Now that the market has had a solid bounce off the bottom, I wanted to review where we stand.
Investing
Highlights of the Recent Government Actions in Response to Coronavirus
On Friday, March 25 the $2 trillion “Coronavirus Aid, Relief, and Economic Security Act” (H.R. 748) also known as the CARES Act was signed into law. Below is a summary of what it and other recent government actions mean to our clients.
Another Update About Market Turbulence
As the Coronavirus escalates and there are major developments every day, we want to stay in touch with you as much as possible. Of course, we are monitoring those developments and keeping your long-term interests at heart.
Addressing the Coronavirus Market Turmoil
This week has been a Coronavirus wild ride with the oil price war, quarantine in Italy, pandemic declaration, travel ban, and a cascade of cancellations.
Our Thoughts on the Coronavirus Market Sell-off
Thoughts on a very tough week for the market driven by fear of global Coronavirus pandemic
2019 Review: Sectors, Stocks & International
Cyclical sectors had a banner year lead by semiconductors, broader tech and homebuilders. On the international front, Greece, Russia and China did best.
2019 Review: Significant Events and Major Asset Classes
Reviewing major stories of 2019 and how they affected the major asset class performance
Stocks vs. Bonds – Defensive Play Calling
We look at which bonds do best in stock market downturns. Higher quality (especially Treasuries) and longer maturity bonds are better at defense.
2019 Mid-Year Review
Some observations from my performance spreadsheets on how things are going year-to-date in various investment areas
2018 Review: Sectors & Stocks
Reviewing top performing sectors and stocks of 2018