Weekly Commentary

Note from Phil G.

Just a quick update. We've added a second weekly newsletter which is delivered on Fridays recapping any of our blog posts from our blog site, plantoriseabove.com. We typically post one or two entries a week there and the Friday Plan To Rise Above Blog recap will send...

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The Week on Wall Street – January 11, 2020

Shrugging off COVID-19 infections and the disruption at the Capitol on January 6, stocks powered higher to kick off a new year of trading. The Dow Jones Industrial Average gained 1.61%, while the Standard & Poor's 500 increased by 1.83%. The Nasdaq Composite...

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The Week on Wall Street – January 4, 2020

Stocks moved higher during a holiday-shortened week of trading, capping off a turbulent, but otherwise strong year for equity investors. The Dow Jones Industrial Average gained 1.35%, while the Standard & Poor's 500 increased by 1.43%. The Nasdaq Composite index,...

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NOTE FROM PHIL G.

Happy Holidays and Merry Christmas this week everyone!!! Hope everyone has a good week and that we all finish 2020 strong. Quick update and reminder...for those who receive either a RMD from being over 70 or from a beneficiary IRA, just a reminder the Cares Act...

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The Week on Wall Street

Stocks retreated last week on rising COVID-19 infections and slow progress on an economic relief bill. The Dow Jones Industrial Average dipped 0.57%, while the Standard & Poor's 500 dropped 0.96%. The Nasdaq Composite index fell 0.69% for the week. The MSCI EAFE...

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The Week on Wall Street – December 7, 2020

Stocks marched higher last week on an improving outlook for the passage of a fiscal stimulus package. The Dow Jones Industrial Average rose 1.03%, while the Standard & Poor's 500 tacked on 1.67%. The Nasdaq Composite index gained 2.12% for the week. The MSCI EAFE...

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The Week on Wall Street – November 30, 2020

Stocks surged last week, ignited by another COVID-19 vaccine announcement, encouraging economic data, and the easing of political uncertainty. The Dow Jones Industrial Average rose 2.21%, while the Standard & Poor's 500 added 2.27%. The Nasdaq Composite index,...

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Note From Phil G.

Happy Thanksgiving Week Everyone!!! Enjoy the turkey and stuffing. My favorite is stuffing with the potatoes and gravy being a close second. Just a quick reminder with everything going on in the world. If you have any questions please let us know. We have been in the...

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The Week on Wall Street – November 16, 2020

News of a COVID-19 vaccine ignited a rally in economically sensitive stocks and a broad retreat in technology companies last week, though enthusiasm was tempered by reports of rising new infections and fresh lockdowns. The Dow Jones Industrial Average surged 4.08%,...

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The Week on Wall Street – November 9, 2020

Stocks soared last week as investors anticipated that a split Congress would raise legislative hurdles to changing corporate taxes and adjusting regulatory oversight of big technology companies. The Dow Jones Industrial Average jumped 6.87%, while the Standard &...

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