Weekly Market Update, Week of April 8, 2024

by Robert Loporto | Apr 9, 2024 | Uncategorized

Market Update—Week of April 8, 2024Presented by Axial Financial Group U.S. equities sold off this week as the Federal Reserve (Fed) members displayed a difference of opinion on how to tame the economy amid recent strong data. Bond yields rose dramatically as...

Market Thoughts for April 2024 [Video]

by Robert Loporto | Apr 3, 2024 | Uncategorized

Market Thoughts for April 2024 [Video] Posted by Brad McMillan, CFA®, CFP®  This entry was posted on Apr 2, 2024   U.S. and developed markets set new price records on economic and earnings growth, but fixed income lagged as interest rates rose during the quarter....

Weekly Market Update, Week of April 1, 2024

by Robert Loporto | Apr 2, 2024 | Uncategorized

Market Update—Week of April 1, 2024Presented by Axial Financial Group The S&P 500 outpaced the tech-oriented Nasdaq Composite in the first quarter. Bond yields were little moved in a short week of trading. Quick Hits Report releases: Durable goods orders rebounded...

Financial Spring Cleaning: How To Refresh and Reset

by Robert Loporto | Mar 26, 2024 | Uncategorized

    It’s time for an annual spruce   BY BECCA STANEK, THE WEEK US PUBLISHED APRIL 6, 2023 Spring cleaning doesn’t have to stop at your house. In fact, spring can be a great time to do a little financial checking in and tidying up as well....

Weekly Market Update, Week of March 19, 2024

by Robert Loporto | Mar 19, 2024 | Uncategorized

Presented by Axial Financial Group Facing greater exposure to debt—which costs more as rates increase—small-cap stocks struggled last week. Rates rose as bond investors demanded more yield to offset hotter-than-expected inflation. Quick Hits Report releases: Consumer...

The Top 5 Financial Scams Targeting Older Adults

by Robert Loporto | Mar 18, 2024 | Uncategorized

    Dec 08, 2023 | 8 min read Genevieve Waterman Director, Corporate Partnerships and Engagement Key Takeaways Scams targeting older adults are on the rise. In 2022, there were 88,262 complaints of fraud resulting in $3.1 billion in losses from people age...