Interest Rates, Treasuries, and Inflation
Monday 26th February, 2018
Last week, the Presidents’ Day holiday meant markets were only open for 4 trading days, and during that time, we received comparatively few economic reports. Nonetheless, major domestic indexes showed considerable volatility and posted losses for 3 straight days. By Friday, however, stocks rebounded and ended the week in positive territory. For the week, the S&P 500 gained 0.55%, the Dow added 0.36%, and the NASDAQ was up 1.35%. International stocks in the MSCI EAFE lost ground, dropping 0.50%.
Tuesday 20th February, 2018
Markets rebounded last week, posting sizable gains and moving back into positive territory for the year. All three domestic indexes experienced their largest weekly growth in years, despite losing some ground on Friday after news of additional indictments in the Russia investigation.
Special Update: Understanding Volatility
Monday 12th February, 2018
After months of relative calm, market fluctuations are causing many investors to wonder what is happening to the economy. Last week, the S&P 500 lost 5.16%, the Dow dropped 5.21%, and the NASDAQ declined 5.06%. The MSCI EAFE also gave back 6.19%. These losses pushed all four indexes into negative territory for the year. In addition, the weekly performance included significant volatility, as stocks had large fluctuations both within days and from one day to the next. The Dow, for example, lost over 1000 points twice during the week—and also twice gained over 300 points.
Markets Slide as Bond Yields Rise
Monday 5th February, 2018
After 4 straight weeks of gains, the markets have slipped. As of Friday, the S&P 500 lost 3.85%, the Dow dropped 4.12%, and the NASDAQ decreased by 3.53%. International stocks in the MSCI EAFE also took a 2.78% hit. Domestically, the losses spanned sectors and asset classes. For the S&P 500, all 11 of the index’s industries lost ground last week. This decline came after the S&P 500 had its best January performance in over 20 years
Stocks Jump Again
Monday 29th January, 2018
Stocks had an impressive week yet again, as each of the domestic indexes reached record highs and gained at least 2%. The S&P 500 added 2.23%, the Dow increased 2.09%, and the NASDAQ grew 2.31%. International stocks in the MSCI EAFE joined the growth, adding 1.49%
Stocks Up as Shutdown Looms
Monday 22nd January, 2018
We’re only a few weeks into 2018, and stocks are showing quite a strong performance so far. Last week, major domestic indexes posted gains yet again, with all 3 up at least 5% this year. By Friday, the S&P 500 had added another 0.86%, and both the Dow and NASDAQ were up 1.04%. All 3 indexes hit new record highs at least once during the week
Equities and Inflation Climb
Tuesday 16th January, 2018
Domestic markets continued their strong start to 2018, posting gains across the board for their 2nd week. The S&P 500 added 1.57% and closed at a new record high on Friday. The index just posted its best 10-day beginning to a year since 2003, with a 4.2% gain so far this year. The Dow also hit a new record on Friday and gained 2.01% for the week. The NASDAQ increased by 1.74%, while international stocks in the MSCI EAFE joined last week’s gains, adding 1.20%.
2017 In Review
Tuesday 2nd January, 2018
In the final trading days of a strong 2017, U.S. indexes lost some ground. During the holiday-shortened week, the S&P 500 dropped by 0.36%, the Dow lost 0.14%, and the NASDAQ gave back 0.81%. A selloff toward the end of the day on Friday contributed to the domestic indexes’ weekly losses. International stocks in the MSCI EAFE ended the week in positive territory, gaining 0.89%.
Cadent Winter Newsletter
Thursday 21st December, 2017
This issue includes guidance on safeguarding your credit, setting your 2018 Financial Resolutions and sticking to these goals, plus thoughts for warm and cold vacation destinations. We hope you will enjoy this issue and share with friends too
Strong Markets for the Holidays
Monday 11th December, 2017
As the holiday season progresses, the markets continue to impress. Last week, many energy, financial, and industrial sector stocks helped drive performance. Hitting record highs yet again, the S&P gained 0.35%, and the Dow jumped 0.40% for the week. Meanwhile, the NASDAQ fell slightly by 0.11%, and the MSCI EAFE rose 0.08%.
Looking Beyond Politics
Monday 4th December, 2017
Markets went for a wild ride last week—especially on Friday. In fact, on December 1, the S&P 500 had its largest fluctuations since the day after the 2016 presidential election.
