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  • Who We Are
    • Our Firm
    • Meet the Team
      • R.F. Burke Steele III
      • R.F. Burke Steele IV
      • Rob Steele
      • Leverette Pope
      • James Smith
      • Elizabeth Richardson
    • Giving Back
  • Products & Services
    • Financial Services
      • Comprehensive Financial Planning
      • Retirement Planning
      • Estate & Legacy Planning
      • Business & Farm Succession Planning
      • Individual Retirement Accounts (IRAs)
      • Employer Sponsored Plans
      • Investment Portfolio Management
      • Wealth Accumulation & Preservation
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      • Mutual Funds
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      • Bonds
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 |  By Advisor  |  In Monthly Updates, Newsletters

Monthly Economic Update: September 2017

August brought an overwhelming natural disaster, a threat of war from a foreign dictator, and violence in the streets – so it is little wonder stocks went sideways. The S&P 500 eked out an advance of 0.05% for the month.

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 |  By Advisor  |  In Monthly Updates, Newsletters

Monthly Economic Update: August 2017

The Dow Jones Industrial Average gained 2.54% in July as earnings announcements and fundamental indicators provided a lift for the blue chips and other stock market indices.

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 |  By Advisor  |  In Monthly Updates, Newsletters

Monthly Economic Update: July 2017

June brought some definite headwinds to Wall Street, but the broad stock market still advanced. The S&P 500 added 0.48% across the month, even with tech shares selling off. As anticipated, the Federal Reserve raised the federal funds rate by
another quarter point.

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 |  By Advisor  |  In Monthly Updates, Newsletters

Monthly Economic Update: July 2017

June brought some definite headwinds to Wall Street, but the broad stock market still advanced. The S&P 500 added 0.48% across the month, even with tech shares selling off. As anticipated, the Federal Reserve raised the federal funds rate by another quarter point.

Read More 0
 |  By Advisor  |  In Monthly Updates, Newsletters

Monthly Economic Update: May 2017

May was another good month for stocks. The S&P 500 gained more than 1%, putting its YTD advance above 7.7%. While the housing market showed some spring weakness, hiring bounced back…

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 |  By Advisor  |  In Monthly Updates, Newsletters, Uncategorized

Monthly Economic Update: April 2017

Stocks went sideways rather than north in March, with the S&P 500 losing just 0.04%. The Federal Reserve made another quarter-point interest rate move, and overseas, the United Kingdom initiated Brexit proceedings.

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 |  By Advisor  |  In Monthly Updates, Newsletters

Monthly Economic Update: February 2017

February was a great month for stocks and a historic month for the Dow Jones
Industrial Average. The blue chips closed at record highs for 12 straight trading…

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About Us

  • Who We Are
  • Our Locations
  • Giving Back
  • Request a Quote
  • Contact

Meet the Team

  • R.F. Burke Steele III
  • R.F. Burke Steele IV
  • Rob Steele
  • Leverette Pope
  • James Smith
  • Elizabeth Richardson

Financial Services

  • Comprehensive Financial Planning
  • Retirement Planning
  • Estate & Legacy Planning
  • Business & Farm Succession Planning
  • Employer Sponsored Plans
  • Investment Portfolio Management
  • Wealth Accumulation & Preservation
  • Individual Retirement Accounts (IRAs)

Investment Services

  • Mutual Funds
  • Stocks
  • Bonds
  • Variable Annuities
  • Fixed Annuities

Insurance Services

  • Life Insurance
  • Long-Term Care Insurance

Resources

  • Market Watch
  • Financial Charts
  • Financial Calculators
  • Helpful Links
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