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Tuesday, May 14, 2024

Last week, major markets saw widespread gains, with the Dow Jones leading and the S&P 500 nearing its all-time high. All 11 sectors gained, though Consumer Discretionary and Information Technology lagged, resulting in modest NASDAQ...

Tuesday, May 7, 2024

Major U.S. stock indices rose last week, led by emerging markets. However, April saw the first monthly loss since October amid persistent inflation concerns. Economic data was mixed, weighing on markets early in the week. The Fed kept...

Monday, April 29, 2024

Last week, major stock markets rebounded with all indices and sectors posting gains, led by Information Technology. This positive market movement coincided with significant earnings reports from over 800 companies, many in tech,...

Tuesday, April 9, 2024

The second quarter started with significant market losses, particularly affecting the Dow Jones. Despite a surprising addition of 303,000 jobs in March, the increase in part-time employment raised concerns. The Federal Reserve's...

Wednesday, March 27, 2024

As the presidential election race heats up, a common question on investors’ minds is, “How might the looming White House vote impact the markets?” Some may wonder if they should tweak their portfolios or sit tight...

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Wednesday, March 13, 2024

Experts estimate there are more than 44 million people with disabilities in the U.S., representing 13.4% of the population.1 Many parents of children with disabilities choose to establish a special needs trust. This can help provide...

Wednesday, February 28, 2024

President’s Day trading week was a winner! The S&P 500 and Dow Jones hit record highs, and Thursday stole the spotlight with major companies unveiling 1st quarter earnings. NVIDIA took the lead, smashing estimates and boosting...

Thursday, February 22, 2024

Mixed week in the markets!  Domestic market pulled back, but small & mid-caps held strong. Only 4 sectors dipped, but S&P 500 fell 42 basis points due to losses in Information Tech & Communication. Tuesday saw the biggest drop...

Thursday, February 15, 2024

Markets surged with gains across all five indices, notably the S&P 500 closing above 5000 for the first time. This marks the 14th positive week out of the last 15, a feat not seen since March 1972.

Monday, February 12, 2024

Money can be a touchy subject, especially regarding our closest relationships. Whether we like it or not, finance plays an integral role in our partnerships, families, and friendships. So, how can we foster healthy attitudes and...

Tuesday, February 6, 2024

In the ever-evolving financial landscape, staying informed about the latest changes and potential implications for your retirement savings is crucial. Shifts in retirement regulations define 2024, and we’re committed to keeping...

Wednesday, January 31, 2024

The Major Markets continued their climb higher with the S&P 500 reaching a new all-time closing high Thursday. This marks the third consecutive week higher for the S&P 500 and the 12th positive week out of the last 13. The gains were...

Wednesday, January 24, 2024

Trading week closes on a positive note as S&P 500 hits fresh all-time highs, while Emerging Markets struggle to gain momentum. Economic reports beat expectations, with gains in Retail Sales, Home Builder Confidence, and more. FOMC members d

Tuesday, January 23, 2024

It’s a fun time of year for football fans. The NFL playoffs are starting, and the Big Game is just around the corner. While football fans will tune in for the matchups, commercials, and Usher’s Big Game halftime show, you...

Thursday, January 18, 2024

Major markets closed mostly higher last week, marking the 10th positive week in the last 12. The Dow had a weaker performance due to Boeing's troubles. Tech and Communication sectors led, pushing Nasdaq up by three points. Energy and...

Wednesday, January 10, 2024

Major markets had a rough start to the year, with all five indices closing lower. The S&P 500 saw its first weekly loss of 1.5% after nine consecutive weeks of gains, falling just short of the previous all-time high set almost two...

Tuesday, January 9, 2024

With the start of the new year, we wanted to discuss a topic that will likely garner attention throughout 2024: the potential sunsetting of the Tax Cuts and Jobs Act (TCJA) in 2025. Although some of the provisions within the TCJA are...

Tuesday, December 19, 2023

Last week, the markets remained bullish with all five indices closing higher, marking the seventh consecutive week of gains for the S&P 500. The standout moment was Wednesday's FOMC Meeting, where the Fed decided to keep interest rates...

