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Welcome to the blog of Senior Financial Advisors, Inc. We will be uploading articles that are relevant to the current market situation, so keep checking in. We’re glad to have you reading along.

 

Tuesday, May 17, 2022

 

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Tuesday, May 10, 2022

 

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Tuesday, April 26, 2022

 

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Tuesday, March 29, 2022

 

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Tuesday, March 15, 2022

 

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Tuesday, February 15, 2022

 

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Tuesday, January 25, 2022

 

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Tuesday, January 11, 2022

 

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Tuesday, December 28, 2021

 

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Tuesday, December 21, 2021

 

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Tuesday, December 14, 2021

 

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Tuesday, November 30, 2021

Weekly Recap November 22-26, 2021 RecapPost-Thanksgiving Day SelloffStocks TumbleGlobal stocks retreated last week amid reactionary fears over a warning of a newly discovered COVID-19 variant. The World Health Organization (WHO) said...

 

Tuesday, November 30, 2021

News of a new, highly virulent COVID variant triggered a market sell-off on Friday, sending stocks into negative territory for the week.The Dow Jones Industrial Average slid 1.97%, while the Standard & Poor’s 500 slumped 2...

 

Tuesday, November 30, 2021

In their latest commentary, the Cetera Investment Management Team discusses the new COVID-19 variant, Omicron, and the potential ramifications to the global economy. While there are still so many questions about this new variant, a...

 

Tuesday, November 23, 2021

Weekly Recap November 15-19, 2021 RecapEquities Trade Near Record HighsStocks ReboundLarge cap stocks climbed fractionally to erase a prior week loss. Investors welcomed solid earnings from major retailers and a strong 1.7% October...

 

Tuesday, November 23, 2021

Stocks were mixed last week in choppy trading as investors battled the crosscurrents of good economic data and a troubling rise in COVID-19 infections globally.The Dow Jones Industrial Average slid 1.38%, while the Standard &...

 

Tuesday, November 16, 2021

Weekly Recap November 8-12, 2021 RecapEquities End Week Narrowly LowerStock Snap Five-Week RallyU.S. equity indices ended fractionally lower last week with the broad market S&P 500 snapping a five-week rally, its longest advance...

 

Tuesday, November 16, 2021

Stocks posted small declines last week as investors digested recent stock market gains and an unexpectedly high inflation read.The Dow Jones Industrial Average slid 0.63%, while the Standard & Poor’s 500 retreated 0.31%. The...

 

Tuesday, November 9, 2021

Social Security Announces the Largest COLA Increase in 40 YearsThe Social Security Administration (SSA) recently announced the largest cost-of-living adjustment (COLA) in four decades. For Americans receiving Social Security benefits,...

 

Tuesday, November 9, 2021

Weekly Recap November 1-5, 2021 RecapEquities Cap Fifth Straight Weekly GainMelt-Up Momentum ContinuesAll three major U.S. equity indices rose to fresh all-time highs on Friday, capping a fifth straight weekly gain. This marks the...

 

Tuesday, November 9, 2021

A Federal Reserve announcement on tapering, a fresh batch of corporate profits, and encouraging economic data lifted stocks to another weekly gain.The Dow Jones Industrial Average rose 1.42%, while the Standard & Poor’s 500...

 

Tuesday, November 2, 2021

Weekly Recap October 25-29, 2021 RecapEquities Cap Fourth Straight Weekly GainEarnings Season Continues StrongU.S. stocks climbed the last week in October, with the S&P 500 notching its longest weekly winning streak since April....

 

Tuesday, November 2, 2021

A fresh wave of positive corporate earnings surprises sent markets to new record highs last week.The Dow Jones Industrial Average increased 0.40%, while the Standard & Poor’s 500 rose 1.33%. The Nasdaq Composite index picked...

 

Tuesday, November 2, 2021

Monthly Recap Market Indices At-A-Glance The S&P 500 finished October at its 59th record high of 2021, posting its best Jan-Oct performance (+24%) since 2013.The Dow Industrials gained 5.93% last month, notching its 40th 2021...

 

Tuesday, October 26, 2021

Weekly Recap October 18-22, 2021 RecapEquities Cap Third Weekly GainEarnings Season Continues StrongU.S. stocks climbed higher last week with the broad-market S&P 500 posting a third weekly gain. Equity appetites were bolstered on...

 

Tuesday, October 26, 2021

Stocks rallied last week on a stream of positive corporate earnings surprises.The Dow Jones Industrial Average rose 1.08%, while the Standard & Poor’s 500 advanced 1.64%. The Nasdaq Composite index gained 1.29% for the week....

 

Tuesday, October 19, 2021

Weekly Recap October 11-15, 2021 RecapEquity Gains AccelerateEarnings Season Starts StrongU.S. stocks posted accelerated gains last week as investors set aside inflation fears and welcomed strong earnings data that helped to reinforce...

 

Tuesday, October 19, 2021

A strong opening to the third-quarter earnings season sparked a late week, broad-based rally that helped stocks finish the week with solid gains.The Dow Jones Industrial Average rose 1.58%, while the Standard & Poor’s 500...

 

Thursday, October 14, 2021

Last month, Apple sent out a notice urging some of its users to update their operating systems.* The reason? A vulnerability had been discovered that hackers could use to gain access to users’ computers and other products. If...

 

Tuesday, October 12, 2021

Weekly Recap October 4-8, 2021 RecapDow Has Best Week Since Late JuneStocks Pare Late September LossesU.S. stocks rebounded from sharp prior week losses on relief that Congress approved a short-term deal to extend the debt ceiling....

