Sudden market downturns can be unsettling. But historically, US equity returns following sharp downturns have, on average, been positive. A broad market index tracking data since 1926 in the US shows that stocks have tended to deliver positive returns over one-year,...
In the past century, there have been 15 recessions in the US. In 11 of them, stock returns were positive two years after the recession began. With activity in many industries sharply curtailed in an effort to reduce the chances of spreading the coronavirus, some...
It is common to compare market movements to the ebb and flow of the ocean tide (which we are temporarily missing while our beaches remain closed). These are certainly unchartered waters! Please continue reading for ways to help you navigate through the uncertainty....
The Coronavirus Aid, Relief and Economic Security (CARES) Act was signed into law recently. Below you will find a list of the new emergency relief options for individuals to consider. We are developing strategies around items in the relief act to save you money....
While it’s never fun to watch your investments go through declines, our recommendation is to follow the plan that we put in place for you and not let your emotions take over and derail your long term goals. The reason for this advice is that, on average, 5 years...
This is an unusual time and our thoughts and prayers go out to those of you most impacted by the COVID-19 pandemic. We are monitoring your investments and we continue to keep our eye on the ball when it comes to your financial plan. Tax planning is an area that we...