Friday, August 21st, 2020
We hope today's newsletter finds you well and gearing up for a nice weekend. Just a quick note before we dive into our latest market commentary - for our clients who are currently navigating a return to school for your children; whether it be virtual, in-person or a hybrid of the two, we wish you all the best and for any parent who needs to hear it, you're doing a great job!
Thursday, April 2nd, 2020
What a wild ride we've experienced in the first quarter of 2020. Thank you for your trust to guide you through this volatile time. Although past performance is not an prediction or indicator or future returns, we can look at historical returns for some perspective on how market recoveries have looked previously. Please enjoy the following charts that offer some perspective.
Wednesday, April 1st, 2020
Happy April! Today's video from Kelli Grew, CFP discusses how your income level and the timing of when you file your 2019 taxes may impact the amount you receive from the COVID19 stimulus package. We encourage you to discuss this topic with your CPA.
"If your income was higher in 2019 than 2018 it may behoove you or your loved ones to wait to file your 2019 taxes."
Staying the course does NOT mean do nothing
Tuesday, March 31st, 2020
Today's video from Michaela focuses on an update for Oakmark International and how Oakmark Manager David Herro invests with conviction.
"Herro's willingness to stand fast and even buy more when others recoil has been a cornerstone of his approach for nearly 28 years." - Dan Colton, MorningStar
Bear Markets are Healthy for Long Term Returns
The substantial thing about bear markets that should matter to investors is how they react to them. First, no one should be surprised when a bear market occurs. They happen with some regularity. While we can’t really predict when they will occur, we know that they will. And we also know that they will eventually give way to another bull market. In fact, there have been 23 bear markets in the last 100 years, each followed by a bull market.
It’s a presidential election year and with that comes the invariable stock market correlations seeking to predict election results or forecast the market’s direction. On one hand, the performance of the stock market during the two months leading up to the election has been somewhat of a predictor of who will win the race. On the other hand, we try to predict the direction of the market based on who wins the election.