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Monday, January 11, 2021

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 &...

Monday, January 4, 2021

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 &...

Monday, December 21, 2020

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...

Monday, December 14, 2020

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...

Tuesday, December 8, 2020

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...

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Monday, November 30, 2020

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 &...

Monday, November 23, 2020

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...

Monday, November 16, 2020

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...

Monday, November 9, 2020

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...

Monday, November 2, 2020

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 &...

Monday, October 26, 2020

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...

Thursday, September 26, 2019

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...

Monday, August 26, 2019

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...

Friday, June 28, 2019

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...

Friday, June 28, 2019

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...

Friday, June 28, 2019

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...

Friday, June 28, 2019

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...

Friday, June 28, 2019

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...

Friday, June 28, 2019

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...

Friday, June 28, 2019

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...