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Get the latest financial news with insights from our experts
At PalomarWealth, keeping you informed about current market trends and key topics is a priority. If you have any questions or wish to discuss these issues further, please reach out. We value the opportunity to engage with you.
Economic Update April 2026
At PalomarWealth, it is important to us that you are well informed about what’s happening in the markets. Here are a few of the key topics of conversation that we feel deserve the most attention this month. If you have any questions or...
Read MoreWhen Should I Start Taking Social Security: 5 Factors to Consider
Social Security decisions are often framed as a single question: “When should I start drawing benefits?” That question matters, but it can also be limiting. The better question is: how does Social Security fit into my overall...
Read MoreTeaching Teens and Young Adults Financial Literacy Through Real-Life Decision Making
If you are a parent of a teen or young adult, how do you teach them to make confident money decisions before the stakes are high? Teaching teens and young adults about money is less about formal instruction and more about repeated...
Read MoreHelping Adult Children Buy a Home: How to Gift a Down Payment The Smart Way
Key TakeawaysHere are some questions this blog aims to answer:How can parents or grandparents help with a down payment for adult children?What are ways to gift a down payment, and how do the annual gift tax exclusion and lifetime...
Read MoreEconomic Update March 2026
At PalomarWealth, it is important to us that you are well informed about what’s happening in the markets. Here are a few of the key topics of conversation that we feel deserve the most attention this month. If you have any questions or...
Read MoreShow All
Three Numbers Every Woman Should Know
Key TakeawaysHow much wealth are women on track to control in the next decade, and why does that matter?What does the life expectancy gap between women and men mean for how long money needs to last?How common is it for women to be...
Read MoreTax Prep vs. Tax Strategy: The Difference Matters More Than You Think
Key TakeawaysTreat tax strategy as a continuous process, not a once-a-year filing exercise.Coordinate with financial and tax professionals throughout the year to identify opportunities for efficiency.Review contribution limits,...
Read MoreEconomic Update as of February 2026
At PalomarWealth, it is important to us that you are well informed about what’s happening in the markets. Here are a few of the key topics of conversation that we feel deserve the most attention this month. If you have any questions or...
Read MoreUnderstanding the Emotions Behind Financial Decisions
Key TakeawaysEmotions and biases might influence financial choices more often than most people realize.Behavioral patterns, such as loss aversion, familiarity bias, and herd mentality, can impact long-term results.Recognizing emotional...
Read MoreAI and the New Face of Fraud: How to Protect Your Identity and Finances in 2026
Artificial intelligence (AI) may be the most revolutionary technology of our time, with industries scrambling to embrace its possibilities. AI’s early influence seems similar to the positive disruptions brought about by past...
Read MoreEconomic Update January 2026
At PalomarWealth, it is important to us that you are well informed about what’s happening in the markets. Here are a few of the key topics of conversation that we feel deserve the most attention this month. If you have any questions or...
Read More2025 in Review and What You Should Know
As we begin a new year and consider the opportunities ahead, reflecting on the past year helps put today’s financial landscape into perspective and informs the strategies that can move us closer to our goals.2025 was a year marked by...
Read MoreEconomic Update December 2025
At PalomarWealth, it is important to us that you are well informed about what’s happening in the markets. Here are a few of the key topics of conversation that we feel deserve the most attention this month.
Read More3 Estate Challenges for Blended Families
Blended families are beautiful and their planning needs are unique. This article takes a deep dive into the top 3 estate challenges blended families face (think: inheritance disputes, unequal assets, stepchildren issues).
Read MoreHow Retirement Spending Changes With Time
If you’re in retirement or heading into retirement soon, this article is a must-read. It maps out how your spending phases shift from “accumulation mode” to “legacy and protection mode” and what that means for your planning.
Read MoreEconomic Update November 2025
At PalomarWealth, it is important to us that you are well informed about what’s happening in the markets. Here are a few of the key topics of conversation that we feel deserve the most attention this month.
