Harvest Investment Services - Anna Dujan, CLTC, RF

U.S. markets surged in Q3, with the S&P 500 up nearly 8% and the Nasdaq leading with double-digit gains. Strong corporate results, resilient consumer spending, and a long-anticipated Fed rate cut all fueled momentum. Globally, the MSCI EAFE Index rose over 4%, with China, Korea, and Japan posting standout performances. European markets were mostly positive, though Germany lagged.

Quarterly Market Insights | October 2025 Quarterly Market Insights | October 2025 U.S. Markets Stocks powered ahead in the third quarter as solid economic data, strong corporate results, and a positive shift in Fed policy drove market momentum. The Standard & Poor’s 500 Index advanced 7.79 percent while the Dow Jones Industrial Average g...

August ended strongly for U.S. markets, with the S&P 500 closing above 6,500 for the first time. A mix of slowing job growth and cooling inflation put the Fed’s next move in the spotlight as investors look ahead to the September meeting. And with football season kicking off, fans and advertisers are spending big to be part of the action.

Monthly Market Insights | September 2025 Monthly Market Insights | September 2025 U.S. Markets Stocks posted a solid gain in August as investors eyed the Federal Reserve’s next move with interest rates. The Standard & Poor’s 500 Index advanced 1.91 percent, while the Nasdaq Composite rose 1.58 percent. The Dow Jones Industrial Average ...

July delivered big wins for U.S. markets as trade agreements and stellar Q2 earnings pushed the Nasdaq above 21,000 for the first time. While the Fed held rates steady, consumer spending powered the economy to 3% growth. Back-to-school season is here - families are expected to spend nearly \$39 billion getting kids ready for the new academic year.

Monthly Market Insights | August 2025 Monthly Market Insights | August 2025 U.S. Markets Stocks rode the wave of trade developments and Q2 corporate results to advance last month, pushing market averages to multiple record highs. The Standard & Poor’s 500 Index gained 2.17 percent, while the Nasdaq Composite rose 3.70 percent. The Dow...

As health care expenses continue to climb, faster than wages and inflation, many American families struggle to afford necessary medical care. But tools are available to help ease the financial burden. HSAs and FSAs might help your household.

Making Sense of HSAs and FSAs How HSAs and FSAs might help your household.

U.S. markets soared in Q2, driven by new trade policies. Globally, the MSCI EAFE Index continued its winning streak, with Korea and Japan excelling. European markets had mixed outcomes, with Germany and Spain leading. Economic signals were mixed: GDP contracted, job growth slowed, but durable goods orders surged while inflation trended lower.

Quarterly Market Insights | July 2025 Quarterly Market Insights | July 2025 U.S. Markets Markets rose in the second quarter as investors witnessed the new U.S. trade policy's impacts unfold, while tensions continued in the Middle East. The Standard & Poor’s 500 Index rose 10.57 percent, while the Nasdaq Composite climbed 17.75 percent...

Strong earnings and renewed trade momentum helped push stocks higher in May, with the S&P 500 flipping back into positive territory for the year. Even a Fed pause and a credit downgrade couldn't stall the rally. The latest Market Insights explores the trends behind the gains and what could influence the second half of 2025.

Monthly Market Insights | June 2025 Monthly Market Insights | June 2025 U.S. Markets Stocks notched solid gains in May as investors cheered progress on trade deals and upbeat first-quarter corporate reports. The Standard & Poor’s 500 Index gained 6.15 percent, while the Nasdaq Composite picked up 9.56 percent. The Dow Jones Industri...

Despite solid corporate numbers and unexpected trade reports, buyers remained cautious thanks to April's mercurial markets. This month's Market Insights breaks down what drove performance and what investors are continuing to watch in 2025.

Monthly Market Insights | May 2025 Monthly Market Insights | May 2025 U.S. Markets Stocks were mixed as buyers emerged late in the month, thanks to solid corporate reports and unexpected trade news. The Standard & Poor’s 500 Index declined 0.76 percent while the tech-heavy Nasdaq Composite rose 1.26 percent. The Dow Jones Industria...

What happens to your employer-sponsored retirement accounts when you change jobs? Find out in our latest video.

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Are you ready to solve a credit report crime with John Q. Gumshoe? Grab your magnifying glass and click here to learn more.

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