 

Tuesday, October 12, 2021

The overhang of bumping against the federal debt ceiling was lifted last week with an agreement to extend the debt ceiling through early December, helping propel stocks to a weekly gain.The Dow Jones Industrial Average increased by 1...

 

Tuesday, October 5, 2021

Weekly Recap September 27 - October 1, 2021 RecapLargest Weekly Pullback in Seven MonthsStocks Down Third Week in FourDespite a Friday bounce back above its 100-day moving average, the S&P 500 posted its largest weekly loss in...

 

Tuesday, October 5, 2021

Higher bond yields and a legislative stalemate in Washington, D.C., added up to losses for the week.The Dow Jones Industrial Average declined 1.36%, while the Standard & Poor’s 500 lost 2.21%. The Nasdaq Composite index fell...

 

Tuesday, October 5, 2021

Quarterly Recap Market Indices At-A-Glance The S&P 500 has logged a near record run of 318 trading days above its 200-day moving average. The index is down 4.97% from its latest record high set on Sept 2.For the month, the Dow...

 

Tuesday, October 5, 2021

Monthly Recap Market Indices At-A-Glance The S&P 500 has logged a near record run of 318 trading days above its 200-day moving average. The index is down 4.97% from its latest record high set on Sept 2.For the month, the Dow...

 

Tuesday, September 28, 2021

Weekly Recap September 20 - 24, 2021 RecapEquities Gain Despite Chinese AngstStocks Post Winning WeekDespite the turmoil in global markets last week, all three major U.S. equity indexes ended positive on the week, albeit fractionally....

 

Tuesday, September 28, 2021

Stocks prices were whipsawed last week, dragged initially lower by financial contagion worries and later lifted by a supportive Fed policy statement.The Dow Jones Industrial Average gained 0.62%, while the Standard & Poor’s...

 

Tuesday, September 21, 2021

In their latest commentary, the Cetera Investment Management Team discusses the recent stock market volatility. Throughout most of 2021, U.S. equities have risen despite a growing list of concerns. With the S&P 500...

 

Tuesday, September 21, 2021

Weekly Recap September 13 - 17, 2021 RecapModest Declines In Equity MarketsNarrow Losses for StocksThe three major U.S. equity indexes all had modest weekly declines with the Dow Jones Industrial Average not able to eke out a gain....

 

Tuesday, September 14, 2021

How Technology Is Making It Easier and More Cost Effective for Retirees to Age in PlaceAccording to a recent national survey, 90% of adults, age 50 or older, say they want to remain in their current homes as they age. The survey also...

 

Tuesday, September 14, 2021

Weekly Recap September 7 - 10, 2021 RecapEquities BackpeddleStock Indexes End LowerAll three major U.S. equity indexes posted their largest weekly declines since around mid-June as investors trimmed profits amid the latest economic...

 

Tuesday, September 14, 2021

In a quiet week of news, stocks moved lower amid simmering concerns over the Delta variant’s effect on the progress of economic reopening.The Dow Jones Industrial Average declined 2.15%, while the Standard & Poor’s 500...

 

Tuesday, September 7, 2021

Monthly Recap Market Indices At-A-Glance The S&P 500 finished August just 0.12% below its Aug 30 all-time high at 4,528. Its March 23, 2020 bear market low was 2,237.The Dow Industrials gained 1.50% last month, half the gain of...

 

Tuesday, August 31, 2021

Weekly Recap August 23 - 27, 2021 RecapEquities Climb on Dovish Taper ToneThree Record Highs Last WeekAll three U.S. major equity averages finished higher last week with the S&P 500 posting three new record highs and closing...

 

Tuesday, August 24, 2021

Weekly Recap August 16 - 20, 2021 RecapEquities Give Back GainsStocks Fall First Week in ThreeAll three U.S. major equity averages declined last week as investors grew worried that the Fed’s potential move to begin withdrawing...

 

Tuesday, August 24, 2021

Stocks turned lower last week amid the increasing probability of a Fed tapering, mixed economic data, and growing concerns about the economic impact of the Delta variant.The Dow Jones Industrial Average slumped 1.11%, while the...

 

Tuesday, August 24, 2021

4 Things You Can Do About Rising InflationIn June, the Consumer Price Index, which measures the change in the prices of a broad range of goods and services over time, rose 5.4% from a year earlier, marking the sharpest increase in...

 

Tuesday, August 17, 2021

Weekly Recap August 9 - 13, 2021 RecapIt's All About EarningsBig Board Stocks AdvanceU.S. stocks drifted mostly higher last week with the Dow Industrials and S&P 500 both posting four consecutive daily all-time highs, a feat not...

 

Tuesday, August 17, 2021

Looking past inflation figures and Delta variant trends, stocks last week found a way to climb higher and set fresh record highs in the process.The Dow Jones Industrial Average rose 0.87%, while the Standard & Poor’s 500...

 

Tuesday, August 17, 2021

How to Keep Lifestyle Creep from Derailing Your Financial GoalsLooking back on your first fulltime job, do you ever remember thinking, “If I made ’X‘ dollars more, things would be so much easier”? However, once...

 

Tuesday, August 10, 2021

Weekly Recap August 2 - 6, 2021 RecapJobs Data Soothes Delta FearsStocks ReboundU.S. stocks posted moderate gains last week following a stronger-than-expected July jobs report that eased concerns about the detrimental impact the Delta...

 

Tuesday, August 10, 2021

Overcoming jitters about the Delta variant and the reintroduction of mask requirements, stocks climbed higher on strong employment data and a fresh batch of strong corporate earnings.The Dow Jones Industrial Average rose 0.78% while...