Read MoreProtecting a Child with Disabilities
Your child deserves security, no matter what. This article walks you through essential steps to protect a child with disabilities: from special needs trusts to guardianships to financial safeguards.
Read MoreThe Rule of 72
Ever wonder how quickly your investment will double? This article breaks down the “Rule of 72”, a simple formula that shows the power of compounding. Dive in and let your money work harder!
Read MoreEconomic Update October 2025
At PalomarWealth, it is important to us that you are well informed about what’s happening in the markets. Here are a few of the key topics of conversation that we feel deserve the most attention this month.
Read MoreWhere Will Your Retirement Money Come From?
Retirement isn’t just one income stream. It’s a puzzle with many pieces. From Social Security to savings, pensions to investments, how confident are you that yours will all fit together? Here are the 6 most common retirement income sources.
Read MoreNew Retirement Contribution Limits
The rules of the game just changed! There are new contribution limits that could impact how much you save for retirement. Are you prepared to take advantage of them? This article breaks down what’s changing and how to make it work for you.
Read MoreEconomic Update September 2025
At PalomarWealth, it is important to us that you are well informed about what’s happening in the markets. Here are a few of the key topics of conversation that we feel deserve the most attention this month.
Read MoreMoney Draining Food Myths
These food myths will really put a drain on your wallet.
Read MoreMonthly Memberships
A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.
Read MoreEconomic Update August 2025
At PalomarWealth, it is important to us that you are well informed about what’s happening in the markets. Here are a few of the key topics of conversation that we feel deserve the most attention this month.
Read MoreBuilding a Solid Financial Foundation
Sustain financial well-being or create wealth through these actions.
Read MorePut It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Read MoreWhat Will Happen to My Business?
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Read MoreMoney Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
Read MoreEconomic Update June 2025
At PalomarWealth, it is important to us that you are well informed about what’s happening in the markets. Here are a few of the key topics of conversation that we feel deserve the most attention this month.
Read MoreStrong Values, Investments & Community
In his latest blog, Keith explores how aligning your financial life with your values doesn’t just build wealth – it builds connection, purpose, and lasting impact for everyone around you.
Read MoreHow Will the Economy React to AI?
What do concerns or uncertainty about AI mean for your future and your financial strategy?
Read MoreYour Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis. But how much do you need to set aside?
Read MoreWhat If Your Kids Don't Go to College?
Rising college costs prompt students to seek alternatives. If you have money in a 529 account, those funds can be used for other education options.
Read MoreEconomic Update May 2025
At PalomarWealth, it is important to us that you are well informed about what’s happening in the markets. Here are a few of the key topics of conversation that we feel deserve the most attention this month.
Read MorePlanning for Your Future: Why Partnering with PalomarWealth is the Right Choice
The financial decisions you make today shape the future you’ll live tomorrow. Whether you’re saving for retirement, investing for growth, or protecting your family’s financial future, having the right partner matters.
Read MoreStrategies for Managing Student Loan Debt
If you took out a loan to go to college, you may find yourself paying it back for years. Here are five strategies for managing your student loan debt.
Read MoreWhat to Look for in Personal Finance Apps
An increasing number of mobile apps have been developed to help individuals with their personal finances. Which one is right for you?
Read MoreEconomic Update April 2025
At PalomarWealth, it is important to us that you are well informed about what’s happening in the markets. Here are a few of the key topics of conversation that we feel deserve the most attention this month.
Read MoreFaith, Finance & the Future: How Christian Values Guide Our Work at PalomarWealth
At PalomarWealth, our approach to financial planning is shaped by our faith and our commitment to doing what’s right for every client.
Read MoreFinancial Strategies for Women
Some may leave their future to chance but in the world of finance, the effects of the "confidence gap" can be apparent.
Read MoreEconomic Update March 2025
At PalomarWealth, it is important to us that you are well informed about what’s happening in the markets. Here are a few of the key topics of conversation that we feel deserve the most attention this month.
