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Month-in-Review: April 2021

Vaccinations help economy bloom. Nearly 250 million vaccinations have been administered in the U.S. marking 43% of the U.S. population with at least one vaccine dose. Meanwhile, new U.S COVID‐19 cases are down 80% from their peak in January.

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The Student Loan + Retirement Savings Balance

Should you pay off your student loans or save for your retirement first? This question poses the trade-off: having less money to pay toward student loans or not contributing as much to your retirement account. Especially for young professionals who have less disposable income, the challenge is determining how best to designate those funds.

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Week-in-Review: Week ending in 04.23.21

The S&P 500 Index was just 0.13% away from making its fourth consecutive weekly record high. Trading was choppy during the week despite strong economic data and stellar earning results with more S&P 500 companies beating EPS estimates than average, and beating those EPS estimates by a wider margin than average.

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Q1 Quarterly Client Update

This time last year, we were all forced to make drastic changes to our everyday lives — working from home, acting as educators to our children and grandchildren, and settling in for the unknown long-term. Fortunately, there is finally optimism and a shred of pre-pandemic normalcy.

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Week-in-Review: Week ending in 04.09.21

The S&P 500 and Dow Jones Industrial Average both ended the week at set new record highs. The gains came as markets got more hotter‐than‐expected data on producer price inflation, and as Treasuries saw some pressure, with yields paring back from recent highs.

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Month-in-Review: March 2021

March by the numbers. U.S. stocks were up nicely in in March. The headline S&P 500 index returned + 4.4% (with dividends), its fourth positive month in the last five. All 11 sectors posted positive results, led by Energy (+29.3%). Large Value topped equity styles with a +5.9% gain following +6.0% last month.

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