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J. J. Wenrich CFP®
Jul 29, 20246 min read
Dying Without a Will - What Happens?
“What happens if you die without a Will” is a question frequently asked of estate planning professionals...
J. J. Wenrich CFP®
Jun 29, 20236 min read
Weekly Market Performance – Markets Finish Higher on Improving PCE
All major market indexes ended the week higher.
J. J. Wenrich CFP®
Jun 16, 20235 min read
Weekly Market Performance – Markets Finish Higher As Fed Keep Rates Unchanged
All major market indexes ended higher as the Federal Reserve kept rates unchanged.
J. J. Wenrich CFP®
Jun 9, 20235 min read
Weekly Market Performance – Markets Higher As Stocks Enter New Bull Market
The S&P 500 Index finished this week up more than 20% from its October 2022 closing low, marking the start of a new bull market.
J. J. Wenrich CFP®
May 5, 20235 min read
Weekly Market Performance – Markets End The Week Mixed Following More Bank Concerns
U.S. stocks ended the week mostly lower as the energy, financials, and communication services sectors lagged the S&P 500 Index.
J. J. Wenrich CFP®
Apr 28, 20235 min read
Weekly Market Performance – Markets End The Week Mixed In The Heart of Earnings Season
Stocks ended the week mixed as over half of the companies in the S&P 500 Index have reported first quarter earnings.
J. J. Wenrich CFP®
Apr 17, 20234 min read
Weekly Market Performance – Markets End The Week Higher As Q1 Earnings Season Begins
Stocks ended the week higher, bolstered by well-received inflation reports and a relatively good start to first quarter earnings season.
J. J. Wenrich CFP®
Apr 7, 20235 min read
Weekly Market Performance – Markets End The Holiday-Shortened Week Mixed
Stocks ended the week mixed as energy was a top performing sector for the second straight week on the back of higher crude oil prices.
J. J. Wenrich CFP®
Mar 30, 20234 min read
Weekly Market Performance – Markets Higher Amid Banking Concerns
Stocks ended their second consecutive week higher. Energy led all sectors on the back of higher crude oil prices.
J. J. Wenrich CFP®
Mar 17, 20235 min read
Weekly Market Performance – Markets Mixed On Banking Concerns
Stocks ended the week mixed as trading was quite volatile.
J. J. Wenrich CFP®
Mar 3, 20234 min read
Weekly Market Performance – Markets Advance as Yields Recede From Intraweek Highs
Stocks ended the week higher, reversing three-straight consecutive weekly declines.
J. J. Wenrich CFP®
Jan 6, 20234 min read
Weekly Market Performance – Stocks Rose Thanks to Jobs Report
The major markets finished higher to begin the New Year thanks to Friday’s rally on the jobs report.
J. J. Wenrich CFP®
Jan 6, 20233 min read
How SECURE 2.0 Makes Saving for Retirement Easier
There was good news for those saving for retirement in the recent appropriations bill passed to fund the government...
J. J. Wenrich CFP®
Dec 30, 20224 min read
Weekly Market Performance – Markets Lower To Conclude 2022
The major markets finished lower to end a tumultuous year as market participants remain concerned about...
J. J. Wenrich CFP®
Dec 23, 20224 min read
Weekly Market Performance – Growth Concerns Continue to Affect Markets
The major markets finished mostly lower this week as market participants remain concerned about the economic and profits landscape.
J. J. Wenrich CFP®
Dec 16, 20224 min read
Weekly Market Performance – Hawkish Fed and Soft Data Drive Markets Lower
The major markets finished lower this week as market participants remain concerned about the economic and profits landscape.
J. J. Wenrich CFP®
Dec 2, 20224 min read
Weekly Market Performance – Markets Higher Following Powell Comments
The major markets finished higher this week as Federal Reserve (Fed) Chairman Powell on Wednesday signaled smaller interest rate hikes...
J. J. Wenrich CFP®
Nov 25, 20224 min read
Weekly Market Performance – Markets Mostly Higher During Thanksgiving Holiday Week
The S&P 500 Index finished higher during the shortened trading week, led by the utilities and materials sectors.
J. J. Wenrich CFP®
Nov 18, 20224 min read
Weekly Market Performance – Markets Lower Following Last Week’s Solid Showing
Stocks finished the week lower after last week’s nearly 6% increase for the S&P 500 Index.
J. J. Wenrich CFP®
Nov 11, 20224 min read
Weekly Market Performance – Markets Higher Amid Improved October CPI
Stocks finished the week higher amid Thursday’s cooler-than-expected Consumer Price Index (CPI) results.
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