 

Tuesday, August 3, 2021

Monthly Recap Market Indices At-A-Glance The broad market S&P 500 finished July just 0.59% below its all-time high set July 26 at 4,222.30. The benchmark equity index has posted 41 record-setting highs so far this year, seven in...

 

Tuesday, August 3, 2021

4 Things You Can Do About Rising InflationIn June, the Consumer Price Index, which measures the change in the prices of a broad range of goods and services over time, rose 5.4% from a year earlier, marking the sharpest increase in...

 

Tuesday, August 3, 2021

The stock market posted small losses last week despite a very strong showing by corporate America.The Dow Jones Industrial Average slipped 0.36%, while the Standard & Poor’s 500 lost 0.37%. The Nasdaq Composite index dropped...

 

Tuesday, July 27, 2021

Weekly Recap July 19 - 23, 2021 RecapNew Equity MilestonesS&P 500 Posts Seventh Weekly Gain in Past Nine WeeksEquities rebounded last week with all three major U.S. equity indices finishing at fresh all-time highs as...

 

Tuesday, July 20, 2021

In their latest commentary, the Cetera Investment Management Team discusses today’s stock market sell-off and drop in bond yields due to rising Delta variant concerns. While the variant is a concern, they feel it is a low...

 

Tuesday, July 20, 2021

Weekly Recap July 12 - 16, 2021 RecapDelta Variant, Inflation Weigh on StocksEquities Decline from Record LevelsAfter finishing the prior week at all-time highs, all three major U.S. equity indices finished this past week lower....

 

Tuesday, July 20, 2021

Despite a good start to earnings season and some solid economic data, worries of slower second-half economic growth led to a pullback in stock prices last week.The Dow Jones Industrial Average fell 0.52%, while the Standard &...

 

Tuesday, July 13, 2021

Weekly Recap July 5 - 9, 2021 RecapTrifecta All-Time HighsEquities Extend Record-Setting GainsAll three major U.S. equity indices finished the week at fresh all-time highs as a relief rally Friday more than fully erased earlier losses...

 

Tuesday, July 13, 2021

Stocks managed small gains as investors wrestled with concerns over economic growth prospects and a rise in COVID-19 infections.The Dow Jones Industrial Average picked up 0.24%, while the Standard & Poor’s 500 gained 0.40%....

 

Tuesday, July 13, 2021

Don't Let Revenge Spending Wreak Havoc on Your Budget This SummerLive shows, concerts and sports venues are selling out within hours; cruise and hotel bookings have surged; airlines can’t keep up with the number of passengers...

 

Tuesday, July 13, 2021

Is It Time For a Mid-Year Financial Review?This summer looks remarkably different than last year. As pandemic-related restrictions are lifted, retail, sports, travel, dining and entertainment venues are welcoming consumers back in...

 

Tuesday, July 6, 2021

Weekly Recap June 28 - July 2, 2021 RecapJobs Data Sooths Fed FearsEquities Extend Record-Setting GainsU.S. stocks wrapped up another bountiful week with the S&P 500 closing Friday at its seventh consecutive all-time high, a...

 

Tuesday, July 6, 2021

Strong employment reports and rising consumer confidence sent the stock market broadly higher last week.The Dow Jones Industrial Average rose 1.02%, while the Standard & Poor’s 500 picked up 1.67%. The Nasdaq Composite index...

 

Tuesday, July 6, 2021

Monthly Recap Market Indices At-A-Glance The S&P 500 ended the second quarter with its best first half (YTD) performance since 2019. Stocks are now in the second year of a bull market.In June, the Dow Industrials crept just 0.02%...

 

Tuesday, June 22, 2021

In their latest commentary, the Cetera Investment Management Team discusses the recent stock market weakness caused by the Fed pivoting from a dovish to a more hawkish stance. CLICK TO READ As always, please reach out to the...

 

Tuesday, June 22, 2021

Weekly Recap June 14-18, 2021 RecapTaper Talk Rattles StocksS&P 500 Loses the Most Since FebruaryLast week, U.S. equities were lower with the S&P 500 logging its worst week since February after a 1.3% decline on Friday. Equity...

 

Tuesday, June 22, 2021

New messaging from the Federal Reserve on interest rates and inflation last week led to a broad retreat in stock prices.The Dow Jones Industrial Average dropped 3.45% while the Standard & Poor’s 500 lost 1.91%. The Nasdaq...

 

Tuesday, June 15, 2021

Weekly Recap June 7-11, 2021 RecapBrushing Off InflationBenchmark Stocks Rise Third WeekThe S&P 500 clinched a third straight weekly gain after closing at successive all-time record highs on Thursday and Friday. Stocks have traded...

 

Tuesday, June 15, 2021

Stocks ended the week mixed as investors appeared to shrug off a hotter-than-expected inflation report.The Dow Jones Industrial Average slipped 0.80%, while the Standard & Poor’s 500 advanced 0.41%. The Nasdaq Composite...

 

Tuesday, June 8, 2021

Weekly Recap May 31-June 4, 2021 RecapStocks Rise, Nearing Record HighsEquities Rebound Second WeekThe S&P 500 rose to within a whisper of its May 7 all-time high as Friday’s jobs data boosted recovery confidence while a...

 

Tuesday, June 8, 2021

A strong, but not too strong, employment report sparked a rally on the final day of trading, propelling stocks to a modest gain for the week.The Dow Jones Industrial Average climbed by 0.66%, while the Standard & Poor’s 500...

