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The Morning Report, 2-21-2025
U.S. stock futures are throwing a party of mixed emotions after a wild ride in the previous session. UnitedHealth Group ( UNH ) is having...

Stock Market Charlie
Feb 21, 20253 min read


February 20, 2025, Stock Market Charlie Recap
Today's trading session was like a rollercoaster ride after yesterday's S&P 500 party hit an all-time high. It decided to take a breather...

Stock Market Charlie
Feb 20, 20254 min read


Chart Signal with Stocks Approaching All-Time Highs: The Williams %R technical indicator confidently indicates that the rally could encounter some resistance.
Despite the chaos of tariff wars, persistent inflation, and other potential party poopers for the bull market, the S&P decided to throw a...

Stock Market Charlie
Feb 20, 20252 min read


Master Budgeting in 7 Steps Discover how monitoring your expenses can propel you toward your financial objectives.
Key Takeaways A budget is your ticket to understanding your spending habits and propelling you towards your financial dreams! Maximize...

Stock Market Charlie
Feb 20, 20254 min read


Fed Officials Highlight Economic Strength Amid Inflation Concerns and Fiscal Uncertainty
Atlanta Fed President Raphael Bostic (nonvoter) passionately shared in an essay that the US economy is on a strong path, yet the Federal...

Stock Market Charlie
Feb 20, 20252 min read


Federal Reserve Officials Weigh Impact of Inflation and Trade Policies on Interest Rates
Three Federal Reserve officials, who usually have different opinions like cats and dogs, surprisingly sang the same tune on Thursday: the...

Stock Market Charlie
Feb 20, 20253 min read


February 20, 2025, After the Bell
U.S. stocks took a dramatic dive on Thursday as ongoing tariff worries and a downbeat forecast from Walmart (WMT) shook up investor...

Stock Market Charlie
Feb 20, 20252 min read


The Morning Report, 2-20-2025
Excitement is in the air as U.S. stock index futures took a dip on Thursday, with investors showing a bit more caution after President...

Stock Market Charlie
Feb 20, 20252 min read


Are you overly concentrated in a single investment?
Key Takeaways Keeping a large chunk of your portfolio in one investment can ramp up your risk! Spreading out a concentrated position can...

Stock Market Charlie
Feb 19, 20255 min read


Federal Reserve concerns rise as tariff threats expand in scope and intensity.
U.S. Federal Reserve officials are closely monitoring the potential impact tariffs may have on inflation, now recognizing significant...

Stock Market Charlie
Feb 19, 20254 min read


Before The Bell, 2-19-2025
Stock futures took a nosedive on Wednesday morning as investors braced themselves for the latest gossip from the Federal Reserve and...

Stock Market Charlie
Feb 19, 20253 min read


The Morning Report, 2-19-205
Get ready for an exciting day in the markets! U.S. stock index futures held steady on Wednesday as investors eagerly digested President...

Stock Market Charlie
Feb 19, 20252 min read


US STOCKS-S&P 500 Sneaks to a Record Close While Everyone Stares at Fed Minutes Like It's the Last Cookie
On Tuesday, Wall Street hit a new high, like a cat finally catching the laser pointer, during a holiday-shortened week. The earnings...

Stock Market Charlie
Feb 18, 20253 min read


Exciting Ways to Utilize Your 529 College Plan!Smart spending can lower taxes, dodge penalties, and keep your financial aid intact!
Key Takeaways Exciting news! Withdrawals from 529 plans are federally tax-free—provided you master the rules for qualifying expenses....

Stock Market Charlie
Feb 18, 20259 min read


Impact of Trump's Tariffs: Americans' Spending Surge Amid Economic Uncertainty
According to a recent report by CreditCards.com on Tuesday, it looks like Americans have caught the shopping bug, with one in five folks...

Stock Market Charlie
Feb 18, 20252 min read


Stock Market Charlie's Before the Bell Report 2-18-2025
U.S. stock index futures decided to do a happy dance on Tuesday, as investors eagerly awaited the Federal Reserve’s latest tea leaves...

Stock Market Charlie
Feb 18, 20253 min read


Strategic Investment Insights for 2025: Navigating Growth and Volatility
The investment landscape for 2025 is set to transform due to technological advancements, geopolitical shifts, and changing consumer...

Stock Market Charlie
Feb 17, 20255 min read


Establishing Investment Objectives: A Strategic Approach to Selecting Index Funds
Set Your Index Fund Investment Goals (With a Dash of Humor) Picking the right index fund is like choosing the perfect pair of socks: it...

Stock Market Charlie
Feb 17, 20255 min read


Mapping Your Path to Retirement: Understanding Income Replacement Needs
Key Takeaways Planning your retirement savings is like planning a party—you want it to cover about 45% of your pretax, preretirement...

Stock Market Charlie
Feb 17, 20253 min read


Fed Governor Bowman Wants Inflation to Cool Off Before Playing with Interest Rates Amid Trade Shenanigans
Federal Reserve Governor Michelle Bowman declared on Monday that she needs a little more peace of mind that inflation is on a downward...

Stock Market Charlie
Feb 17, 20252 min read
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