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 →
Category Archives: News Email
The Great Lockdown Recession: Wall Street v. Main Street
Clients and Friends: Investors like labels for the economy and financial markets—many of them with the word “great” in them. The Great Depression. The Great Recession. The Great Lockdown. Well, 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 →
The Coronavirus Outbreak Is Spreading
News that the coronavirus—known as COVID-19—has spread to South Korea, Italy, Japan, and Iran, has led to massive selling around the globe, with many European markets closing down more than Continue Reading →
Market Update–September, 2019
Dear Clients and Friends, The Dog Days of Summer were on full display this past month, as a variety of concerns pushed stocks and bond yields lower. After reaching new Continue Reading →
Fuego Volcano Update from Joan
Most of you are aware of our personal connection to Guatemala. Rachel’s adopted son Ruben was born there. Our founder and former advisor, Joan, has retired to Antigua. Joan writes: Visiting Continue Reading →
Markets Looking Optimistic For Small Businesses
The National Federation of Independent Business (NFIB) Small Business Optimism Index for May was released last week. Small businesses remain a vital segment of the American economy and are just Continue Reading →