a west coast bank was placed...

A late-week surge, triggered by reassuring Fed-speak, propelled stocks higher last week.The Dow Jones Industrial Average gained 1.75%, while the Standard & Poor’s 500 advanced 1.90%. The Nasdaq Composite index picked up 2.58% for...

Concerns over a firmer monetary policy were heightened by fresh economic data, touching off a climb in bond yields and a slide in stock prices last week.The Dow Jones Industrial Average skidded 2.99%, while the Standard & Poor’s...

Growing concerns about further interest rate hikes, prompted by fresh economic data, reversed early-week gains and left stocks mixed for the week.The Dow Jones Industrial Average slipped 0.13%, while the Standard & Poor’s 500...

Real estate can be a great source of generational wealth, but do you know how to use it to its fullest abilities with a charitable remainder trust?

Do you know the difference between estate planning vs. writing a will? Know how to best prepare for your passing in this quick guide.

Stocks drifted lower as a week of mixed earnings reports and resurgent worries over Fed monetary policy dragged on investor sentiment. The Dow Jones Industrial Average slipped 0.17%, while the Standard & Poor’s 500 declined...

What are the best charitable remainder trust strategies to maximize your finances? Learn more about what to do and who can help here!

Stocks were mixed last week following better-than-expected corporate reports and increasing optimism over a slowdown in interest rates.The Dow Jones Industrial Average edged lower, slipping -0.15%. The Standard & Poor’s 500 rose...

Stocks added to their early 2023 gains amid a busy stream of mixed corporate earnings results and conflicting economic data.The Dow Jones Industrial Average gained 1.81%, while the Standard & Poor’s 500 added 2.47%. The Nasdaq...

Stocks showed mixed results last week as recession fears resurfaced in response to weak economic data and a tepid start to a new corporate earnings season.  The Dow Jones Industrial Average skidded 2.70%, while the Standard &...

Charitable giving and estate planning should go hand-in-hand. Here are 6 ways you can make the biggest impact with your estate.

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%....

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...

What should you know about the charitable remainder trust payout rate? Here are all the facts you need!

If you plan to donate to charity and want the tax benefits, should you go with a donor-advised fund vs charitable trust? Learn more here!

Learn the ins and outs of CRTs in this complete guide. Discover how to protect your assets and pass on as much value as possible to yourself or to the next generation.

An irrevocable trust comes with a variety of benefits as well as tax responsibilities. If you need to file an irrevocable trust tax return, here’s how.

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...

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...

Since I can’t say it any better, I begin with a quote from Professor Ludwig von Mises:“The wavelike movement affecting the economic system, the recurrence of periods of boom which are followed by periods of depression, is...

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 &...

Make sure that you get all of the tax benefits of a CRT by adhering to this Charitable Remainder Trust 10% Rule!

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...

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...

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...

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...

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...

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...

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...

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...

September, 2022 - We always thought Grandma Ruby was kind of stingy.   She never took us to Disney or Six Flags like Grandma Ruth, and we could never turn the lights on when there was daylight outside.  The only...

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...

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...

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...

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...

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...

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...

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...

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...

July 2022 - I’m making this one short and sweet.It’s that time again.  If you’ve been reading my letters, then you know the last time I called for cash was during the very bottom of the pandemic in March...

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...

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...

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...

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...

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...

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...

Recession fears grew last week following weak earnings reports from major retailers, sending stocks lower.The Dow Jones Industrial Average fell 2.90%, while the Standard & Poor’s 500 lost 3.05%. The Nasdaq Composite index dropped 3.82%...

In a volatile trading week, stocks extended their losses as economic growth and inflation concerns soured investor sentiment.The Dow Jones Industrial Average dropped 2.14%, while the Standard & Poor’s 500 lost 2.41%. The Nasdaq...

With the Fed in focus, the markets experienced wide price swings over the course of last week, as technology companies led the market lower.The Dow Jones Industrial Average slipped 0.24%, while the Standard & Poor’s 500 declined 0.21%....

May, 2022 - If you've been reading my letters over the last year, then you know we have been expecting a major market correction. Last June I wrote:Granted, the NASDAQ is heavily tech laden, and the pandemic has certainly sent some...