Read More5 Benefits of Working in Retirement
Traditionally, retirement has been a grand exit from your years in the workplace. But the rules are changing. Here are 5 reasons why you may consider working through retirement.
Read MoreWeekly Market Insights | Rough Week for Stocks, with Slight Friday Rally
Investors endured another volatile, whipsaw week as ongoing trade talks and White House comments about the economy unsettled investors. The Standard & Poor’s 500 Index declined 2.27%, while the Nasdaq Composite Index dropped 2.43%.
Read MoreThe Power of Partnership: Why Collaborating with a Financial Advisor Strengthens Your Future
When it comes to building a strong financial future, going it alone can feel overwhelming. With so many investment options, tax considerations, and shifting market conditions, it’s easy to feel uncertain. PalomarWealth can help.
Read MoreWeekly Market Insights | Tariffs Take Markets for a Wild Ride
Stocks continued their slide through a volatile week. U.S. trade policy drove much of the market’s movement, broadening investors' concerns about economic growth and inflation. The Standard & Poor’s 500 Index declined 3.10%.
Read MoreImportant Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Read MoreWeekly Market Insights | Tariff Talk Returns, Volatility Close Behind
Stocks were mixed last week as investor concerns over inflation and trade policy combined to produce another volatile trading week. The Dow Jones Industrial Average rose 0.95%, while the Standard & Poor’s 500 Index lost 0.98%.
Read MoreWhy Do Renters Have to Save More?
How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.
Read MoreEconomic Update February 2025
At PalomarWealth, it is important to us that you are well informed about what’s happening in the markets. Here are a few of the key topics of conversation that we feel deserve the most attention this month.
Read MoreWeekly Market Insights | New Indicators Rattle Investors
Stocks fell last week as concerns about sticky inflation and the pace of economic growth rattled investors. The Standard & Poor’s 500 Index declined 1.66 percent, while the Nasdaq Composite Index dropped 2.51 percent.
Read MoreWeekly Market Insights | Markets Advance Amid Volatile Week
Stocks advanced last week despite some intra-week volatility as investors showed concern about the economy's strength. The Standard & Poor’s 500 Index gained 1.47 percent, while the Nasdaq Composite Index picked up 2.58 percent.
Read MoreEconomic Update January 2025
At PalomarWealth, it is important to us that you are well informed about what’s happening in the markets. Here are a few of the key topics of conversation that we feel deserve the most attention this month.
Read MoreWhat does the WatchCharts Rolex Indicator say about inflation?
The Rolex indicator suggests that the worst of inflation is over. But trends mean little if you’re still experiencing higher prices with the products or services you consistently buy.
Read MoreWeekly Market Insights | Markets Process Tariff Deals, New Data
Stocks posted modest losses last week as tariff deals, January jobs data, and Q4 corporate reports injected volatility into markets. The Standard & Poor’s 500 Index slipped 0.24 percent, while the Nasdaq Composite Index lost 0.53...
Read MoreYour Coffee Fix Just Got More Expensive: Here's Why
If you've noticed your morning brew getting pricier lately, you're not imagining things. Coffee prices have surged to their highest levels since 1977.
Read MoreWeekly Market Insights | Black Swan Casts Shadow Over Wall Street
Stocks were mixed last week as investors parsed market-moving news nearly every trading day—from an unsettling AI update to White House news to Q4 corporate reports. The Standard & Poor’s 500 Index fell 1.00 percent while the Nasdaq...
Read MoreWhat will 2025 hold?
As we start the new year, here's a summary of America's current fiscal policy, geopolitical elements, and other factors that may help shape 2025's financial landscape.
Read MoreEconomic Update December 2024
At PalomarWealth, it is important to us that you are well informed about what’s happening in the markets. Here are a few of the key topics of conversation that we feel deserve the most attention this month. If you have any questions or...
