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Is the Market the Economy?	 Thumbnail

Is the Market the Economy?

"It is all but certain that we are in a recession. The data is not out yet, but I would be very surprised if we are not in a recession. A recession is defined as two consecutive quarters of negative GDP growth. We all know that half the country was shut down for much of the first quarter and even more of the economy has been shut down for the second quarter."

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Market Update: Reopening the Economy Thumbnail

Market Update: Reopening the Economy

"Did you think three months ago that by the end of April the world as you know it would have changed drastically? That has become a reality for most people amidst the Coronavirus Pandemic and the drastic measures taken by federal, state, and local governments in an effort to protect the population. With so many people making huge sacrifices to protect their businesses and their families, at what point can we expect some normalcy?"

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Market Update: Why Do Stocks Rise on Bad News? Thumbnail

Market Update: Why Do Stocks Rise on Bad News?

"I’ve had friends call me in recent weeks asking “Why in the world is the stock market up. Did you see the unemployment number?”. In case you are not aware, the number of new jobless claims is released each Thursday at 8:30 am EST. The last four weeks have been truly devastating. So why has the market responded positively or at least not horribly to record-breaking news of the terrible variety?"

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Defer or Diversify? How Should I Save for Retirement? Thumbnail

Defer or Diversify? How Should I Save for Retirement?

"It’s that time of year again when most of us are meeting with accountants and CPAs to tally up our income from the previous year. It’s not uncommon for your financial advisor or tax preparer to talk to you about deferring some of your income through contributions to pre-tax retirement accounts like an IRA, 401(k), 403(b), etc. Though tax deferral does have its benefits, it may not always be the right decision."

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Market Update: Oil Prices- The "Other" Market Story Thumbnail

Market Update: Oil Prices- The "Other" Market Story

"We know that COVID-19 and the ongoing economic shutdowns will have a material impact on the economy and therefore the market has responded negatively to that news. What is unclear is how much the ongoing oil price war has impacted the market."

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2020 First Quarter Market Update -“Nothing new under the Sun” Thumbnail

2020 First Quarter Market Update -“Nothing new under the Sun”

"From a financial standpoint, the government's response to COVID-19 has been quick and dramatic, to say the least. The federal reserve has slashed interest rates and has committed to “unlimited” asset purchases. Additionally, the bipartisan “C.A.R.E.S. Act” was passed on March 27th which will provide $2.2 trillion in stimulus. The Federal Reserve, State Governments, and the Federal Government seem ready and willing to do whatever it takes to ease the pain of this Pandemic. All of this effort and stimulus combined with the fact that the stock market has proven to be resilient leads us to believe humanity and markets will emerge from this pandemic all the wiser."

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The Coronavirus Aid, Relief, and Economic Security Act (CARES Act) Thumbnail

The Coronavirus Aid, Relief, and Economic Security Act (CARES Act)

"The CARES Act provides 2 trillion dollars of government aid along with several SIGNIFICANT changes to preexisting IRS, retirement accounts, and other financial rules in attempts to open up opportunities for individuals and small businesses to survive in this time of crisis. I have broken down and summarized that document here into 5 key areas: Recovery Rebates, Coronavirus Related Distributions, Significant Tax Changes to Retirement Accounts, Unemployment Compensation Benefits, and Small Business Benefits."

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Market Update: March 27, 2020 Thumbnail

Market Update: March 27, 2020

"Throughout this market meltdown, we are committed to keeping you updated. That is why for the foreseeable future we will be producing a market commentary weekly. Additionally, we know there are an incredible amount of negative headlines right now so we will be doing our very best to share some positive headlines!"

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