On Friday, a sharp sell-off sent major stock market indices into negative territory for the week, capping a volatile close to April.The Dow Jones Industrial Average declined 2.47%, while the Standard & Poor’s 500 tumbled 3.27%. The...

Hawkish comments from Fed Chair Jerome Powell overshadowed many largely positive earnings results, sending stocks lower for the week.The Dow Jones Industrial Average declined 1.86%, while the Standard & Poor’s 500 dropped 2.75%. The...

Stocks posted losses in a holiday-shortened trading week as the first-quarter earnings season kicked off and investors digested new inflation data.The Dow Jones Industrial Average declined 0.78%, while the Standard & Poor’s 500 fell 2...

Stock prices fell last week in response to the Fed’s plan to combat inflation, which staked out a more aggressive stance than investors had anticipated.The Dow Jones Industrial Average slipped 0.28%, while the Standard & Poor’s 500...

Stocks spent last week digesting the sharp gains of previous weeks as investors assessed a tightening yield curve, the war in Ukraine, and an uncertain outlook for economic growth and inflation.The Dow Jones Industrial Average slipped...

April, 2022 – I trust this missive finds you and yours well. Welcome to Spring 2022.Just as our Covid fears began to wane, a new fear jumps on the scene. It's the same fear that I grew up with – the same fear that made us...

With growing confidence in the economy’s resilience, stocks posted another week of solid gains.The Dow Jones Industrial Average rose 0.31%, while the Standard & Poor’s 500 advanced 1.79%. The Nasdaq Composite index picked up 1.98% for...

With the Fed embarking on a new course of monetary tightening amid continued fighting in Ukraine, stocks staged a powerful, broad-based rally last week.The Dow Jones Industrial Average jumped 5.49%, while the Standard & Poor’s 500...

Intensifying hostilities in Ukraine continued to unsettle markets, as investors grappled with the war’s impact on the global economies.The Dow Jones Industrial Average lost 1.99%, while the Standard & Poor’s 500 dropped 2.88%. The...

War in Ukraine weighed on stocks as investors assessed the economic impact of continued hostilities, expanding economic sanctions, and potentially higher inflation due to rising oil prices and new stresses on the global supply chain...

Investors rode a rollercoaster of emotions as rising hostilities at the Russian-Ukrainian border sent stocks sharply lower before a powerful late-week rally erased early losses.The Dow Jones Industrial Average was flat (-0.06%), while...

Stocks closed lower for the week as escalating tensions on the Russian-Ukrainian border added to existing jitters over higher inflation and a pending tightening of monetary policy.The Dow Jones Industrial Average slid 1.90%, while the...

A hot inflation print and the growing concern of a Russian invasion of Ukraine sent stocks tumbling late in the week, leaving major indices lower for the five-trading days. The Dow Jones Industrial Average skidded 1.00%, while the...

Stocks managed to gain ground last week as investors turned their focus to corporate earnings.The Dow Jones Industrial Average rose 1.05%, while the Standard & Poor’s 500 gained 1.55%. The Nasdaq Composite index picked up 2.38% for the...

An exceptionally volatile week, marked by wide intraday price swings, whipsawed investors with stocks ending higher following a surge to the upside on the final trading day of the week.The Dow Jones Industrial Average rose 1.34%, while...

Stocks extended their January retreat as worries over inflation and rising bond yields continued to exert downward pressure on prices.The Dow Jones Industrial Average slid 4.58%, while the Standard & Poor’s 500 sank 5.68%. The Nasdaq...

Deteriorating investor enthusiasm for high-valuation growth companies and a mixed start to the fourth-quarter earnings season made for a volatile week.The Dow Jones Industrial Average lost 0.88%, while the Standard & Poor’s 500 slipped...

January, 2022 – As a kid, I remember watching 2001: A Space Odyssey and thinking wow, that's so far into the future. Boy, was I wrong. It's twenty-one years since that fateful date and here we are at 2022! If 2020 gets a half star,...

