Financial Briefs – September
In September, our newsletter discusses ten insurance mistakes to avoid. The newsletter also provides guidance to help you determine how much life insurance you need.
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Financial Briefs Newsletter
Weekly Market Commentary
Weekly Market Commentary – Week 88
9/3/2024
Despite a lot of uncertainty and some dramatic ups and downs, the Standard & Poor’s (S&P) 500 Index rose 2.3 percent in August, while the Dow Jones Industrial Average gained 1.8 percent to close at a record high.
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Weekly Market Commentary – Week 85
8/13/2024
Markets were gripped by August jitters. Last week, financial markets were volatile. The CBOE Volatility Index (VIX), which is known as Wall Street’s fear gauge, rose to the highest level in four years before cooling down.
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Financial Briefs – August
8/7/2024
In August, our newsletter discusses the steps to take to create a solid financial plan. The newsletter also provides guidance to help plan for a debt-free retirement.
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Weekly Market Commentary – Week 84
8/5/2024
Stock markets swelled and dropped like waves at the Olympic surfing competition in Tahiti. It is often said that markets hate uncertainty. There was a lot of uncertainty last week, and it showed.
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Weekly Market Commentary – Week 83
7/30/2024
Earlier this year, we had the relatively rare opportunity to view a total solar eclipse – when the moon passes between the sun and the Earth, blocking the sun completely – as it crossed numerous states.
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Weekly Market Commentary – Week 82
7/22/2024
For the last year, borrowing costs in the United States have remained relatively high as the U.S. Federal Reserve (Fed) waited for economic data to show that inflation was on track to reach the Fed’s two percent target.
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Weekly Market Commentary – Week 81
7/16/2024
Will deflation continue? In May, Pew Research asked Americans about the biggest problems facing our nation. The top three answers were:
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Weekly Market Commentary – Week 80
7/9/2024
Enthusiasm for artificial intelligence (AI), optimism about inflation, and expectations that the United States Federal Reserve (Fed) will begin to lower rates this year have helped global and U.S. stock markets, overall, push higher in 2024.
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Financial Briefs – July
6/25/2024
In July, our newsletter discusses estate planning for baby boomers and blended families. The newsletter also provides guidance to help today’s generation get back on track with estate planning and the ongoing process.
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Financial Briefs – June
6/4/2024
In June, our newsletter discusses the Dow Theory and how it works. It provides greater detail into the three primary trend phases. Additionally, this newsletter also provides some helpful guidelines on financial planning for married couples.
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Weekly Market Commentary – Week 89
9/10/2024
Investing in September can be like biting into a jelly doughnut and finding boiled cabbage—full of unwelcome surprises. “History suggests
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Weekly Market Commentary – Week 87
8/26/2024
The near future is more predictable than the distant future. Last year, the St. Louis Federal Reserve explored the accuracy
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