Retirement Plan Sponsors

Equities ended the week lower as investors digested hawkish sentiment from Thursday's Federal Reserve meeting and considered compounding economic threats.

It is quite normal for investors to occasionally check the balance of their investment accounts. After all, that balance is often the result of a lifetime spent working hard, saving well and delayed gratification; and can serve as a good barometer for financial health.

Equities ended the week relatively flat as investors digested a bevy of economic data and news releases. Continued uncertainty regarding the path of monetary policy and elevated bond yields challenged higher valuation multiples. Style trends reversed as value outperformed growth while size factors were mixed with mid-cap stocks underperforming large and small-cap.

Equities retreated last week as the economy continued to show strength. Despite a relatively light week for economic releases, market participants once again prepare for the possibility of further rate hikes.

U.S. stock indexes rallied on a mix of economic data. Indications of moderating inflation and a loosening labor market gave investors confidence that the Fed rate hiking cycle is nearing the end.

Time is perhaps the most influential piece in the financial planning puzzle. In his days, Albert Einstein contributed extensively to humanity’s understanding of the complexities of time, and he has provided some of the absolute best, uncomplicated, explanations of what time is and represents.

Earlier this year the dreaded “R” word - Recession - was on everyone’s mind. And with good reason. Fears of a recession have subsided as the US economy has remained buoyant. Analysts are lately forecasting that 2023 will end on a high note giving hope to investors of clawing back some of the nest egg value lost in last year’s decline.

U.S. stock indexes ended the volatile week mixed as investors were left to digest mixed economic signals and debate the course of monetary policy.

U.S. stock indexes closed the week with losses as sentiment appears to have taken a hit from the sharp increase in longer-term bond yields, and fears of a sharp slowdown in China have grown.

In the sweltering heat of July, my family embarked on a journey to the distant and magical realm of Disney World. Over four exhaustive days, we immersed ourselves along with the other 57,000 daily visitors in a world where fairy tales come alive and where dreams, no matter how big or small, are within reach—for the right price.

U.S. stock indexes ended the volatile week lower despite promising inflation data as investors sifted through mixed Fed-speak and credit rating downgrades for several U.S. banks.

U.S. stock indexes dropped as U.S. government debt was downgraded and bond yields surged.

For many Americans, summer means pool days, baseball games, and perhaps a summer vacation. While we’re all enjoying more time outdoors (or indoors away from oppressive heat waves), the dog days of summer also mean back-to-school season is looming right around the corner.

U.S. stock indexes advanced as the Fed increased policy rates, and economic data continues to surprise the upside.

Most major U.S. stock indexes advanced as investors responded favorably to better-than-expected corporate earnings.

Major U.S. stock indexes recovered and finished the week with gains as investors responded favorably to positive economic surprises.

Major U.S. stock indexes declined lower in the first week of a new quarter as economic data continues to support additional policy rate hikes.

When two worlds collide, there is bound to be a spectacle. This past weekend, Cincinnati experienced such a collision as the city teemed with an influx of music and sports enthusiasts.

Major U.S. stock indexes ended the holiday-shortened week lower, snapping their respective winning streaks.

Major U.S. stock indexes rallied last week off the news of the Federal Reserve holding the official federal funds target rate steady - breaking a string of ten consecutive meetings with rate hikes.