Equities Enter First Week of October with Profit Taking and Higher Rates, a New Nafta Trade Deal is Inked, Bezos and Amazon Muscle Ahead…This week’s 7 Things to Know about the Markets & Economy.
In The News: Why Fidelity says diversity efforts pay off for both Firms and Advisors
Quarter Closes with Big Equity Gains, The Fed Lifts Rates, Oil Surges, Consumer Confidence At 19 Year High, October Initiates A Year End Rally?....This Week's 7 Things to Know About the Market and Economy
This Week’s…. 7 Things to Know About the Markets & the Economy (Quarter Closes with Big Equity Gains, The Fed Lifts Rates, Oil Surges, Consumer Confidence At 19 Year High, October Initiates A Year End Rally?)
US Stocks at New Record, Global Stocks Join Rally, Interest Rates on the Rise, FANG Reshuffles & Machines Want Half Our Jobs
Tariffs Be Damned, Stocks Radiate Confidence. On Trade Wars, Mid-Term Elections, Tax Cuts, Tattoos & Weed...7 Things to Know
August 31, 2018...7 Things to Know about the Market & the Economy
August 27, 2018...7 Things to Know about the Market & the Economy
August 17, 2018…7 Things to Know About the Markets & the Economy
August 3, 2018...7 Things to Know About the Markets & the Economy
Despite some interesting headlines and cross currents, markets generally traded in a tight band. Small Cap Stocks and MLPs led to the upside while International stocks turned in the weakest performance.
Perspectives: Summer 2018
We hope you are enjoying this lovely summer weather. In this newsletter, we update you on the goings on around Sandy Cove, review the markets at this halfway point and highlight the differences and advantages between a Roth 401(k) and a Traditional 401(k).
Fidelity's Inside Track 2018
Deirdre spoke at Fidelity’s Inside Track conference about recruiting women coming back into the workforce.
Summer Reading List: 2018
We always enjoy compiling our list of books for your summer reading pleasure!
Spring Cleaning: Financial Documents
Winter 2018 Newsletter
We hope you are enjoying the early spring season. In this newsletter, we review the interesting start to the year for the markets, and highlight some of the major changes to tax reform and how they can impact your tax situation going forward.