Julie Nagan, Financial Advisor at Morgan Stanley

Julie Nagan, Financial Advisor at Morgan Stanley Joined Clearstone Wealth Advisory at Raymond James at Carillon Point

US stocks rally with oil markets and employment data in focus. Read more in the 1% Move report:
04/02/2020

US stocks rally with oil markets and employment data in focus. Read more in the 1% Move report:

Wealth Management — April 2, 2020 What Happened in the Markets? US stocks rallied on Thursday, as the S&P 500 closed up 2.3% at 2,527. With the sell-off, the index is now down 21.8% year to date and has corrected 25.4% from the February 19 all-time high. Thursday’s rally comes as markets digest...

The $2 trillion CARES Act includes a variety of provisions that will help preserve the financial health of state and loc...
04/02/2020

The $2 trillion CARES Act includes a variety of provisions that will help preserve the financial health of state and local governments, hospitals and airports. Here’s what’s inside.

Congressional leaders have reached a deal on a $2 trillion stimulus bill to deal with fallout from the coronavirus crisis. Will it work? Two criteria to watch for.

Stocks slide to start April giving back some of the prior week's gains. Read more in the 1% Move report:
04/01/2020

Stocks slide to start April giving back some of the prior week's gains. Read more in the 1% Move report:

Wealth Management — April 1, 2020 What Happened in the Markets? US stocks fell sharply Wednesday as the S&P 500 closed down 4.4% at 2,471. With the sell-off, the index is now down 23.5% year to date and has corrected 27% from the February 19 all-time high. Wednesday’s sell-off came on little .....

S&P 500 trades modestly lower on Tuesday as stocks wrap up worst quarter since 4Q08. Read more in the 1% Move report:
03/31/2020

S&P 500 trades modestly lower on Tuesday as stocks wrap up worst quarter since 4Q08. Read more in the 1% Move report:

Read timely commentary on market performance whenever the S&P 500 changes more than 1% in a day.

Although economic and earnings data could be gloomy over the next month, have equity markets already discounted the bad ...
03/31/2020

Although economic and earnings data could be gloomy over the next month, have equity markets already discounted the bad news? Detailed analysis from Chief Investment Officer Mike Wilson.

If you’re willing to sell your home or borrow against it to support your retirement income, it can dramatically change y...
03/31/2020

If you’re willing to sell your home or borrow against it to support your retirement income, it can dramatically change your retirement outlook. Learn more.

https://mgstn.ly/2TDTJgB

US stocks build on last week's momentum as S&P 500 rallies sharply on Monday. Read more in the 1% Move report:
03/30/2020

US stocks build on last week's momentum as S&P 500 rallies sharply on Monday. Read more in the 1% Move report:

Read timely commentary on market performance whenever the S&P 500 changes more than 1% in a day.

Governments and central banks face two issues: A flight to liquidity and a global economy that showed signs of fatigue e...
03/28/2020

Governments and central banks face two issues: A flight to liquidity and a global economy that showed signs of fatigue even before the pandemic. For investors seeking opportunities, it’s an important distinction.

Although the sell-off may not be over and the global economy has tough days ahead, a growing number of factors suggest that risk/reward in markets may be getting better.

Though stocks declined on Friday the S&P 500 still posted its strongest week since March 2009. Read more in the 1% Move ...
03/27/2020

Though stocks declined on Friday the S&P 500 still posted its strongest week since March 2009. Read more in the 1% Move report:

Read timely commentary on market performance whenever the S&P 500 changes more than 1% in a day.

As a record 3.28 million workers file for unemployment, our Chief U.S. Economist and Chief U.S. Public Policy researcher...
03/27/2020

As a record 3.28 million workers file for unemployment, our Chief U.S. Economist and Chief U.S. Public Policy researcher weigh potential effects from the fiscal package now before Congress.

As central banks and governments weigh a litany of stimulus efforts, what could the journey to economic recovery look like? Our Chief U.S. Economist and Head of U.S. Public Policy Research sum up the debates.

US stocks rally for a third straight session as stimulus bill clears Senate; read more in the 1% Move report:
03/26/2020

US stocks rally for a third straight session as stimulus bill clears Senate; read more in the 1% Move report:

Read timely commentary on market performance whenever the S&P 500 changes more than 1% in a day.

Congressional leaders have reached a deal on a $2 trillion stimulus bill to deal with fallout from the coronavirus crisi...
03/26/2020

Congressional leaders have reached a deal on a $2 trillion stimulus bill to deal with fallout from the coronavirus crisis. Will it work? Two criteria to watch for.

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