2020 Year-End Investment Market Report
It would be hard to imagine a stranger year in the U.S. investment markets, or one that did a better job of defying logic, than the year just passed. After the dramatic market collapse that began on February 20 and saw a 13% drop in the month of March, the U.S....
2020 Third Quarter Investment Market Report
The investment results in September were certainly nothing to brag about, but overall the markets have done something interesting: large cap indices are up while small and midcap stocks have posted modest losses. Given the persistent decline in the U.S. economy and...
2020 Second Quarter Investment Market Report
This year, investors have been treated to a rare real-world lesson in the mathematics of investing—namely, the fact that after a market decline, it takes a greater market recovery to get back to even. The first quarter saw a frightening downturn that delivered 20%...
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
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
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
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
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 the...
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...
2019 Third Quarter Report: Holding Tight in Choppy Waters
The latest three month returns in the U.S. and international stock markets can be viewed with two very different attitudes. The first is that many indices (though not all) produced a loss for the quarter, and where there were gains, they tended to be very small. On...