by jacobburkhart | Nov 4, 2020 | General News, Investment
A Smarter Way to Invest Market Summary 11-04-2020 MARKET SUMMARY Provided By: Adam Blocki, CFA, CFP® – Senior Portfolio Manager October began optimistically with hopes for economic stimulus leading US equity indexes higher until upward momentum slowed and...
by jacobburkhart | Oct 5, 2020 | General News, Investment
A Smarter Way to Invest Market Summary 10-5-2020 MARKET SUMMARY Provided By: Adam Blocki, CFA, CFP® – Senior Portfolio Manager The stock market fell back to earth during the month of September. Months of endless gains left us overdue for a correction and...
by jacobburkhart | Sep 3, 2020 | General News, Investment
A Smarter Way to Invest Market Summary 9-3-2020 MARKET SUMMARY Provided By: Adam Blocki, CFA, CFP® – Senior Portfolio Manager The S&P 500 maintained a steady upwards trajectory for the month of July. While the index has not quite returned to its...
by jacobburkhart | Aug 5, 2020 | General News, Investment
A Smarter Way to Invest Market Summary 8-5-2020 MARKET SUMMARY Provided By: Adam Blocki, CFA, CFP® – Senior Portfolio Manager The S&P 500 maintained a steady upwards trajectory for the month of July. While the index has not quite returned to its...
by jacobburkhart | Jul 3, 2020 | General News, Investment
A Smarter Way to Invest Market Summary 7-3-2020 MARKET SUMMARY Provided By: Adam Blocki, CFA, CFP® – Senior Portfolio Manager Stock indexes spent the first half of the month continuing to climb before retracting slightly in the second half. On June 8th,...
by jacobburkhart | Jun 3, 2020 | General News, Investment
A Smarter Way to Invest Market Summary 6-3-2020 MARKET SUMMARY Provided By: Adam Blocki, CFA, CFP® – Senior Portfolio Manager The S&P 500 traded within a relatively narrow range for most of May before breaking out above 3,000 in the last few days of...
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