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Weekly Market Recap Week Ended April 14

April 16, 2023

Except for a modest rally on Thursday, the major U.S. stock indexes traded in a narrow range for the second week in a row. The S&P 500 and the Dow both added around 1% to record their fourth positive week out of the past five and the NASDAQ generated a fractional gain.

Many people in the stock market are driven by emotions such as fear, greed, or panic.

Personal Investor

April 14, 2023

They may be tempted to buy or sell stocks based on short-term market fluctuations, news events, or rumors rather than a long-term investment strategy. Such impatience can lead to buying stocks at high prices or selling stocks at low prices, resulting in losses.

What are you saving for? Whatever it is, we can help keep you on track

Retirement

April 13, 2023

Financial Freedom: Saving money can also lead to financial freedom. By having enough savings to cover your expenses, you can make choices about your career or lifestyle that you wouldn't have been able to make otherwise.

Earmarking your tax refund for savings can be a smart financial move for several reasons:

Savings

April 11, 2023

Boost your emergency fund: An emergency fund is crucial to cover unexpected expenses, such as a medical bill or a car repair. By earmarking your tax refund for savings, you can boost your emergency fund and be better prepared for any unexpected expenses.

Weekly Market Recap Week Ended April 7

Personal Investor

April 10, 2023

With the start of earnings season just around the corner, the major U.S. stock indexes didn’t make any big daily movements during a holiday-shortened trading week that concluded on Thursday, prior to Friday's monthly jobs report. The S&P 500 slipped 0.1%, the NASDAQ fell 1.1%, and the Dow added 0.6%.

Financial planning is an essential aspect of life at any age, and it becomes imperative as we approach our 40s.

Planning

April 7, 2023

At this stage of life, many people are in the prime of their careers and may have acquired significant assets. Here are some critical steps to consider when developing a financial plan for your 40s:

How Investors Are Reshaping Portfolios for 2025