Economy and Investing

In navigating these uncertain times, you may be asking questions like... What is the pandemic doing to the economy right now? What is a supply-side shock and what does recovery look like? What actions have been taken by Congress and the Fed? How will those...
Topics: Economy and Investing, Webinars

The Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law on Friday, March 27th. This Act is a large ($2 trillion) stimulus package aiming to help ease the economic struggles caused by the coronavirus and its effects on our citizens, communities, and...
Topics: Economy and Investing, Financial Planning

In turbulent times like these, our Clients often ask how we’re protecting their assets. In this piece, we’ll focus on the measures our strategic partner, Charles Schwab, takes to ensure our Clients’ accounts are safe. Schwab is one of the largest and best capitalized broker/dealers...
Topics: Economy and Investing, Financial Planning

You are probably expecting one of Dave’s amazing “valium grams”. But today you get to hear from me. And I’m writing about anxiety. This Coronavirus situation is scary. I’m a bit scared. And I don’t know where it is going to go (“I’m not a...
Topics: Economy and Investing, Financial Planning

You’ve no doubt noticed the downdraft in global stock markets this week, which are currently entering “correction” territory with a cumulative 10% decline. Although it’s never possible to precisely identify the causes of any given market decline, the current consensus is that investors are worried...
Topics: Economy and Investing

While the calendar year is a somewhat arbitrary yardstick for measuring progress, we all naturally organize our thoughts this way. With this in mind, we use this space to share a quick snapshot of what happened in the markets and in our Client portfolios during...
Topics: Economy and Investing