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Week-in-Review: 1-25-21

The Bottom Line ● A mania around heavily‐shorted stocks, weaker than expected GDP data, and disappointing new vaccine results weighed on global stocks this week. Most major indices fell ‐3to‐4%, the worst week since October. ● The Cboe Volatility Index (VIX) spiked to...

Small Business Misconceptions

  As a small business owner, you may think starting a retirement plan for your company is out of reach. You may face two main concerns: cost and time. Commonly, those concerns often lead to these misconceptions:   1. Retirement plans are too expensive. Many...

Week-in-Review: Week of 01.18.21

The Bottom Line ● On Thursday, the S&P 500 set another record high, and most major equity indexes posted solid results for the week. The technology‐heavy, growth‐oriented Nasdaq led with a +4.2% return and the S&P 500 gained +1.9%. ● Joe Biden became the 46th...

Week-in-Review: Week of 01.11.21

The Bottom Line ● Equities began and ended the week with losses to mark their first weekly decline of the new year. Small companies, however, were able to advance and have now been positive in 10 of the last 11 weeks. ● The 10‐year Treasury yield rose as high as 1.18%...