Author: David Davis
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Weekly Market Update: May 13–19, 2025
Markets Show Resilience Amid Trade Tensions U.S. stock markets displayed resilience this week, with the S&P 500 closing at 5,614.18 on May 19, up from 5,528.75 on May 13. The Dow Jones Industrial Average ended at 42,654.74, rising from 42,507.33, while the Nasdaq Composite closed at 19,207.22, up from 19,065.96. These gains occurred despite…
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Weekly Market Update: May 6–12, 2025
Markets Rally Amid Tariff Truce Global markets experienced a notable upswing this week following a significant development in U.S.-China trade relations. The two nations agreed to a 90-day reduction in tariffs, with the U.S. lowering duties on Chinese imports from 145% to 30%, and China reducing its tariffs on U.S. goods from 125% to 10%…
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Weekly Market Update: April 28 – May 5, 2025
It was a mixed week across the financial markets as investors processed fresh economic data, rising interest rates, and ongoing tariff tensions between the U.S. and China. The S&P 500 ended the week slightly higher, closing around 5,650, with the Dow Jones Industrial Average also posting modest gains. However, the Nasdaq slipped as technology stocks…
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Weekly Market Update: April 21–27, 2025
Stocks Rally Worldwide Markets had a strong week. • S&P 500 rose 4.6%, Nasdaq surged 6.7%, and the Dow gained 2.5% as investors cheered strong earnings and hopes of easing trade tensions. • Global stocks also moved higher: Europe’s DAX jumped nearly 5%, and Asia’s Nikkei and Hang Seng climbed over 2.5% each. • Gains…
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Weekly Market Update: April 7–13, 2025
Stock Markets Bounce Back U.S. stocks rebounded sharply this week after a rocky start. The S&P 500 rose about 5.7%, the Dow gained 5%, and the Nasdaq jumped 7.3%—marking their best week in months. Early losses were caused by concerns over rising tariffs and a potential trade war with China. However, a midweek announcement from…
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Tax Season Reminder – April 15 Deadline
Tax Day is almost here! A friendly reminder that April 15, 2025 is the deadline for filing your 2024 tax return (or filing for an extension). It’s also the last day to take care of certain tax-related tasks that can benefit your financial plan. Here are a few quick points to keep in mind as…
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Current Inflation Data – Costs on the Rise (But Slowing)
Inflation has been a hot topic over the past couple of years, and we want to update you on where things stand now. The latest data show that inflation is still present but has been gradually cooling off. In February, the annual inflation rate in the U.S. was 2.8%, which is a slight dip from…
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Tariffs Going Into Effect April 2 – What to Know
You may have heard that a new set of tariffs is scheduled to go into effect on April 2. These tariffs are essentially taxes on certain imported goods as part of ongoing trade policy changes. Let’s break down what this means in plain English: •What are the tariffs and why now? These new tariffs are…
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Recent Market Pullback – Stay the Course
By now you’ve probably seen headlines about the recent pullback in the stock market. Yes, U.S. stocks have slid off their highs over the past few weeks amid trade war news and recession worries. In fact, many large tech companies have seen significant declines (the top 7 tech giants collectively lost nearly $2 trillion in…
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Understanding Market Volatility Amid Tariff Concerns
As global headlines continue to highlight rising trade tensions and looming tariffs, it’s natural for investors to feel uncertain. Over the past few weeks, we’ve witnessed increased market volatility, particularly from late February through March, as many clients have expressed concern about how these events could impact their portfolios and long-term goals. It’s important to…
