Markets Take a Breather After Rally; Fed Cut Likely Next Week

Stocks ended the week on a muted note after a strong rally, with the S&P 500 and Nasdaq hovering near record highs.

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Weekly Market Recap Week Ended March 31, 2023

April 3, 2023

Three in a row: The S&P 500 and the NASDAQ added more than 3%, climbing for the third consecutive week and recovering more of the ground lost in a difficult February. The Dow also gained more than 3%, rising for the second week in a row.

Retirement can be a challenging time for many people, and retirees face several potential risks.

Retirement

April 3, 2023

Here are some of the key risks:1. Inflation Risk: Inflation is the increase in the cost of goods and services over time, and it can erode the purchasing power of retirees' savings. This means that retirees may need to withdraw more money from their retirement accounts to maintain their standard of living, which can be a challenge if their savings are insufficient.

Compound Interest: Time and patience do pay off.

Personal Investor

March 31, 2023

If there's one idea that every financial adviser would like to drum into their clients' heads, this is it. Compound interest is the ultimate equalizer. It does not care who you are, where you come from, or what you do. It will relentlessly work for you or ruthlessly punish you without regard. It's about discipline and time and is a tool that works regardless of whether you're a sales clerk at Target or a hedge-fund manager.

Customized financial planning

Personal Investor

March 29, 2023

We understand women may have unique financial needs due to their life stage, such as managing debt, saving for children's education, caring for aging parents, or planning for retirement.