2020 First Quarter Investment Market Report

2020 First Quarter Investment Market Report

You may not feel like being congratulated, but congratulations are in order.  You have managed to live through the worst first quarter on record in the U.S. investment markets. You have endured the fastest, longest, hardest roller coaster ride in market history, as...
The Stampeding Herd

The Stampeding Herd

Despite a nice recovery day on Tuesday, it now appears that investment markets are in full panic mode, a result of the World Health Organization’s declaration that the Covid-19 virus is a global pandemic. Traders on Wall Street are selling at virtually any price which...
Staying the Course

Staying the Course

By: Jennifer Stewart,CFP® Watching headlines about stock market tumbles, temporary trading halts, and further spreading of the new coronavirus can create fear and even panic. More importantly, this news can distract us from more critical, and more personal, goals. At...
Coronavirus & More

Coronavirus & More

The 24-Hour News Cycle moves from Impeachment to COVID-19 to the Primaries – What’s next?  Provided by LongView Wealth Management In recent weeks, we’ve seen several major stories in the news. On the political front, in addition to the arrival of the 2020 presidential...
2019 Year-End Investment Market Report

2019 Year-End Investment Market Report

We have just completed the final quarter, not only of the year but also the decade, so it’s as good a time as any to reflect on the market behavior for the past year and also for the past 10 years.  The short version is that we have experienced a bull market for...
Main Street vs Wall Street

Main Street vs Wall Street

The following article was written by Bob Veres, prominent author, publisher, and commentator in the financial advice industry.  In the article, Bob discusses some of the differences between a financial advisory relationship at a smaller planning office and a large...