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Market Insights: Stocks Stand Still, Awaiting Fed
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...
Read MoreMarket Insights: Will the Fed Raise Interest Rates?
Concerns that the Fed may raise interest rates soured investor sentiment, sending stocks lower in a holiday-shortened trading week. The Dow Jones Industrial Average slipped 0.75%, while the Standard & Poor’s 500 declined 1.29%....
Read MoreMarket Insights: September Stocks Open In Positive Territory
Falling bond yields–spurred by weak economic data–helped lift stocks to weekly gains. The Dow Jones Industrial Average advanced 1.43%, while the Standard & Poor’s 500 gained 2.50%. The Nasdaq Composite index...
Read MoreWeekly Market Insights: Stocks Retreat; Powell Talk Goes Hawk
Stocks fluctuated last week, jostled by fitful bond yields and headline news, before ending strongly following Fed Chair Powell’s comments on the monetary outlook. The Dow Jones Industrial Average slipped 0.45%, while the...
Read MoreMarket Insights: Stocks Weather Summer Storm of News and Indicators
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...
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Market Insights: Summertime Blues for the Markets
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...
Read MoreMarket Insights: Stocks Raise White Flag to Bad News
Stocks retreated last week as bond yields increased following the Treasury's announcement indicating “a larger-than-expected funding need” and a downgrade in the federal government’s debt rating. The Dow Jones...
Read More5 Book Reading Apps
As a financial professional, I am always looking for ways to help my clients make the most of their time and money. I've heard a lot about book summary apps from friends and clients lately, and I wanted to share a few with my network....
Read MoreMarket Insights: Stocks Jump After Inflation Gauge Cools
A Friday surge pushed stocks solidly into positive territory last week, ignited by cooling in an inflation gauge closely tracked by the Federal Reserve. The Dow Jones Industrial Average advanced 0.66%, while the Standard &...
Read MoreMarket Insights: Stocks Advance and Retreat on Mixed News
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...
Read MoreImportant Update: Changes to 529 Plans and Roth IRA Rollovers
I wanted to bring to your attention an important change to 529 plans that may impact your college savings strategy. As part of the SECURE 2.0 Act, new rules allow leftover funds in 529s to be moved to Roth IRAs. However, there are many...
Read MoreMarket Insights: Bad News for Bears; Good News Buoys Markets
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 &...
Read MoreMarket Insights: Stocks Stumble with CPI on Deck
Rising concerns about further rate hikes sent stocks lower to kick off the second half of trading.The Dow Jones Industrial Average lost 1.96%, while the Standard & Poor’s 500 retreated 1.16%. The Nasdaq Composite index...
Read MoreInvestor's Resource Welcomes Brock Eson
ALABAMA FIRM hires expertise to solve complex investor needs Madison, AL - July 1, 2023 - Investor’s Resource welcomes Brock Eson as a Partner and Financial Advisor. Investor’s Resource, led by 2022 and 2023...
Read MoreIs the economy taking a turn for the better?
Is the Economy Taking a Turn for the Better?
Read MoreMarket Insights: Stocks Take Summer Break, Month Remains Strong
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...
Read MoreCharles Schwab - TD Ameritrade merger
Check out the video for important updates on the Charles Schwab/TD Ameritrade merger coming soon!
Read MoreTop 7 Most Common Estate Strategy Mistakes (and How to Avoid Them)
Getting your affairs in order and outlining what you want done with your estate after you’re gone is one of the greatest gifts you can leave your loved ones. However, not preparing for the transfer of your assets can lead to...
Read MoreMarket Insights: Stocks Climb After Fed Pause
Stocks climbed last week as reassuring inflation data boosted investor hopes that the rate-hike cycle was nearing an end amid fresh economic data pointing to continued economic resilience.The Dow Jones Industrial Average rose 1.25%,...
Read MoreNavigating the Costs of Senior Care: Tips for Preparing for Long-Term Care
Senior care costs can be overwhelming, particularly when long-term care is required due to illness or medical conditions. With the number of seniors in the U.S. expected to rise exponentially by 2030, it's crucial to be prepared for...
Read MoreMarket Insights: Markets March into Positive Territory Continues.
A late-week rally sent stocks into positive territory, with the S&P 500 index closing just shy of the 4,300 mark.The Dow Jones Industrial Average gained 0.34%, while the Standard & Poor’s 500 added 0.39%. The Nasdaq Composite...
Read MoreMarket Insight: Debt Deal Relieves Market Worries
Stocks surged higher in the closing days of a holiday-shortened trading week, ignited by a political resolution on raising the debt ceiling and a strong employment report.The Dow Jones Industrial Average rose 2.02%, while the Standard...
Read MoreWhat the Debt Ceiling Teaches Investors
Final approval was given by the Senate (a vote of 63-36) to suspend the $31.4 trillion debt limit until January 2025, and the President has promised to sign it. This will allow the government to borrow whatever it needs to pay...
Read MoreWeekly Market Insights: Debt Talks Optimism Keeps Eyes on D.C.
Markets moved in sync last week with perceived movement in debt ceiling talks, weakening early in the week and then surging on news of progress. A solid quarterly report and guidance from a mega-cap technology company helped with...
Read MoreShari Burnum, CEO of Investor’s Resource in Madison AL, is named by Forbes as a Best-in-State
Madison, AL – May 2, 2023 – Shari Burnum, CEO of Investor’s Resource in Madison Alabama, has been named by Forbes as a Best-in-State Wealth Advisor for 2023*. This is Burnum’s second consecutive year earning a...
Read MoreTrying to Time a Recession?
Some economic indicators suggest that a recession is possible in 2023, while others give mixed signals.As we have discussed, economic fluctuations are normal, and if we enter a recession, it is not a reason to panic. As detailed below,...
Read MoreLocal Wealth Manger – Shari Burnum – Named to 2022 Forbes Best-in-State and Forbes Top Women Wealth
Shari Burnum, CEO of Investor’s Resource in Madison, Alabama, has been named among the best in Alabama by Forbes, one of the most recognized organizations in the financial industry. She is listed on both the Forbes Best-in-State...
Read MoreInvestor’s Resource Starts $200,000 Gratitude Fund
Huntsville, AL (December 11, 2020) – Investor’s Resource, a Madison wealth management firm, is pleased to announce the establishment of the Investor’s Resource Gratitude Fund with an initial grant of $200,000 to the...
Read MoreInvestor’s Resource Celebrates 20 Year Anniversary
With over 30 years of experience from our lead advisor in various independent financial firms, we’ve spent the last 20 years as Investor’s Resource. In 2019, we affiliated with RFG Advisory and haven’t looked back...
Read MoreBarron’s Recognizes StrongHer Money Program
StrongHer Money selected as Finalist in the “Doing Good” category; honoring programs that support a deserving cause or give back to the communities we serve.BIRMINGHAM, Ala.–BUSINESS WIRE–RFG Advisory, a leading...
Read MoreFinancial Times Names RFG Advisory as Top 300 RIA
RFG Advisory was selected out of a pool of 12,993* RIAs based on performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This year’s...
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