Market Update 4-4-2022

Last week, we saw the end of March, the end of the first quarter and the start of a new month. The market eked out a gain for the week, finished up for March, but had its worst quarterly performance since Q1 2020 at the start of the pandemic. In other economic news for the…

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Market Update 3-28-2022

Last week, the market rallied for the second week in a row, finishing the week up +1.8%, up +3.9% for March thus far, but still down -4.7% for the year. The big story of the week, however, was a major move in interest rates. Learn just how much interest rates are increasing, what’s driving it,…

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Market Update 2-7-2022

It was a calmer week for the markets as a whole (though Facebook shareholders may not agree) AND for economic data, but Q4 earnings season is still in full swing… and drove more than its fair share of excitement in the stock market. Get more details on earnings season, the labor market releases last week,…

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Market Update 1-31-2022

It was a BUSY week full of economic data updates, Q4 earnings releases, and even an FOMC statement and press conference. And while the market finally finished a week in 2022 in the black, it was a volatile 5 days. Get more details below for this week’s market update or listen to this week’s episode…

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Market Update 1-24-2022

The rough start to 2022 continued for the stock market last week. What’s driving it? Rising interest rates and commodity prices, the start of Q4 earnings season, and weakening jobless claims data. We also got the start of December housing data last week too. Get more details below for this week’s market update or listen…

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Market Update 1-17-2022

The stock market has had a rough start in 2022. And this week’s economic releases added to the downward pressure: December inflation is up again, weekly jobless claims are rising, and December retail sales were down too, as interest rates have begun their rise. Get more details below for this week’s market update or listen…

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5 Key Challenges to Watch Driving the 2022 Financial Outlook

If any of us had an actual crystal ball to give us the 2022 financial outlook, we’d be billionaires… but the reality is there are a lot of unique, atypical, and historically unprecedented economic and financial data points right now. So, what can we expect economically and financially in 2022? There are 5 key challenges…

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Monday Market Update 11-22-2021

The stock market had a bit of a seesaw ride last week, moving up and down from day to day as varying economic releases left investors with an uncertain economic outlook. October retail sales were better than expected, but housing starts were worse. Friday, the House of Representatives voted to approve the $1.85 trillion Build…

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Do the Rich Really Pay Less In Taxes Than Other Americans?

Tax the rich has become a popular political mantra. It’s an ancient political strategy that leverages a popular villain to gain the masses support. And it’s further fueled by a repetitive soundbite we hear over and over – that billionaires pay less in taxes than their secretaries. Or that specific ultra-wealthy individuals paid no taxes…

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