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Markets declined last week amid Middle East conflict and mixed jobs data, with oil prices surging. Read Charleston Retirement Planning’s latest market update for insights on stocks, economic trends, and what they may mean for investors.

Stocks fell last week amid concerns about artificial intelligence (AI) and a warmer-than-expected reading of wholesale inflation. The Standard & Poor’s 500 Index fell 0.44 percent, while the Nasdaq Composite Index declined 0.95 percent...

Stocks ended a choppy four-session run in the green, with tech-led momentum earlier in the week prevailing over news of a slowing economy, sticky inflation, and geopolitical tensions.The Standard & Poor’s 500 Index advanced 1.07...

Stocks were mixed last week, with broad gains on Monday and Friday bookending midweek selling pressure as investors digested earnings results from more than 100 S&P 500 companies.The Standard & Poor’s 500 Index ended the week roughly...

Markets were mixed as investors digested Q4 earnings, a widely expected Fed rate hold, and key economic data. The S&P 500 edged higher, while the Nasdaq and Dow slipped. Overseas stocks outperformed amid cautious sentiment.

Saving for education doesn’t have to be overwhelming. A 529 plan offers tax advantages, flexibility, and control to help families fund education while aligning college costs with long-term retirement goals.

Stocks trended lower last week amid signs of year-end profit-taking and some sour investor sentiment over the Fed meeting minutes.The Standard & Poor’s 500 Index fell 1.03 percent, while the Nasdaq Composite Index lost 1.52 percent....

Stocks delivered for investors last week as positive economic data and bullish holiday cheer powered the start of a “Santa Claus rally” past consumer bah humbug sentiment.The Standard & Poor’s 500 Index rose 1.40 percent, while the...

Stocks ended last week mixed. A widely anticipated Federal Reserve decision on interest rates and a rotation into non-tech areas helped push the Dow Industrials higher, while the broader market and technology stocks lagged behind. The...

Stock prices pushed higher last week, notching multiple records along the way as employment and inflation data took center stage in anticipation of the Fed’s upcoming meeting. The Standard & Poor’s 500 Index rose 0.31 percent, while...

Near-retirees face rising market risks. Charleston Retirement Planning offers personalized guidance in portfolio management, income planning, and holistic retirement strategies to help protect and grow your wealth.

Stocks ended mixed after a nail-biting week for investors, who grew anxious over megacap tech valuations and interest rates as the government shutdown came to an end. The Standard & Poor’s 500 Index edged up 0.08 percent, while the...

Stocks hit a rough patch last week as fresh labor market data, low consumer sentiment, and the ongoing government shutdown unnerved investors. The Standard & Poor’s 500 Index declined 1.63 percent, while the Nasdaq Composite Index...

Stocks climbed for a third straight week as tech momentum, trade optimism, and strong Q3 earnings lifted markets. The S&P 500 hit a record high above 6800, while the Fed’s cautious tone on future rate cuts tempered gains.

Stocks fell last week amid concerns about trade with China, following an unsteady rally to record highs over the first half of the week. The Standard & Poor’s 500 Index fell 2.43 percent, while the Nasdaq Composite Index declined 2.53...

Stocks rose last week, looking past the government shutdown and apparently discounting any impact it may have on the economy. The Standard & Poor’s 500 Index moved up 1.08 percent, while the Nasdaq Composite Index rose 1.32 percent....

Discover why working with a financial advisor is beneficial in today’s economy. Charleston Retirement Planning helps you create a personalized retirement strategy, manage investments, and gain financial foresight for the future.

This article emphasizes the critical importance of starting retirement planning early and how Charleston Retirement Planning offers a strategic, personalized approach to make that early start truly impactful

Charleston Retirement Planning: Navigating Coastal Risks Amid Hurricane Erin Charleston’s Lowcountry charm and historic neighborhoods make it an ideal retirement destination, but when nature stirs, smart planning is essential. With...

Back to School, Back to Saving: Why Now is the Time to Open a 529 Plan As the back-to-school season kicks off in Charleston, parents and grandparents are once again reminded of the rising cost of education. Whether your loved one is...

Charleston’s heat wave is a wake-up call for retirees: maintain home cooling, know heat illness signs, stay hydrated, and use local support like cooling centers. Plan ahead for comfort, safety, and resilience in rising summer temps.

As Charleston continues to grow both culturally and economically, the financial markets in our region are evolving just as quickly. For those nearing retirement or already retired, staying informed about local economic trends is...

Charleston's rare snowfall brings beauty and disruption, offering lessons in preparation, adaptability, and community—essential for both winter weather and retirement planning

January Market Updates and What to Expect As we wrap up the first month of the new year, the financial markets continue to show signs of cautious optimism. January has been marked by a mix of positive economic data and ongoing...

Kickstart Your Year with Confidence: The Importance of Working with a qualified Financial Advisor in the New Year Markets As we step into the new year, many of us are setting resolutions, reviewing personal goals, and looking forward to...