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Weekly Market Update – October 1, 2021

Weekly Market Update – October 1, 2021

Investing, Market Events

Quick Takes Global equities were down for the week with the S&P 500, dropping -2.2%, while the tech-heavy Nasdaq Composite was down -3.2%. Small Cap Value was the only major asset class up on the week, gaining +1.4%. Mid Cap Growth suffered the most, falling...
Weekly Market Update – October 1, 2021

Weekly Market Update – September 24, 2021

Investing, Market Events

Quick Takes The S&P 500 and Dow Jones were able to overcome a big loss on Monday to advance for the week. The CBOE Volatility Index (VIX) spiked to more than 28 on Monday before settling back under 18 by Friday. The yield on the U.S. 10-year Treasury rose 9 basis...
Tax Loss Selling

Tax Loss Selling

Investing, Retirement Planning, Tax Planning, Videos

 Tax Loss Selling: How To Keep The IRS Out Of Your Pockets Kevin Conard, CRPC®, shares how you can keep the IRS out of your pockets and save money with Tax Loss Selling in this quick video.   Video Transcription: Hey, my name is Kevin Conard. If you’re...
Market Update, April 29th, 2020

Market Update, April 29th, 2020

Investing, Market Events

As we mark roughly two months since the coronavirus pandemic began to sweep the globe, we wanted to provide an update on our investment activity and thoughts going forward. Coming into the year, we recognized that although the U.S. and other economies were in pretty...