What Can the Great Depression Teach Us Today?
May 11, 2020
Some thoughts on what we can learn from the Great Depression.
Historic Unemployment and the Months Ahead
May 8, 2020
Today’s April unemployment report was certainly historic. The jobs numbers released this morning gave us the fullest picture yet of the epic destruction of economic activity due to efforts to contain the Coronavirus pandemic and is further evidence that the economy is in a recession.
How Will Consumer Spending Affect the Economic Recovery
May 4, 2020
As some regions of the country begin to re-open, we wanted to share some thoughts on how consumer spending will most likely impact the economic recovery.
How Bear and Bull Market Cycles Differ for Investors
April 27, 2020
Like the seasons, boom and bust cycles are a natural and unavoidable part of both the stock market and the economy. And although the winter months may be unpleasant, they eventually give way to warmer weather. So too do recessions and bear markets eventually stabilize and pave the way for economic expansions and bull markets.
What Does a Negative Oil Price Mean for Diversified Investors?
April 21, 2020
We continue to hope that you and your family are safe and healthy in these uncertain times. Given the downward spiral in crude oil prices this week, we wanted to provide some clarity on the situation and how it impacts the overall market.
How Investors Can Stay Disciplined When Others Are Fearful?
April 20, 2020
The stock market has rebounded strongly since its recent lows in late March. Both the S&P 500 and the Dow Jones Industrial Average have risen around 30%, reducing their year-to-date declines to 11% and 15%, respectively. International markets have also bounced from their lows with both developed and emerging market indices up about 20% over the past three weeks. Due to the strength of recent stock market gains, there is significant investor and media focus on whether the March low represented the bear market bottom, and whether we are in a new bull market cycle.
7 Insights to Help Investors Navigate Bear Markets in Q2 and Beyond
April 2, 2020
The world has changed dramatically over the past three months and we have no doubt that there will be more challenges ahead. If our team can be a resource to you in any capacity, please do not hesitate to reach out.
Please find a Q1’20 market update below that we hope helps contextualize the impact of the coronavirus on your portfolio. Although you should continue to set expectations around poor economic data and market uncertainty, our best advice is to maintain a disciplined approach - one that ensures that your portfolio continues to match your long-term financial goals.
Why Investors Need Guidance During Bear Markets and National Emergencies
March 23, 2020
First and foremost, we once again hope that you and your family are safe, quarantined, and healthy. These past few weeks have not been easy for any of us and we have been thinking about you each day. If I or my team can be a resource to you in any capacity, please do not hesitate to reach out. With the complete understanding that there is no point in repeating current events, it is my hope the below summary helps better contextualize recent market developments.
Why Markets Are Having a Bad Reaction to an Inoculation
March 9, 2020
We hope this note finds you and your family healthy. There is a lot of confusion, and opinion, about what is happening with global markets. Until this volatility recedes, we plan on sending continued updates when appropriate. As always, if you prefer a phone call or virtual meeting, we will make ourselves available at your convenience – nights, weekends, it doesn’t matter.