Five Lessons from COVID The year 2020 was like no other. The novel coronavirus spread from its origin in China, and governments worldwide soon took measures to protect their citizens. Lockdowns paralyzed the economy. Schools closed. Employees worked from home. We all got …
January 2021 Key takeaways ► What a comeback ► Living in 2021 ► Tailwinds for stocks ► Can this last? ► Diversification is crucial What a comeback Remember the bleak days of March? A virus originating in faraway Wuhan, China, …
Ten Year-end Money Moves I’m sure we can all agree that the end of 2020 can’t come soon enough. With the events surrounding the pandemic, protests, and the election, you may have neglected the financial side of your life. It’s …
October 2020 Key takeaways ► US stocks positive for the year ► Improving economy ► Need for more stimulus ► What to do about bonds? ► Election getting closer US Stocks Turn Positive Stocks continued their rally into the third quarter, setting records and turning positive for the …
September 2020 Time for an Insurance Review? Good-bye Summer. It’s back to school, back to the office for some of us. And perhaps, it’s time for an insurance review. Unfortunately, one thing not changing is COVID-19. The pandemic is staying with us. The virus has changed …
Update on the Markets: July 2020 Key takeaways ► Stunning comeback for stocks ► Don’t fight the Fed and federal stimulus ► Economy slowly improves ► Easy money made? ► Election getting closer Stocks Deliver Stocks bounced back in the second quarter about …
CARES Act: What You Need to Know Coronavirus Aid, Relief, and Economic Security (CARES) Act On Friday the number of COVID-19 cases in the US surpassed 100,000. In response to the ever-growing economic crisis due to the global pandemic, President …
What to do with your safe money Interest on bank accounts has been close to zero since the Great Recession. Now amid the COVID-19 pandemic, bonds have joined bank accounts in paying very little. The yield on the ten-year …
Update on the Markets April 1, 2020 Key takeaways Stunning drop for stocks Oil and energy even worse Diversification Works Stay Invested My thoughts and prayers are for the safety and well-being of our families, friends, and clients. And a special …
Update on the Markets January 1, 2020 Key takeaways 2019: What a Great Year! Big Sigh: No Recession A Nod to the Fed Temper Expectations Income Is Key Great Year 2019 was a phenomenal year for all kinds of investments: stocks, bonds, real …