Retirement Weekly

May 21, 2018

Tackling Trade & Treasuries – May 21, 2018

Major domestic indexes went down last week after all three gained more than 2% the previous week.  The S&P 500 dropped 0.54%, the Dow gave back 0.47%, and the NASDAQ lost 0.66%.  International stocks also stumbled; the MSCI EAFE decreased by 0.61%. Two familiar topics were on many investors’ minds last week: trade and treasuries. Here is a recap of the key details and their market impacts. Read More
May 14, 2018

Markets Post Week of Growth – May 14, 2018

On Friday, the markets closed the week gaining traction. The Dow had 7 days of consecutive growth, rising 2.34%—its largest weekly gain since March.  Meanwhile, the S&P 500 rose 2.41%, the NASDAQ jumped 2.68%, and the MSCI EAFE increased 1.41%. Various factors came together to support the growth. From geopolitical topics to strong corporate earnings, we’ll focus on 3 key developments that drove movement. Read More
May 7, 2018

Examining Employment – May 7, 2018

Domestic indexes posted strong results on Friday, May 4, as the latest labor report data lessened investors’ concerns about inflation and interest rates. Nonetheless, stocks had mixed results last week. The S&P 500 dropped 0.24% and the Dow gave back 0.20%, which marked both indexes’ 2nd week of losses in a row. Thanks to a bounce in tech stocks, however, the NASDAQ gained 1.26%. International stocks in the MSCI EAFE decreased by 0.57%.   Read More
May 3, 2018

Earnings Rise, Stocks Stumble – April 30, 2018

We just finished the busiest week of 1st quarter earnings season, and although many companies shared positive results, stock indexes experienced modest declines.  The S&P 500 lost 0.01%, the Dow dropped 0.62%, and the NASDAQ gave back 0.37%.  International stocks in the MSCI EAFE decreased by 0.39%.   Read More
May 3, 2018

Examining Earnings & Yields – April 23, 2018

Stocks posted moderate gains last week, as the S&P 500 added 0.52%, the Dow increased 0.42%, and the NASDAQ rose 0.56%.  International stocks in the MSCI EAFE followed suit, gaining 0.41%.   Read More
May 3, 2018

Earnings Season Begins – April 16, 2018

Market volatility continues. Stocks slid on Friday, April 13, but still held on to gains for the week.  The S&P 500 increased 1.99%, the Dow added 1.79%, and the NASDAQ was up 2.77%.  International stocks in the MSCI EAFE also rose, gaining 1.45%.   Read More
May 3, 2018

Special Update: Quarterly Report – April 9, 2018

Domestic stocks lost ground last week as trade war concerns continued to rattle investors. With these declines, the Dow officially moved back into correction territory.  For the week, the S&P 500 lost 1.43%, the Dow dipped 0.95%, and the NASDAQ dropped 2.11%.  International stocks in the MSCI EAFE managed a 0.38% increase.   Read More
May 3, 2018

Markets Increase – April 2, 2018

Markets were closed on March 30 for Good Friday, but in the four days of trading, stocks recovered some of this year’s losses.  For the week, the S&P 500 added 2.09%, the Dow gained 2.67%, and the NASDAQ increased by 1.03%.  International stocks in the MSCI EAFE grew 0.81%.   Read More
May 3, 2018

Stocks Drop as Tariffs Rise – March 26, 2018

Markets experienced significant declines last week. The S&P 500 lost 5.95%, the Dow dropped 5.66%, and the NASDAQ declined 6.54%. With these losses, all 3 domestic indexes had their worst weekly performance in more than 2 years. International stocks also declined, with the MSCI EAFE giving back 2.64%.   Read More
March 19, 2018

A Look Back – March 19, 2018

Markets were up on Friday, but domestic stocks lost ground for the week as political turmoil and potential trade wars weighed on investors’ minds.i The S&P 500 dropped 1.24%, the Dow gave back 1.54%, and the NASDAQ decreased 1.04%.ii International stocks in the MSCI EAFE barely avoided losses with a 0.13% gain.iii Read More
March 12, 2018

