2019 has been an exciting year. Please read our thoughts on the first six months of the year, and see our strategies for the second half. To access your performance reports, you must log-in to your secure community. Market Recap…
The Markets The United States set some records last week. First, we became the epicenter of the COVID-19 pandemic. Popular Science explained: “An increase of 15,000 known cases in just one day pushed the United States past Italy and China,…
The Markets The coronavirus (COVID-19) continued to spread across the United States last week. On Friday, March 13, the Centers for Disease Control (CDC) reported there were 1,629 confirmed and presumptive cases and 41 deaths. Last Friday, March 20, the…
The Markets Last week was one for the history books. So far for Monday, this week is trying to top it. Mid-week, the World Health Organization (WHO) declared coronavirus a global pandemic. At the time, there were more than 118,000…
The Markets Last week, market volatility reached levels that make many investors uncomfortable. On Monday, the Dow Jones Industrial Average surged higher, delivering its biggest one-day point gain in history. The catalyst may have been reports that ‘Group of Seven’…
The Markets Take a deep breath. We have experienced downturns before. Think back to 2018. During the last quarter of the year, major stock indices in the Unites States suffered double-digit losses, much of it during December. What happened…
The Markets Risk on or risk off? Or in other words, Monday was a great reminder that diversification matters! The coronavirus appears to have inspired two distinct schools of thought among investors. Some investors currently favor opportunities that are considered…
The Markets Many stock markets around the world moved higher last week. Investors’ optimism in the face of economic headwinds has confounded some in the financial services industry. Laurence Fletcher and Jennifer Ablan of Financial Times cited several money managers…
February 10, 2020 The Markets Last week, major U.S. indices posted strong gains. That’s welcome news, but the drivers behind share price appreciation appear to have little to do with company fundamentals. Fourth quarter earnings season is underway. During earnings…
The Markets Prepare yourself. There is a good chance markets will be volatile in the coming weeks. Precautions designed to slow the spread of the coronavirus may also slow Chinese economic growth and, by extension, global economic growth. On Thursday,…
The Markets Markets hunkered down last week. News of the coronavirus outbreak in Wuhan, China unsettled investors around the world. The respiratory infection is related to severe acute respiratory syndrome (SARS) and Middle East respiratory syndrome (MERS), reported WebMD. Previous…
