Broker Check

Blog

Let us help you stay informed! Check back here to get important information about insurance, the stock market, taxes, and other financial needs.

 

Monday, March 25, 2019

In this week’s recap: the “yield curve” inverts for the first time this decade, the Federal Reserve adjusts its stance on interest rates, and the price of oil climbs.Weekly Economic Update THE WEEK ON WALL STREET...

 

Monday, March 18, 2019

In this week’s recap: the Dow, S&P, and Nasdaq all advance more than 2% in five trading sessions, while investors review tame inflation data and wait for further news in U.S.-China trade negotiations. Weekly Economic Update THE...

 

Monday, March 11, 2019

In this week’s recap: a disappointing jobs report and a downgrade of the 2019 growth forecast for Europe give Wall Street pause. Weekly Economic Update THE WEEK ON WALL STREET As in February, investors spent most of the first...

 

Monday, March 4, 2019

In this week’s recap: stocks end the week little changed after investors interpret commentary from Jerome Powell and hear that higher taxes on Chinese imports are indefinitely postponed. Weekly Economic Update THE WEEK ON WALL...

 

Monday, February 25, 2019

In this week’s recap: the Dow extends its win streak, Fed minutes reveal a little uncertainty, and home sales weaken again. Weekly Economic Update THE WEEK ON WALL STREETStocks rallied last week as optimism about a potential U.S...

 

Show All

Monday, February 18, 2019

In this week’s recap: solid gains for U.S. equities, a second shutdown avoided, and interesting developments regarding inflation and retail sales. Weekly Economic Update THE WEEK ON WALL STREET Stocks ended a good week on a high...

 

Monday, February 11, 2019

In this week’s recap: minor gains for major stock indices, a March deadline looms for U.S.-China trade talks, and good news about the service industry. Weekly Economic Update THE WEEK ON WALL STREET Major U.S. stock benchmarks...

 

Monday, February 4, 2019

In this week’s recap: a hiring surge, a noteworthy remark from Jerome Powell, a dip for a respected household confidence index, and gains on Wall Street. Weekly Economic Update February BEGINS WITH SOME EXCELLENT ECONOMIC DATA...

 

Monday, January 28, 2019

In this week’s recap: home sales slip, the Fed may be discussing an end date for its balance sheet reduction, leading indicators flash weaker signals, and equities continue to climb. Weekly Economic Update HOME SALES QUICKLY...

 

Tuesday, January 22, 2019

In this week’s recap: consumer sentiment declines, new ideas surface in U.S.-China trade talks, oil advances again, and the major indices post weekly gains. Weekly Economic Update CONSUMER SENTIMENT HITS A 2-YEAR LOW Analysts...

 

Monday, January 14, 2019

In this month’s recap: equity and commodity markets experience major losses, the Fed sends a hawkish message, home sales improve, and the economy maintains its momentum. Monthly Economic Update THE MONTH IN BRIEF December 2018...

 

Monday, January 7, 2019

In this week’s recap: an impressive jobs report, a disappointing factory activity index, a slight recovery for oil, and some tailwinds on Wall Street. Weekly Economic Update 2018 ENDED WITH A HIRING SURGE The latest Department of...

 

Monday, December 31, 2018

In this week’s recap: A look back at 2018. Weekly Economic Update Year-End Special Edition: A Look Back at 2018 The close of the year provides an opportunity for investors to step back and consider the wider financial landscape....

 

Monday, December 17, 2018

In this week’s recap: inflation moderates, oil prices head south, and equities have a tough week. Weekly Economic Update AS FUEL GROWS CHEAPER, INFLATION BECOMES TAMER Last week, the latest Consumer Price Index arrived, showing...

 

Monday, December 10, 2018

Weekly Economic Update HIRING PACE SLOWS In November, U.S. employers added a net 155,000 hires to their payrolls. That compares with a (revised) gain of 237,000 recorded by the federal government for October. The Department of...

 

Monday, December 3, 2018

In this week’s recap: stocks soar, the USMCA is signed, households spend more, and two housing market indicators fall short. Weekly Economic Update COMMENTS FROM JEROME POWELL INSPIRE A RALLY Wall Street liked what it heard from...

 

Sunday, December 2, 2018

In this week’s recap: the Fed disappoints the markets, more homes move, consumer spending and sentiment look solid, and oil falls. Weekly Economic Update FED FAILS TO CALM WALL STREET Federal Reserve policymakers voted...

 

Monday, November 26, 2018

Weekly Economic Update SUDDENLY, MORE HOMES SELL Existing home sales improved in October for the first time in seven months. The National Association of Realtors announced a 1.4% monthly increase, while also noting that the annualized...

