This year has been one of the most challenging of my life, both professionally and personally. But I am so thankful for my family, friends, co-workers, and career. I am truly blessed. Continue reading
Still Thankful During a Challenging Year
The Blog
November 20, 2020 Weekly Market Recap
Cyclical stocks retained their monthly leadership roles this week following several positive vaccine developments, but the S&P 500 (-0.8%) and Dow Jones Industrial Average (-0.7%) finished in negative territory. The Russell 2000 climbed 2.4%, and the Nasdaq Composite increased 0.2% despite relative weakness in the technology stocks. Continue reading
Should We React to Rising COVID-19 Cases?
Of course this is a rhetorical question – if 2020 has taught us anything it’s that you cannot predict anything. The market’s dramatic fall and subsequent recovery have been nothing short of extraordinary. But this pandemic is far from over, and the economic fallout may be felt for some time. Continue reading
November 13, 2020 Weekly Market Recap
This week, money disproportionately flowed into the economically-sensitive stocks on news that the collaborative COVID-19 vaccine from Pfizer (PFE) and BioNTech (BNTX) was more than 90% effective. The S&P 500 (+2.2%) and Russell 2000 (+6.1%) closed at new record highs with 2% and 6% gains, respectively. The Dow Jones Industrial Average rose 4.1%. The Nasdaq Composite, however, declined 0.6% amid relative weakness in the mega-cap/growth/stay-at-home stocks. Continue reading
Perspectives After a Heated Election
After a heated campaign amid a challenging year for all Americans, the presidential election now has a projected winner. Roughly half of the country disagrees with this choice and there are already legal battles in key states. This is clearly not over yet and only one thing is certain – none of this is moving us closer to a sense of national unity. Continue reading
Election Day Turns Into Election Week
The S&P 500 surged 7.3% this week to bounce back from last week’s 5.6% decline, as the prospect of a divided Congress outweighed the fact that no presidential winner was declared by week’s end. The Nasdaq Composite rallied 9.0%, the Dow Jones Industrial Average rallied 6.9%, and the Russell 2000 rallied 6.9%. Continue reading
Try Not To Worry
Easier said than done, I know. But try not to worry about this upcoming election. Especially when it comes to your money. No matter who you are voting for or what the outcome is, this country and economy will persevere and thrive. Continue reading
Investopedia 100 Top Financial Advisors of 2020
Congratulations to our very own Bryan Zschiesche! He was named to Investopedia’s 100 Top Financial Advisors of 2020. Continue reading
Better to Leave Politics Out of Investing
With the U.S. presidential election just around the corner, it’s easy to get wrapped up in every “what if” scenario. And while our votes should reflect our personal beliefs and preferences, whatever they may be, history has shown that it is best for our portfolios to stay out of politics. In other words, Americans ought to vote at the ballots and not with their hard-earned savings. Continue reading
October 23, 2020 Weekly Market Recap
The S&P 500 declined 0.5% this week, largely due to a 2.2% decline in its top-weighted information technology sector. The Nasdaq Composite fell 1.1%, and the Dow Jones Industrial Average fell 1.0%. The Russell 2000 finished in positive territory with a 0.4% gain. Continue reading