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Monday, March 1, 2021

On Monday, Feb. 22, the White House announced several changes to the Paycheck Protection Program (PPP) that went into effect on Wednesday, Feb. 24. These changes are intended to further target “the smallest businesses and those...

Friday, February 26, 2021

It can be easy to overlook the nation’s solid economic fundamentals when the financial media splashes stories every day about an army of amateur traders, short-selling mania, and initial public offerings (IPOs) that double in...

Tuesday, February 23, 2021

Rising bond yields dampened investor enthusiasm for high-multiple growth companies last week, sending market averages mostly lower in a holiday-shortened week of trading.The Dow Jones Industrial Average gained 0.11% for the week. But...

Monday, February 22, 2021

At this time last year, it was still unknown that a deadly global pandemic was on the rise, eventually stalling economic growth and sending crude oil prices into negative territory. But recently, oil prices have surged, with crude...

Tuesday, February 16, 2021

Stock prices inched higher last week amid declining COVID-19 cases, a pick-up in vaccinations, and progress on a fiscal relief bill.The Dow Jones Industrial Average gained 1.00%, while the Standard & Poor’s 500 rose 1.23%....

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Monday, February 8, 2021

We are excited to announce that Shane Keith has successfully completed the financial planning coursework and has passed the CFP® Certification Examination. Shane is now authorized by the Certified Financial Planner Board of...

Monday, February 1, 2021

Despite strong corporate earnings, stock prices closed lower after a volatile week of trading triggered by unprecedented activity in a handful of companies.The Dow Jones Industrial Average lost 3.27%, while the Standard &...

Monday, February 1, 2021

You may have heard the news about stocks for certain companies suddenly ballooning, quickly going from lunch money prices to several hundred dollars a share. In one case, the shares rose over 1700% since December 2020.1 So, what...

Friday, January 22, 2021

Recently, the Internal Revenue Service (IRS) announced that tax season will start a little later than usual. This year the IRS will begin accepting and processing 2020 tax returns on Friday, February 12, 2021.1In light of the December...

Monday, January 11, 2021

The Week on Wall Street Shrugging off COVID-19 infections and the disruption at the Capitol on January 6, stocks powered higher to kick off a new year of trading.The Dow Jones Industrial Average gained 1.61%, while the Standard &...

Friday, January 8, 2021

Has Washington Gone Blue? Presented by Kevin M. Dick, AAMS®, AIF®, CPFA®, CRPS® Wednesday, January 6, 2021, will be remembered in the history books—for a couple of reasons. First, while Congress met to count the...

Monday, January 4, 2021

The Week on Wall Street Stocks moved higher during a holiday-shortened week of trading, capping off a turbulent, but otherwise strong year for equity investors. The Dow Jones Industrial Average gained 1.35%, while the Standard &...

Monday, January 4, 2021

Understanding the New Stimulus Bill Presented by Kevin M. Dick On December 27, 2020, President Trump signed the Consolidated Appropriations Act, 2021, into law (hereinafter referred to as “the Act”), with large portions of...

Monday, December 21, 2020

The Week on Wall Street Stocks climbed higher amid the COVID-19 vaccine rollout and an improving outlook for a fiscal stimulus bill.The Dow Jones Industrial Average, which has lagged all year, gained 0.44%. The Standard & Poor’s 500...

Monday, December 14, 2020

The Week on Wall Street Stocks retreated last week on rising COVID-19 infections and slow progress on an economic relief bill. The Dow Jones Industrial Average dipped 0.57%, while the Standard & Poor’s 500 dropped 0.96%. The Nasdaq...

Tuesday, December 8, 2020

The Week on Wall Street Stocks marched higher last week on an improving outlook for the passage of a fiscal stimulus package. The Dow Jones Industrial Average rose 1.03%, while the Standard & Poor’s 500 tacked on 1.67%. The Nasdaq...

Monday, November 30, 2020

The Week on Wall Street Stocks surged last week, ignited by another COVID-19 vaccine announcement, encouraging economic data, and the easing of political uncertainty.The Dow Jones Industrial Average rose 2.21%, while the Standard &...

Monday, November 23, 2020

The Week on Wall StreetDespite news of another COVID-19 vaccine candidate, stocks were mixed amid investor anxiety over an increase in new infections and economic lockdowns.The Dow Jones Industrial Average fell 0.73%, while the...

Monday, November 16, 2020

The Week on Wall Street News of a COVID-19 vaccine ignited a rally in economically sensitive stocks and a broad retreat in technology companies last week, though enthusiasm was tempered by reports of rising new infections and fresh...