Goldilocks Returns – March 12, 2018

Domestic stocks leapt ahead last week as the latest jobs report inspired renewed confidence in our economic standing. The S&P 500 added 3.54%, and the Dow gained 3.25%.i The NASDAQ erased its losses from February’s market correction to hit a new record close while growing 4.17% for the week.ii International stocks in the MSCI EAFE increased by 1.79%.iii Read More
March 5, 2018

Volatile Markets Continue – March 5, 2018

Volatility continued last week as markets posted their 1st weekly loss in 3 weeks.i Despite some recovery on Friday, the S&P 500 dropped 2.04%, the NASDAQ slipped 1.12%, and the Dow lost 3.05% for the week.ii Internationally, the MSCI EAFE fell 2.91%.iii Read More
February 26, 2018

Interest Rates, Treasuries, and Inflation – February 26, 2018

Last week, the Presidents’ Day holiday meant markets were only open for 4 trading days, and during that time, we received comparatively few economic reports. Nonetheless, major domestic indexes showed considerable volatility and posted losses for 3 straight days. By Friday, however, stocks rebounded and ended the week in positive territory.i For the week, the S&P 500 gained 0.55%, the Dow added 0.36%, and the NASDAQ was up 1.35%.ii International stocks in the MSCI EAFE lost ground, dropping 0.50%.iii Read More
February 20, 2018

Stocks Rebound – February 20, 2018

Markets rebounded last week, posting sizable gains and moving back into positive territory for the year. All three domestic indexes experienced their largest weekly growth in years, despite losing some ground on Friday after news of additional indictments in the Russia investigation.i Read More
February 13, 2018

Special Update: Understanding Volatility – February 12, 2018

After months of relative calm, market fluctuations are causing many investors to wonder what is happening to the economy. Last week, the S&P 500 lost 5.16%, the Dow dropped 5.21%, and the NASDAQ declined 5.06%. The MSCI EAFE also gave back 6.19%. These losses pushed all four indexes into negative territory for the year.[i] In addition, the weekly performance included significant volatility … Read More
February 5, 2018

Markets Slide as Bond Yields Rise – February 5, 2018

After 4 straight weeks of gains, the markets have slipped. As of Friday, the S&P 500 lost 3.85%, the Dow dropped 4.12%, and the NASDAQ decreased by 3.53%.i International stocks in the MSCI EAFE also took a 2.78% hit.ii Domestically, the losses spanned sectors and asset classes. For the S&P 500, all 11 of the index’s industries lost ground last week. This decline came after the S&P 500 had its best January performance in over 20 years.iii Read More
January 29, 2018

Stocks Jump Again – January 29, 2018

Stocks had an impressive week yet again, as each of the domestic indexes reached record highs and gained at least 2%.[i] The S&P 500 added 2.23%, the Dow increased 2.09%, and the NASDAQ grew 2.31%.[ii] International stocks in the MSCI EAFE joined the growth, adding 1.49%.[iii] Read More
January 23, 2018

Stocks Up As Shutdown Looms – January 22, 2018

We’re only a few weeks into 2018, and stocks are showing quite a strong performance so far. Last week, major domestic indexes posted gains yet again, with all 3 up at least 5% this year. By Friday, the S&P 500 had added another 0.86%, and both the Dow and NASDAQ were up 1.04%.1 All 3 indexes hit new record highs at least once during the week.2Read More
January 16, 2018

Equities and Inflation Climb

Domestic markets continued their strong start to 2018, posting gains across the board for their 2nd week. The S&P 500 added 1.57% and closed at a new record high on Friday. The index just posted its best 10-day beginning to a year since 2003, with a 4.2% gain so far this year.[i] The Dow also hit a new record on Friday and gained 2.01% for the week.[ii] The NASDAQ increased by 1.74%,[iii] while international stocks in the MSCI EAFE joined last week’s gains, adding 1.20%.[iv] Read More
January 8, 2018

Special Update: 2017 in Review

In the final trading days of a strong 2017, U.S. indexes lost some ground. During the holiday-shortened week, the S&P 500 dropped by 0.36%, the Dow lost 0.14%, and the NASDAQ gave back 0.81%. Read More