If we’ve learned any lesson over the past year, it’s that no matter how carefully we plan and prepare, we’ll likely encounter unexpected hurdles. While a global pandemic has certainly underscored the need to pay close atten- tion to our physical wellness, it has also revealed the need to shore […]
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Weekly Market Commentary
All data is for the week ended June 18, 2021 Stocks Major US stock indices were down last week with the S&P 500 down 1.87%, the Russell 2000 losing 4.17% and the NASDAQ retreating 0.26%. Overseas indices also declined with the international developed markets (MSCI EAFE) and emerging markets (MSCI […]
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Weekly Market Commentary
Provided by our strategic partner Gradient Investments All data is for the week ended June 11, 2021 Stocks Equity indices were generally higher last week with the benchmark S&P 500 advancing 0.43%, the NASDAQ gaining 1.85% and the Russell 2000 rising 2.18%. Overseas markets were also positive with the […]
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Weekly Market Commentary
All data is for the week ended June 4, 2021. Note the week was shortened by the observance of Memorial Day. StocksThe major global stock market indices were all positive last week with the S&P 500 rising 0.64%, the NASDAQ up 0.49%, international developed markets (MSCI: EAFE) adding 0.73% and […]
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Weekly Market Commentary
Gradient Investments Weekly Talking Points 6/1/2021 All data is for the week ended May 28, 2021 StocksThe US equities market was relatively quiet last week as people geared up for the most active holiday weekend in over a year. The S&P 500 rose 1.20%, the Russell 2000 added 2.45% and […]
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What’s Your Strategy for Maximizing Your Social Security Benefits?
Deciding when to start taking your Social Security benefits can have significant financial consequences. Here are some of the factors you should think through. Deciding when to take social security is a bit like playing chess. You’ll need to strategize and think a few moves ahead to maximize your benefit […]
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Don’t Let a Disaster Keep the Lights Off Forever
In the fall of 2019, wildfires fueled by high winds erupted in parts of Northern and Southern California, threatening structures in multiple communities. Wildfires have long been a concern in this sunny and dry state, but in a recent twist, millions more residents and businesses were impacted when public utilities […]
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Weekly Commentary
Gradient Investments Weekly Talking Points 05/24/2021 All data is for the week ended May 21, 2021. Stocks The broader U.S. stock market was down slightly for the week with the S&P 500 declining 0.33% and the Russell 2000 weakening by 0.41%. The NASDAQ rose 0.41% while the international markets were […]
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Weekly Market Commentary
Provided by our strategic partner Gradient Investments Gradient Investments Weekly Talking Points 05/17/2021 All data is for the week ended May 14, 2021. Stocks For the first quarter (with 91% of the companies in the S&P 500 reporting actual results), 86% of S&P 500 companies have reported a positive […]
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Weekly Market Commentary
Gradient Investments Weekly Talking Points 05/03/2021. All data is for the week ended April 30, 2021. Stocks Earnings reporting season is in full swing and (with 60% of the companies in the S&P 500 reporting actual first quarter results so far) 86% of S&P 500 companies have reported a positive […]
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