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.
Plan By Numbers Blog
Financial Planning simply illustrated by numbers, at our companion blog written by Denis Smirnov.
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: Economy Edition
Despite yield-curve inversions and trade wars, the economy remained on solid footing in 2019
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
Tucson Monsoon – 2019 Update
A quick Tucson monsoon update for 2019
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.
Stocks vs. Bonds – Offense & Defense
Comparing stocks with bonds and how they act relative to each other to offer better investing outcomes