Category Archives: All Content

Market Perspective for January 9, 2021

The three major indexes posted gains on Friday, including new record highs for the S&P 500. This was welcome news for investors following an eventful week, including the congressional confirmation of the presidential electoral vote, the upheaval at the Capitol … Continue reading »

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Investor Guide to Fidelity Funds for January 2021

The Investor Guide to Fidelity Funds for January 2021 is AVAILABLE NOW! - January Data Files Are Posted Below -   - Market Perspective: Despite Volatility, Investors Rewarded in 2020 - Although 2020 was not a particularly positive year for many, investors experienced a year of gains while the ...more
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Market Perspective for January 5, 2021

Equities started the week on a down note as investors bid up inflation related assets. The Dow Jones Industrial Average dipped 1.25 percent, the Nasdaq and Russell 2000 Index 1.47 percent and the S&P 500 Index 1.48 percent. Energy was … Continue reading »

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Global Momentum Guide for January 4, 2021

Click Here to view today's Global Momentum Guide -   - WEEKLY SECTOR MOVERS - The S&P 500 Index gained 1.43 percent last week, the MSCI EAFE 1.36 percent, the Dow Jones Industrial Average 1.35 percent and the Nasdaq 0.65 percent. The Russell 2000 Index fell 1.45 percent. The Nasdaq increased 43...more
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Global Momentum Guide for December 28, 2020

Click Here to view today's Global Momentum Guide -   - WEEKLY SECTOR MOVERS - The Russell 2000 Index increased 1.72 percent last week, the Nasdaq 0.38 percent and the Dow Jones Industrial Average 0.07 percent. The S&P 500 Index decreased 0.17 percent and the MSCI EAFE 0.61 percent. The Nasdaq ...more
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The ETF Investor Guide for December 2020

The December Issue of the ETF Investor Guide is AVAILABLE NOW! - Links to the December Data Files have been posted below. Market Perspective: Value Stocks Will Continue to Gain Steam - December has been a positive month for value stocks and commodities due to positive vaccine developments in recent...more
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Market Perspective for December 22, 2020

The stock market started the week on a stagnant note in response to the news of a newly identified strain of coronavirus that has been identified in the United Kingdom. As infection rates attributed to this new coronavirus strain have … Continue reading »

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Global Momentum Guide for December 21, 2020

Click Here to view today's Global Momentum Guide -   - WEEKLY SECTOR MOVERS - The Russell 2000 Index climbed 3.05 percent last week, the Nasdaq 3.05 percent, the MSCI EAFE 1.98 percent, the S&P 500 Index 1.25 percent and the Dow Jones Industrial Average 0.44 percent. - The Nasdaq has increased...more
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Market Perspective for December 20, 2020

Markets declined on Friday, even though the Nasdaq and the Dow managed to hit new intraday trading records. The S&P 500 declined 0.35 percent, but the much-anticipated addition of Tesla (TSLA) to the index is a potentially positive market mover. … Continue reading »

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The Investor Guide to Vanguard Funds for December 2020

The Investor Guide to Vanguard Funds for December is AVAILABLE NOW! - Links to the December data files are posted below. Market Perspective:  Value Stocks Rally as Economy Recovers - The stock market posted solid gains over the past month thanks to positive news on the vaccine front and the ...more
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