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Tuesday, August 4, 2020

With all of the storm and stress of the year 2020, you’d be forgiven if you momentarily forgot that we’re due for another national election in November. Many states will be selecting governors, representatives, and...

Tuesday, August 4, 2020

One of my favorite Wall Street quotes is from Mark Twain, who said:“October: This is one of the peculiarly dangerous months to speculate in stocks. The others are July, January, September, April, November, May, March, June,...

Sunday, July 26, 2020

Lately, it can feel like each day brings a new headline about fluctuating market behavior. But amid the ups and downs of 2020, there may be some potential good news on the horizon. On July 16, 2020, the interest rate for a 30-year...

Wednesday, July 22, 2020

Stocks 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%, while the Standard...

Friday, July 17, 2020

Waddell & Reed, Inc. (WRI) values the privilege of helping you pursue your financial goals. Along with this rewarding work comes the obligation to comply with industry regulations which have been established to protect investors. On...

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Tuesday, July 14, 2020

In the era of COVID-19, and the financial woes it has created, I often get asked, “Why is the stock market holding up so well when the economy appears to be struggling?”To understand why the markets react — or...

Tuesday, July 14, 2020

This year has had no shortage of changes to the normal course of business.In March, the Treasury Department and the Internal Revenue Service announced that they extended the federal income tax filing and payment deadline until July 15...

Tuesday, July 14, 2020

Stock 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 Standard & Poor’s...

Monday, July 6, 2020

In our uncertain climate, it’s unsurprising that when American investors are thinking about their financial strategy, that the topic of life insurance comes up.For some, it’s always been front of mind. For younger...

Monday, July 6, 2020

A 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%, while the Standard &...