Expectations Matter
Sometimes all the market needs to see is that things aren’t as bad as originally feared. This doesn’t mean the current situation is good per
Fully Recovered, but Hardly Healthy
Recently a few of the large stock indices in the U.S. have nearly recovered to pre-COVID-19 values after suffering 25-35% selloffs just a...
What's in Store for the Rest of 2020?
It’s hard to believe, but we’ve reached the halfway mark in 2020. If you would’ve glanced at the stock market on January 1st and then not...
Implications of the "New Normal"
Webinar highlights: - Current spread and fatality rate of COVID-19. - Projections for businesses and industry groups. - Stock market...
The 2020 CARES Act overview
The CARES Act, overview The Coronavirus Aid, Relief, & Economic Stability Act was passed into Law as the largest stimulus legislation...
2020 Q2 Market Outlook - webinar recap
2nd Quarter Market Outlook webinar notes: - Markets have become very volatile, Q1 had best and worst days since 1930's - The Federal...
Strategies for Managing Behavior during a Pandemic
Over the last few days, we have certainly seen some volatility in financial markets, and we are suddenly all getting used to the word...
2020 Q1 Market Outlook
1st Quarter Market Outlook for 2020 Topics of discussion include: - 2019 market summary - Looking into the past to get a glimpse of the...
25 Years (1994-2019) - That’s a Wrap!
As we say farewell to 2019 and look to the future, we wanted to thank you all for an amazing 25 years serving the community....
SECURE Act Passed
How the SECURE Act Could Impact your Retirement Plan The bill was signed into law on December 20th. What is in The SECURE Act (Setting...