Read MoreEconomic Update October 2024
At PalomarWealth, it is important to us that you are well informed about what’s happening in the markets. Here are a few of the key topics of conversation that we feel deserve the most attention this month.
Read MoreEconomic Update September 2024
At PalomarWealth, it is important to us that you are well informed about what’s happening in the markets. Here are a few of the key topics of conversation that we feel deserve the most attention this month.
Read MoreEconomic Update August 2024
At PalomarWealth, it is important to us that you are well informed about what’s happening in the markets. Here are a few of the key topics of conversation that we feel deserve the most attention this month.
Read MoreEconomic Update July 2024
At PalomarWealth, it is important to us that you are well informed about what’s happening in the markets. Here are a few of the key topics of conversation that we feel deserve the most attention this month.
Read MoreEconomic Update June 2024
At PalomarWealth, it is important that you are well-informed about what is happening in the markets. Here are a few of the key topics of conversation that deserve the most attention in June 2024.
Read MoreEconomic Update May 2024
At PalomarWealth, it is important that you are well-informed about what is happening in the markets. Here are a few of the key topics of conversation that deserve the most attention this month. If you have any questions or would like...
Read MoreEconomic Update April 2024
At PalomarWealth, it is important that you are well-informed about what is happening in the markets. Here are a few of the key topics of conversation that deserve the most attention this month. If you have any questions or would like...
Read MoreEconomic Update March 2024
At PalomarWealth it is important that you are well-informed about what is happening in the markets. Here are a few of the key topics of conversation that deserve the most attention this month. If you have any questions or would like to...
Read MoreEconomic Update February 2024
At PalomarWealth, it is important to us that you are well-informed about what’s happening in the markets. Here are a few of the key topics of conversation that we feel deserve the most attention this month. If you...
Read MoreEconomic Update January 2024
At PalomarWealth, it is important that you are well-informed about what is happening in the markets. Here are a few of the key topics of conversation that deserve the most attention this month. If you have any questions or would like...
Read MoreEconomic Update December 2023
At PalomarWealth, it is important to us that you are well-informed about what’s happening in the markets. Here are a few of the key topics of conversation that we feel deserve the most attention this month. If you have any...
Read MoreEconomic Update November 2023
At PalomarWealth, it is important that you are well-informed about what is happening in the markets. Here are a few of the key topics of conversation that deserve the most attention this month. If you have any questions or would like...
Read MoreEconomic Update October 2023
At PalomarWealth, it is important that you are well informed about what is happening in the markets. Here are a few of the key topics of conversation that deserve the most attention this month. If you have any questions or would like...
Read MoreEconomic Update September 2023
At PalomarWealth, it is important that you are well-informed about what is happening in the markets. Here are a few of the key topics of conversation that deserve the most attention this month. If you have any questions or would like...
Read MoreEconomic Update August 2023
At PalomarWealth, it is important that you are well informed about what is happening in the markets. Here are a few of the key topics of conversation that deserve the most attention this month. If you have any questions or would like...
Read MoreEconomic Update July 2023
At PalomarWealth, it is important to us that you are well informed about what’s happening in the markets. Here are a few of the key topics of conversation that we feel deserve the most attention this month. If you have any...
Read MoreEconomic Update June 2023
At PalomarWealth, it is important to us that you are well informed about what’s happening in the markets. Here are a few of the key topics of conversation that we feel deserve the most attention this month. If you have any...
Read MoreEconomic Update May 2023
At PalomarWealth, it is important to us that you are well informed about what’s happening in the markets. Here are a few of the key topics of conversation that we feel deserve the most attention this month. If you have any...
Read MoreEconomic Update April 2022
At PalomarWealth, it is important that you are well informed about what is happening in the markets. Here are a few of the key topics of conversation that deserve the most attention this month. If you have any questions or would like...
