Week in Review Equity Markets

US stock markets posted a banner week amidst the ongoing earnings season and its particularly robust results. The S&P 500 Index gained 3.59% last week. Meanwhile, the Dow Jones Industrial Average delivered a 2.96% gain, and the Nasdaq generated a stellar 5.19% weekly return.

Last week’s performance led to new all-time highs for both the S&P 500 and Nasdaq Composite, underscoring continued investor confidence in the broader market narrative.

The most important estate planning work often starts with a conversation — not a document. We outline questions families should revisit annually to keep intentions clear and plans current.

Waiting until December leaves less room to act. A midyear tax review can surface opportunities while there’s still time to use them — from harvesting losses to coordinating charitable gifts and retirement distributions.