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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In recent days, the significant market decline has resulted in renewed anxiety for many of you. While it may be difficult to remain calm during a substantial market decline, it is important to remember that volatility is a normal part of investing.
We wrote this in 2017 and it remains just as relevant today. In early October 2007, the S&P 500 Index hit what was its highest point before losing more than…
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?
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…
This report features world capital market performance and a timeline of events for the last quarter. It begins with a global overview, then features the returns of stock and bond…
At the end of last year, Congress passed a bipartisan spending bill. Included in this bill is the Setting Every Community Up for Retirement Enhancement Act, also known as the…
“You know…it is a lot different when you are actually retired.” The above quote from a recently retired client points to the challenges of retirement. The change from working and…
This report features world capital market performance and a timeline of events for the last quarter. It begins with a global overview, then features the returns of stock and bond…
Qualified Opportunity Funds (QOFs) have received a lot of attention in the press lately and the expectation is that you will hear more about these funds by year end. Most…
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