Read MoreEconomic Update March 2023
At PalomarWealth, it is important to us that you are well informed about what’s happening in the markets. Here are a few of the key topics of conversation that we feel deserve the most attention this month. If you have any...
Read MoreEconomic Update February 2023
At PalomarWealth, it is important that you are well-informed about what is happening in the markets. Here are a few of the key topics of conversation that deserve the most attention this month. If you have any questions or would like...
Read MoreEconomic Update January 2023
At PalomarWealth, it is important that you are well-informed about what is happening in the markets. Here are a few of the key topics of conversation that deserve the most attention this month. If you have any questions or would like...
Read MoreEconomic Update December 2022
At PalomarWealth, it is important that you are well informed about what is happening in the markets. Here are a few of the key topics of conversation that deserve the most attention this month. If you have any questions or would like...
Read MoreEconomic Update November 2022
At PalomarWealth, it is important that you are well informed about what is happening in the markets. Here are a few of the key topics of conversation that deserve the most attention this month. If you have any questions or would like...
Read MoreEconomic Update October 2022
At PalomarWealth, it is important that you are well-informed about what is happening in the markets. Here are a few of the key topics of conversation that deserve the most attention this month. If you have any questions or would like...
Read MoreEconomic Update September 2022
At PalomarWealth, it is important that you are well informed about what is happening in the markets. Here are a few of the key topics of conversation that deserve the most attention this month. If you have any questions or would like...
Read MoreEconomic Update August 2022
At PalomarWealth, it is important that you are well informed about what is happening in the markets. Here are a few of the key topics of conversation that deserve the most attention this month. If you have any questions or would like...
Read MoreEconomic Update July 2022
At PalomarWealth, it is important to us that you are well informed about what’s happening in the markets. Here are a few of the key topics of conversation that we feel deserve the most attention this month. If you have any...
Read MoreEconomic Update June 2022
At PalomarWealth, it is important to us that you are well informed about what is happening in the markets. Here are a few of the key topics of conversation that we feel deserve the most attention this month. If you have any questions...
Read MoreEconomic Update November 2021
At PalomarWealth, it is important to us that you are well informed about what’s happening in the markets. Here are a few of the key topics of conversation that we feel deserve the most attention this month. If you have any...
Read MoreEconomic Update October 2021
At PalomarWealth, it is important to us that you are well informed about what’s happening in the markets. Here are a few of the key topics of conversation that we feel deserve the most attention this month. If you have any...
Read MoreEconomic Update September 2021
At PalomarWealth, it is important to us that you are well informed about what's happening in the markets. Here are a few of the key topics of conversation that we feel deserve the most attention this month. If you have any questions or...
Read MoreEconomic Update August 2021
At PalomarWealth, it is important to us that you are well informed about what’s happening in the markets. Here are a few of the key topics of conversation that we feel deserve the most attention this month. If you have any...
Read MoreEconomic Update July 2021
At PalomarWealth, it is important to us that you are well informed about what’s happening in the markets. Here are a few of the key topics of conversation that we feel deserve the most attention this month. If you have any...
Read MoreEconomic Update June 2021
At PalomarWealth, it is important to us that you are well informed about what’s happening in the markets. Here are a few of the key topics of conversation that we feel deserve the most attention this month. If you have any...
Read MoreEconomic Update May 2021
At PalomarWealth, it is important to us that you are well informed about what’s happening in the markets. Here are a few of the key topics of conversation that we feel deserve the most attention this month. If you have any...
Read MoreEconomic Update April 2021
At PalomarWealth, it is important to us that you are well informed about what’s happening in the markets. Here are a few of the key topics of conversation that we feel deserve the most attention this month. If you have any...
Read MoreEconomic Update March 2021
At PalomarWealth, it is important to us that you are well informed about what’s happening in the markets. Here are a few of the key topics of conversation that we feel deserve the most attention this month. If you have any...
