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What You can do to Prepare for a Recession

https://www.youtube.com/watch?v=Nmv0OF_CTmg&feature=youtu.beThe current economic environment can make you concerned about what you can do during these challenging times.  There are several things that we can all do to prepare for a…

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Is This Time Different?

https://youtu.be/oOXeBTNoEus With a recession looming due to a mandated shutdown of our economy, there are many people worried about their health, job, and financial future.   The key to getting through…

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The Pandemic: What we Know so Far

The COVID-19 virus has been reported in the national press as either a political or an economic story, but it is neither. It has been compared to the 1917-18 Spanish Flu that infected an estimated one-third of the human population and killed an estimated 50 million people, even though we are now in a very different medical world, even though the Spanish Flu occurred during a major, brutal world war.

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Pandemics and Portfolios

The question everybody seems to be asking these days is: How will the coronavirus affect my investment portfolio?  Of course, the unsatisfying answer is: we honestly do not know.  You…

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Market Outlook: 2020

Markets had an excellent year in 2019 due in large part to the change in the Federal Reserve’s (“The Fed”) stance on interest rates. The Fed had been increasing interest rates during 2017 and 2018. Then during 2019 reversed course cutting interest rates three times and expanded its balance sheet at the fastest pace since the 2008 Global Financial Crisis. This liquidity injection, along with the prospect of the Phase One Trade Deal with China, fueled last year’s stock market boom.

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What Clients Regret Most

In order to achieve ones goals, a partnership between a client and financial advisor is critical. Many clients regret some of their expenses before retirement and almost all wish they had saved more so they could retire more comfortably.

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