Financial System Articles

Last Week in Review – March 18, 2022

Last Week in Review – March 18, 2022

Last Week In ReviewLast week moved higher, ending a two-week losing streak and reclaiming much of the ground lost over the past month. Traders I spoke with said that markets were supported by multiple factors, including falling oil prices, news that Russia had avoided...

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Last Week in Review – March 11 2022

Last Week in Review – March 11 2022

Last Week In ReviewLast week, stocks moved lower and into bear market territory provoked by the Russian invasion of Ukraine. At its intraday low for the week on Tuesday, the Nasdaq Composite fell to a level that was nearly 22% below its recent peak, more than the 20%...

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Last Week in Review ā€“ March 4, 2022

Last Week in Review ā€“ March 4, 2022

Last Week In ReviewLast week stocks ended lower as investors continued to weigh developments in the crisis in Ukraine. The S&P 500 Index was dragged lower by the heavily-weighted technology, financials, consumer discretionary, and communication services sectors,...

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Global Market Commentary – February 2022

Global Market Commentary – February 2022

The Russian invasion of Ukraine sent risk assets plummeting in February as the conflict, the resulting sanctions and soaring inflation add more uncertainty to the global economic picture. The MSCI All Country World Index dropped -2.58% in February to bring YTD returns...

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Last Week in Review ā€“ February 18, 2022

Last Week in Review ā€“ February 18, 2022

Last Week In ReviewLast week large-cap indexes suffered their second consecutive week of declines as worries over a Russian invasion of Ukraine and high inflation weighed on sentiment. A steep decrease in Meta Platforms (Facebook) weighed heavily on the communication...

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Last Week in Review ā€“ February 11, 2022

Last Week in Review ā€“ February 11, 2022

Last Week In ReviewVolatility continued last week, as the large-cap indexes ended the week lower, while the S&P Midcap 400 and small-cap Russell 2000 indexes recorded modest gains. The technology-heavy Nasdaq Composite fared worst and ended the week down roughly...

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Last Week in Review – February 4, 2022

Last Week in Review – February 4, 2022

Last Week In ReviewLast week equity markets remained volatile but recorded overall gains for the second consecutive week. Breaking with a pattern of value outperformance mainly in place since November, growth and value shares performed similarly, while mid-and...

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Last Week in Review – January 28 2022

Last Week in Review – January 28 2022

Last Week In ReviewLate gains last week helped the large-cap benchmarks move higher, but not before most major indexes moved temporarily into correction territory or down more than 10% from recent highs. The small-cap Russell 2000 Index lagged and ended the week down...

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Are SPACs Really All That Special?

Are SPACs Really All That Special?

Special Purpose Acquisition Companies, or SPACs, seem to be all the rage recently. But why are they gaining so much attention, and what should investors know? IPO. EPS. MLP. LIBOR. NYSE. The investment world is fond of acronyms and keeping them straight can be a tall...

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4 Tips for Smarter Gifts to Charity

4 Tips for Smarter Gifts to Charity

How to use a donor-advised fund to get the most tax bang for your charitable buck.By Rachel Elson, CFPĀ® Wealth Advisor, Perigon Wealth ManagementDon't give to charity for the tax benefits: Give because you're committed to using your money for an important cause. But...

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