Empowering millennials, families & small businesses in making the right decisions to reach financial Erick G. degree in Finance & Accounting. Maxwell.
Colon has been empowering clients as a Financial Advisor since 2013. He graduated from the University of Massachusetts Lowell with a B.S. He holds licenses in Life, Accident & Health Insurance, as well as his Series 6, 63 and 65. Erick has a passion for helping both individuals and businesses achieve their financial goals. When he is not bringing fiscal education to and creating financial strategi
10/04/2024
Q3 saw a Fed-fueled rally, but what's next? Our Quarterly Market Insights for October explores the latest economic indicators and what investors may be talking about in Q4.
Quarterly Market Insights | Q3 2024 Investors welcomed the Fed’s decision regarding short-term interest rates, causing stocks to post solid gains in the third quarter.
09/06/2024
Stocks notched modest gains in August, helping investors forget a volatile month of trading, punctuated by upbeat comments by Fed officials about interest rates.
Monthly Market Insights | September 2024 Stocks notched modest gains in August, helping investors forget a volatile month of trading, punctuated by upbeat comments by Fed officials about interest rates.
08/08/2024
Stocks edged higher in August as investors monitored economic reports for the Fed's next move with short-term interest rates
Monthly Market Insights | August 2024 Stocks edged higher during a volatile month of trading as investors monitored economic reports about the Fed’s next move with short-term interest rates.
07/09/2024
The stock market rallied in Q2 around AI and hopes that the Fed will manage interest rates with inflation trending lower.
Quarterly Market Insights | Q2 2024 Following a rocky start, stocks finished the second quarter higher as investors remained optimistic the Fed will manage interest rates with inflation trending lower.
06/07/2024
Stocks rallied in May as investors welcomed upbeat Q1 corporate reports and signs of a Goldilocks economy - not too hot, not too cold. The Dow crossed 40,000 for the first time after cooler inflation data raised hopes for a potential rate adjustment.
Monthly Market Insights | June 2024 Stocks rose in May as investors cheered upbeat Q1 corporate reports and signs that the economy was still strong while not overheating.
05/07/2024
April's stocks took a hit due to rising inflation and mixed economic news, despite a late-month rally fueled by strong Q1 reports from two mega-cap tech stocks.
Monthly Market Insights | May 2024 Despite a late-month rally, stocks fell in April as investors struggled with a hotter-than-expected inflation report and mixed news about the economy.
04/06/2024
The stock market saw solid gains this quarter, with AI news, soft landing signs, and dovish comments from the Fed fueling investor confidence.
Quarterly Market Insights | Q1 2024 Stocks notched solid gains in the first quarter as enthusiasm about artificial intelligence, signs of a soft landing, and dovish talk from the Fed buoyed investor confidence.
03/07/2024
February saw modest gains thanks to upbeat corporate reports and investor enthusiasm regarding artificial intelligence.
Monthly Market Insights | March 2024 Stocks notched solid gains last month as upbeat corporate reports and investor enthusiasm surrounding artificial intelligence overshadowed the Fed’s next move with interest rates.
02/08/2024
January's markets saw modest gains thanks to positive economic data and upbeat Q4 corporate reports which helped support prices.
Monthly Market Insights | February 2024 The Dow Jones Industrial Average advanced 1.22 percent, while the Standard & Poor's (S&P) 500 Index gained 1.59 percent. The Nasdaq Composite, which led throughout 2023, rose 1.02 percent.1
01/05/2024
Despite a challenging start to Q4 due to rising bond yields and monetary policy concerns, optimism surged with new inflation data and Fed Chair Jerome Powell's encouraging remarks, leading to a market rally.
Quarterly Market Insights | Q4 2023 Stocks moved higher in the final three months of the year as bond yields trended lower in growing anticipation of a potential Fed easing.