 

Tuesday, June 8, 2021

4 Reasons to Consider Selling Your Business in 2021Like many business owners, you may have spent more time over the last year focused on keeping your businesses afloat and navigating rapidly changing public health orders, rather than...

 

Tuesday, June 1, 2021

Time to lace up! Celebrate Global Running Day on June 2 as we look at different ways running can teach us about investing. (You won’t even break a sweat—unless you’re reading on the treadmill). The latest commentary...

 

Tuesday, June 1, 2021

Weekly Recap May 17-21, 2021 RecapInflation Angst ContinuesBenchmark Equities Slip Second WeekThe S&P 500 fell fractionally last week, capping its first back-to-back weekly loss since late February as investors continued to fear...

 

Tuesday, May 25, 2021

Weekly Recap May 17-21, 2021 RecapInflation Angst ContinuesBenchmark Equities Slip Second WeekThe S&P 500 fell fractionally last week, capping its first back-to-back weekly loss since late February as investors continued to fear...

 

Tuesday, May 25, 2021

Stock prices fluctuated amid inflation concerns and bargain hunting, leaving stocks mixed for the week.The Dow Jones Industrial Average slipped 0.51%, while the Standard & Poor’s 500 dropped 0.43%. The tech-heavy Nasdaq...

 

Tuesday, May 25, 2021

In their latest commentary, the Cetera Investment Management Team explains the causes for the recent stock market volatility. Primarily, investors fear rising inflation, “peak growth,” higher taxes, and fallout from the...

 

Tuesday, May 18, 2021

Weekly Recap May 10-14, 2021 RecapInflation Fears Make Investors NervousEquity Markets SlipAll three major equity market indices saw their worst weekly declines since February. Investors are fearing inflation, which is on the rise,...

 

Tuesday, May 18, 2021

A surge in consumer inflation unsettled investors, leading to a turbulent week of trading on Wall Street.The Dow Jones Industrial Average slipped 1.14%, while the Standard & Poor’s 500 fell 1.39%. The Nasdaq Composite index...

 

Tuesday, May 18, 2021

4 Financial Habits Worth Keeping as the Economic Recovery AcceleratesDespite the financial challenges and disruptions brought on by the COVID-19 pandemic, data shows that Americans across all income levels made smart choices with...

 

Tuesday, May 11, 2021

In their latest commentary, the Cetera Investment Management team explains the causes for the recent stock market volatility. Primarily, investors fear rising inflation which impacts stock valuations and especially technology...

 

Tuesday, May 11, 2021

Weekly Recap May 3-7, 2021 RecapBroad Markets AdvanceWeak Payrolls Bolster Easy Money ViewsThe broad market S&P 500 Index finished at its 26th all-time high this year amid bullish recovery optimism that was bolstered Friday by an...

 

Tuesday, May 11, 2021

Stocks closed mixed last week as signs of continued economic recovery and upbeat earnings helped some sectors while the struggles persisted for high-growth companies.The Dow Jones Industrial Average gained 2.67%, while the Standard...

 

Tuesday, May 11, 2021

4 Ways 529 Plans Can Benefit Estate PlanningYou may be familiar with the role 529 plans play in helping families set aside funds for future education expenses. Established in 1996 under Section 529 of the Internal Revenue Code, these...

 

Tuesday, May 4, 2021

Monthly Recap Market Indices At-A-Glance The market-cap-weighted S&P 500 climbed 11.84% YTD. In contrast, the S&P Equal Weight 500 Index advanced 16.76% YTD, its third-strongest four-month start to any year since 1990.The...

 

Tuesday, May 4, 2021

Weekly Recap April 26-30, 2021 RecapMomentum Pauses Second WeekStocks Mostly LowerEquity indices were mostly lower last week amid month-end rebalancing even as economic data continued to point toward an accelerating recovery. Data...

 

Tuesday, May 4, 2021

Stocks meandered around a flatline in a busy week of corporate earnings, ending the trading week slightly lower.The Dow Jones Industrial Average slid 0.50%, while the Standard & Poor’s 500 was flat (+0.02%). The Nasdaq...

 

Tuesday, April 27, 2021

Weekly Recap April 19-23, 2021 RecapMomentum PausesStocks Decline First Week in FiveEquities rebounded in a big way on Friday, but gains fell short of overcoming larger losses earlier in the week as investors’ concerns over...

 

Tuesday, April 27, 2021

The crosscurrents of strong corporate earnings, rising global cases of COVID-19, and the specter of higher capital gains taxes led to a choppy week of trading that left stock prices slightly lower for the week.The Dow Jones Industrial...

 

Tuesday, April 27, 2021

In their latest commentary, the Cetera Investment Management team discusses the economic recovery and the Biden administration’s first 100 days. Both have been successful but will likely face tougher challenges ahead. CLICK TO...

 

Tuesday, April 20, 2021

Weekly Recap April 12-16, 2021 RecapEquity Momentum ContinuesStocks Climb Fourth Straight WeekThe S&P 500 extended gains into a fourth straight week, backed by a strong start to the first quarter earnings season and...

 

Tuesday, April 20, 2021

Stocks reached record highs last week, riding the tailwind of improving economic data and a strong start to the earnings season.The Dow Jones Industrial Average rose 1.18%, while the Standard & Poor’s 500 gained 1.37%. The...

 

Tuesday, April 20, 2021

In their latest commentary, the Cetera Investment Management team discusses the most recent report on inflation and the prospects for future inflation. Investors and consumers are worried that inflation will cause a devaluation of...

