New Year, New Outlook
Dear Clients and Friends: As 2020 comes to a close, we are already looking forward to a new year—and to a world very different from the one we’re leaving behind. Continue Reading →
Category Archives: Market and Economic Commentary
Looking Forward After the Election
Dear Clients and Friends: As you know, former Vice President Joe Biden has been elected the 46th President of the United States, defeating President Donald Trump in a tight race Continue Reading →
Autumn Market Update
Dear Clients and Friends: Autumn has arrived, with students back in school, baseball playoffs beginning, and football in full swing. Life is trying to get back to as normal as Continue Reading →
Market Update: Back to School 2020
Back to school this year is definitely different. On the one hand, like other years, it marks the end of summer, the arrival of cooler weather, and kids hitting the Continue Reading →
2020: Midyear Outlook
To put it mildly, 2020 has been an extremely challenging year so far. Despite the uncertainty we’re all facing, there are some positive signs for the future. LPL Research’s Midyear Continue Reading →
Thriving in Volatile Markets
Understandably, I have been getting questions from clients about the market swings we’ve seen in recent months–what are the causes? How do markets respond to big events, and why is the Continue Reading →
4th of July Update
Clients and Friends: As we head into the long weekend, I hope you’ll take some time to read through the latest letter from LPL: The July Fourth holiday will be Continue Reading →
How Do You Know When You’ve Hit Bottom?
How do you know when you’ve hit bottom? For several years we have been expecting a “correction” in the market, to return stocks to more reasonable prices relative to company Continue Reading →
How to Survive an Attack from an Anaconda
Hello again in less than a week! I’m opting for a zen-looking image for a little bit of calm. Reminding us all to breathe . . . three feet away Continue Reading →
COVID-19 and the Markets
It’s been an eventful week. As you know, the number of Covid-19 cases has continued to increase globally, and new cases have been confirmed in the United States. Countries are making Continue Reading →