A jump in yields sparked by a more aggressive sounding Federal Reserve sent the market lower to start the new year.The Dow Jones Industrial Average fell 0.29%, while the Standard & Poor’s 500 declined 1.87%. The Nasdaq Composite index...

Stocks closed out the year on a mostly positive note, adding to the year’s gains as concerns about the economic issues of Omicron infections receded.The Dow Jones Industrial Average rose 1.08%, while the Standard & Poor’s 500 picked up...

A more benign reassessment of the possible economic risk posed by Omicron sent stocks sharply higher last week.The Dow Jones Industrial Average picked up 4.02%, while the Standard & Poor’s 500 advanced 3.82%. The Nasdaq Composite index...

Stocks took investors on a wild ride last week as the Omicron variant and Fed comments upended market expectations.The Dow Jones Industrial Average fell 0.91%, while the Standard & Poor’s 500 stumbled 1.22%. The Nasdaq Composite index...

News of a new, highly virulent COVID variant triggered a market sell-off on Friday, sending stocks into negative territory for the week.The Dow Jones Industrial Average slid 1.97%, while the Standard & Poor’s 500 slumped 2...

Stocks were mixed last week in choppy trading as investors battled the crosscurrents of good economic data and a troubling rise in COVID-19 infections globally.The Dow Jones Industrial Average slid 1.38%, while the Standard &...

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...

A Federal Reserve announcement on tapering, a fresh batch of corporate profits, and encouraging economic data lifted stocks to another weekly gain.The Dow Jones Industrial Average rose 1.42%, while the Standard & Poor’s 500...

A Federal Reserve announcement on tapering, a fresh batch of corporate profits, and encouraging economic data lifted stocks to another weekly gain.The Dow Jones Industrial Average rose 1.42%, while the Standard & Poor’s 500...

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...

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....

A strong opening to the third-quarter earnings season sparked a late week, broad-based rally that helped stocks finish the week with solid gains.The Dow Jones Industrial Average rose 1.58%, while the Standard & Poor’s 500...

The overhang of bumping against the federal debt ceiling was lifted last week with an agreement to extend the debt ceiling through early December, helping propel stocks to a weekly gain.The Dow Jones Industrial Average increased by 1...

Higher bond yields and a legislative stalemate in Washington, D.C., added up to losses for the week.The Dow Jones Industrial Average declined 1.36%, while the Standard & Poor’s 500 lost 2.21%. The Nasdaq Composite index fell...

Stocks prices were whipsawed last week, dragged initially lower by financial contagion worries and later lifted by a supportive Fed policy statement.The Dow Jones Industrial Average gained 0.62%, while the Standard & Poor’s...

September 2021 – Despite this week’s market turmoil, no doubt you have noticed that the stock markets have reached near all-time peaks recently. In the case of the NASDAQ, the chart has gone vertical—nearly straight...

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 &...

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...

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...

It’s time for your life insurance checkup.September is National Life Insurance Awareness Month, so it’s a great time to review your coverage.1If you don’t have any life insurance, you’re not alone. Life...

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...

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...

Looking past inflation figures and Delta variant trends, stocks last week found a way to climb higher and set fresh record highs in the process.The Dow Jones Industrial Average rose 0.87%, while the Standard & Poor’s 500...

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...

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...

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...

July 2021 – Welcome to the second half of 2021. Can you believe we are halfway to 2022? It will be here soon, so start your Thanksgiving plans. Despite myriad new variants of Covid being announced everyday it seems, the nation...

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 &...

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%....

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

April 2021 – Throughout history we have seen amazing changes—some good, some not so. The 15th century brought the Guttenberg Press and the entry of the New World into the European consciousness. Suddenly the world was a lot...

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...

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...

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...

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...

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...

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 &...

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 &...

February 2021 I trust this finds you well. In today’s environment it is with great pleasure that I share some good news. As you know, the three sister firms here at Magellan Planning Group, Inc., Magellan Tax, LLC, and Magellan...

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...

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...

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%....

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...

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 &...

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 &...

January 2021 – Happy New Year! I trust this missive finds you well. We are all looking cautiously forward to a better year than last. There’s a lot to talk about, so I’m just going to jump right in. You’ve no...

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...

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...