Read MoreMake Your Money Work for You
A comfortable retirement means different things to different people, but one universal definition could be the ability to maintain your lifestyle when you’re no longer drawing a salary. This doesn’t consider the many other...
Read MoreDeclutter Your Documents
If you needed to quickly get your hands on a copy of your homeowners insurance, your Social Security card, and your birth certificate, could you do it? If the answer is no, it may be time to give your filing system a deep clean. Many...
Read MoreEconomic Update February 2021
At PalomarWealth, it is important to us that you are well informed about what’s happening in the markets. Here are a few of the key topics of conversation that we feel deserve the most attention this month. If you have any...
Read MoreEconomic Update January 2021
At PalomarWealth, it is important to us that you are well informed about what’s happening in the markets. Here are a few of the key topics of conversation that we feel deserve the most attention this month. If you have any...
Read MoreFinancial Gifts: What You Should Know
At this time of year, you might be thinking about different types of gifts for family members or for your favorite charity. A financial gift is certainly a generous offering, but it may also be something to think about come tax time....
Read MoreJanuary 11, 2021 - Markets Start 2021 on a High
The Week on Wall Street 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 &...
Read MoreJanuary 4, 2021 - The Year in Review
The Week on Wall Street 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 &...
Read MoreEconomic Update December 2020
At PalomarWealth, it is important to us that you are well informed about what’s happening in the markets. Here are a few of the key topics of conversation that we feel deserve the most attention this month. If you have any...
Read MoreDecember 21, 2020 - Vaccine Rollout Spurs Markets
The Week on Wall Street Stocks climbed higher amid the COVID-19 vaccine rollout and an improving outlook for a fiscal stimulus bill.The Dow Jones Industrial Average, which has lagged all year, gained 0.44%. The Standard & Poor’s 500...
Read MoreDecember 14, 2020 - Cases Rise, Stocks Retreat
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...
Read MoreDecember 7, 2020 - Is Stimulus Near?
The Week on Wall Street 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...
Read MoreNovember 30, 2020 - Dow Hits 30,000
The Week on Wall Street 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 &...
Read MoreEconomic Update November 2020
At PalomarWealth, it is important to us that you are well informed about what’s happening in the markets. Here are a few of the key topics of conversation that we feel deserve the most attention this month. If you have any...
Read MoreNovember 23, 2020 - New Infections Increase Anxiety
The Week on Wall StreetDespite news of another COVID-19 vaccine candidate, stocks were mixed amid investor anxiety over an increase in new infections and economic lockdowns.The Dow Jones Industrial Average fell 0.73%, while the...
Read MoreNovember 16, 2020 - Vaccine Triggers Rally
The Week on Wall Street 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...
Read MoreNovember 9, 2020 - Markets React to Election
The Week on Wall Street 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...
Read MoreNovember 2, 2020 - No Stimulus, Stocks Lag
The Week on Wall Street Stock prices dropped last week as hopes for a fiscal stimulus bill faded and investors focused on rising COVID-19 infections, here and abroad. The Dow Jones Industrial Average slid 6.47%, while the Standard &...
Read MoreOctober 26, 2020 - No Stimulus, Stocks Lower
The Week on Wall Street The failure to reach an agreement on a new fiscal stimulus bill soured investor sentiment and sent stocks modestly lower for the week. The Dow Jones Industrial Average fell 0.95%, while the Standard & Poor’s...
Read MoreEconomic Update October 2020
At PalomarWealth, it is important to us that you are well informed about what’s happening in the markets. Here are a few of the key topics of conversation that we feel deserve the most attention this month. If you have any...
Read MoreOctober 19, 2020 - A Difficult Week for Stocks
The Week on Wall Street Stocks treaded water last week amid fading prospects for a stimulus bill, fears of a second wave of COVID-19 cases, and increasing political and regulatory pressures on Big Tech companies.The Dow Jones...