 

Tuesday, April 13, 2021

Weekly Recap April 5-9, 2021 RecapEquity Indices March HigherStocks Climb Third Straight WeekThe S&P 500 extended gains into a third week, its longest winning streak since February 5 and finished Friday at its 20th new...

 

Tuesday, April 13, 2021

Strong economic data and a resurgent technology sector propelled stocks to solid gains last week.The Dow Jones Industrial Average advanced 1.95%, while the Standard & Poor’s 500 picked up 2.71%. The tech-heavy Nasdaq...

 

Tuesday, April 13, 2021

4 Tips for Raising Financially Literate KidsWhen it comes to parenting, families have different styles, values, and traditions. However, most parents share a common goal. They want their children to grow up to be healthy, happy,...

 

Tuesday, April 13, 2021

4 Estate Planning Documents You Can't Live (Your Best Life) WithoutOften, people view estate planning through a narrow lens, thinking it’s only about what happens to their property and assets after they’re gone. While the...

 

Tuesday, April 6, 2021

In their latest commentary, the Cetera Investment Management team discusses the recent infrastructure proposal, why it will likely take longer to pass than people expect and the investment ramifications. CLICK TO READ As always,...

 

Tuesday, April 6, 2021

Weekly Recap March 29 - April 2, 2021 RecapEquity Indices Extend All-Time HighsStocks Climb Second WeekU.S. stocks extended gains last week amid expectations for a solid March payrolls report that was indicated higher by the largest...

 

Tuesday, April 6, 2021

Overcoming a rocky start, stocks rallied into the close of a holiday-shortened week of trading as technology shares staged a powerful recovery and investors reacted positively to President Biden’s infrastructure spending...

 

Tuesday, April 6, 2021

Quarterly Recap Market Indices At-A-Glance The S&P 500 ended the quarter less than two points below its Mar 26 all-time high of 3974.54 – and just over 27 points away from a new 4,000 milestone.In March, the Dow Industrials...

 

Tuesday, April 6, 2021

Monthly Recap Market Indices At-A-Glance The S&P 500 ended the quarter less than two points below its Mar 26 all-time high of 3974.54 – and just over 27 points away from a new 4,000 milestone.In March, the Dow Industrials...

 

Tuesday, April 6, 2021

In honor of Financial Literacy Month, we're focusing on the fundamentals. The latest commentary from Cetera Investment Management reviews the foundational skills that can help you build a strong financial future, regardless of your...

 

Tuesday, April 6, 2021

Cetera Investment Management has released its 2021 Second Quarter Outlook. In this outlook, they discuss local economies reopening and investors’ optimism. Potential consumers are getting another check from the...

 

Tuesday, April 6, 2021

How Will You Avoid These 5 Common Retirement Planning Pitfalls?Understanding the different steps you can take now to drive the retirement outcome you desire is an important part of planning for a confident future. However, it’s...

 

Tuesday, March 30, 2021

Weekly Recap March 22-26, 2021 RecapEquities Indices Finish at All-Time HighsStocks ReboundU.S. stocks posted solid gains last week with the Dow Industrials and S&P 500 finishing at new record highs on renewed optimism over...

 

Tuesday, March 30, 2021

A rocky week with wide price swings led to mixed results for stocks last week, as investors grappled with anxieties over economic growth and weakness in technology and other high-growth stocks.The Dow Jones Industrial Average added 1...

 

Tuesday, March 23, 2021

Cetera Investment Management has released its 2021 Second Quarter Outlook. In this outlook, they discuss local economies reopening and investors’ optimism. Potential consumers are getting another check from the...

 

Tuesday, March 23, 2021

Weekly Recap March 15-19, 2021 RecapEquities Digest Fed's Latest ViewsStocks Weaken as Yields JumpU.S. stocks drifted lower last week amid heightened stock and bond market volatility surrounding several policy decisions from the...

 

Tuesday, March 23, 2021

Rising bond yields and improving economic conditions led to a choppy week of trading that ended in modest losses for investors.The Dow Jones Industrial Average fell 0.46%, while the Standard & Poor’s 500 declined 0.77%. The...

 

Tuesday, March 16, 2021

Weekly Recap March 8-12, 2021 RecapDow, S&P 500 Finish at Record HighsRotation to Value ContinuesU.S. stocks broadly rallied last week with gains driving the Dow Industrials and S&P 500 to fresh all-time highs, while the...

 

Tuesday, March 16, 2021

Stocks touched new record highs last week as bond yields steadied, a fiscal relief bill was signed into law, and confidence in a strong economic recovery grew.The Dow Jones Industrial Average gained 4.07%, while the Standard &...

 

Tuesday, March 9, 2021

Weekly Recap March 1-5, 2021 RecapBig Board Stocks ReboundTechnology Extends SelloffU.S. stocks rallied back on Friday from steep intra-week losses as bond yields climbed while a stronger-than-forecast January jobs report reignited...

 

Tuesday, March 9, 2021

Stocks were mixed last week as rising bond yields and heightening inflation fears sent stocks on a wild ride, capped by a remarkable Friday afternoon rally.The Dow Jones Industrial Average gained 1.82%, while the Standard &...

 

Tuesday, March 2, 2021

Weekly Recap February 22-26, 2021 RecapStocks Retreat as Treasury Yields JumpTechnology Stocks Lead Sell-OffAll major stock market indices retreated last week. Bond investors are starting to get anxious about the prospects of future...

 

Tuesday, March 2, 2021

Monthly Recap Market Indices At-A-Glance The S&P 500 ended February 3.1% below its latest all-time high of 3,935 set on Feb 12.The Dow Industrials performed best in February at least among the three major U.S. indices, gaining...

