Financial Market Update – Week of 11/18/2024 Presented by Marc Aarons Major U.S. stock indexes digested monthly inflation data last week, and market participants reacted to comments made by Fed Chair Powell. There was plenty of market-moving action last week, so let’s get to it with a quick update!   Tallying last week, the S&P […]

Financial Market Update – Week of 10/14 All eyes were focused on Consumer Price Index (CPI) data released last Thursday, as traders wanted to see the next chapter of the inflation narrative. The second trading week of (the usually volatile) October is in the books, and it was a good one for major stock indexes. […]

OCTOBER FINANCIAL MARKET UPDATE I hope this email finds you well! Long-term investors with diversified portfolios had a solid month in September, as the S&P 500 rose for three consecutive weeks. As a bonus, the recent stock index rally was further fueled by a Federal Reserve (Fed) that delivered on a 50-basis-point rate cut. With […]

5 Ways to Protect Against Inflation Presented by Marc Aarons Do you remember what year it was that a gallon of gas was $0.63? Depending on your age, you may or may not! Answer: The year was 1978.   When the costs of goods and services rise in an economy, inflation may be a part […]

Top Tips for Managing Debt Presented by Marc Aarons   It won’t come as a surprise that 77% of American households have debt of some sort—especially as inflation hits a 40-year high and prices on just about everything skyrocket. When you couple that with the fact that three in five people report living paycheck-to-paycheck, it’s […]

Financial Market Update for the Week of 2/12/24 Presented by Marc Aarons   The broader major U.S. stock indexes kept chugging along last week, with the S&P 500 making fresh highs and closing above 5,000 for the first time in history. Last week’s gains for the S&P 500 marked its 14th weekly gain out of […]

2024 HSA and FSA Contribution Limits Presented by Marc Aarons   I’m reaching out today to share a noteworthy development that could shift how you plan for healthcare expenses in 2024.   Beginning in 2024, an inflation adjustment by the IRS will allow you to contribute more to a health savings account (HSA). In fact, […]

2023 Market Review & 2024 Outlook Presented by Marc Aarons   Hope you are enjoying 2024 thus far. 2023 was an eventful year in the U.S. financial markets, to say the least. Given this, I imagine you may have some questions about what’s to come in 2024, so I thought I would reach out with […]

Third Quarter Financial Market Update 2023 Presented by Marc Aarons I hope you are enjoying these last few months of the year. As we head into the final stretch of 2023, I wanted to reach out and offer a review of the third quarter’s key market and economic developments.   S&P 500: A Breather After […]

 Financial Market Update – Week of 8/28/2023 Presented by Marc Aarons   Major U.S. equity indexes were mixed last week, with tech leading the way and industrials lagging for the week. Tallying last week, the S&P 500 rose by 0.82%, the Nasdaq 100 increased by 1.68%, and the Dow Jones Industrial Average was lower by 0.45%.   The Federal Reserve […]