Black Friday Brings Gains
Monday 27th November, 2017
Last week was a relatively quiet time in the domestic markets. We did not receive a tremendous amount of economic data, and trading halted Thursday for the Thanksgiving holiday. Nonetheless, all 3 of the major domestic indexes experienced sizable gains in only 4 trading days. By Friday, the S&P 500 added 0.91% and closed above 2,600 for the first time in its history. The Dow was also up 0.86%, and the NASDAQ gained 1.57%. International stocks in the MSCI EAFE had a 5-day trading week and grew by 1.85%
Stocks Mixed, Data Up
Monday 20th November, 2017
Domestic stock performance varied last week, with the S&P 500 and Dow losing ground for the 2nd straight week, while the NASDAQ posted gains. By Friday, the S&P 500 had dropped 0.13%, the Dow gave back 0.27%, and the NASDAQ gained 0.47%. International stocks in the MSCI EAFE stumbled, dropping 0.67%.
Stocks Slide as Uncertainty Rises
Monday 13th November, 2017
After posting gains every week since September, U.S. stocks declined by market’s close on Friday. The S&P 500 and Dow ended their longest stretch of weekly increases since 2013, and the NASDAQ ended its own 6-week streak. By November 10, the S&P 500 declined 0.21%, the Dow was down 0.50%, and the NASDAQ slipped 0.20%. Meanwhile, the MSCI EAFE dropped by 0.45%.
Stocks End Up After Busy Week
Monday 6th November, 2017
Once again, the markets ended the week in positive territory—and all 3 major domestic indexes hit new record highs. The S&P 500 added 0.26%, and the Dow was up 0.45%, with both indexes notching their 8th straight week of growth. The NASDAQ was up for the 6th week in a row with a 0.94% gain. International stocks in the MSCI EAFE joined in the growth, posting a 0.90% increase.
Data Drives More Growth
Monday 30th October, 2017
Another week, another round of positive market performance. The 3 major domestic indexes again ended the week with gains and new record highs. The S&P 500 rose 0.23% and marked a 7th-straight week of increases—its longest string of weekly gains in almost 3 years. The Dow added 0.45%, and the NASDAQ grew by 1.09%. Meanwhile, international stocks in the MSCI EAFE slipped slightly, losing 0.35% for the week.
Another Banner Week for Markets
Monday 23rd October, 2017
Last week, all 3 major U.S. markets hit record highs once again. The Dow added 2.00% to notch both intraday and closing records, the S&P 500 rose 0.86%, and the NASDAQ gained 0.35%. International stocks in the MSCI EAFE dipped by 0.32% for the week.
More Record Highs
Monday 16th October, 2017
Last Friday, all 3 major domestic indexes continued their streak of weekly gains and record highs. The S&P 500 added 0.15%, and the Dow was up 0.43%. Meanwhile, both indexes posted their 5th weekly gain in a row. In addition, the S&P 500 and Dow each hit intraday trading records on Friday. The NASDAQ also increased 0.24%, ending on a record high with a 3rd straight week of growth. International stocks in the MSCI EAFE rose as well, gaining 1.61% for the week.
Cadent Fall 2017 Newsletter
Monday 9th October, 2017
We are pleased to share the Fall 2017 Cadent Newsletter with you.
This issue covers a myriad of topics relevant to many of us and our families – financing retirement, money stresses and eating healthy using fresh foods! Plus this issue is complete with an outline about how to winterize your home for the impending colder weather.
Another Week of Highs
Monday 2nd October, 2017
Last week’s final performance of Q3 saw the S&P 500 hit a new high and finish up 0.68%. Meanwhile, the Nasdaq beat previous records with a 1.07% gain, and the Dow notched a 0.25% increase to come within 0.1% of its all-time high. International markets, however, experienced a slight drop - the MSCI EAFE fell 0.19% for the week.
Cadent Summer 2017 Newsletter
Monday 26th June, 2017
Wednesday 19th April, 2017
Wednesday 19th April, 2017
Cadent Spring 2017 Newsletter
Monday 20th March, 2017
2017 Tax Planning
Friday 23rd December, 2016
Please take a moment to review our 2017 Tax Planning Whitepaper.
Cadent Winter 2016-17 Newsletter
Friday 16th December, 2016
This issue of On Wealth, includes guidance on retirement savings no matter your age, winter weather travel, and the aspects to consider when there is a caregiver in the family.