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October 20, 2020
Market Commentary - 10/20/2020

It was a turbulent week for investors.

Waves of positive and negative news buffeted financial markets last week.

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October 13, 2020
Market Commentary - 10/13/2020

Major U.S. stock indices finished the week higher, per Barron’s, and global indices were bullish on Friday because of U.S. stimulus talks, reported Financial Times.

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October 8, 2020
Give Yourself a Tax Advantage

If your income is pie, then the federal government takes a hefty slice each year. A 2020 report from the Tax Foundation found a single average wage earner in the United States pays about 29.8 percent of their income in federal taxes. That’s about $18,368 in federal taxes and does not include state and local taxes.

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October 6, 2020
Market Commentary - 10/6/2020

Last week, the third quarter of 2020 came to an end – and the fourth quarter delivered a doozy of an October surprise. President Trump has the coronavirus On Friday Americans awoke to the news President Trump had contracted COVID-19. Financial markets responded with relative equanimity. After a brief sell-off on Friday, major U.S. indices […]

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September 29, 2020
'Devil's in the Details': How Advisors Pick a Custodian

Angela Bender, Certified Financial Planner and AMJ's Managing Partner, contributed to this article by Jessica Mathews, on Financial-Planning.com. CLICK HERE to read the article.

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September 29, 2020
Market Commentary - 9/28/2020

For four weeks, the U.S. stock market has sparked and sputtered like a campfire in light rain.

Today, pandemic-driven demand is providing fuel for the investors. The need for certain types of products and services has accelerated and innovation is creating new opportunities.

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September 22, 2020
Market Commentary - 9/22/2020

Investors weren’t happy with central banks last week. After the Federal Open Market Committee (FOMC) meeting, Federal Reserve Chair Jerome Powell confirmed the economy is recovering more quickly than anticipated: “With the reopening of many businesses and factories and fewer people withdrawing from social interactions, household spending looks to have recovered about three-quarters of its […]

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September 15, 2020
Market Commentary - 9/15/2020

Last week, the Nasdaq Composite Index set another record.

So far, 2020 has been memorable for many reasons, not the least of which is the incredible speed at which some events have been occurring in financial markets. This year, we’ve experienced:

• The end of the longest U.S. stock bull market in history
• A global stock market crash
• The shortest U.S. stock bear market in history
• Multiple record highs for major U.S. stock indices

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September 8, 2020
Market Commentary - 9/8/2020

Stock markets in the United States retreated a bit last week.

U.S. stocks have been trending higher for months. Last week, they gave back some gains. The Nasdaq Composite dropped 3.3 percent, while the S&P 500 Index fell 2.3 percent, and the Dow lost 1.8 percent, reported Ben Levisohn of Barron’s.

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