• January 7, 2022
• End of YearMarket Alerts

The fourth quarter and 2021 are now officially in the books. After a rocky end to the third quarter, US equities...

• July 22, 2020
• Covid-19Market AlertsMarketsUncategorized

A Note from Cokie: Just this week the U.S. has seen almost 4 million cases of Covid-19 and just under 150,000...

• April 16, 2020
• Covid-19Market Alerts

None of us have been here before! An editorial that recently appeared in the Wallstreet Journal proclaimed what all of us...

• April 8, 2020
• Market AlertsNewslettersUncategorized

Special Update:Quarterly Report from Wealth E&P This Week on Wall StreetModest declines in stock prices this week masked the volatile inter-...

• December 21, 2018
• Market Alerts

This will be very technical, but if you commit to reading it, it should bring a glimmer of tinsel and mistletoe....

• October 31, 2018
• Market AlertsMarketsWeekly PostWeekly Update

Last week did nothing to dispel October’s reputation as a tough month for the markets. The S&P 500 lost 3.94%, the...

• October 23, 2018
• Market AlertsMarketsWeekly Post

Stock performance was mixed last week as investors considered the impact of interest rates, international affairs and corporate earnings; losses across...

• June 6, 2018
• Market AlertsMarket TimingMarketsWeekly Update

Markets experienced heightened volatility this week, with the S&P 500 rising 0.49% and Dow dropping 0.48%. Meanwhile, the NASDAQ rose 1.62%,...

• May 30, 2018
• Market AlertsMarket TimingMarketsWeekly PostWeekly Update

Geopolitical uncertainty affected stocks last week, as the historic summit between the U.S. and North Korea began to look less likely....

• May 23, 2018
• Market AlertsMarket TimingMarketsWeekly Update

Major domestic indexes went down last week after all three gained more than 2% the previous week. The S&P 500 dropped...