Blog

Weekly Market Insights: Upbeat Feelings Boost Market

Mark Byelich, CFP ®, CDFA®, AIF®

Tuesday, June 1, 2021

Optimism over the economic reopening and renewed enthusiasm for technology and other high-growth companies powered the stock market higher last week.The Dow Jones Industrial Average rose 0.94%, while the Standard & Poor’s...

Weekly Market Insights: Stocks React to Big CPI Shift

Mark Byelich, CFP ®, CDFA®, AIF®

Monday, May 17, 2021

A surge in consumer inflation unsettled investors, leading to a turbulent week of trading on Wall Street.The Dow Jones Industrial Average slipped 1.14%, while the Standard & Poor’s 500 fell 1.39%. The Nasdaq Composite index...

Weekly Market Insights: Labor Numbers Reflect Uncertainty

Mark Byelich, CFP ®, CDFA®, AIF®

Monday, May 10, 2021

Stocks closed mixed last week as signs of continued economic recovery and upbeat earnings helped some sectors while the struggles persisted for high-growth companies.The Dow Jones Industrial Average gained 2.67%, while the Standard...

Weekly Market Insights: Earnings Season Crests Some Expectations

Mark Byelich, CFP ®, CDFA®, AIF®

Monday, May 3, 2021

Stocks meandered around a flatline in a busy week of corporate earnings, ending the trading week slightly lower.The Dow Jones Industrial Average slid 0.50%, while the Standard & Poor’s 500 was flat (+0.02%). The Nasdaq...

Weekly Market Insights: Mixed Signals, Choppy Week

Mark Byelich, CFP ®, CDFA®, AIF®

Monday, April 26, 2021

The crosscurrents of strong corporate earnings, rising global cases of COVID-19, and the specter of higher capital gains taxes led to a choppy week of trading that left stock prices slightly lower for the week.The Dow Jones Industrial...

Weekly Market Insights: Stocks Move Higher on Latest Numbers

Mark Byelich, CFP ®, CDFA®, AIF®

Monday, April 19, 2021

Stocks reached record highs last week, riding the tailwind of improving economic data and a strong start to the earnings season.The Dow Jones Industrial Average rose 1.18%, while the Standard & Poor’s 500 gained 1.37%. The...

The Week on Wall Street Shrugging off COVID-19 infections and the disruption at the Capitol on January 6, stocks powered higher to kick off a new year of trading.The Dow Jones Industrial Average gained 1.61%, while the Standard &...

The Week on Wall Street Stocks moved higher during a holiday-shortened week of trading, capping off a turbulent, but otherwise strong year for equity investors. The Dow Jones Industrial Average gained 1.35%, while the Standard &...

The Week on Wall Street Stocks climbed higher amid the COVID-19 vaccine rollout and an improving outlook for a fiscal stimulus bill.The Dow Jones Industrial Average, which has lagged all year, gained 0.44%. The Standard & Poor’s 500...

The Week on Wall Street Stocks retreated last week on rising COVID-19 infections and slow progress on an economic relief bill. The Dow Jones Industrial Average dipped 0.57%, while the Standard & Poor’s 500 dropped 0.96%. The Nasdaq...

The Week on Wall Street Stocks marched higher last week on an improving outlook for the passage of a fiscal stimulus package. The Dow Jones Industrial Average rose 1.03%, while the Standard & Poor’s 500 tacked on 1.67%. The Nasdaq...

The Week on Wall Street Stocks surged last week, ignited by another COVID-19 vaccine announcement, encouraging economic data, and the easing of political uncertainty.The Dow Jones Industrial Average rose 2.21%, while the Standard &...

The Week on Wall StreetDespite news of another COVID-19 vaccine candidate, stocks were mixed amid investor anxiety over an increase in new infections and economic lockdowns.The Dow Jones Industrial Average fell 0.73%, while the...

The Week on Wall Street News of a COVID-19 vaccine ignited a rally in economically sensitive stocks and a broad retreat in technology companies last week, though enthusiasm was tempered by reports of rising new infections and fresh...

The Week on Wall Street Stocks soared last week as investors anticipated that a split Congress would raise legislative hurdles to changing corporate taxes and adjusting regulatory oversight of big technology companies.The Dow Jones...

The Week on Wall Street Stock prices dropped last week as hopes for a fiscal stimulus bill faded and investors focused on rising COVID-19 infections, here and abroad. The Dow Jones Industrial Average slid 6.47%, while the Standard &...

The Week on Wall Street The failure to reach an agreement on a new fiscal stimulus bill soured investor sentiment and sent stocks modestly lower for the week. The Dow Jones Industrial Average fell 0.95%, while the Standard & Poor’s...

It’s not how much money you’ve saved - in retirement it’s all about your after-tax income. Several years ago, ING ran a series of commercials about “Your Number,” showing people carrying around and...

The inversion of the yield curve, negative interest rates, the trade war, and slowing European economic growth are threatening to throw the U.S. economy into a recession. I believe recessions are easy to predict. It is only a question...

As the likelihood of higher tax rates increases, many proactive investors are looking to the Roth Conversion as a way to protect their retirement assets. As they do so, one question sometimes arises: Does the amount that you convert to...

CBO Director: Important to give Advance Warning about Coming Changes to Social Security. Politicians don’t like to discuss it much but policy wonks in Washington are finding it harder and harder to ignore: The federal government...

The inevitability of higher taxes in the future has often been likened to an oncoming freight train. Why? Because Americans who do their retirement savings in tax-deferred investment accounts such as IRAs in 401(k)s, find themselves...

Mark Byelich & Paul Murray Featured on The Money Tree PodcastMark Byelich and Paul Murray from Wealth & Advisory Associates look at saving and investing as three buckets: Taxable buckets include checking accounts, stocks and bonds...

CNBC: Mark Byelich Quoted “How To Avoid Becoming A Human ATM”Anyone who’s ever had family or friends ask to borrow money knows it can be a tricky situation to navigate. Saying no can be easy if you’re struggling...

Mark Byelich Quoted In US News About Retiring EarlyRetiring Early? Don’t Forget To Do These Things… Many people dream of retiring early and kicking that 9-to-5 job to the curb. For some people, that might mean retiring...

Mark Byelich Discusses College Tuition Strategies – Lehigh Valley Business As college tuition continues to rise, some employers are taking steps to help employees fund cover the cost by paying part or all of it. Area colleges and...