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.
Plan By Numbers Blog
Financial Planning simply illustrated by numbers, at our companion blog written by Denis Smirnov.
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.
Thoughts on a very tough week for the market driven by fear of global Coronavirus pandemic
Despite yield-curve inversions and trade wars, the economy remained on solid footing in 2019
Cyclical sectors had a banner year lead by semiconductors, broader tech and homebuilders. On the international front, Greece, Russia and China did best.
Reviewing major stories of 2019 and how they affected the major asset class performance
A quick Tucson monsoon update for 2019
We look at which bonds do best in stock market downturns. Higher quality (especially Treasuries) and longer maturity bonds are better at defense.
Comparing stocks with bonds and how they act relative to each other to offer better investing outcomes
Some observations from my performance spreadsheets on how things are going year-to-date in various investment areas