Jan 25, 2021 | Letters To Clients
Our client letter this past April was published just as the world was coming to grips with the stark realities of the Covid-19 pandemic. Shelter-in-place orders had just been issued for all of the world’s major population centers. Sports leagues suddenly cancelled...
Oct 27, 2020 | Letters To Clients
If you want to see (perhaps even enjoy) an exercise in futility, run a search in Google on this phrase: 2019 predictions about the stock market in 2020 As you’ll find, the search returns dozens of articles containing hundreds of predictions from market pundits about...
Jul 22, 2020 | Letters To Clients
Vanguard founder John Bogle once famously advised investors on how to handle stock downturns: “Don’t just do something,” he said. “Stand there!” It is a wry and wise way of turning the conventional wisdom about what to do in bear markets on its head. When panic grips...
Apr 20, 2020 | Letters To Clients
How fast the world can change. On February 12, the Dow Jones Industrial Average closed at an all-time high of 29,551. At that time, the economy was humming, corporate earnings were rising and unemployment was at lows last seen during the mid-1950s. While global health...
Mar 31, 2020 | Letters To Clients
CARES Act and Opportunities for Clients President Trump signed the Coronavirus Aid, Relief, and Economic Security Act (“CARES”). CARES is a stimulus bill to provide emergency assistance for individuals, families and businesses affected by the Coronavirus pandemic. The...
Mar 30, 2020 | Letters To Clients
Evan Goldfuss, CFP® | Wealth Management Analyst In response to COVID-19, Congress passed and the President has signed the Coronavirus Aid, Relief, and Economic Security Act (CARES Act). In addition to direct financial relief for individuals and businesses, the CARES...