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Weekly Market Insights: Banking Crisis Fears Dim; Markets Rally
Stocks rallied last week on receding fears of a widening banking crisis, led by resurging investor interest in technology and communication services names.The Dow Jones Industrial Average gained 3.22%, while the Standard & Poor’s...
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Recession Drawdowns
A recession is likely on the horizon. The aftereffects from imbalances created by monetary and public health policies put in place during the pandemic make a soft landing unlikely. Higher interest rates and slower GDP growth will...
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Identity Theft Awareness Week
January 30 to February 3, 2023, is Identity Theft Awareness Week. Anytime is a good time to tighten up your identity security, but if you haven’t been as careful as you intended, consider this your annual reminder. Here are a few...
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SECURE Act 2.0: An Overview
In the final days of 2022, Congress passed a new set of retirement rules designed to make it easier to contribute to retirement plans and access those funds earmarked for retirement.The law is called SECURE 2.0, and it's a follow-up to...
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Weekly Market Insights: Easing on Rate Hikes and Job Numbers Cheer Markets
Stocks ended higher last week as investors navigated the crosscurrents of a potential easing in future rate hikes and continued strength in the labor market.The Dow Jones Industrial Average edged 0.24% higher, while the Standard &...
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Impact of Dividends
A dividend is the distribution of a company’s earnings to its shareholders. Dividends are an important component of the stock market's total return. When markets decline, dividends have the potential to offset losses, and when...
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Selling Stocks During Market Downturns
It is natural for investors to be concerned with investment portfolio performance during declining markets. Our team understands the stress of seeing account balances fluctuate, but historically sticking to a long-term strategy has...
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Life Doesn't Stand Still
September is Life Insurance Awareness Month. If you haven’t reviewed your insurance profile in a while, you may be surprised that what made sense in the past no longer fits your life.Here are some ways to quickly evaluate your...
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Market Timing Can Be Costly
In times of increased volatility, like we have seen year-to-date, it is important to focus on your long-term goals. Referencing the LPL Research chart below, the S&P 500 has generated a 9.9% annualized return from 1990 to 2021. The...
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July Market Insights – Markets Rebound In Strong Start Second Half
U.S. Equities HigherThe major market indexes finished the month well into the green. A sharp rebound for stocks in July came as expectations concerning slowing growth has some investors believing the Federal Reserve (Fed) will have to...
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S&P 500 Rebound History
Watching stock investments drop 5% or more in a single day can be anxiety-inducing, and it happens more often than most would like. Many investors feel like they have to sell in order to mitigate their losses. However, doing so may...
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Weekly Market Insights: Friday Rally Stems Week of Losses
A record-high inflation report, the prospects of a more aggressive Fed, and growing recession fears sent stocks lower– though losses were pared by a Friday rally.The Dow Jones Industrial Average slipped 0.16%, while the Standard...
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Secure Act 2.0
The SECURE Act of 2019 represented the biggest update to retirement law in over a decade. Now, Congress is deliberating on what “SECURE 2.0” legislation might entail.
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The Cost of Missing a Market Rebound
It is natural for investors to be concerned with investment portfolio performance during declining markets. One of our strategic partners, PGIM Investments, provides insight into how the stock market has behaved around previous bear...
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Weekly Market Insights: Stocks Slip on Mixed Economic News
In a holiday-shortened week of volatile trading, stocks surrendered some of the previous week’s strong gains.The Dow Jones Industrial Average fell 0.94%, while the Standard & Poor’s 500 declined 1.20%. The Nasdaq Composite...
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Weekly Market Insights: Fed Signals More Aggressive Action on Interest Rates
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December and Omicron Concerns
Year to date strong earnings have been an important driver for stock market returns. November ended with the S&P 500 and Dow Industrials finishing lower due to additional market volatility surrounding the Omicron variant. Below is a...
Read MoreAnswering the Top Debt Ceiling Questions
Congress voted to increase the debt ceiling giving markets a temporary reprieve until December, when the debt limit will need to be addressed again. The United States has never defaulted on government debt and failing to raise the debt...
Read MoreWhat's Next for US Stocks?
The S&P 500 has generated positive returns six months in a row. In our opinion, we still see an opportunity for additional growth in the U.S. equities market to finish 2021. The economy reopening, paired with record stimulus, has...
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Stay the Course
The last few days in the market have been volatile. No matter how many times we experience these short-term fluctuations, each one can be unsettling. We must remember to remain unemotional and stay the course. Timing the market is...
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Guided Wealth Portfolios
At Shore Wealth Management we are constantly looking for ways to help more people in our community pursue their goals. We are excited to announce our new digital investment platform called Guided Wealth Portfolios (GWP) with an...
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