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Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA Global markets pulled back last week as investors took the opportunity to reduce some risk before a very close US Presidential election. In the US,...

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Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA The S&P 500 advanced for the sixth consecutive week, closing at a new record high. This week, a broadening out of the market’s rally was...

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Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA The S&P 500 and Dow Jones Industrial Average forged another set of all-time highs despite facing several macro headwinds. Chinese markets...

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Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA The S&P 500 closed higher for a fourth consecutive quarter, the first time it has done so since 2011. Investors continued to face a challenging...

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Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA US equity markets posted a third week of gains as global central banks continued to cut monetary policy rates.  China, Switzerland, Mexico, Hungry,...

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Weekly Market Commentary

Weekly Market Commentary

The S&P 500 notched its 39th record high in 2024 on the back of a fifty-basis-point rate cut by the Federal Reserve. Global central banks took center stage this...

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Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA Markets bounced back nicely in the second week of September.  It was an intriguing week of trade with several undercurrents to consider.  The first...

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Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA Global equity markets tumbled due to economic growth concerns as the US Treasuries extended their gains from August. The holiday-shortened week...

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Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA The final week of August was all about NVidia's second-quarter earnings results and the Fed's preferred measure of inflation, the PCE. Expectations...

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The Zombie Rule

  By Andy Ives, CFP®, AIF® IRA Analyst This article is NOT about the “ghost rule” applicable to non-living beneficiaries. That payout rule applies when a...

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Nuances of NUA

We have written about the net unrealized appreciation (NUA) tax strategy many times. Generally, after a lump sum distribution from the plan, the NUA tactic enables an...

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Home health care through Medicare

Home health care through Medicare

It’s important to plan for your health care needs, but sometimes life throws unexpected curve balls. And when that happens, you’ll need to know what’s covered....

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