Investor Optimism Returns – Weekly Update for October 18, 2021
The Week on Wall Street 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 added 1.82%. The...
October 2021 Market Update Video
In the monthly market update, Josh and Austin discuss the major market events from the previous month. If you have any questions about your portfolio after watching this video, please don't hesitate to reach out to us. We would love to talk with you. Send us an email...
Debt Ceiling Concerns Evaporate, For Now – Weekly Update for October 11, 2021
The Week on Wall Street 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 1.22%,...
An Ugly Week – Weekly Update for October 4, 2021
The Week on Wall Street 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 3.20%. The...
A Wild Week – Weekly Update for September 27, 2021
The Week on Wall Street 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 500 advanced...
Stocks Struggle – Weekly Update for September 20, 2021
The Week on Wall Street Stocks weakened ahead of this week’s Federal Reserve meeting and amid persistent concerns about the Delta variant’s impact on the economy. The Dow Jones Industrial Average was flat (-0.07%), while the Standard & Poor’s 500 fell 0.57%. The...
Introducing Our Life Coaching Service; Scott Miller to Lead the Program
Below is a message from our CEO & Chief Investment Officer, Adam Zuercher I am thrilled to share the announcement we made Tuesday night at Tony’s book release event. If you haven’t heard, our co-Founder and Chief Operating Officer, Tony Hixon, has released a new...
Tony Hixon Releases Book
Below is a message from our Co-Founder and Chief Operating Officer, Tony Hixon Hi, I’m Tony Hixon, author of Retirement Stepping Stones: Find Meaning, Live with Purpose and Leave a Legacy. On March 22nd, 2011 my mom, Pam Hixon, chose to take her life. While the...
Stocks Weaken – Weekly Update for September 13, 2021
The Week on Wall Street 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 dropped 1.69%. The...
September 2021 Market Update Video
Join Austin and Josh as they bring you 5 facts you need to know, and 5 you don't, about the major market events from this past month. If you have any questions about your portfolio after watching this video, please don't hesitate to reach out to us. We would love to...
