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Tuesday, November 14, 2023

The Internal Revenue Service recently released updated income tax brackets, standard deduction, and retirement contribution limits for the 2024 tax year. While these taxes are not due for some time, it may benefit you to start...

Tuesday, November 7, 2023

Stocks ripped higher last week on a dramatic retreat in bond yields triggered by easing inflation and a slowing labor market. The Dow Jones Industrial Average jumped 5.07%, while the Standard & Poor’s 500 surged 5.85%. The...

Monday, September 18, 2023

Stocks ended the week roughly where they began as investors digested a mixed set of new economic data. The Dow Jones Industrial Average gained 0.12%, while the Standard & Poor’s 500 slipped 0.16%. The Nasdaq Composite index fell...

Monday, August 21, 2023

Stocks extended their August declines last week as higher yields and weak economic data out of China soured investor sentiment. The Dow Jones Industrial Average lost 2.21%, while the Standard & Poor’s 500 retreated 2.11%. The...

Monday, August 14, 2023

Positive inflation data failed to lift stocks from their August doldrums last week as economic data and a ratings downgrade soured investor sentiment. The Dow Jones Industrial Average added 0.62%, while the Standard & Poor’s 500...

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Monday, July 24, 2023

Stocks moved to the rhythm of earnings season last week, initially rising on positive earnings surprises and faltering later in the week on key earnings disappointments. The Dow Jones Industrial Average rose 2.08%, while the...

Monday, July 17, 2023

Better-than-expected updates last week on consumer and wholesale price inflation buoyed investor sentiment, driving stocks higher and lower bond yields. The Dow Jones Industrial Average rose 2.29%, while the Standard &...

Tuesday, June 27, 2023

Financial planning can seem overwhelming but breaking it down into manageable pillars can make it less daunting. For families, financial planning is essential for long-term success and stability. The five pillars of financial planning...

Monday, June 26, 2023

Stocks took a breather last week as investors digested the previous week’s surge and the month-to-date solid gains.The Dow Jones Industrial Average lost 1.67%, while the Standard & Poor’s 500 fell 1.39%. The Nasdaq...

Tuesday, April 11, 2023

Tuesday, April 4, 2023

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...

Tuesday, March 14, 2023

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...

Tuesday, January 31, 2023

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...

Thursday, January 12, 2023

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...

Monday, December 5, 2022

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 &...

Monday, October 10, 2022

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...

Monday, September 26, 2022

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...

Tuesday, September 13, 2022

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...

Wednesday, August 31, 2022

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...

Tuesday, August 9, 2022

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...

Monday, July 25, 2022

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...

Monday, July 18, 2022

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...

Tuesday, July 5, 2022

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.

Wednesday, June 15, 2022

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...

Monday, June 6, 2022

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...

Monday, May 16, 2022

Thursday, April 28, 2022

Monday, April 25, 2022

Monday, April 11, 2022

Tuesday, April 5, 2022

Monday, March 28, 2022

Monday, March 21, 2022

Monday, March 14, 2022

Monday, March 7, 2022

Thursday, March 3, 2022

Monday, February 14, 2022

Monday, January 31, 2022

Tuesday, January 25, 2022

Thursday, December 2, 2021

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...

Wednesday, October 13, 2021

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...

Wednesday, August 4, 2021

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...

Tuesday, September 8, 2020

Friday, July 24, 2020

Monday, June 15, 2020

Friday, February 28, 2020

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...

Monday, March 4, 2019

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...