Read MoreOctober 12, 2020 - Stocks Rise, Stimulus Uncertain
The Week on Wall Street Stocks staged a powerful rally last week, riding a wave of optimism over the prospect of the passage of a new fiscal stimulus bill.The Dow Jones Industrial Average rose 3.27%, while the Standard & Poor’s 500...
Read MoreOctober 5, 2020 - Special Update: Quarterly Report
The Week on Wall Street Stocks advanced last week, propelled by hopes that legislators may reach an agreement for a new fiscal stimulus package and optimism generated by a few corporate deal announcements and initial public offerings....
Read MoreSeptember 28, 2020 - Stocks Mixed Amid Uncertainty
The Week on Wall Street Stocks were mixed last week as worries that stretched from Washington D.C., where prospects of a new fiscal stimulus bill dimmed, to Europe, which saw an increase of new COVID-19 cases.The Dow Jones Industrial...
Read MoreEconomic Update September 2020
At PalomarWealth, it is important to us that you are well informed about what’s happening in the markets. Here are a few of the key topics of conversation that we feel deserve the most attention this month. If you have any...
Read MoreSeptember 21, 2020 - Tech Sector Slip Continues
The Week on Wall Street Stocks slipped as the technology sector remained under pressure and a mid-week announcement by the Federal Reserve failed to inspire investors.The Dow Jones Industrial Average declined 0.03%, while the Standard...
Read MoreSeptember 14, 2020 - Stocks Continue Downward Slide
The Week on Wall Street Stocks traveled a volatile path last week as investors appeared concerned about the upcoming elections, an uncertain economy, and more delays with additional fiscal stimulus. The Dow Jones Industrial Average...
Read MoreSeptember 8, 2020 - Stocks Stall as Recovery Continues
The Week on Wall Street A late week sell-off sent stocks broadly lower as investors took some profits after stocks reached all-time highs earlier in the week. The Dow Jones Industrial Average slid 1.82%, while the Standard & Poor’s...
Read MoreAugust 31, 2020 - Stocks Power Higher
The Week on Wall Street Stocks advanced relentlessly last week on positive COVID-19 developments, encouraging economic data, and a supportive policy shift in the Fed’s approach to its target inflation rate. The Dow Jones Industrial...
Read MoreEconomic Update August 2020
At PalomarWealth, it is important to us that you are well informed about what’s happening in the markets. Here are a few of the key topics of conversation that we feel deserve the most attention this month. If you have any...
Read MoreAugust 24, 2020 - Stocks Reach New Highs
The Week on Wall Street Stocks powered to another week of gains as the S&P 500 and Nasdaq Composite set multiple new record highs along the way.The Dow Jones Industrial Average was essentially unchanged while the Standard & Poor’s 500...
Read MoreAugust 17, 2020 - Stocks and Consumer Prices Rise
The Week on Wall StreetStock prices drifted higher in an otherwise quiet news week, as a slowdown in new COVID-19 cases outweighed a Congressional impasse on a new fiscal-spending measure. The Dow Jones Industrial Average gained 1.81%...
Read MoreAugust 3, 2020 - Stocks Have Mixed Reaction
The Week on Wall Street Stocks were mixed last week amid a busy week of earnings, some troubling economic data, and seemingly little progress on a new fiscal stimulus package.The Dow Jones Industrial Average slipped 0.16%, while the...
Read MoreJuly 27, 2020 - Stocks React to Jobs Report
The Week on Wall Street Stocks slipped in the final days of trading last week on higher jobless claims and rising tensions in the U.S.-China relationship. The Dow Jones Industrial Average lost 0.76%, while the Standard & Poor's 500...
Read MoreJuly 20, 2020 - Stocks See a Mixed Week
The Week on Wall StreetStocks were mixed last week as investors reacted to positive economic data, progress on a COVID-19 vaccine, and the continued nationwide increase in COVID-19 cases. The Dow Jones Industrial Average gained 2.29%,...
