Broker Check

Weekly Commentary

Week of December 2, 2019

It’s a shopping revolution!  Sometime, probably not so long ago, comedian Dave Barry wrote, “Once again, we come to the Holiday Season, a deeply religious time that each of us observes, in his own way, by going to the mall of his choice.”  Not so much anymore...READ MORE

Week of November 25, 2019

Thanksgiving is in the air!  On Thursday, U.S. investors may find themselves giving thanks for the bull market.  Year-to-date, the Standard & Poor’s 500 Index, Dow Jones Industrial Average, and Nasdaq Composite have all gained more than 20 percent with dividends reinvested. The MSCI World Index also is up 20 percent year-to-date..READ MORE

Week of November 18, 2019

The longest bull market in history showed no signs of slowing last week.  U.S. stock markets climbed higher for the sixth week straight – the longest rally in U.S. markets in two years – and the Dow Jones Industrial Average surpassed 28,000 for the very first time, reported Bloomberg. The Economist reported, “It has been a year of mood swings in financial markets. In the spring and summer, anxious investors piled into the safety of government bonds...READ MORE

Week of November 11, 2019

Last week, major United States stock indices finished at historic highs.  According to a source cited by Barron’s, U.S. stock markets are responsible for creating $6 trillion in paper wealth this year. ‘Paper’ wealth is when an asset is estimated to be worth a specific amount. The wealth becomes ‘real’ when the asset is sold...READ MORE