Economy and Investing

The Elephant in the Economic Recovery Room

Posted Apr. 15, 2021

It. feels. like. everyone. is. talking. about. it. What is “it”, you might ask? Inflation, of course. As the world’s economies recover and the US economy continues its return to its pre-COVID form, policy-makers, investors and economists have set their eyes on inflation as one...

Topics: Economy and Investing

Rescue, Relief, Revival

Posted Mar. 18, 2021

The American Rescue Plan, “President Biden’s plan to provide direct relief to Americans, contain COVID-19, and rescue the economy” and his first major piece of legislation, was signed into law on March 11, 2021. The American Rescue Plan includes another round of direct stimulus checks...

Topics: Economy and Investing, Financial Planning

The Great Reboot: A Market Story in Two Charts

Posted Mar. 04, 2021

The impact of the global Pandemic was dramatic in terms of immediate job losses, the collapse of entire industries, and a dramatic fall in stock prices. The first chart below illustrates both the dramatic fall and equally – and to some degree surprisingly – dramatic...

Topics: Economy and Investing

Goodness Gracious GameStop

Posted Feb. 04, 2021

If you haven’t heard about the mayhem surrounding GameStop stock (GME), various Redditor groups, and other similar stories with AMC and Silver, we are impressed! It feels like the GameStop mania has completely taken over headlines, social media, and news anchors’ airtime over the past...

Topics: Economy and Investing

The American Rescue Plan

Posted Jan. 21, 2021

President Joseph R. Biden Jr. was sworn in as the 46th President of the United States on Wednesday, January 20, 2021. But his planning and work as POTUS began long before that. Before his Inauguration, Biden proposed the American Rescue Plan, a $1.9 trillion relief...

Topics: Economy and Investing

New Year Quick Take

Posted Jan. 06, 2021

Greetings and Welcome to 2021! Other than for certain tax purposes, December 31 is usually an artificial dividing line in our lives, though one that always looms large in the imagination. The reality is that Covid-19 was ravaging the nation pretty much the same on...

Topics: Economy and Investing

Predicting is DIFFICULT, Especially About the Future

Posted Oct. 15, 2020

While the humorous aphorism of this post’s title evokes our long-standing aversion to short-term prediction, we nonetheless hold strong, evidence-based beliefs about the future. Among those beliefs are a conviction that fundamental valuation ultimately matters in the stock market. Which is to say, how much...

Topics: Economy and Investing

The Stock Market Doesn’t Care Who’s President

Posted Oct. 15, 2020

As you may have heard, there will be an election next month. And in every presidential election year, the same question comes up in our conversations with Clients: how will the outcome of the election affect my portfolio? As we’ve said in the past, while...

Topics: Economy and Investing

Impulsive Moves May Not Help You Get Ahead

Posted Aug. 20, 2020

Our strategic partners at Dimensional often share with us educational tools and resources that creatively illustrate key strategies of our shared approach to investments. This quick two-minute video with a simple, clever analogy about investing when markets are rough caught our attention and felt worthy...

Topics: Dimensional Fund Advisors, Economy and Investing

Short Take: What Goes Around, Comes Around

Posted Jul. 09, 2020

While short-term trends in the financial markets, by themselves, don’t provide a clear view of what’s coming, they can be a reminder of the virtues of broad diversification. As you can see from the chart below, small company, value, and international stock categories have mostly...

Topics: Economy and Investing, Financial Planning