Category Archives: All Content

The Investor Guide to Fidelity Funds for April 2021

The Investor Guide to Fidelity Funds for April 2021 is AVAILABLE NOW! - April Data Files Are Posted Below - Market Perspective: Economic Resurgence Continues - Value stocks led the way in March as equities continued their rise. The correction in technology shares that started in February lost steam ...more
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Global Momentum Guide for April 5, 2021

Click Here to view today's Global Momentum Guide -   - WEEKLY SECTOR MOVERS - The Nasdaq rallied 2.60 percent last week, the Russell 2000 Index 1.46 percent, the S&P 500 Index 1.14 percent, the MSCI EAFE 0.26 percent and the Dow Jones Industrial Average 0.24 percent. The Russell 2000 Index ...more
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Global Momentum Guide for March 29, 2021

Click Here to view today's Global Momentum Guide -   - WEEKLY SECTOR MOVERS - The S&P 500 Index gained 1.57 percent last week and the Dow Jones Industrial Average returned 1.36 percent. The Nasdaq fell 0.58 percent, the MSCI EAFE 0.61 percent and the Russell 2000 Index 2.89 percent. The Russell...more
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Market Perspective for March 28, 2021

Friday stocks were up across the board on Friday in response to better-than-expected inflation data out for February. The Federal Reserve’s inflation level based on core personal consumption expenditures only reached 1.5 percent, which remains well below the government’s 2 … Continue reading »

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The ETF Investor Guide for March 2021

The March Issue of the ETF Investor Guide is AVAILABLE NOW! - Links to the February Data Files have been posted below. Market Perspective: Tech Stocks Face Pressure - Stocks were generally mixed over the past month as rising interest rates triggered rapid rebalancing from technology toward value ...more
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Market Perspective for March 23, 2021

A dip in bond yields boosted technology stocks on Monday as trades are still reacting to interest rate changes. The 10-year Treasury yield closed at 1.68 percent on Monday. The S&P 500 rose 0.70 percent on the day, the Nasdaq … Continue reading »

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Global Momentum Guide for March 22, 2021

Click Here to view today's Global Momentum Guide -   - WEEKLY SECTOR MOVERS - The MSCI EAFE Index returned 0.55 percent last week. The Dow Jones Industrial Average slipped 0.46 percent, the S&P 500 Index 0.77 percent, the Nasdaq 0.79 percent and the Russell 2000 Index 2.77 percent. The Russell ...more
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Market Perspective for March 21, 2021

The rise in long-term interest rates weighed on stocks last week. The Dow Jones Industrial Average slipped 0.46 percent, the S&P 500 Index 0.77 percent, the Nasdaq 0.79 percent and the Russell 2000 Index 2.77 percent. The 10-year bond yield … Continue reading »

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The Investor Guide to Vanguard Funds for March 2021

The Investor Guide to Vanguard Funds for March is AVAILABLE NOW! - Links to the March data files are posted below. Market Perspective: Value Stocks Rally - Over the past month, rising interest rates triggered a rotation from growth to value stocks. The Dow Jones Industrial Average climbed 2.73 ...more
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Market Perspective for March 15, 2021

U.S. markets closed higher on Monday as investors put stimulus checks into the stock market. The Nasdaq led with an increase of 1.05 percent, the S&P 500 Index gained 0.65 percent, the Dow Jones Industrial Average 0.53 percent and the … Continue reading »

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