Insights
By: Wade Austin
Fueled by near-record level earnings and revenue beats, the S&P 500 continued to grind higher in July gaining 2.4% and posting its 6th consecutive month of positive total returns.
By: Wade Austin
The US economy has not completely recovered from the pandemic yet booming economic activity during Q2 propelled the S&P 500 to an all-time closing high of 4,297 on June 30th- its 34th new closing high of the year.
By: Robert R. Shaw
While not common today, some institutions maintain a return target* in their investment policy statements.
By: Wade Austin
Driven by a rapid lifting of economic restrictions throughout most of the U.S., stocks in May posted their fourth consecutive month of gains as the S&P 500 closed at 4,204 –
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By: Wade Austin
March marked the one year anniversary of when the government’s top infectious disease expert recommended a 14 day national shutdown to slow the spread of the coronavirus.
By: Ivan Lukic
The Internal Revenue Service (IRS) has extended this year’s federal income tax filing due date from April 15, 2021, to May 17, 2021.
By: Wade Austin
February may be short on days (its last trading day was the 26th), but markets were not lacking for drama this February.
When you retire, you say goodbye to your commute, your early wake up calls, your high stress levels and… your paycheck.