Planning matters

Predicting the Unpredictable

We’ve heard quite a few questions from clients about why the market is doing so well right now. Many feel that the stock rebound is overdone, or that the run-up can’t possibly continue, or that other events could cause a retest of the March lows. These are valid concerns, but unfortunately, there aren’t clear-cut answers…

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Recession in Review

Recently the National Bureau of Economic Research (NBER) announced the U.S. has entered a recession, officially ending the longest economic expansion in U.S. history. While this announcement seems somewhat belated given the extreme unemployment numbers and dramatic stock market sell-off, this is a relatively quick determination by the NBER. The last recession from December 2007…

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A Millennial Encounters a Bear

If like many millennials you’ve been a casual observer of your retirement investments over the last decade, you may have become accustomed to seeing your account balance rise nearly every year since the Great Recession 1. 1 S&P 500 Historical Annual Returns 2010-2019 Past performance is no guarantee of future results. Index performance presented does…

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Relevant? Yes. Natural? No.

A look at the similarities between social distancing and investing As we have all learned, social distancing can be effective in avoiding the spread of a disease by bringing down the rate of transmission and helping minimize or circumvent an outbreak. As I sit here on my birthday, social distancing is the topic consuming the…

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Update: Coronavirus and the Markets

As the media cycle continues to be dominated with headlines regarding the coronavirus (COVID-19), we wanted to provide an update on how equity markets are reacting. We will continue to monitor events and data related to the coronavirus and reach out as appropriate. As news is released daily on COVID-19, it is easy to come…

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