Bob French, CFA

2020 – Q4 Quarterly Market Review

By Bob French, CFA / January 13, 2021 /

Q3 2020 – Quarterly Market Review

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Occam’s – What Do Low Interest Rates Mean for Stock Returns?

By Bob French, CFA / October 14, 2020 /

Interest rates are one of the key tools that the Federal Reserve has to manage the economy. Changing how much it costs to borrow money (even if the Federal Reserve doesn’t have complete control of this) can slow down an overheating economy or give a slower economy the nudge that it might need. Recently the…

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2020 – Q3 Quarterly Market Review

By Bob French, CFA / October 6, 2020 /

Q3 2020 – Quarterly Market Review

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Are Republicans or Democrats Better for the Stock Market?

By Bob French, CFA / July 10, 2020 /

Is there anything in historical data that can help us sort out which candidate, Trump or Biden, is going to be better for the stock market?

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CARES Act Provides Relief to Individuals and Businesses

By Bob French, CFA / April 2, 2020 /

On Friday, March 27, 2020, the Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law. Major relief provisions are summarized here.

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Unpacking Today’s Market Return

By Bob French, CFA / March 9, 2020 /

Today, March 9th, 2020, was a bad day for the market returns. There are four main elements to this story that I want to pick apart…

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The Coronavirus and Your Investments

By Bob French, CFA / February 27, 2020 /

The Coronavirus is scary. Aside from the reasonable health precautions that you should be taking, what should you be doing to protect your investments from the disruptions that the Coronavirus may cause?

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Are Stocks Safer in the Long-Term?

By Bob French, CFA / January 14, 2020 /

When you’re investing, you need to focus on the long-term. This is one of those pieces of received wisdom that everyone has heard, and most people at least pretend to believe it, but it’s often wildly misinterpreted. There’s this idea out there that stocks get safer the longer you hold onto them because you can…

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What Does it Mean to Call China a Currency Manipulator?

By Bob French, CFA / August 6, 2019 /

Monday (August 5th, 2019) was a chaotic day for both the world economy and markets. We want to break down what’s happened, and how that will likely impact your investments.

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