Tuesday, December 12, 2023

Last week, major markets closed mostly higher despite some weakness, especially in Emerging Markets. The Dow barely made it into positive territory, while the S&P 500 had its smallest gain in the past six weeks, hitting a new 52-week...

Monday, December 11, 2023

Your Child is Turning 18: Handling Healthcare, Academics, and Finances Together As your child blows out the candles on their 18th birthday, you may still see your baby girl or boy. But in the eyes of the law your child is considered a...

Wednesday, December 6, 2023

Major markets had a positive week, with all five indices closing higher. The S&P 500 marked its fifth consecutive week of gains, achieving the best monthly return since July 2022. Small Cap Value outperformed Large Cap Growth....

Monday, December 4, 2023

As we get ready to turn the page on 2023 and welcome the new year with all its possibilities, we’d like to take some time to reflect on the year that was—the notable events, trends, and developments that defined our...

Wednesday, November 22, 2023

The Major Markets are on fire! S&P 500 notches its third consecutive week of gains, boasting an impressive 7.64% return for November so far - the best since October last year. Last week's standout was Tuesday, with a surge attributed...

Wednesday, November 8, 2023

Last week, major markets bounced back after two weeks of losses. The Nasdaq surged by 6.5%, and the S&P 500 gained 5.85%, its biggest weekly increase in almost a year.

Thursday, June 22, 2023

Getting your affairs in order and outlining what you want done with your estate after you’re gone is one of the greatest gifts you can leave your loved ones. However, not preparing for the transfer of your assets can lead to...

Wednesday, June 14, 2023

Senior care costs can be overwhelming, particularly when long-term care is required due to illness or medical conditions. With the number of seniors in the U.S. expected to rise exponentially by 2030, it's crucial to be prepared for...

Tuesday, May 23, 2023

Last week, major markets closed higher, with the Nasdaq gaining over 3% and the S&P 500 exceeding the 4200 level for the first time this year. However, the bond market experienced a decline due to rising interest rates. Fed officials...

Tuesday, April 11, 2023

Last week, most major markets ended lower except for the Dow Jones, which benefited from its narrow exposure to Blue Chip Stocks. Large Cap Growth managed to eke out a slight gain, but Small and Mid-Cap rows saw significantly lower...

Tuesday, April 4, 2023

In the final week of the first quarter, all 5 indices closed higher. The MSCI World index saw the greatest gains followed closely by the S&P 500, which logged its greatest weekly gain since November. The financial sector weathered the...

Tuesday, March 28, 2023

The Major Markets sprung to life last week with gains across all five indices, despite the seemingly ever-present volatility related to banking confidence. The week began with the news that UBS completed the acquisition of the troubled...

Tuesday, March 21, 2023

The Major Markets navigated a tumultuous week last week with mixed results. The Nasdaq was the standout performer as it added 4.41% followed distantly by the S&P 500 which managed to add 1.43%. The remaining three indices ended...

Wednesday, March 15, 2023

The Major Markets fell once again last week as the market dealt with the news of a bank run. All five indices fell substantially with the Nasdaq seeing the greatest losses. The S&P 500 was not far behind with a loss just over 4.5%. By...

Tuesday, March 7, 2023

The Major Markets broke their losing streak with gains in all five indices. The Nasdaq held the greatest gains as it exceeded 2.5%, but even the lowest performer saw a gain of 1.66% in the Emerging Market space. For the S&P 500, nearly...

Wednesday, March 1, 2023

The selling took hold last week with all five indices of the major markets closing lower. Despite this being a holiday shortened trading week, the S&P 500 logged the greatest weekly losses year to date and the third consecutive loss at...

Thursday, February 23, 2023

LWM Digital Assets Webinar Feb 2023 from Leap Wealth on Vimeo.

Tuesday, February 21, 2023

The Major Markets closed the week mixed with only the Nasdaq closing higher. The S&P 500 opened initially higher Monday as the market was poised to stage a comeback after the prior week’s losses. Yet Monday’s gains...

Wednesday, February 15, 2023

Tuesday, February 14, 2023

The Major Markets ended the week lower with losses in all five indices. The Nasdaq saw the greatest losses as the Tech index felt the pain of a loss in conviction to the buy side of the market last week. For the S&P 500, the market...