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2021 First Quarter Investment Market Report

2021 First Quarter Investment Market Report

What a difference a year makes! Unlike the situation in the first quarter of 2020, U.S. stocks have posted healthy gains since January. There is optimism that the recent stimulus checks to consumers plus the proposed multi-trillion dollar infrastructure project should...

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COVID Relief From Congress

COVID Relief From Congress

There’s a lot to consider in the new American Rescue Plan bill, beyond the fact that the government is sending checks to some American families.  Although the bill is called a stimulus measure, it is better characterized as disaster relief. The goal is to help relieve...

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GameStop: Gambling vs. Investing

GameStop: Gambling vs. Investing

The financial media took a brief break from predicting everything that will happen in 2021 (don’t laugh; it’s their yearly habit) to bring us the engaging story of how masses of small amateur investors managed to bid the share prices of three largely-unprofitable...

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2020 Year-End Investment Market Report

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....

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2020 Third Quarter Investment Market Report

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...

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2020 Second Quarter Investment Market Report

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%...

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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...

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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...

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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...

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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...

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