Rising to the Challenge Dear Clients and Friends, Americans are encountering a series of challenges this year, as COVID-19 continues to disrupt work and school routines. Meanwhile, social distancing guidelines weigh heavily on travel and leisure industries, while job losses and an economic...
Archive
Charitable Giving During a Pandemic
Charitable Giving During a Pandemic – Part 1 Amid the chaos, a beautiful thing happened this year. Amid the haze and hardship that COVID has wreaked around the globe, compassion, community, and humanity continue to shine. In April, while more than 23 million workers were out of work in the United...
How to Stay on Track to Reach Your Retirement Goals – No Matter What Storms You Encounter
Stocks Finish Week Lower as S&P 500 Dragged Down by Tech Shares
Futures Point to Mixed Open on Virus Concerns, Economic Uncertainty
US STOCKS-Tech sell-off weighs on Wall St as jobless claims remain high
Greg Valliere: Insights on Politics and Markets November Election
Tech Shares Roil Market as Stocks Fall for Second Week
Dow surges 450 points in its best day since mid-July, S&P 500 closes at another record
2nd Quarter Earnings Season
2nd Quarter Earnings Season 2020 has been a year of surprises and dramatic swings in health concerns, economic trends, and stock prices. We continue to expect the unexpected, especially as Covid cases remain elevated, heavy job losses continue, and as we approach the Presidential election. With...
What Is Return on Equity: The Ultimate Guide to ROE
Stocks Notch Record Highs; Treasury Yields Climb: Markets Wrap
Pro (active) versus Passive: A case for “old fashioned” stock picking
The Wager: Active vs. Passive In order to prove investors were better off investing in index funds rather than pay for stock pickers, Warren Buffett famously made a wager in 2008 that the Standard and Poor’s 500 index fund would outperform five funds of hedge funds over the ensuing ten-year...
Trump’s Payroll Tax Deferral Opens Questions About Social Security’s Future
