News notes
The Institute for Supply Management (ISM) Non-Manufacturing Index for February registered 55.1 percent, 0.1 percentage point lower than January’s reading of 55.2 percent. The sector has grown in 32 of the last 33 months, with the lone contraction in December. Source: Finance.Yahoo.com Looking ahead to next week: The January factory orders figures will be released on […]
Market Close June 9, 2023
Index Close This Week YTD 52-Week High and Low S&P 500 4,304 +0.38% +10.50% 4,325- 3,492 NASDAQ 14,556 -0.14.% +30.88% 13,386-10,089 DJIA 33,909 +0.27% +1.27% 34.712 – 28,661 Sources: YahooFinance.com and BigCharts.com. S&P 500 is the S&P 500 Index, NASDAQ is the NASDAQ Composite Index, and DJIA is the Dow Jones Industrial Average
News Notes
February 24, 2023: The U.S. Treasury Department on Friday imposed sanctions on Russian banks and targeted its mining and metals sector, while going after more than 30 individuals and companies from Switzerland, Germany and other countries for helping Moscow finance its war against Ukraine. The new measures, announced on the first anniversary of Russia’s invasion, hit […]
News Notes
February 17, 2023: January’s consumer price report was released this week showing the seventh consecutive month of year-over-year decline in inflation since the CPI peaked at 9.1 percent last summer. The numbers were still higher than anticipated, which may impact future Federal Reserve interest rate decisions. Source: Marketplace.org Looking ahead to next week: The U.S. […]
News Notes Archive August 12, 2022
News Notes July 23, 2022: Next week the NAHB Builder’s Index is released on Monday, the FOMC is Tuesday and Wednesday, the Fed Manufacturing Index is released on Thursday, and both Apple and Microsoft report next week. By Donn J. Sinclair, MBA, Personal Financial Advisor, Rock Hill, SC Money Maxims July 25, 2022: […]
News Notes Archive July 27 2022
News Notes July 23, 2022: Next week the NAHB Builder’s Index is released on Monday, the FOMC is Tuesday and Wednesday, the Fed Manufacturing Index is released on Thursday, and both Apple and Microsoft report next week. By Donn J. Sinclair, MBA, Personal Financial Advisor, Rock Hill, SC View Archive of News Notes Money […]
News Notes Archive July 29 2022
News Notes July 23, 2022: Next week the NAHB Builder’s Index is released on Monday, the FOMC is Tuesday and Wednesday, the Fed Manufacturing Index is released on Thursday, and both Apple and Microsoft report next week. By Donn J. Sinclair, MBA, Personal Financial Advisor, Rock Hill, SC Money Maxims July 25, 2022: Avoid unnecessary […]
News Notes Archive July 25 2022
News Notes July 23, 2022: Next week the NAHB Builder’s Index is released on Monday, the FOMC is Tuesday and Wednesday, the Fed Manufacturing Index is released on Thursday, and both Apple and Microsoft report next week. By Donn J. Sinclair, MBA, Personal Financial Advisor, Rock Hill, SC Money Maxims July 25, 2022: Avoid unnecessary […]
Some Considerations Versus Mutual Funds – Exchange Trade Funds (ETFs)
by Donn J. Sinclair, MBA Personal Financial Advisor July 21, 2022 The popularity of Exchange Traded Funds (ETFs) continues to grow, and they have become very favored investment vehicles. These ETFs built upon the advantages of their mutual fund cousins, and now offer several distinct enhancements. ETFs may on average, be even more tax efficient […]
Can You Move Retirement Plan Assets ?
by Donn J. Sinclair , MBA Personal Financial Advisor August 1, 2022 Your retirement plans should portable; as well as, tax-favored investments. Normally, you should be able to transfer assets directly from one trustee to another; an indirect or direct IRA Rollover; or process transfers incident to a divorce. You may also want to consider […]
