The Blog

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

3rd Quarter 2020 Newsletter

Please find below our 3rd Quarter 2020 Newsletter – with articles on the economy, financial planning, the markets, and more. We hope you find it helpful! Continue reading

How Stock Market Concentration Impacts Investors

The stock market’s strong performance since March has obviously not been shared by all parts of the market. Some sectors, notably technology-driven ones, have fared way better than those directly impacted by the pandemic and social distancing. What’s more, the outsized contribution of tech stocks resulted in a brief period of volatility in September. Continue reading

3rd Quarter 2020 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. Continue reading

October 9, 2020 Weekly Market Recap

Technology stocks performed extremely well this week, but not as well as many small cap/value/cyclical stocks, as investors felt more confident in a recovery. The Russell 2000 rallied 6.4%, comfortably outpacing the S&P 500 (+3.8%), Nasdaq Composite (+4.6%), and Dow Jones Industrial Average (+3.3%). Continue reading

Two Economic Recoveries

Recent economic data show that we may be near the halfway point in the recovery from the COVID-19 shutdown. However, there is evidence that the second half may take much longer and be more difficult. This is because there are really two recoveries underway: many areas which were not directly affected by the public health crisis bounced back rapidly while others may need years to fully recover. Continue reading

Medicare Open Enrollment Begins October 15th

The beginning of fall always brings some much-anticipated changes – cooler weather, leaves changing color, and much more. For Medicare recipients, it may bring some not-so-welcome changes. Each year beginning in mid-October is what’s known as Medicare Open Enrollment. Whether you are new to Medicare or have been covered for many years, this is an important time to review your medical coverage. Continue reading

October 2, 2020 Weekly Market Recap

The S&P 500 (+1.5%) and Dow Jones Industrial Average (+1.9%) snapped four-week losing streaks this week, and the Nasdaq Composite performed comparably with a 1.5% gain. The real winner, however, was the Russell 2000 with a 4.4% gain. Continue reading

Student Loans During COVID-19

2020 has been quite the rollercoaster ride, to say the least. I am always looking for the silver lining during periods of turmoil. One of the most considerable benefits to come from all this pandemic madness relates to federal student loans. Continue reading