 

Tuesday, February 23, 2021

In their latest commentary, the Cetera Investment Management team explains the causes for the recent technology selloff. Primarily, investors fear rising bond yields but there is also a rotation occurring as we enter a new phase...

 

Tuesday, February 23, 2021

Weekly Recap February 15-19, 2021 RecapEquities Take a BreatherFirst Weekly Loss in Three WeeksU.S. stocks pulled back last week, snapping back-to-back weekly gains as Treasury yields advanced on investor jitters about increasing...

 

Tuesday, February 23, 2021

Rising bond yields dampened investor enthusiasm for high-multiple growth companies last week, sending market averages mostly lower in a holiday-shortened week of trading.The Dow Jones Industrial Average gained 0.11% for the week. But...

 

Tuesday, February 16, 2021

Stock prices inched higher last week amid declining COVID-19 cases, a pick-up in vaccinations, and progress on a fiscal relief bill.The Dow Jones Industrial Average gained 1.00%, while the Standard & Poor’s 500 rose 1.23%....

 

Tuesday, February 16, 2021

RMDs Are Back. What's Your Strategy?Shortly after the pandemic hit, the CARES Act was passed in March 2020, allowing those age 72 or over to waive their required minimum distributions, or RMDs. While that resulted in a significant...

 

Tuesday, February 2, 2021

Monthly Recap Market Indices At-A-Glance The S&P 500 ended the month with the largest weekly loss since late October. All three major equity indices fell in excess of 3.2% during the last week in January.The Dow Industrials shed...

 

Tuesday, February 2, 2021

Weekly Recap January 25-29, 2021 RecapEquities Selloff Most Since OctoberS&P 500 Erases YTD GainsU.S. stocks fell sharply with the S&P 500 turning negative for the year (-1% YTD) after posting its worst week since October....

 

Tuesday, February 2, 2021

Despite strong corporate earnings, stock prices closed lower after a volatile week of trading triggered by unprecedented activity in a handful of companies.The Dow Jones Industrial Average lost 3.27%, while the Standard &...

 

Tuesday, February 2, 2021

U.S. equities continue to experience a roller-coaster ride on concerns of speculative trading by retail investors. Cetera Investment Management believes this concern, which could trigger de-risking by hedge funds as they are forced to...

 

Tuesday, January 26, 2021

The Federal Open Market Committee (FOMC) meets this week to discuss and set interest rate policy. While no policy changes are likely, Cetera Investment Management expects Powell to give us the Fed’s outlook for the economy,...

 

Tuesday, January 26, 2021

Weekly Recap January 18-22, 2021 RecapStocks Post Solid GainsInaugural Rally Best in 84 YearsMajor U.S. equity indices posted solid gains last week as investors were encouraged by incoming President Biden’s issuance of 10...

 

Tuesday, January 26, 2021

4 Steps for Strengthening Your Financial Safety Net in the New Year As many Americans learned in 2020, emergency savings can provide a much-needed lifeline during periods of crisis or uncertainty. Adequate cash reserves can be...

 

Tuesday, January 26, 2021

Anticipation of a new fiscal stimulus and improved vaccine distribution powered stocks to fresh record highs last week with technology stocks leading the way.The Dow Jones Industrial Average gained 0.59%, while the Standard &...

 

Tuesday, January 19, 2021

Markets drifted lower last week as uninspired investors digested mixed news on the economic front.The Dow Jones Industrial Average lost 0.91% while the Standard & Poor’s 500 slid 1.48%. The Nasdaq Composite index stumbled 1...

 

Tuesday, January 19, 2021

It's 2021: Time to Check Your Tax BracketWill your tax bracket change in 2021? Each year the tax rate schedules are adjusted for inflation. That could result in your income being subject to a higher or lower tax rate in the new year....

 

Tuesday, January 12, 2021

Weekly Recap January 4-8, 2021 RecapStocks Climb to New Record HighsEquities Post Back-to-Back Weekly GainsU.S. stocks advanced for a second straight week with all three major equity indices finishing at record highs as Wall Street...

 

Tuesday, January 12, 2021

Shrugging off COVID-19 infections and the disruption at the Capitol on January 6, stocks powered higher to kick off a new year of trading.The Dow Jones Industrial Average gained 1.61%, while the Standard & Poor’s 500...

 

Tuesday, January 12, 2021

The Associated Press has called the Georgia Senate runoff for the Democrats. Cetera Investment Management's base case scenario for a divided Congress no longer holds with the Democrats gaining a small edge in the Senate now. However,...

 

Tuesday, January 5, 2021

 

Tuesday, January 5, 2021

Equity markets have had a huge run since their March 2020 lows. Despite rising headwinds, investor optimism remains elevated and a market correction is possible. Market corrections are a normal part of investing and can be used...

 

Tuesday, January 5, 2021

Quarterly Recap Market Indices At-A-Glance In December, the Dow Industrials gained 3.4% and the Nasdaq Composite advanced 5.7%.On a quarterly basis, the Dow Industrials gained 2,824 points (+10.7%) and the Nasdaq Composite surged 15...

 

Tuesday, January 5, 2021

Weekly Recap December 28-31, 2020 RecapStocks End 2020 at Record HighsEquities Rebound from Prior Week LossU.S. stocks ended higher during the final week of the year, with the S&P 500 closing at its 33rd all-time high of 2020. The...

 

Tuesday, December 29, 2020

Weekly Recap December 21-24, 2020 RecapStocks Quiet in Thin VolumeEquities Little ChangedU.S. stocks rose on Thursday in a second day of small gains in the Christmas holiday-shortened trading week as Wall Street reviewed the latest...

