News

Third Quarter 2020 Key Takeaways Despite some choppiness in September, the S&P 500 Index rose 8.9% in the quarter and has recovered all its losses for the year Developed international stocks [...]

We have had some clients or prospective clients ask us why they wouldn’t want to just keep assets with a previous employer plan. While in theory this can work if someone doesn’t need management [...]

Second Quarter 2020 Key Takeaways During the quarter financial markets seemed to defy grim economic news, the continued spread of COVID-19, and worldwide protests against racial inequality As a [...]

After weeks of quarantine and “stay at home” orders, we are starting to see encouraging signs of progress in our fight against the COVID-19 pandemic. While we are not out of the woods yet, our [...]

In a volatile environment like the one we find ourselves in today, some investors want to take action just to take action. It can definitely make people feel better. But oftentimes in investing, [...]

If you turn on your news app of choice, you’re going to be bombarded with headlines about job losses, stock prices falling, and the latest on the COVID-19 pandemic. Due to the historic projected [...]

First Quarter 2020 Key Takeaways We just witnessed the fastest 30% decline from a recent high on record for the S&P 500 (in only 30 days) Larger cap U.S. stocks fell 20% this quarter Smaller [...]

The coronavirus outbreak is still progressing and its full health and economic impacts are clearly not yet apparent. We should all have more clarity over the next few months. We are hopeful the [...]

Everyone must acknowledge that no one knows with certainty how the coronavirus will play out or how bad it will eventually get. What we do know is that panicking or overreacting to news headlines [...]

Fourth Quarter 2019 Key Takeaways Among global equity markets, larger cap U.S. stocks were once again at the top of the leader board. Foreign equity markets were also strong. The core bond index [...]