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Weekly Roundup 9/5/25

Our PureVest Weekly Roundup looked at the weaker-than-expected jobs report on Friday.  Interest rates plummeted following this report, as the Fed is now highly anticipated to cut rates at its meeting in two weeks.  Mortgage rates dipped below 6.5% for the first time in a year.  Trump is taking his tariff fight to the Supreme Court after a federal appeals court ruled […]

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Weekly Roundup 8/29/25

Our PureVest Weekly Roundup looked at the stronger-than-expected revision to Q2 GDP, which indicated the economy grew at a 3.3% pace.  Consumer spending stayed strong, but core inflation numbers rose slightly.  NVIDIA reported another solid quarter on Wednesday.  Revenues and earnings both increased by more than 50% for the year.  They also signaled that no slowdown in AI spending is

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Smart Capital Gains Tax Planning: How To Keep More Of Your Profits

Making money is exciting — keeping it is even smarter.  Without smart capital gains tax planning, taxes can eat into your profits.   I want to give you a quick rundown of what, if any capital gains taxes will apply to your appreciated assets.  Fully understanding potential tax ramifications of selling a stock or fund can help

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Weekly Roundup 8/15/25

Our PureVest Weekly Roundup looked at a recap of Q2 earnings.  Earnings for S&P 500 companies grew at an 11% rate year over year.  July retail sales were stronger than expected.  Stocks put together another winning week as the drift to new highs continued.  President Trump announced a deal with Nvidia and AMD, which will allow the tech companies to sell certain

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Weekly Roundup 8/1/25

July was a solid month for stocks, with the S&P 500 up 2.1% and the Nasdaq up 3.7%.  Our PureVest Weekly Roundup looked at some big news from the past week.  While GDP growth in Q2 showed the economy growing at a 3% rate, the employment numbers on Friday were not good as the U.S. added only 73,000 jobs.  May

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Weekly Roundup 7/25/25

The month of July is living up to its reputation as the best-performing month of the year for stocks. Our PureVest Weekly Roundup looked at the positive developments from the week that helped keep the recent melt-up going strong.  President Trump announced trade deals with Indonesia and Japan, and stated that he is close to a trade deal with

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