It’s hard to believe, but we’ve reached the halfway mark in 2020. If you would’ve glanced at the stock market on January 1st and then not again until June 30th, you’d see it was down, but only a modest amount. But as we are well aware, that doesn’t even begin to tell the...

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...

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...

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