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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry 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, July 19, 2021

Weekly Recap July 12 - 16, 2021 RecapDelta Variant, Inflation Weigh on StocksEquities Decline from Record LevelsAfter finishing the prior week at all-time highs, all three major U.S. equity indices finished this past week lower....

Friday, July 2, 2021

Quarterly Recap Market Indices At-A-Glance The S&P 500 ended the second quarter with its best first half (YTD) performance since 2019. Stocks are now in the second year of a bull market.In June, the Dow Industrials crept just 0...

Tuesday, June 29, 2021

Weekly Recap June 21-25, 2021 RecapInfrastructure Plans Boost OptimismFrom Worst to BestU.S. equities rebounded last week with the S&P 500 transitioning from its worst week since January to its best week since February. Risk-on...

Wednesday, June 23, 2021

Cetera Investment Management has released its 2021 Midyear Outlook. In this outlook, they discuss the economy hitting its peak growth rate this quarter and investor enthusiasm around that growth, including the prospects for...

Tuesday, June 22, 2021

In their latest commentary, the Cetera Investment Management Team discusses the recent stock market weakness caused by the Fed pivoting from a dovish to a more hawkish stance. CLICK TO READ As always, please reach out to the...

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Monday, June 21, 2021

Weekly Recap June 14-18, 2021 RecapTaper Talk Rattles StocksS&P 500 Loses the Most Since FebruaryLast week, U.S. equities were lower with the S&P 500 logging its worst week since February after a 1.3% decline on Friday. Equity...

Monday, June 14, 2021

Weekly Recap June 7-11, 2021 RecapBrushing Off InflationBenchmark Stocks Rise Third WeekThe S&P 500 clinched a third straight weekly gain after closing at successive all-time record highs on Thursday and Friday. Stocks have traded...

Tuesday, June 8, 2021

Weekly Recap May 31-June 4, 2021 RecapStocks Rise, Nearing Record HighsEquities Rebound Second WeekThe S&P 500 rose to within a whisper of its May 7 all-time high as Friday’s jobs data boosted recovery confidence while a...

Wednesday, June 2, 2021

Weekly Recap May 24-28, 2021 RecapPCE Inflation Jolts HigherBenchmark Equities ReboundThe broad market S&P 500 posted robust gains last week, rebounding from two weekly losses and closed out the month just 0.8% below its 4,232...

Thursday, May 27, 2021

Time to lace up! Celebrate Global Running Day on June 2 as we look at different ways running can teach us about investing. (You won’t even break a sweat—unless you’re reading on the treadmill). The latest commentary...

Tuesday, May 25, 2021

Weekly Recap May 17-21, 2021 RecapInflation Angst ContinuesBenchmark Equities Slip Second WeekThe S&P 500 fell fractionally last week, capping its first back-to-back weekly loss since late February as investors continued to fear...

Tuesday, May 25, 2021

Non-fungible tokens, or NFTs, have been the recipient of the latest buzz. NFTs are digital files attached to blockchain codes. If you know anything about digital currencies, you’re probably aware that these blockchain codes are...

Wednesday, May 19, 2021

A cyberattack shut down a major gas and energy pipeline supplying the East Coast of the United States for several days. The actual pipelines themselves are still functional and have since started running again, but it’s led to...

Wednesday, May 5, 2021

Monthly Recap Market Indices At-A-Glance The market-cap-weighted S&P 500 climbed 11.84% YTD. In contrast, the S&P Equal Weight 500 Index advanced 16.76% YTD, its third-strongest four-month start to any year since 1990.The...

Wednesday, May 5, 2021

Monthly Recap Market Indices At-A-Glance The market-cap-weighted S&P 500 climbed 11.84% YTD. In contrast, the S&P Equal Weight 500 Index advanced 16.76% YTD, its third-strongest four-month start to any year since 1990.The...

Monday, April 26, 2021

In their latest commentary, the Cetera Investment Management team discusses the economic recovery and the Biden administration’s first 100 days. Both have been successful but will likely face tougher challenges ahead. CLICK TO...

Thursday, April 22, 2021

Investors looking for "green shoots" to confirm that the economy is on the mend have seen plenty of examples in recent weeks. Retail sales rose 9.8% in March, the largest monthly gain since May 2020. It's important to remember that...

Wednesday, April 21, 2021

Weekly Recap April 12-16, 2021 RecapEquity Momentum ContinuesStocks Climb Fourth Straight WeekThe S&P 500 extended gains into a fourth straight week, backed by a strong start to the first quarter earnings season and...

Friday, April 16, 2021

It can be exhausting trying to keep up with the whims of Wall Street.Lately, the financial markets have been fixated on federal taxes and what may be proposed on Capitol Hill in the weeks and months ahead.Wall Street’s focus on...

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...

Friday, April 9, 2021

In a speech to the Chicago Council on Global Affairs, U.S. Treasury Secretary Janet Yellen has called for a minimum corporate income tax that would be shared by countries all over the world.1The decrease of corporate tax rates around...

Thursday, April 8, 2021

Reduce Your Credit Card Debt Credit card debt doesn't have to keep you from fulfilling your financial goals. Not all debt is bad. Mortgage and auto loans are often necessary, but credit card debt can be sneaky – it usually...

Wednesday, April 7, 2021

4 Estate Planning Documents You Can't Live (Your Best Life) WithoutOften, people view estate planning through a narrow lens, thinking it’s only about what happens to their property and assets after they’re gone. While the...

Tuesday, April 6, 2021

Inflation has emerged as one of the top financial concerns for investors as they size up the economy for the rest of the year.According to research by Deutsche Bank, Google searches for “inflation” are rising rapidly and...

Monday, April 5, 2021

Weekly Recap March 29 - April 2, 2021 RecapEquity Indices Extend All-Time HighsStocks Climb Second WeekU.S. stocks extended gains last week amid expectations for a solid March payrolls report that was indicated higher by the largest...

Monday, April 5, 2021

In their latest commentary, the Cetera Investment Management team discusses the recent infrastructure proposal, why it will likely take longer to pass than people expect and the investment ramifications. CLICK TO READ As always,...

Wednesday, March 31, 2021

Weekly Recap March 22-26, 2021 RecapEquities Indices Finish at All-Time HighsStocks ReboundU.S. stocks posted solid gains last week with the Dow Industrials and S&P 500 finishing at new record highs on renewed optimism over...