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Rising bond yields and fears of a government shutdown hammered stocks last week, with technology shares bearing the brunt of the retreat. The Dow Jones Industrial Average lost 1.89%, while the Standard & Poor’s 500 dropped 2.93%...

Stocks ended the week roughly where they began as investors digested a mixed set of new economic data. The Dow Jones Industrial Average gained 0.12%, while the Standard & Poor’s 500 slipped 0.16%. The Nasdaq Composite index fell...

Concerns that the Fed may raise interest rates soured investor sentiment, sending stocks lower in a holiday-shortened trading week. The Dow Jones Industrial Average slipped 0.75%, while the Standard & Poor’s 500 declined 1.29%....

Falling bond yields–spurred by weak economic data–helped lift stocks to weekly gains. The Dow Jones Industrial Average advanced 1.43%, while the Standard & Poor’s 500 gained 2.50%. The Nasdaq Composite index...

Stocks fluctuated last week, jostled by fitful bond yields and headline news, before ending strongly following Fed Chair Powell’s comments on the monetary outlook. The Dow Jones Industrial Average slipped 0.45%, while the...

Stocks extended their August declines last week as higher yields and weak economic data out of China soured investor sentiment. The Dow Jones Industrial Average lost 2.21%, while the Standard & Poor’s 500 retreated 2.11%. The...

Positive inflation data failed to lift stocks from their August doldrums last week as economic data and a ratings downgrade soured investor sentiment. The Dow Jones Industrial Average added 0.62%, while the Standard & Poor’s 500...

Stocks retreated last week as bond yields increased following the Treasury's announcement indicating “a larger-than-expected funding need” and a downgrade in the federal government’s debt rating. The Dow Jones...

A Friday surge pushed stocks solidly into positive territory last week, ignited by cooling in an inflation gauge closely tracked by the Federal Reserve. The Dow Jones Industrial Average advanced 0.66%, while the Standard &...

Weekly Market Insights: Stocks Advance and Retreat on Mixed News

Susan Williams

Monday, July 24, 2023

Stocks moved to the rhythm of earnings season last week, initially rising on positive earnings surprises and faltering later in the week on key earnings disappointments. The Dow Jones Industrial Average rose 2.08%, while the...

Weekly Market Insights: Bad News for Bears; Good News Buoys Markets

Susan Williams

Monday, July 17, 2023

Better-than-expected updates last week on consumer and wholesale price inflation buoyed investor sentiment, driving stocks higher and lower bond yields. The Dow Jones Industrial Average rose 2.29%, while the Standard &...

Market Commentary June 30th, 2023

Rob Richardson, CFA®

Monday, July 17, 2023

Market Commentary June 30, 2023As we roll in to summer the hot start to the year in equities continued in the second quarter. The S&P 500 continued its rally, finishing the quarter up 8.3% and 15.9% year-to-date (YTD). The equal...

Weekly Market Insights: Stocks Stumble with CPI on Deck

Susan Williams

Monday, July 10, 2023

Rising concerns about further rate hikes sent stocks lower to kick off the second half of trading.The Dow Jones Industrial Average lost 1.96%, while the Standard & Poor’s 500 retreated 1.16%. The Nasdaq Composite index...

Weekly Market Insights: Economy Continues Upward Trend

Rob Richardson, CFA®

Monday, July 3, 2023

Stocks posted gains for the week to close out a stellar month, aided by positive economic data and reports that all major banks had passed the Federal Reserve’s annual stress test.The Dow Jones Industrial Average gained 2.02%,...

Resumption of Student Loan Payments and Interest Accrual

Susan Williams

Thursday, June 29, 2023

The U.S. Department of Education has officially announced that student loan payments will resume in October, ending the three-year-long pause that was implemented due to the pandemic.Starting September 1, interest will begin accruing...

Market Commentary March 31st, 2023

Rob Richardson, CFA®

Wednesday, April 12, 2023

Market Commentary March 31, 2022Welcome to a new year in the market with new dynamics already shaping the investment landscape. The S&P 500 started the year strong, finishing the quarter up 7.0%. Additionally, International stocks...

Banking Crisis of 2023

Ron MacWillie, CFA®

Thursday, March 23, 2023

This article involves three U.S. banks which failed in the past two weeks, causing a crisis of confidence in the financial system amongst depositors and investors. Which goes into some details revolving how it transpired.

Market Commentary December 31st, 2022

Rob Richardson, CFA®

Thursday, January 12, 2023

Market Commentary December 31, 2022 The fourth quarter of 2022 provided some relief for investors with both US and international stocks posting their only full quarter of positive returns for the year.   The S&P 500 finished...

U.S. Refining Capacity Could Face Further Reductions Under Potential EPA Rules

Ron MacWillie, CFA®

Thursday, December 22, 2022

U.S. Refining Capacity Could Face Further Reductions Under Potential EPA RulesRefiners have borne criticism this year for a rise in gasoline prices that was in fact caused by market forces.  As others have pointed out, this...