5 Tips for Shopping on Small Business Saturday

There’s no question that November and December are the biggest times of year for shopping. But this year, it’s more important than ever to shop small and benefit your community. Supporting local businesses means you’re supporting your friends and neighbors. And you’re likely to find unique items in mom-and-pop shops that you can’t find anywhere […]

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Growth Stocks Catch a Bid Amid Renewed COVID-19 Worries In Europe

U.S. and International Equities Major Markets Mixed The major equity markets finished the week mixed as inflation worries continued to play a role in investors’ minds amid an excellent third quarter earnings season. International equities, as represented by the developed international (MSCI EAFE) and emerging markets (MSCI EM), lost ground as COVID-19 cases rebounded in […]

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Inflation Concerns Influence Market Results

U.S. and International Equities Major Markets Mostly Higher The major equity markets finished the week on a negative note as inflation worries played a role in investors’ minds amid an excellent Q3 earning season that has almost concluded. Emerging markets (MSCI EM) was the major bright spot, finishing the week higher. As concerns mount over […]

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Job Growth Bounces Back in October

The October payroll report more than delivered on expectations for a bounce back from the soft September report. The U.S. Bureau of Labor Statistics released its October employment report this morning, revealing that the domestic economy added a solid 531,000 jobs during the month, exceeding Bloomberg-surveyed economists’ median forecast for a gain of 450,000. This […]

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October Market Insights – The October Rebound

U.S. and International Equities Stocks erased September losses with solid gains in October for the broad market averages. The S&P 500 returned almost 7% for the month, while the Dow Industrials and Nasdaq rose over 5% and 7%, respectively. The developed international markets (MSCI EAFE) and emerging markets (MSCI EM) stocks also finished the month […]

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A Realistic Approach to Long-Term Care

“An idealist believes the short run doesn’t count. A cynic believes the long run doesn’t matter. A realist believes that what is done or left undone in the short run determines the long run.”                                                                                                           —Sydney J. Harris When it comes to long-term planning, the realist may have an edge. No one wants to think about […]

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Leading Indicators Show Tempered Optimism for Economy

On Thursday, October 21, the Conference Board released its September 2021 report detailing the latest reading for the Leading Economic Index (LEI), a composite of ten data series that tend to lead changes in economic activity. Many economic data points are backward-looking, but we pay special attention to the LEI, as it has a forward-looking tilt […]

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