December 18, 2023 Industry: Diversified Tracking ETF: SPDR Dow Jones Industrial ETF (DIA) Index Overview: The Dow Jones Industrial Average is a 30-stock, price-weighted index that measures the performance of some of the largest U.S. companies. The index provides suitable sector representation with the exception of the transportation industry group and utilities sector which are…
Our office will be closed on Monday, January 1st, 2024, in observance of the New Year’s Day holiday. We will resume regular business hours on Tuesday, January 2nd, 2024. We wish you and your family a safe and healthy new year.
We wish you and your family a happy holiday season! Our office will be closed on Monday, December 25th, 2023. We will resume normal business hours on Tuesday, December 26th, 2023.
Welcome to this episode of “From The Desk Of,” our podcast about markets, life, and things financial. Join Chip Hardy, Senior Vice President, Fiduciary Consultant, and Mike Switzer of the South Carolina Business Review, heard each weekday morning at 7:50 AM on South Carolina’s Public Radio Network, as they discuss retirement plans.
We wish you and your family a happy Thanksgiving! Every day, we thank you for being the core of our success and look forward to a wonderful 2024. Our offices will be closed all day on Thursday, November 23rd, 2023. We will close at 1:00 PM on Friday, November 24th, 2023. We will resume normal…
Welcome to this special episode of “From The Desk Of,” our podcast about markets, life, and all things financial. Join Donna Rasile, Senior Vice President and Investment Advisor, and Allen Gillespie, Chief Investment Officer, as they discuss the recent downgrade of the US debt rating and what implications that has on the economy and to investors.
SUMMARY The Leading Economic Index (“LEI”) and Small Cap Russell 2000 Index Confirm Recessionary Signal Small Cap Stocks Historically Bottom During Recessions and Fed Cycles Small Cap Stock Returns are Typically Higher for Extended Periods Following Recession Portfolio Commentary Written by Allen Gillespie, CFA®, Chief Investment Officer Download a PDFProgramming Economics – The LEI and…