October Is Financial Planning Month

October 19, 2021 | By Steven DiGregorio

When training to become a financial professional, much of our course work centers on the six critical areas of creating a financial strategy. Some recognize October as Financial Planning Month, so it’s an excellent opportunity to review those six personal finance areas.1 Cash Management: This is a broad topic that can address many issues. One area […] READ MORE


October Is Breast Cancer Awareness Month

October 6, 2021 | By Steven DiGregorio

October brings to mind the beauty of the leaves changing colors and a time to enjoy the colder weather. But October also holds another meaning for millions of people: it’s Breast Cancer Awareness Month. Based on the numbers, there’s a good chance that you or someone you know has been affected by breast cancer. Approximately […] READ MORE


Push and Pull – Weekly Market Update

August 9, 2021 | By Steven DiGregorio

Weekly Market Insights Overcoming jitters about the Delta variant and the reintroduction of mask requirements, stocks climbed higher on strong employment data and a fresh batch of strong corporate earnings. The Dow Jones Industrial Average rose 0.78% while the Standard & Poor’s 500 advanced 0.94%. The Nasdaq Composite index gained 1.11% for the week. The […] READ MORE


Stocks Climb – Weekly Market Update

June 28, 2021 | By Steven DiGregorio

Weekly Market Insights Stocks reached new all-time highs last week as markets staged a strong rebound from the previous week’s declines. The Dow Jones Industrial Average rose 3.44%, while the Standard & Poor’s 500 picked up 2.74%. The Nasdaq Composite index increased 2.35%. The MSCI EAFE index, which tracks developed overseas stock markets, gained 0.97%.1,2,3 […] READ MORE


Unsettled Markets- Weekly Market Update

June 22, 2021 | By Steven DiGregorio

Weekly Market Insights New messaging from the Federal Reserve on interest rates and inflation last week led to a broad retreat in stock prices. The Dow Jones Industrial Average dropped 3.45% while the Standard & Poor’s 500 lost 1.91%. The Nasdaq Composite index slipped 0.28% for the week. The MSCI EAFE index, which tracks developed […] READ MORE


Rotation Continues- Weekly Market Update

June 7, 2021 | By Steven DiGregorio

Weekly Market Insight A strong, but not too strong, employment report sparked a rally on the final day of trading, propelling stocks to a modest gain for the week. The Dow Jones Industrial Average climbed by 0.66%, while the Standard & Poor’s 500 added 0.61%. The Nasdaq Composite index increased by 0.48%. The MSCI EAFE […] READ MORE


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