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Wealth Report

This review covers national and global events impacting your investments and provides our thoughts about what you might expect to happen next.

Market Update

Today’s big question: When will our economy reopen? As new coronavirus cases begin to level off, discussions are heating up about when and how to reopen our economy. Markets dipped a bit today, despite OPEC’s decision to decrease oil production. ...

Thursday, April 9 Market Minute

Markets Climb Higher in Advance of Three-Day Weekend Additional stimulus measures from the Federal Reserve plus an agreement between Russia and Saudi Arabia pushed markets higher today. Markets are closed tomorrow for the Good Friday holiday. Click HERE to read more.

Wednesday, April 8 Market Minute

Positive News Lifts Markets Markets resumed their upward climb after yesterday’s lackluster finish, bolstered by forward-looking coronavirus numbers. Look for tomorrow’s meeting between Russia and Saudi Arabia to continue to push markets up. Click HERE to read more.

Tuesday, April 7 Market Minute

Markets Sustain Upward Momentum on Positive News As coronavirus news turns slightly more optimistic, markets responded positively for most of today but ended relatively flat. More relief could be coming soon for small businesses, while talks about Phase 4 of ...

Monday, April 6 Market Minute

A Hard Week Ahead, But Glimmers of Light Appearing The coming week will be a hard one in the U.S., as new cases and deaths head toward an expected peak over the next 7 to 10 days. However, a bit ...

Friday, April 3 Market Minute

Payrolls Drop by 701,000 in March as Oil Continues Upward Climb Nonfarm payrolls dropped in March, with the unemployment rate jumping nearly 1%. Oil, however, has rebounded somewhat on talks of a potential end to the price war between Russia ...

Book

Download a free chapter of “Retirement, The Next Chapter: Helping You Find Financial Direction in the Next Stage of Life” by Scott Winstead.

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In his book, Scott breaks down the fundamentals of navigating finances for retirees with colorful storytelling and easy-to-follow examples of industry basics.

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