May 2020 Market Commentary

May 2020 Market Commentary

Does anyone recall the inverted yield curve of mid-last year and its projection that we’d enter recession sometime in mid-2020?  While we would never have expected the Coronavirus to be the trigger, it looks like we could be getting a recession right on...
April 2020 Market Commentary

April 2020 Market Commentary

Rule #1 – Don’t lose money.  It sounds simple, but in practice, it can be quite a challenge.  Still, as challenging as it may seem at times, it remains the foundation for how we manage money and risk in client accounts.  That doesn’t mean our accounts won’t show...
March 2020 Market Commentary

March 2020 Market Commentary

Market jitters in February turned into all-out panic in March, the likes of which we rarely see.  The S&P 5001 had a draw-down of -33.7% from February 19th to March 23rd before finally starting a rebound on Monday this week (Source:  FastTrack). ...
Special Bulletin: What We’re Doing Now

Special Bulletin: What We’re Doing Now

Along with you and investors all over the world, we have been watching the COVID-19 situation as it evolves, as well as other economic factors that may affect your financial future.  Each passing day brings new developments, but our top priority remains helping...
February 2020 Market Commentary

February 2020 Market Commentary

So much for that good start we were off to this year.  After weeks and weeks of ignoring the news of the coronavirus, apparently, a week ago someone decided it was time to sell.  And sell they did!  As of today, the last day of February, the S&P...
January 2020 Market Commentary

January 2020 Market Commentary

The new year was off to a good start for the S&P 5001.  Even with the Coronavirus scare over the past few days, and a brief sell-off of about -2.5%, the market appeared to be bouncing back fairly quickly (FastTrack data).  However, today (January 31,...