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Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA The S&P 500 closed higher for a fourth consecutive quarter, the first time it has done so since 2011. Investors continued to face a challenging...

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Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA US equity markets posted a third week of gains as global central banks continued to cut monetary policy rates.  China, Switzerland, Mexico, Hungry,...

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Weekly Market Commentary

Weekly Market Commentary

The S&P 500 notched its 39th record high in 2024 on the back of a fifty-basis-point rate cut by the Federal Reserve. Global central banks took center stage this...

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Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA Markets bounced back nicely in the second week of September.  It was an intriguing week of trade with several undercurrents to consider.  The first...

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Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA Global equity markets tumbled due to economic growth concerns as the US Treasuries extended their gains from August. The holiday-shortened week...

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Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA The final week of August was all about NVidia's second-quarter earnings results and the Fed's preferred measure of inflation, the PCE. Expectations...

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Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA US financial markets inked another week of gains as investors cheered what they heard from global central bankers at the Jackson Hole Economic...

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Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA Markets reversed course last week as investors reassessed the economic narrative of a recession. Better-than-expected inflation data, alongside a...

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Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA Wow, what a week for global financial markets.  A rollercoaster ride for investors continued throughout the week as multiple narratives ricocheted...

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Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA Last week, markets took a significant step back on weaker-than-expected labor data that challenged the idea of an economic soft landing. Mega Cap...

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Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA Financial markets traded mixed last week.  News on Sunday that President Biden had decided not to pursue reelection and endorse his Vice President...

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Weekly Market Commentary

Weekly Market Commentary

It was a very busy week on Wall Street as investors seemed inclined to rotate out of Mega-cap tech and into this year’s laggards.  A failed assassination attempt on...

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Weekly Market Commentary

-Darren Leavitt, CFA US financial markets were able to log another set of all-time highs as investors cheered a weaker-than-anticipated Consumer Price Index report that...

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Weekly Market Commentary

-Darren Leavitt, CFA The holiday-shortened week saw the S&P 500 hit its 34th record high this year. The NASDAQ 100 also eclipsed the 20k mark for the first time....

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Weekly Market Commentary

-Darren Leavitt, CFA Financial markets finished the 2nd quarter with a lack of conviction.  Mega-caps led the market over the quarter with a 9.65% gain, while the...

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Weekly Market Commentary

-Darren Leavitt, CFA The holiday-shortened week saw the S&P 500 eclipse 5500 and hit its 31st all-time high of the year.  Volumes were relatively light until...

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Weekly Market Commentary

-Darren Leavitt, CFA US Markets finished the second week of June with mixed results.  It was an extremely busy week for investors as key Central Bank policy decisions...

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Weekly Market Commentary

-Darren Leavitt, CFA The S&P 500 inked its twenty-fifth all-time high for the year, with outperformance coming from the mega-cap technology names.  The Vanguard...

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Weekly Market Commentary

-Darren Leavitt, CFA The holiday-shortened week on Wall Street was volatile. The last of first-quarter earnings continued to influence the markets. Earning results from...

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Weekly Market Commentary

Weekly Market Commentary - 5/24/2024 -Darren Leavitt, CFA Financial markets ended the week with mixed results. All eyes this week were on AI darling NVidia, which...

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Weekly Market Commentary

Weekly Market Commentary - 5/17/2024 -Darren Leavitt, CFA The major US equity indices inked a fourth consecutive week of gains as US Treasury yields fell on an in-line...

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Ed Slott’s Elite IRA Advisor Group (Ed Slott Group) is a membership organization owned by Ed Slott and Company, LLC. Logos and/or trademarks are property of their respective owners and no endorsement of (Fortress Financial) is stated or implied. Ed Slott Group and Ed Slott and Company, LLC are not affiliated with Fortress Financial.

For the detailed requirements of Ed Slott’s Elite IRA Advisor Group, please visit: https://www.irahelp.com/EliteGroup

 

Recharacterization Still Exists

By Andy Ives, CFP®, AIF® IRA Analyst   When a traditional IRA owner wants to convert all or a portion of his account to a Roth IRA, he needs to think long and hard...

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IRA Acronyms

By Andy Ives, CFP®, AIF® IRA Analyst   When presenting a particular section of our training manual, I usually make the joke that, “if we were playing an acronym...

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7 Medicare Changes You’ll See in 2025

7 Medicare Changes You’ll See in 2025

Expensive medications? You’ll save thousands. Dementia or mental health care? More options Key takeaways Changes from Inflation Reduction Act will take effect next year. Lower out-of-pocket limit in Part D drug plans erases old “donut hole.” You may find weight loss...

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Your annual physical checklist

Your annual physical checklist

Annual physical check-ups are essential in maintaining your health. These check-ups can identify health issues in their early stages, so you can take care of them as early as possible. If you have Medicare and have had Medicare Part B for more than 12 months, you...

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LEARN DENTAL INSURANCE BASICS AND SAVE YOUR TEETH

LEARN DENTAL INSURANCE BASICS AND SAVE YOUR TEETH

Monitoring your oral health isn’t just about good teeth: it can give insight into your overall health. There are many reasons why it’s important that you visit your dentist regularly. Dental health should be a major concern for seniors. Monitoring your oral health...

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MEDICARE AND DEPRESSION TREATMENTS — WHAT MEDICARE COVERS

MEDICARE AND DEPRESSION TREATMENTS — WHAT MEDICARE COVERS

Mental health is a critical part of overall health. Conversations on the topic of mental health were rare when the baby boomer generation was young. Today, the topic is far more accepted. Mental health is a critical part of overall health. Conversations on the topic...

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WHY CHOOSE A MEDICARE SUPPLEMENT PLAN?

WHY CHOOSE A MEDICARE SUPPLEMENT PLAN?

Whether you need medical care while traveling, in the comfort of home, or you want the flexibility to see any medical doctor or specialist that accepts Medicare, a Medicare Supplement plan may be just what you need. As you prepare for the next chapter of your journey,...

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