
A Turbulent Week – Weekly Market Update for March 27, 2023
The Week on Wall Street Modest gains in major market indices masked sharp volatility amid the uncertainty arising from mixed messages emanating from public officials and revived banking fears. The Dow Jones Industrial Average gained 1.18%, while the Standard &...

Stocks Gain Despite Banking Woes – Weekly Market Update for March 20, 2023
The Week on Wall Street Amid the reverberations of two U.S. banks being taken over by regulators and the spread of uncertainty to European banks, stocks trended higher last week on the strength of the technology sector. The Dow Jones Industrial Average was flat...

Navigating the Silicon Valley Bank Failure: Insights for Wealth Management Clients
As your trusted wealth management advisors, we feel it is our duty to keep you informed about events in the financial world that may affect your investments. Today, we want to discuss the recent failure of Silicon Valley Bank (SVB), a significant event that has been...

Rate Fears & Bank Scare – Weekly Market Update for March 13, 2023
The Week on Wall Street Stocks tumbled last week as investors reconsidered their interest rate expectations after Fed Chair Powell’s Congressional testimony that rates may need to go higher. Stocks also were rattled when a west coast bank was placed into receivership...

March 2023 Market Update Video
March 2023 Market Update Video In this month's market update, Josh and Austin are analyzing the February market and economic performance, and predicting what could lie ahead as we move into the early spring. They even share some interesting facts and current news that...

Stocks Resume Climb – Weekly Market Update for March 6, 2023
The Week on Wall Street A late-week surge, triggered by reassuring Fed-speak, propelled stocks higher last week. The Dow Jones Industrial Average gained 1.75%, while the Standard & Poor’s 500 advanced 1.90%. The Nasdaq Composite index picked up 2.58% for the week....

CBS Evening News Features Refocus Coaching’s Scott Miller
Retirement Coaching Services: How It Happened: Betty Chin, CBS Evening News producer, discovered our Refocus Coaching program through our Life Coach Lesson video series. She reached out to our very own Retirement Life Coach, Scott Miller, CPRC, to be a segment in...

Stocks Slide – Weekly Market Update for February 27, 2023
The Week on Wall Street Concerns over a firmer monetary policy were heightened by fresh economic data, touching off a climb in bond yields and a slide in stock prices last week. The Dow Jones Industrial Average skidded 2.99%, while the Standard & Poor’s 500 dipped...

Interest Rate Concerns Grow – Weekly Market Update for February 20, 2023
The Week on Wall Street Growing concerns about further interest rate hikes, prompted by fresh economic data, reversed early-week gains and left stocks mixed for the week. The Dow Jones Industrial Average slipped 0.13%, while the Standard & Poor’s 500 fell 0.28%....

Rally Stalls – Weekly Market Update for February 13, 2023
The Week on Wall Street Stocks drifted lower as a week of mixed earnings reports and resurgent worries over Fed monetary policy dragged on investor sentiment. The Dow Jones Industrial Average slipped 0.17%, while the Standard & Poor’s 500 declined 1.11%. The...