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Weekly topper 2020 (32)

Labor Market Recovery Sputters Forward, Georgia

In this week’s recap: Stocks stall late in the week, thanks to tech markets slide. The jobs recovery makes continued progress. Weekly Economic Update     THE WEEK ON WALL STREET A late week sell-off sent stocks broadly lower as investors took some profits after stocks reached all-time highs earlier in the week. The Dow…

Weekly topper 2020 (29)

Strategic vs. Tactical Investing

Strategic vs. Tactical Investing   How do these investment approaches differ?     Ever heard the term “strategic investing”? How about “tactical investing”? At a glance, you might assume that both these phrases describe a similar investment approach.   While each approach involves the periodic adjustment of a portfolio and holding portfolio assets in varied…

Weekly topper 2020 (31)

Tax & Estate Strategies Update for Married LGBTQ+ Couples

Tax & Estate Strategies Update for Married LGBTQ+ Couples   In this age of marriage equality, there are new possibilities.   The 2015 Obergefell v. Hodges Supreme Court decision streamlined tax and estate strategizing for married LGBTQ+ couples. If you are filing a joint tax return for this year or thinking about updating your estate…

Weekly topper 2020 (30)

Conquering Retirement Challenges for Women

Conquering Retirement Challenges for Women   Looking ahead can help you conquer these unique obstacles.     When it comes to retirement, some women face obstacles that can make saving for retirement a challenge. Women typically earn less than their male counterparts and often take time out of the workforce to care for children or…

Weekly topper 2020 (28)

Good News- Continued Economic Recovery

In this week’s recap: Stocks power higher, while the Dow makes a few changes. Weekly Economic Update     THE WEEK ON WALL STREET Stocks advanced relentlessly last week on positive COVID-19 developments, encouraging economic data, and a supportive policy shift in the Fed’s approach to its target inflation rate. The Dow Jones Industrial Average…

Weekly topper 2020 (27)

Stocks Reached New Highs, Atlanta

In this week’s recap: Stocks Reached New Highs, erasing steep losses from February and March. Weekly Economic Update   THE WEEK ON WALL STREET Stocks powered to another week of gains as the S&P 500 and Nasdaq Composite set multiple new record highs along the way. The Dow Jones Industrial Average was essentially unchanged while…

COVID-19 Cases Slow  & Stocks Rise

COVID-19 Cases Slow & Stocks Rise

In this week’s recap: stocks rise, and consumer prices jump; COVID-19 cases slow; Congressional talks stall. Weekly Economic Update     THE WEEK ON WALL STREET Stock prices drifted higher in an otherwise quiet news week, as a slowdown in new COVID-19 cases outweighed a Congressional impasse on a new fiscal spending measure. The Dow…

Weekly topper 2020 (26)

Stalled Efforts in Fiscal Stimulus Talks

In this week’s recap: Stocks rise as earnings season winds to an end; no results in fiscal stimulus talks. Weekly Economic Update     THE WEEK ON WALL STREET Overlooking stalled efforts by Congress to pass a new fiscal stimulus bill, stocks marched higher last week with the Dow Jones Industrials leading the way and…

Want to be a better investor? Think like a golfer.

Want to be a better investor? Think like a golfer.

Want to be a better investor? Think like a golfer. While many of our favorite pastimes like eating out and going to movies have been impossible during the pandemic, I am grateful that golf courses have remained open in much of the country. Golf has provided a way to recreate and interact with friends while…

Weekly topper 2020 (11)

Stocks Buffeted By Crosswinds

In this week’s recap: stocks have a mixed reaction to earnings, economic data, and a potential stimulus. Weekly Economic Update   THE WEEK ON WALL STREET Stocks were mixed last week amid a busy week of earnings, some troubling economic data, and seemingly little progress on a new fiscal stimulus package. The Dow Jones Industrial…