Read MoreJuly 13, 2020 - Stocks Gain After Volatile Week
The Week on Wall StreetStock prices notched solid gains last week, looking past an increase in COVID-19 cases and any potential economic concerns raised by the trend. The Dow Jones Industrial Average increased by 0.96%, while the...
Read MoreJuly 6, 2020 - Special Update: Quarterly Report
The Week on Wall StreetIn a holiday-shortened week, stock prices turned higher as encouraging economic data outweighed an increase in COVID-19 cases and a rollback in economic re-openings.The Dow Jones Industrial Average rose 3.25%,...
Read MoreHow to Create your Fidelity.com Log In
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Read MoreJune 29, 2020 - Rise in Cases Inspires Turbulence
The Week on Wall StreetA jump in COVID-19 cases dampened investor enthusiasm last week, sending stock prices lower on worries that rising infections could derail the economic recovery. The Dow Jones Industrial Average slumped 3.31%,...
Read MoreJune 22, 2020 - U.S. Economy Gains Momentum
The Week on Wall StreetStocks moved higher last week on news of more Federal Reserve market support and diminished concerns that new COVID-19 cases might lead to another economic shutdown. The Dow Jones Industrial Average rose 1.04%,...
Read MoreJune 15, 2020 - Markets React to Fed Report
The Week on Wall StreetInvestor sentiment turned negative last week, amid an increasing number of COVID-19 cases in states where reopening has been underway as well as a subdued economic forecast from the Federal Reserve. The Dow Jones...
Read MoreJune 8, 2020 - Recovery Optimism Builds
The Week on Wall StreetA positive jobs report sent stocks soaring last Friday, capping a solid week as evidence of a global economic recovery outweighed concerns over civil unrest and tensions with China.The Dow Jones Industrial...
Read MoreJune 1, 2020 - Optimism for Re-Opening
The Week on Wall StreetThe shortened week, which began with a powerful two-day rally of trading, was enough to drive the markets into another week of solid gains. The Dow Jones Industrial Average rose 3.75%, while the Standard &...
Read MoreMay 26, 2020 - Markets React to Positive Outlook
The Week on Wall StreetUpbeat comments by the Federal Reserve Chairman and more signs of an economic turnaround combined to help fuel a powerful rally in the stock market last week.The Dow Jones Industrial Average rose 3.29%, while...
Read MoreMay 18, 2020 - Powell Somber on Recovery
The Week on Wall StreetStocks drifted lower last week, weighed down by Federal Reserve Chairman Jerome Powell's unsettling comments on the economy and signs of renewed tensions with China.The Dow Jones Industrial Average fell 2.65%,...
Read MoreMay 11, 2020 - Jobs Down, Stocks Up
The Week on Wall StreetDespite a historic downturn in employment, stocks managed to climb higher last week as investors were emboldened by the pace of economic re-openings, both here and abroad.The Dow Jones Industrial Average gained 2...
Read MoreMay 4, 2020 - Economic Normalization Near?
The Week on Wall StreetStock prices ended the week slightly lower, despite news of positive results from a test trial of a COVID-19 drug treatment and several states easing their economic lockdowns. The Dow Jones Industrial Average...
Read MoreApril 27, 2020 - Markets React to Oil Prices
The Week on Wall StreetStock prices bounced around last week as investors reacted to wild swings in the price of oil and reports that called into question the efficacy of two potential virus treatments.The Dow Jones Industrial Average...
Read MoreApril 20, 2020 - First Post-COVID-19 Data Arrives
The Week on Wall StreetStock prices pushed higher last week as news of a White House plan to reopen the economy and reports of a potential COVID-19 treatment helped the market overcome weak economic data and an ugly start to the...
Read MoreApril 13, 2020 - Markets Rally
The Week on Wall StreetThe stock market staged a broad rally this week, buoyed by the prospect that COVID-19's grip on the nation may be easing and news of another Federal Reserve program to help stabilize businesses.The Dow Jones...
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