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Posts Tagged ‘Financial planning’

Closing The Decade on a High Note & More!

U.S. MARKETS SET RECORDS AGAIN AS A PHASE ONE AGREEMENT WITH CHINA IS ANNOUNCED AND THE FED STANDS STILL ON RATES U.S. stocks turned in more record highs after it was announced that a Phase One trade deal between the U.S. and China was reached, helping avoid tariffs scheduled to take effect on December 15th…

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Great Jobs Report, Mixed Market & More!

MARKETS END THE WEEK MIXED AS A GREAT JOBS REPORT AND JUMP IN OIL PRICES HELP TURN THINGS AROUND The markets ended the week mixed, after coming back from early–week losses when a very strong Jobs Report was released on Friday The week started with the S&P 500 losing about 2.3% early in the week,…

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DJIA, S&P 500, and NASDAQ Reach New Heights and More!

U.S. STOCKS REACH FRESH HIGHS AS GDP IS REVISED UP AND THE 2019 HOLIDAY SHOPPING SEASON COULD SET NEW RECORDS The four major U.S. stock market averages closed the Thanksgiving week with green numbers that gave investors reasons to give thanks The DJIA, S&P 500, and NASDAQ all reached new record highs and even the…

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Weekly Economic Update

U.S. STOCKS DECLINE MODESTLY, SNAPPING SIX CONSECUTIVE WEEKS OF GREEN NUMBERS The U.S. equity markets paused this week, retreating modestly after six weeks of impressive gains NASDAQ declined just 0.2%, followed by the S&P 500’s drop of 0.3% The smaller–cap Russell 2000 and the mega–cap DJIA both declined this week too, as both indices lost…

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Thrive Weekly Economic Update – October 28th, 2019

MARKETS UP FOR THE THIRD WEEK IN A ROW AS MORE COMPANIES ARE REPORTING POSITIVE EARNINGS SURPRISES THAN EXPECTED U.S. stock markets rose for the third consecutive week, ending very close to their record highs NASDAQ led the way with a gain of 1.9%, followed by the small–cap Russell 2000’s gain of 1.5%, the S&P…

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The 2019 World Series and the 2020 Markets

The 2019 World Series and the 2020 Markets Remember after the Houston Astros won in 2017? Or Cubs in 2016?   Is there actually a difference in stock market performance depending on who wins the World Series? Should you really change your investment plans based on an American League or National League victory? Of course…

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Thrive Weekly Economic Update – October 21st, 2019

MARKETS MOSTLY UP AS EARNINGS SEASON KICKS OFF AND THE IMF AGAIN CUTS ITS GLOBAL GROWTH OUTLOOK FOR 2019   Stocks finished the week mostly higher as earnings season got off to a great start and amidst positive developments that the trade saga with China is getting closer to resolution The small–cap Russell 2000 led…

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Thrive Weekly Economic Update – October 14th, 2019

POSITIVE CHINA AND BREXIT DEVELOPMENTS AND ENCOURAGING U.S. ECONOMIC DATA FUEL U.S. AND GLOBAL MARKETS The U.S. stock markets saw more volatility throughout the week, but ended on a strong note due to positive news on the China–trade saga, Brexit and on the U.S. economy NASDAQ and the DJIA led the way with 0.9% gains,…

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Global Performance for the Third Quarter 2019

Global Performance for the Third Quarter 2019 Defensive asset classes outperform as global markets show modest returns   The U.S. stock market indices increased modestly in the third quarter, propelling the S&P 500 and the DJIA to their best three-quarter starts to the year since 1997 and NASDAQ to its best three-quarter start since 2013…

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Thrive Weekly Economic Update – October 8th, 2019

MARKETS MIXED AS ECONOMIC DATA IS MIXED AND THE U.S. ANNOUNCES TARIFFS AIMED AT EUROPE The markets turned in a mixed week, with the narrowly–defined DJIA, the broader S&P 500 and the smaller–cap Russell 2000 all losing ground while the tech–laden NASDAQ and fixed–income markets moved up It was a volatile week, with the equity…

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