 

Tuesday, December 29, 2020

If you’re even casually following the economic news, it can be hard to make sense of the forecast. One source may feel there’s nothing to worry about, while another might paint a picture of doom and gloom. You may end up...

 

Tuesday, December 29, 2020

Cetera Investment Management has released its annual Market Outlook for 2021 titled, The Economy Goes Off to College. In this outlook, they discuss the prospects for the economic recovery in the next year.Like a student...

 

Tuesday, December 15, 2020

Weekly Recap December 7-11, 2020 RecapStocks Weaken With Job MarketEquities Ease After Record HighsAfter major U.S. stocks advanced to record highs the first week of December, investors kept their optimism in check last week....

 

Tuesday, December 15, 2020

Stocks retreated last week on rising COVID-19 infections and slow progress on an economic relief bill.The Dow Jones Industrial Average dipped 0.57%, while the Standard & Poor’s 500 dropped 0.96%. The Nasdaq Composite index...

 

Tuesday, December 15, 2020

5 Financial Lessons to Optimize Your Planning in the New YearAs 2020 draws to a close, its lessons will remain with us for some time. Below, we look at some of the most important financial lessons learned this year, and actions you...

 

Tuesday, December 8, 2020

Weekly Recap November 30 - December 4, 2020 RecapBullish Start to DecemberEquities Advance on Stimulus HopeU.S. stocks advanced to record highs last week amid growing expectations for another round of fiscal stimulus that could help...

 

Tuesday, December 8, 2020

Stocks marched higher last week on an improving outlook for the passage of a fiscal stimulus package.The Dow Jones Industrial Average rose 1.03%, while the Standard & Poor’s 500 tacked on 1.67%. The Nasdaq Composite index...

 

Tuesday, December 8, 2020

3 Tax-Smart Ways to Help Family Members in Need Pay for CollegeAs colleges and universities grapple with reopening during the COVID-19 pandemic, a growing number of college students and their parents find themselves struggling to pay...

 

Tuesday, December 8, 2020

Monthly Recap Market Indices At-A-Glance The S&P 500 roared back nearly 11% in November, widely erasing its 6.4% prior two-month loss (-2.7% in October).The Dow Industrials surged 12.1% for its best monthly gain since Jan 1987....

 

Tuesday, December 1, 2020

Weekly Recap November 23-27, 2020 RecapStocks Rally Third Week in FourEquities Rebound, Extending Vaccine OptimismU.S. stocks advanced last week with the benchmark S&P 500 finishing at a new all-time high on Friday’s...

 

Tuesday, December 1, 2020

Stocks surged last week, ignited by another COVID-19 vaccine announcement, encouraging economic data, and the easing of political uncertainty.The Dow Jones Industrial Average rose 2.21%, while the Standard & Poor’s 500 added...

 

Tuesday, November 24, 2020

Weekly Recap November 16-20, 2020 RecapStocks Snap Two-Week RallyEquities Slip, Extending Cyclicals RotationU.S. stocks fell fractionally last week with the S&P 500 ending slightly negative after surging 9.74% the prior two weeks....

 

Tuesday, November 24, 2020

Despite news of another COVID-19 vaccine candidate, stocks were mixed amid investor anxiety over an increase in new infections and economic lockdowns.The Dow Jones Industrial Average fell 0.73%, while the Standard & Poor’s...

 

Tuesday, November 17, 2020

It’s been 399 years since the first Thanksgiving feast in Plymouth, Massachusetts, and the holiday has since become a beloved hallmark of autumn joy, a celebration of gratitude and reflection in the company of those dearest to...

 

Tuesday, November 17, 2020

Weekly Recap November 9-13, 2020 RecapStocks Surge on Vaccine NewsEquities Rotate into CyclicalsU.S. stocks rallied last week after breakthrough vaccine trial results eased global uncertainty. A drug maker’s COVID-19 vaccine...

 

Tuesday, November 17, 2020

News of a COVID-19 vaccine ignited a rally in economically sensitive stocks and a broad retreat in technology companies last week, though enthusiasm was tempered by reports of rising new infections and fresh lockdowns.The Dow Jones...

 

Tuesday, November 17, 2020

6 Ways to Shore Up Your Financial Foundation During Times of UncertaintyThe COVID-19 pandemic has taken a toll on many U.S. households, exposing vulnerabilities in their financial foundations, from low savings rates, to rising debt....

 

Tuesday, November 10, 2020

Joe Biden has been declared the next President. With Republicans likely to hold the Senate (after a January runoff election in Georgia), expect a divided government that markets favor. The newest commentary from Cetera Investment...

 

Tuesday, November 10, 2020

Weekly Recap November 2-6, 2020 RecapElection Implications Spur BullsAmerica Votes for GridlockU.S. stocks rebounded sharply last week, following their worst back-to-back losses since March. In a major turnaround, the S&P 500...

 

Tuesday, November 10, 2020

Stocks soared last week as investors anticipated that a split Congress would raise legislative hurdles to changing corporate taxes and adjusting regulatory oversight of big technology companies.The Dow Jones Industrial Average jumped...

 

Wednesday, November 4, 2020

Election Day is finally behind us, and we sincerely hope you voted. Since the turnout was high and over half the ballots cast were mail-in ballots, it will take longer to count them all. While we wait for the votes to be tallied, we...

 

Tuesday, November 3, 2020

Monthly Recap Market Indices At-A-Glance The S&P 500 gave back 6.36% in the past two months, its worst period loss since the 19.57% plunge during February and MarchThe Dow Jones Industrial Average fell 4.52% in October, extending...

