Market Commentary

Weekly Market Update

U.S. stock prices rallied early in the week setting a new high last week, the 33rd of the year. The positive momentum continued after recent bipartisan agreement on an infrastructure package, increasing the likelihood of becoming a law.

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Weekly Market Update

Market Data as of Week Ending: 6/18/2021 unless noted otherwise U.S. stock prices declined as investors responded to concerns about the potential for higher interest rates following the Fed’s policy meeting. Despite language from the Fed that...

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Weekly Market Update

Market Data as of Week Ending: 6/11/2021 unless noted otherwise U.S. stock prices ended another choppy week with modest gains as a sharp decrease in longer-term bond yields appeared to help push equity markets higher. Interest rates and inflation...

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Ep. 11: Model Portfolios Inside 401(k) Plans

Welcome to The Retirement Advisor Podcast series, where we take a look at what’s driving the advisor financial world. In today’s episode, our guest host Nate Friday is joined by Steve Warden of Mid Atlantic Trust Company and Billy Wise of Tandem...

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Weekly Market Update

Week Ending: 06/04/2021 U.S. stock prices rallied to end the holiday shortened week moderately higher. Analysts continued to increase earnings estimates throughout the second quarter, as Q2 bottom-up EPS estimates increased by 5.8%, marking the...

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Weekly Market Update

Market Data as of Week Ending: 5/28/2021 unless noted otherwise U.S. stock prices were positive last week as inflation concerns subsided slightly allowing the S&P 500 to seek out a small gain for the month. May was the sixth positive month out...

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