Reasons to be Positive (and Rational)

Amidst all the negative news (coronavirus pandemic, market downturn, economic collapse, jobless claims, etc.), there are reasons to be positive. April has been a fantastic month for the stock market - historic really. Yes, we are still well off of our previous highs, but at least we've made progress.

Oil Costs Less Than Zero! What?

A crazy headline for crazy times. U.S. oil futures went negative for the first time Monday, a chaotic demonstration of the dwindling capacity to store all the crude oil that the world’s injured economy would otherwise be using. But, with commodities futures contracts, it's not that simple.

April 17, 2020 Weekly Market Recap

It was a remarkable week of trading in the stock market, which is becoming almost cliche to say. Every week since February 19 has been remarkable, but this one ranks at, or near, the top of remarkable weeks.

1st Quarter 2020 Newsletter

Enclosed is our 1st Quarter 2020 Newsletter with timely articles on the markets, investing, and financial planning. We hope you find it helpful.

Don’t Let a Recession Faze You

With activity in many industries sharply curtailed in an effort to reduce the chances of spreading the coronavirus, some economists say a recession is inevitable, if one hasn’t already begun. From a markets perspective, we have already experienced a drop in stocks, as prices have likely incorporated the growing chance of recession.

April 9, 2020 Weekly Market Recap

A monster week for stocks! The market rallied during the past week as investor sentiment continued improving while the Federal Reserve announced more aggressive action. The S&P 500 gained 12.1% while the Russell 2000 (+18.5%) outperformed.

Interpreting Last Week’s Jobs Report

Last week's jobs report confirmed what investors and economists already knew: work stoppages around the country due to the coronavirus have led to layoffs, furloughed workers, and a rising unemployment rate.

April 3, 2020 Weekly Market Recap

The stock market had its good days this week and its bad days. Unfortunately, the losses on the bad days outweighed the gains on the good days, so it was a losing week overall for the major indices.

Anatomy of the $2 Trillion COVID-19 Bill

The unprecedented response to the COVID-19 pandemic has prioritized keeping people apart to slow the spread of the virus. While measures such as business closures and travel restrictions are effective at fighting a pandemic, they also have a dramatic impact on the economy.

Coronavirus Stimulus Package Overview

On Friday, March 27th, the President signed into law a $2.2 trillion-dollar stimulus plan known as the Coronavirus Aid, Relief, and Economic Security Act, or CARES Act. It is the largest stimulus package of its kind and is intended to help combat the economic impact of the COVID-19 virus.

Economic Expectations

As confirmed COVID-19 cases continue to accelerate in the U.S. and around the world, work stoppages have also increased. The resulting strain on the economy from layoffs, furloughed workers, reduced productivity, and consumer spending is beginning to appear in the data.

March 27, 2020 Weekly Market Recap

Stocks rebounded this week, with the S&P 500 surging 10.3%, as investors stepped in to buy discounted shares of companies after Congress approved the $2 trillion stimulus package for households and businesses. The Dow Jones Industrial Average rose 12.8%, the Nasdaq Composite rose 9.1%, and the Russell 2000 rose 11.6%.

Not All Bear Markets Are Created Equal

As I write this article the market closed with another historic day. And it was a good one - the biggest one-day percentage gain (+11.37%) for the Dow Jones Industrial Average in almost 90 years, and its largest-ever move in point terms. But the financial carnage done by the COVID-19 pandemic over the last month is undeniable.

It’s Always Darkest Before the Dawn

Folks, these are trying times. We are being tested on many levels, both emotionally and financially. I thought about just posting my typical Weekly Market Recap, but y'all have probably had enough bad news and anxiety to last a lifetime already this week.

DFA’s Perspective on Market Volatility

Check out this video (CLICK HERE) from one of our investment partners, Dimensional Fund Advisors (DFA). It helps to put recent market volatility into perspective. It's a little long, but worth the time. We hope you find it helpful during these trying times.

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Recent Articles

Reasons to be Positive (and Rational)

Oil Costs Less Than Zero! What?

April 17, 2020 Weekly Market Recap

1st Quarter 2020 Newsletter

Don’t Let a Recession Faze You

April 9, 2020 Weekly Market Recap

Interpreting Last Week’s Jobs Report

April 3, 2020 Weekly Market Recap

Anatomy of the $2 Trillion COVID-19 Bill

Coronavirus Stimulus Package Overview

Economic Expectations

March 27, 2020 Weekly Market Recap

Not All Bear Markets Are Created Equal

It’s Always Darkest Before the Dawn

DFA’s Perspective on Market Volatility

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