The Lineage Group

11/26/2020

Today, give thanks for blessings big and small. Happy Thanksgiving!

07/08/2020

In June, stock prices climbed higher as investors looked beyond an increase in COVID-19 cases as well as reports that several states planned to slow their economic reopening.

Monthly Market Insights | July 2020 U.S. Markets Stock prices climbed higher in June, as investors looked beyond an increase in COVID-19 cases as well as reports that several states planned to slow the pace of their economic re-opening. The Dow Jones Industrial Average gained 1.69 percent, while the...

06/05/2020

In May, stocks rallied, fueled by a supportive Fed, and reported progress on a COVID-19 vaccine.

Monthly Market Insights | June 2020 U.S. Markets Stocks rallied in May, sparked by a supportive Federal Reserve, stories of states re-opening, and reported progress on a COVID-19 vaccine. The Dow Jones Industrial Average rose 4.26 percent, while the Standard & Poor’s 500 Index picked up 4.53 perce...

04/07/2020

The spread of COVID-19 sent stocks tumbling last month, even as the health and economic costs of the pandemic continued to mount.

Monthly Market Insights | April 2020 U.S. Markets The spread of COVID-19 sent stocks tumbling, as the health and economic costs of the pandemic continued to mount. The Dow Jones Industrial Average dropped 13.74 percent, while the Standard & Poor’s 500 Index fell 12.51 percent. The NASDAQ Composite...

03/07/2020

Last month, Coronavirus fears sent stocks into correction territory, as investors grappled with the rapidly unfolding story.

Monthly Market Insights | March 2020 U.S. Markets Coronavirus fears sent stocks into correction territory in February, as investors grappled with the unfolding story. The Dow Jones Industrial Average lost 10.07 percent, while the Standard & Poor’s 500 Index dropped 8.41 percent. The NASDAQ Composi...

02/07/2020

Last month, caution and confidence ruled the markets as prices surged, only to drop with the spread of the coronavirus.

Monthly Market Insights | February 2020 U.S. Markets Stock prices were mixed in January as prices surged, thanks to strong economic news, only to retreat sharply in the second half due to concerns of the potential economic impact of the coronavirus. The Dow Jones Industrial Average dropped one perce...

01/09/2020

Last month, a wave of trade optimism and solid economic data, coupled with a strong jobs report encouraged investors, sending stocks higher.

Monthly Market Insights | January 2020 U.S. Markets Riding a wave of trade optimism and solid economic data, stocks notched solid gains in December, capping off an exceptional year for the equity markets. The Dow Jones Industrial Average rose 1.74 percent, while the Standard & Poor’s 500 Index adv...

12/07/2019

Last month, markets maintained their upward momentum while a potential trade deal between the U.S. and China seemed to be on the horizon.

Monthly Market Insights | December 2019 U.S. Markets Stocks notched solid gains in November, thanks to solid economic data, improving trade sentiment, and upside earnings surprises. The Dow Jones Industrial Average picked up 3.72 percent, while the Standard & Poor’s 500 Index gained 3.40 percent. ...

11/14/2019

The maximum amount you can contribute to a traditional IRA or a Roth IRA in 2020 is $6,000 (or 100% of your earned income, if less), unchanged from 2019. The maximum catch-up contribution for those age 50 or older remains at $1,000. You can contribute to both a traditional IRA and a Roth IRA in 2020...

11/08/2019

Curious about America’s recent trade outlook and a potential budget battle on the domestic front?

Monthly Market Insights | November 2019 U.S. Markets Following an early-month stumble, stocks rallied in October on news of progress in U.S.-China trade negotiations as well as a solid kickoff to earnings season. The Dow Jones Industrial Average picked up 0.48 percent, while the Standard & Poor’s ...

10/15/2019

Considering the regrets of current retirees may help you avoid the same mistakes.

10/10/2019

Curious about America’s trade outlook and recent market reactions to current events?

Monthly Market Insights | October 2019 U.S. Markets An improving trade outlook and constructive economic data helped lift stocks in September. The Dow Jones Industrial Average led the way, gaining 1.95 percent. The Standard & Poor’s 500 Index tacked on 1.72 percent, while the NASDAQ Composite trai...