 

Tuesday, November 3, 2020

Weekly Recap October 26-30, 2020 RecapEquities Spooked by Record InfectionsPullback IntensifiesU.S. stock indexes closed lower on Friday, capping the benchmark S&P 500 with its worst weekly rout since the depths of the pandemic in...

 

Tuesday, November 3, 2020

Stock prices dropped last week as hopes for a fiscal stimulus bill faded and investors focused on rising COVID-19 infections, here and abroad.The Dow Jones Industrial Average slid 6.47%, while the Standard & Poor’s 500...

 

Wednesday, October 28, 2020

U.S. equities posted their worst loss in over a month on the combination of rising virus cases, lack of progress on a stimulus plan, and growing election uncertainty. The latest commentary from Cetera Investment Management discusses...

 

Tuesday, October 27, 2020

The failure to reach an agreement on a new fiscal stimulus bill soured investor sentiment and sent stocks modestly lower for the week.The Dow Jones Industrial Average fell 0.95%, while the Standard & Poor’s 500 lost 0.53%....

 

Monday, October 26, 2020

Weekly Recap October 19-23, 2020 RecapEquities Snap Three-Week RallyStocks Little ChangedU.S. stocks ended the week fractionally lower, snapping a three-week rally as investors weighed mostly upbeat earnings and economic data while...

 

Tuesday, October 20, 2020

Stocks treaded water last week amid fading prospects for a stimulus bill, fears of a second wave of COVID-19 cases, and increasing political and regulatory pressures on Big Tech companies.The Dow Jones Industrial Average added just 0...

 

Tuesday, October 20, 2020

The latest commentary from Cetera Investment Management covers the path to electoral victory for both candidates, the chances of a delayed result, and examines historical stock market returns during post-WWII 4-year presidential...

 

Friday, October 16, 2020

How COVID-19 is Impacting Confidence Levels Among Retirement SaversThroughout 2020, the COVID-19 pandemic has impacted the lives and health of people around the globe while wreaking havoc on commerce, the financial markets, and the...

 

Tuesday, October 13, 2020

Think Twice About Cancelling Credit Cards You No Longer UseIt may seem like a good idea to close credit card accounts you no longer use to avoid annual fees or if you’re not benefiting from reward programs during the pandemic....

 

Tuesday, October 13, 2020

Stocks staged a powerful rally last week, riding a wave of optimism over the prospect of the passage of a new fiscal stimulus bill.The Dow Jones Industrial Average rose 3.27%, while the Standard & Poor’s 500 increased 3.84%....

 

Tuesday, October 6, 2020

Stocks advanced last week, propelled by hopes that legislators may reach an agreement for a new fiscal stimulus package and optimism generated by a few corporate deal announcements and initial public offerings.The Dow Jones Industrial...

 

Tuesday, September 29, 2020

Stocks were mixed last week as worries that stretched from Washington D.C., where prospects of a new fiscal stimulus bill dimmed, to Europe, which saw an increase of new COVID-19 cases.The Dow Jones Industrial Average declined 1.75%,...

 

Tuesday, September 22, 2020

Stocks slipped as the technology sector remained under pressure and a mid-week announcement by the Federal Reserve failed to inspire investors.The Dow Jones Industrial Average declined 0.03%, while the Standard & Poor’s 500...

 

Wednesday, September 16, 2020

Stocks traveled a volatile path last week as investors appeared concerned about the upcoming elections, an uncertain economy, and more delays with additional fiscal stimulus.The Dow Jones Industrial Average slid 1.66%, while the...

 

Tuesday, September 8, 2020

A late week sell-off sent stocks broadly lower as investors took some profits after stocks reached all-time highs earlier in the week.The Dow Jones Industrial Average slid 1.82%, while the Standard & Poor’s 500 slumped 2.31%...

 

Tuesday, September 1, 2020

Stocks advanced relentlessly last week on positive COVID-19 developments, encouraging economic data, and a supportive policy shift in the Fed’s approach to its target inflation rate.The Dow Jones Industrial Average increased by...

 

Monday, August 24, 2020

Weekly Recap August 17-21, 2020 RecapRecord-Setting WeekLow-Volatility Winning Streak ExtendedThe S&P 500 completed its fourth straight weekly advance, it’s longest winning streak of the year. Favorable economic data in...

 

Monday, August 17, 2020

5 Ways You Can Protect Against the Growing Number of Tax Scams in 2020Just when you thought you had enough to be concerned with, the Internal Revenue Service (IRS) revealed it’s annual "Dirty Dozen" list of tax scams in July,...

 

Monday, August 10, 2020

Click to check out the Weekly Recap for August 3rd-7th.

 

Monday, July 27, 2020

The consumer will shape the Economic Recovery. Click the link to see how.

 

Friday, July 10, 2020

Hear all about what a Tax Day in July sounds like.

 

Thursday, June 25, 2020

Check out the Quarterly Market Outlook

 

Monday, May 11, 2020

Click to find out what the Rest of 2020 is predicted to look like.

 

Tuesday, April 7, 2020

Setting Expectations for the Second Quarter

 

Tuesday, March 31, 2020

Strong Week, Be Cautious

 

Friday, March 20, 2020

Click here to view the Second Quarter Outlook.

 

Wednesday, March 18, 2020

Click here to view Cetera's Brief on what's to come.

 

Friday, March 6, 2020

Recent panic caused by the spread of the coronavirus (COVID-19) has led to a stock market decline and has many investors feeling anxious. While portfolios will see ups and downs and this is a normal part of investing, the recent...