Blog
January 8, 2024
Weekly Market Insights : New Years Blues Stocks retreated in the first trading week of 2024, struggling a bit after a celebratory end to last year as investors second-guessed Fed signals and fretted over lingering inflation concerns. New Year Blues Stocks got...
How Boomers and Millennials Differ
We are in the midst of an unprecedented transfer of wealth, with trillions of dollars being moved from one generation to the next. This transfer challenges many commonly held notions as new values and interests become more prominent. In short, the economy is changing,...
January 1, 2024
Weekly Market Insights: S&P Ends 2023 Up 24% Stocks posted a slight gain last week amid a shortage of news and light holiday trading. The Dow Jones Industrial Average gained 0.76%, while the Standard & Poor’s 500 added 0.49%. The Nasdaq Composite index...
December 25, 2023
Weekly Market Insights : Investors Boost Stocks Ahead Of Holiday Week Investor optimism and fears of missing out on future gains propelled stocks higher in the last full week of trading before year-end. The Dow Jones Industrial Average added 0.22%, while the Standard...
December 18, 2023
Weekly Market Insights : Stocks Rally On Fed, Inflation News 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...
December 11, 2023
Weekly Market Insights: Stocks Spark Late Week Rally 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...
December 4, 2023
Weekly Market Insights: Stocks Rise As Bond Yields Fall 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...
Does Your Portfolio Fit Your Retirement Lifestyle?
Most portfolios are constructed based on an individual's investment objective, risk tolerance, and time horizon. Using these inputs and sophisticated portfolio-optimization calculations, most investors can feel confident that they own a well-diversified portfolio,...
November 27, 2023
Weekly Market Insights: Short Week Strong For Stocks Presented by Crossroads Financial Advisors Investor enthusiasm for stocks remained strong last week, buoyed by declining bond yields in a holiday-abbreviated trading week. The Dow Jones Industrial Average...
November 20, 2023
Weekly Market Insights: November Rally Continues Presented by Crossroads Financial Advisors Stocks extended their November rally last week as investors cheered lower-than-forecast inflation data. The Dow Jones Industrial Average gained 1.94%, while the Standard...
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