June 10, 2020


We initially wrote an article about revisiting your financial plan during this unprecedented stock market volatility. However, now that the market has recovered significantly, we decided to instead focus on what all of this stimulus could do for the economy in the long t...

May 31, 2020

"The Battle of the Ages"

Here is a replay of our May 29th webinar on how the fight to defend our way of life against the perils of COVID-19 is unfolding  and impactingi our economy  as well as the investment markets.

April 30, 2020

Webinar highlights:

- Current spread and fatality rate of COVID-19.

- Projections for businesses and industry groups.

- Stock market trying to price specific outcomes.

- Market data is skewed and is misleading to investors.

- Morningstar's analysis, and Dr Frank Kelly's an...

April 11, 2020

The CARES Act, overview
The Coronavirus Aid, Relief, & Economic Stability Act was passed into Law as the largest stimulus legislation ever passed in the United States. There are several components within the law providing financial support in a variety of ways to a variet...

April 8, 2020

2nd Quarter Market Outlook webinar notes:
- Markets have become very volatile, Q1 had best and worst days since 1930's 

- The Federal Government wages war on COVID-19

- JPMorgan estimates 50% of world population will have virus by mid-June

- Implications of Social Distancing...

April 3, 2020

My Thoughts on the CARES Act –

Late last week Congress passed and President Trump signed, the largest economic bill in U.S. history.  The Coronavirus Aid, Relief, and Economic Security Act (the “CARES Act”) became law. The cost of the bill is anticipated to be over $2 tr...

Coronavirus (COVID-19) market update


Topics of discussion include:
- How is the virus affecting the markets and economy  

- How low will the market go?

- Dislocations in the bond/fixed income market

- Should we buy the dip?

- Thoughts on government stimulus 


For more vid...

March 12, 2020

As of today, the S&P500 is down about 20% from its high set earlier this quarter and the Coronovirus has spread throughout many US cities and entire regions in Europe and Asia. While the world is witnessing various subsets of its economy shut down for public health reason...

February 27, 2020

Over the last few days, we have certainly seen some volatility in financial markets, and we are suddenly all getting used to the word "pandemic".  As I’m writing this article, the S&P 500 is down approximately 11% from its all-time high in a little less than a week.  For...

1st Quarter Market Outlook for 2020

Topics of discussion include:
- 2019 market summary 

- Looking into the past to get a glimpse of the future

- Potential market correction in 2020

- Strategies to take advantage of volatility 

For more videos, check out our or our YouTube...

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May 31, 2020