Monday, November 9, 2020

The Week on Wall Street Stocks soared last week as investors anticipated that a split Congress would raise legislative hurdles to changing corporate taxes and adjusting regulatory oversight of big technology companies.The Dow Jones...

Monday, November 2, 2020

The Week on Wall Street Stock prices dropped last week as hopes for a fiscal stimulus bill faded and investors focused on rising COVID-19 infections, here and abroad. The Dow Jones Industrial Average slid 6.47%, while the Standard &...

Monday, October 26, 2020

The Week on Wall Street The failure to reach an agreement on a new fiscal stimulus bill soured investor sentiment and sent stocks modestly lower for the week. The Dow Jones Industrial Average fell 0.95%, while the Standard & Poor’s...

Monday, October 19, 2020

The Week on Wall Street Stocks treaded water last week amid fading prospects for a stimulus bill, fears of a second wave of COVID-19 cases, and increasing political and regulatory pressures on Big Tech companies.The Dow Jones...

Monday, October 12, 2020

The Week on Wall Street Stocks staged a powerful rally last week, riding a wave of optimism over the prospect of the passage of a new fiscal stimulus bill.The Dow Jones Industrial Average rose 3.27%, while the Standard & Poor’s 500...

Monday, October 5, 2020

The Week on Wall Street Stocks advanced last week, propelled by hopes that legislators may reach an agreement for a new fiscal stimulus package and optimism generated by a few corporate deal announcements and initial public offerings....

Monday, September 28, 2020

The Week on Wall Street Stocks were mixed last week as worries that stretched from Washington D.C., where prospects of a new fiscal stimulus bill dimmed, to Europe, which saw an increase of new COVID-19 cases.The Dow Jones Industrial...

Monday, September 21, 2020

The Week on Wall Street Stocks slipped as the technology sector remained under pressure and a mid-week announcement by the Federal Reserve failed to inspire investors.The Dow Jones Industrial Average declined 0.03%, while the Standard...

Monday, September 14, 2020

The Week on Wall Street Stocks traveled a volatile path last week as investors appeared concerned about the upcoming elections, an uncertain economy, and more delays with additional fiscal stimulus. The Dow Jones Industrial Average...

Tuesday, September 8, 2020

The Week on Wall Street A late week sell-off sent stocks broadly lower as investors took some profits after stocks reached all-time highs earlier in the week. The Dow Jones Industrial Average slid 1.82%, while the Standard & Poor’s...

Monday, August 31, 2020

The Week on Wall Street Stocks advanced relentlessly last week on positive COVID-19 developments, encouraging economic data, and a supportive policy shift in the Fed’s approach to its target inflation rate. The Dow Jones Industrial...

Friday, August 7, 2020

July 29, 2020 — KDI Wealth Management based out of Payson, AZ, Scottsdale, AZ and Flagstaff, AZ announced that Kevin Dick, Carrie Dick, Micah Crabdree and Shane Keith have successfully passed the examination to receive the...

Tuesday, June 30, 2020

Over the past week, localized outbreaks in several states continued to get worse, increasing the chances of a national second wave of infections. Arizona, California, Florida, and Texas have shown significant spikes in cases in recent...

Thursday, June 18, 2020

Today, Payson and Flagstaff (and soon to follow, Scottsdale) issued proclamations requiring the use of a face coverings inside public settings. As a business operating in all of these locations, we will adhere to these mandates and...

Friday, June 5, 2020

Over the past week, the biggest news in the coronavirus crisis has been what's not happening; that is, we're not seeing any signs of a second wave of infections as a result of the ongoing reopening of the economy and the loosening of...

Friday, May 29, 2020

Over the past week, we’ve seen more good news in the coronavirus crisis. Perhaps most important, there were no signs of a second wave of infections stemming from the ongoing reopening of the economy and the loosening of social...

Friday, May 29, 2020

Over the past week, we’ve seen more good news in the coronavirus crisis. Perhaps most important, there were no signs of a second wave of infections stemming from the ongoing reopening of the economy and the loosening of social...

Tuesday, May 19, 2020

In the past week, we had some mixed news on the coronavirus pandemic. Testing continued to rise, although improvement in slowing the spread rate and case growth seemed to stall. Further, the number of active cases started to grow again...

Wednesday, April 22, 2020

In the past week, we've seen signs of progress in the coronavirus pandemic. As such, it's a good time to evaluate where we are with containing the virus-and what comes next for the markets and economy. Let's start with taking a look at...

Wednesday, September 25, 2019

Often times, we have an idea of what we want to do or what we want to happen - whether it be moving up the ladder to success, saving for retirement, being healthy throughout our lifetime or what we want our children to inherit (whether...