 

Monday, November 19, 2018

In this week’s recap: a bit more inflation pressure, a big fall retail sales gain, another setback for light sweet crude, and a down week on Wall Street. Weekly Economic Update IN OCTOBER, INFLATION JUMPED THE MOST SINCE JANUARY...

 

Monday, November 12, 2018

In this week’s recap: swift service sector expansion, sustained consumer optimism, a surge in wholesale inflation, and gains for equities. Weekly Economic Update SERVICE SECTOR KEEPS BOOMING At a lofty October mark of 60.3, the...

 

Monday, November 5, 2018

In this week’s recap: exceptional jobs data, a rally on Wall Street, high marks for consumer confidence and spending, and a dip for a key factory indicator. Weekly Economic Update HIRING SURGED LAST MONTH The Department of...

 

Monday, October 29, 2018

In this week’s recap: a first-rate Q3 GDP reading, mixed housing indicators, slightly weaker household sentiment, and a significant retreat for equities. Weekly Economic Update FIRST ESTIMATE OF Q3 GDP: 3.5% A 4.0% gain in...

 

Monday, October 22, 2018

In this week’s recap: home sales lag, retail sales barely improve, new Fed minutes discuss staying the course, and major equity indices advance. Weekly Economic Update HOMES MOVE AT THE SLOWEST PACE IN 3 YEARS Existing home sales...

 

Monday, October 15, 2018

In this week’s recap: more downward pressure on equities, retiree incomes get a boost, yearly inflation declines, and consumer sentiment misses expectations. Weekly Economic Update UNCERTAINTY BREEDS SELLING, FOLLOWED BY A RELIEF...

 

Monday, October 8, 2018

In this week’s recap: stocks slump as the 10-year Treasury yield spikes, an ISM index hits a historic peak, job creation weakens, and oil extends its winning streak. Weekly Economic Update 10-YEAR TREASURY YIELD HITS A 7-YEAR...

 

Monday, October 1, 2018

In this week’s recap: the Fed hikes, consumers feel optimistic, personal income and new home sales improve, and the major indices have a mixed week. Weekly Economic Update FEDERAL RESERVE MAKES ITS THIRD RATE HIKE OF 2018 The...

 

Monday, September 24, 2018

In this week’s recap: the Dow returns to record territory, home sales flatten, housing starts surge, and the price of oil rises. Weekly Economic Update BLUE CHIPS HIT A 2018 HIGH On Thursday, the Dow Jones Industrial Average saw...

 

Monday, September 17, 2018

In this week’s recap: consumer optimism increases, the retail sales pace slows, inflation pressure weakens, and Wall Street sees wide-ranging gains. Weekly Economic Update CONSUMER SENTIMENT EXCEEDS EXPECTATIONS In its initial...

 

Monday, September 10, 2018

In this week’s recap: wage growth picks up, the factory and service sectors hum with activity, oil retreats, and new tariffs could be imposed on China. Weekly Economic Update LATEST JOBS REPORT CONFIRMS WAGE GROWTH IS...

 

Tuesday, September 4, 2018

In this week’s recap: the Nasdaq reaches new heights, consumer confidence and spending numbers impress, and a new trade deal could take the place of NAFTA.

 

Monday, August 27, 2018

In this week’s recap: a milestone for the current bull market, new record highs for two equities benchmarks, a dip in home sales, and a win for oil. Weekly Economic Update BULL MARKET MAKES HISTORY At the close on August 22, the...

 

Monday, August 20, 2018

In this week’s recap: households buy more but feel less upbeat about the near future, the Dow rises, and home builders start more projects. Weekly Economic Update MID-SUMMER MEANT BUYING FOR CONSUMERS According to new Census...

 

Monday, August 13, 2018

In this week’s recap: core inflation reaches a 10-year peak, oil’s losing streak continues, earnings impress, and Wall Street indices have a mixed week.1 Weekly Economic Update INFLATION AT 2.9%, CORE INFLATION AT 2.4%...

 

Monday, August 6, 2018

In this week’s recap: stocks continue their win streak despite a mediocre jobs report and dips for the ISM indices; household spending and confidence rise. Weekly Economic Update ECONOMY ADDS 157,000 NET NEW JOBS Employers...

 

Monday, July 30, 2018

In this week’s recap: an impressive Q2 GDP reading, a consumer sentiment dip, a falloff in home buying, and the end of a long stock market correction. Weekly Economic Update First estimate of Q2 GDP: 4.1% Not since the third...

 

Monday, July 23, 2018

In this week’s recap: retail sales impress again, groundbreaking suddenly tails off, stocks tread water, and more tariffs might be in store for China. Weekly Economic Update ANOTHER GOOD MONTH FOR RETAIL SALES Americans are...

 

Monday, July 16, 2018

In this week’s recap: inflation pressure mounts, a household sentiment index dips, gold settles lower, and stocks rally as a new earnings season begins. Weekly Economic Update INFLATION NEARS 3% The federal government’s...

