Category Archives: Uncategorized

Market Perspective for February 22, 2021

It was a mixed trading day for stocks. The S&P 500 and Nasdaq closed lower, while the Dow remained slightly up. The S&P 500 lost 0.77 percent on Monday, which was its fifth day in a row of losses. Similarly, … Continue reading »

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Market Perspective, February 7, 2021

Even with the announcement of labor report numbers that fell below expectations, markets still saw gains on Friday. The latest monthly unemployment data reported showed a decrease in the U.S. unemployment rate from 6.7 to 6.3 percent as more Americans … Continue reading »

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Market Perspective for June 11, 2018

Equities climbed across the board on Monday, led by strong rallies in consumer staples and energy shares. Utilities declined in the face of rising interest rates. The Federal Open Market Committee (FOMC) meeting on Tuesday and Wednesday will highlight a … Continue reading »

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The ETF Investor Guide for October 2017

The October Issue of the ETF Investor Guide is AVAILABLE NOW! - Links to the October Data Files have been posted below. Market Perspective: Defense Stocks Outperform - Stocks enjoyed a strong rally over the past month, and two of the strongest months for stocks lie ahead. Financials were one of the ...more
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Market Perspective for March 27, 2017

Healthcare and consumer discretionary opened the week on a strong note, while the broader market pulled back in response to gridlock over proposed healthcare reform. Pharmaceuticals gained more than 1 percent on Monday as Celgene (CELG) and AstraZeneca (AZN) both … Continue reading »

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Mutual Fund & ETF Watchlist for March 22, 2017

The Nasdaq remains the strongest index this year. In contrast, small-caps are the weakest segment. The Russell 2000 Index has been underperforming since early December. While one-month Libor held steady this past week, three-month Libor climbed to 1.16 percent. The … Continue reading »

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Investor Guide to Vanguard Funds for March 2017

The March Issue of the Investor Guide to Vanguard Funds is NOW AVAILABLE! - Links to March Data Files have been posted below. Market Perspective: Improving Employment Figures to Benefit Stocks - Equities rallied over the past month, lifting year-to-date returns to near double digits. Rising rate ...more
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Global Momentum Guide for July 5, 2016

Click Here to view today's Global Momentum Guide - WEEKLY SECTOR MOMENTUM - The major indexes rallied back from the initial Brexit selling to finish the week with substantial gains. SPDR Biotech (XBI) gained 7.58 percent last week, exceeding its three-month return of 3.69 percent. ETFS Palladium...more
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Fund Spotlight: Vanguard High Dividend Yield Index (VYM)

In the wake of the commodities sell-off, yields on energy giants such as Chevron (CVX) and Exxon (XOM) have reached 5 percent and 3.7 percent, respectively. Income-oriented investors are no doubt tempted by those yields, but analysts are concerned about … Continue reading »

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April Data – Investor Guide to Vanguard Funds

Available for immediate download are the data spreadsheets for the March 2015 Investor Guide to Vanguard Funds.  Click here to download the Excel version. Click here to download a static PDF version.

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