april 2017 economic update

April Economic Update

The Month in Brief Stocks went sideways rather than north in March, with the S&P 500 losing just 0.04%. The Federal Reserve made another quarter-point interest rate move, and overseas, the United… Read more

march economic update

March Economic Update

The Month in Brief February was a great month for stocks and a historic month for the Dow Jones Industrial Average. The blue chips closed at record highs for 12 straight trading… Read more

february '17 econ update

February Economic Update

The Month in Brief Stocks advanced again in January. The Dow Jones Industrial Average closed above 20,000 for the first time, and the S&P 500 gained 1.79% on the month. As January… Read more

jan '17 econ update cover photo

January Economic Update

The Month in Brief While the Dow Jones Industrial Average did not top 20,000 in December, it did advance nicely, gaining 3.34%. The Federal Reserve took its interest rate target to 0.50-0.75%,… Read more

2016 Year-End Tax Seminar Recap

Our 7th annual Year End Tax Seminar was a huge success – thank you to those who attended. This year, the seminar focused on the likelihood of tax reform in 2017. Joe… Read more

dec '16 econ update

December Economic Update

The Month in Brief November was certainly newsworthy, presenting investors with three historic moments. First, Donald Trump won the presidency in a stunning upset that confounded political analysts. Next, the stock market… Read more

year-end to do list blog image

Your Year-End Financial To-Do List

Things you can do before & for 2017. What financial, business, or life priorities do you need to address for 2017? Now is a good time to think about the investing, saving,… Read more

november '16 econ update

November Economic Update

The Month in Brief Bulls were reined in during October. The S&P 500 lost 1.94% as Wall Street responded unenthusiastically to the fall earnings season. Even though much of the economic news… Read more

october 2016 econom update

October Economic Update

The Month in Brief Investors had plenty of news to absorb in September: the latest monetary policy statement from the Federal Reserve, the Wells Fargo fiasco and the crisis involving Deutsche Bank,… Read more

september '16 update

September Economic Update

Developments that affected the economy & the markets in the past month. The Month in Brief How calm was August? Very. At the close on August 31, the S&P 500 had not… Read more