 

Monday, July 9, 2018

In this week’s recap: impressive hiring, healthy service and factory sectors, the Fed’s view of the present and near future, and gains for equities. Weekly Economic Update ANOTHER STRONG MONTH FOR THE LABOR MARKET Employers...

 

Monday, July 2, 2018

INCOME AND SPENDING RISE, ALONG WITH CORE INFLATION According to the latest monthly Department of Commerce snapshot, personal incomes improved 0.4% in May. Personal spending, however, advanced just 0.2% (half the gain forecast by...

 

Tuesday, June 26, 2018

WEEKLY ECONOMIC UPDATE WEEKLY QUOTE “Silent gratitude isn’t very much use to anyone.” - Gertrude Stein WEEKLY TIP Business owners can risk neglecting their retirement planning as they get caught up in the daily...

 

Monday, June 18, 2018

WEEKLY QUOTE “Where there is friendship, there is our natural soil.” - Voltaire WEEKLY TIP When a lender permits a borrower to defer a college loan, the borrower may still have to pay interest on the remaining loan balance...

 

Monday, June 11, 2018

WEEKLY ECONOMIC UPDATE WEEKLY QUOTE “Reflect on your present blessings, of which every man has many; not on your past misfortunes, of which all men have some.” - Charles Dickens WEEKLY TIP If you get an email asking for...

 

Monday, June 4, 2018

WEEKLY ECONOMIC UPDATE WEEKLY QUOTE “The mystery of life isn’t a problem to solve, but a reality to experience.” - Frank Herbert WEEKLY TIP All business owners should work on a formal succession plan long before the...

 

Tuesday, May 29, 2018

WEEKLY ECONOMIC UPDATE WEEKLY QUOTE “Imagination and fiction make up more than three quarters of our real life.” - Simone Weil WEEKLY TIP If your child is going to a faraway college this fall, this is the time to...

 

Monday, May 21, 2018

WEEKLY ECONOMIC UPDATE WEEKLY QUOTE “The heart has its reasons which reason knows nothing of.” - Blaise Pascal WEEKLY TIP Yes, you could file for Social Security at 62, as soon as you are eligible. It might pay to wait,...

 

Tuesday, May 15, 2018

WEEKLY ECONOMIC UPDATE WEEKLY QUOTE “The secret of happiness is not in what one likes to do, but in what one has to do.” - J.M. Barrie WEEKLY TIP If you receive a big bonus, a windfall, or a sizable inheritance, you may...

 

Monday, May 7, 2018

WEEKLY ECONOMIC UPDATE WEEKLY QUOTE “Humor is also a way of saying something serious.” - T.S. Eliot WEEKLY TIP Remember that there are two kinds of 529 plans: the prepaid tuition plan and the college savings plan. A...

 

Monday, April 30, 2018

­WEEKLY ECONOMIC UPDATE WEEKLY QUOTE “I never thought a man should make money off his friends.” - Lloyd Anderson WEEKLY TIP Freddie Mac takes weekly surveys of mortgage rates, but the mortgage market is not frozen...

 

Monday, April 23, 2018

WEEKLY ECONOMIC UPDATE WEEKLY QUOTE “Don’t bother just to be better than your contemporaries or predecessors. Try to be better than yourself.” - William Faulkner WEEKLY TIP If you are a single parent, prioritize...

 

Monday, April 16, 2018

WEEKLY ECONOMIC UPDATE WEEKLY QUOTE “Truth burns up error.” - Sojourner Truth WEEKLY TIP As your career in the medical, legal, or tech sector progresses, you may build significant wealth, and you may need more than just...

 

Monday, April 9, 2018

WEEKLY ECONOMIC UPDATE WEEKLY QUOTE “No trumpets sound when the important decisions of our life are made. Destiny is made known silently.” - Agnes de Mille WEEKLY TIP If you are divorcing, be sure to call the card issuers...

 

Tuesday, April 3, 2018

WEEKLY ECONOMIC UPDATE WEEKLY QUOTE “Silence is more musical than any song.” - Christina Rossetti WEEKLY TIP About to start a business? Then be sure to file the correct forms with state government. Get in touch with your...

 

Tuesday, March 27, 2018

WEEKLY ECONOMIC UPDATE WEEKLY QUOTE “Knowledge is the eye of desire and can become the pilot of the soul.” - Will Durant WEEKLY TIP If it feels like your federal student loan debt is holding you back from saving enough for...

 

Tuesday, March 20, 2018

WEEKLY QUOTE “One person with a belief is equal to a force of 99 who have only interests.” - John Stuart Mill WEEKLY TIP Are you worried that long-term care expenses might eat up your parents’ financial resources?...