Monthly Market Insights | December 2022

US Markets Stocks surged higher in November on rising optimism that the Fed would slow down future interest rate hikes. The Dow Jones Industrial Average gained 5.67%. The Standard & Poor’s 500 Index picked up 5.38% and the Nasdaq Composite rose 4.37%. Value stocks continued to outperform the market during the month of November. A…

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Monthly Market Insights | November 2022

Stocks posted big gains in October, propelled by better-than-expected corporate reports.  The Dow Jones Industrial Average led, gaining 13.95%. The Standard & Poors 500 Index tacked on 7.99% and the Nasdaq Composite added 3.90%. We are beginning to see a transition from large-cap growth stocks to value stocks given current market conditions.   A Volatile Few…

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How to Buy Series I Savings Bonds

Series I Savings Bonds help protect your assets from inflation. With an I Bond, you earn both a fixed rate of interest and a rate that changes with inflation. Two times per year, they set the inflation rate for the next six months. They can be purchased for yourself, your child, or as a gift…

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Morning Market Commentary for Q3 2022

The 3rd quarter was full of mixed emotions and uncertainty as we experienced a bear market rally during the first half of the quarter. Sentiment turned bearish in the second half of the quarter when the Federal Reserve persisted in raising rates to combat inflation. The S&P 500 dropped by another -5.3% for the quarter…

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Monthly Market Insights | September 2022

US Markets:  Renewed fears of higher rates and economic weakening, coupled with a tough talk by Fed Chair Jerome Powell and other Fed officials, sent stocks lower in August.   The Dow Jones Industrial Average dropped 4.06%. whereas the Standard & Poors 500 Index fell 4.24% and the Nasdaq Composite lost 4.64%.  A Strong Start: August…

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Monthly Market Insights | August 2022

View Matt’s Monthly Market Insights on YouTube Here US Markets Stocks posted big gains in July, erasing some first-half losses. Investors attitude was encouraged by potential lowered inflation and recession worries and a better-than-expected start to the second quarter earnings season. The Nasdaq Composite lead the indices gaining 12.35% while the Standard & Poors 500…

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Monthly Market Insights | July 2022

US Markets June was a tough month for the markets as recession talk prompted investors to recalculate risk in their portfolios. The Dow Jones Composite Average led the indices to lose only 6.84% while the Standard & Poor’s 500 Index fell 8.39%. The tech-heavy Nasdaq Composite dropped the most losing 8.71% in the month of…

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Morning Market Commentary for Q2 2022

By the end of the first quarter, it seemed as if we had gone through a much-needed correction, and we were on our way to a recovery. That theory ended quickly as the 2nd quarter turned into something much worse as we entered bear market territory for the first time since March of 2020. It…

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Financial Lessons from Famous Dads

Passing along sound financial advice is just one of the many ways dads show they care. In honor of Father’s Day, we wanted to share some of the wonderful words of wisdom dads have bestowed upon their children. Here are some of our favorite financial lessons from famous dads. Make Your Money Work for You…

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Morning Market Commentary for Q1 2022

We mentioned a couple of quarters ago that volatility was beginning to make its way back into this market. The evidence is now clear. There is no denying that this past quarter was one of the most volatile in recent years. There were many factors that stirred the pot this quarter. Turning the calendar is…

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