Economic & Market Update

Executive Summary Stock markets plummeted, the global economy came to a screeching halt, and the government gave out a LOT of money.  There has been a lot of activity in our portfolios as we have performed ongoing rebalancing and tax-loss harvesting.  There are financial strategies, such as a Roth Conversion, for if this shutdown lasts…

The daily cadence of life has certainly been interrupted by these interesting times. We sincerely hope each of you is finding a good way of coping with the disruption to your schedule. As most parents of any age can probably relate too, our houses have turned into roller-skating rinks with all furniture pushed to the…

We have now seen significant responses from both the Federal Reserve and the Federal Government to the threat that the Coronavirus pandemic represents to the economy. The monetary policy came first with a .5% cut to the Fed Funds rate, followed quickly by an additional 1% cut on Sunday evening to bring us to 0%…

The Coronavirus has made it to the U.S., and the data is likely to get far worse before it starts getting better. We are not epidemiologists, but it seems reasonable to expect our experience in the U.S. to be like other countries. Once widespread testing takes hold, the number of positive cases will jump. The…

The following is a brief analysis of what we see occurring in the markets right now as a result of the COVID-19 outbreak in addition to a variety of resources we have found useful. Please do not hesitate to call us if you have any concerns about how the current market downturn is impacting your…

Executive Summary Stock indexes posted incredible gains this year, shaking off persistent fears of a global slowdown and trade wars.  Domestic growth prospects are favorable for the time being, but there may be structural problems coming in the form of declining global populations.  Congress passed the SECURE Act and it brings with it changes that…

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report also illustrates the impact of globally diversified portfolios and features a quarterly topic.

EXECUTIVE SUMMARY Market performance has been strong, but volatility has made it hard to rest easy. Trade policy uncertainty is taking a toll on global and domestic growth while we wait and see what decisions are finally made. The Federal Reserve is taking an accommodative monetary policy stance to stimulate the economy; keeping wages and…

Q3 Quarterly Market Review This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report also illustrates the impact of globally diversified portfolios and features a…

EXECUTIVE SUMMARY Markets have performed very well this year which seems to have brought out the recession forecasters, stick to your plan and avoid the noise.  Congress is currently mulling over two bills which will significantly impact retirement planning in the long run, The SECURE Act (House), RESA (Senate) There is likely a low risk…