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Weekly Market Commentary

Weekly Market Commentary

Global financial markets had another positive week as the Dow Jones Industrial Average finally joined the S&P 500 and the NASDAQ with a new all-time high.  Benign consumer inflation increased the probability of a September rate cut to 99% and fostered the idea of...

OBBBA Impact on HSAs

  By Sarah Brenner, JD Director of Retirement Education From a tax perspective, a Health Savings Account (HSA) can offer the best of all worlds. Like traditional IRA contributions, HSA contributions are made by the individual with pre-tax dollars. Contributions...
Weekly Market Commentary

Weekly Market Commentary

Global financial markets rallied last week as investors stepped in again to buy the prior week’s dip in prices.  Japan, Germany, Spain, and Italy were international market standouts.  In the US, the S&P 500 fell just shy of a new all-time high, while the...
Weekly Market Commentary

Weekly Market Commentary

Markets forged another set of all-time highs before taking a step back last week as a deluge of information had to be digested by investors.  August 1st was the tariff deadline, and while some deals were made ahead of the deadline, several other countries had their...
Weekly Market Commentary

Weekly Market Commentary

The S&P 500 and NASDAQ reached another set of all-time highs, driven by constructive rhetoric on global trade and positive second-quarter earnings results from influential companies such as Alphabet.  The S&P is up 8.6% year to date, while the NASDAQ is up...
Weekly Market Commentary

Weekly Market Commentary

U.S. equity markets were little changed for the week; that said, the S&P 500 and NASDAQ were able to forge another set of all-time highs. A busy Q2 earnings calendar saw 12% of the S&P 500 report earnings.  Earnings from several large banks came in better than...