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.

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.

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.

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!

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.

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.

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%).

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.

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.

Elections, Elections, and More Elections

September 18, 2020 Weekly Market Recap

It was another bad week for the mega-cap stocks, but some rotation into cyclical and value stocks did limit the index declines. The S&P 500 (-0.6%) and Nasdaq Composite (-0.6%) both lost 0.6%, and the Dow Jones Industrial Average (-0.03%) finished just below its flat line. The Russell 2000 rose 2.6% in a catch-up trade.

Elections Matter, But Not So Much To Your Investments

Election years can be fraught with uncertainty as developments surrounding the candidates, their platforms, and their predicted effects on the economy and markets dominate the news. But should you let this stream of political information influence how you and I manage your investment portfolio?

Can the Economy Recover Without More Government Stimulus?

After last week's failed Senate vote on a new pandemic stimulus bill, negotiations between the White House and Congress appear to have stalled. Although the stock market has fully rebounded and the economy is recovering from the nationwide COVID-19 shutdown, not all consumers and businesses have fared equally well.

Time to Refinance Your Mortgage?

Mortgage refinancing is a topic that is coming up in almost every client meeting these days. Mortgage rates are dramatically lower than they were even 6 months ago. Not to mention mid to late 2018, when rates were at 4.5%-5.0% for well-qualified buyers (unfortunately, this was right when my wife and I bought our first home).

Is There Another Tech Bubble Bursting?

I could certainly be wrong, but I don't think there is a "Tech Bubble" nor is it bursting. The stock market has hit a serious rough patch with high-flying tech stocks facing pressure over the last few days. This is the first period of major volatility after the bear market crash earlier this year.

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