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Investment Management

Wealth Watch

The Dog Days of Summer

In ancient times, the “dog days” coincided with the heliacal (at sunrise) rising of Sirius (the dog star), and were believed to be times of drought, bad luck, and unrest, when people and dogs alike were driven mad by the extreme heat. Nowadays, the “dog days of summer,” typically refers to the period of particularly […]

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Hindsight is 2020

The markets have moved in extraordinary ways both up and down this year.  With it being 2020, it’s easy to apply hindsight. How the virus has come and not gone and the impact on the markets so far and into the future is discussed.

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Blog

Working Wealthy – 2020 is the new 2009

Perfect is the enemy of good. I’m not certain who said it first. I understand it relates back to an Italian proverb, and it appears Voltaire was the first to pen a paraphrasing of it. In any event, let’s not get bogged down with precision on the source of the learning. Let’s focus on how, […]

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Your Financial Plan and Lessons From a Historic First Six Months of 2020

Despite market volatility, staying disciplined kept your plan on track in 2020.

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Wealth Watch

Time to Drop?

The last four months have been one for the record books.  We witnessed a historic stock market drop of -34% in only 40 days.  And then, just 77 days later, we saw a historic surge in the market of 48%.  This swift recovery was a welcome relief for investors.  However, at the same time, it […]

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Blog

Top 4 Questions Lawyers Are Asking

We all know the last several months have been perhaps the most unsettling times any of us can remember.  As a result, I have had countless conversations with clients to help them navigate these stormy seas.  I thought I would share some key questions I’m hearing from our lawyer clients and the advice I have […]

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Wealth Watch

Show Me the Earnings!

With all the debate about what type of recovery our economy will have, we’ve seen the markets clearly reflect one position: a V-shaped recovery for stocks. Since the 3/23/2020 bottom, no matter which portion of the market you look at, prices have gone up significantly. Now a lot of the attention is shifting to whether […]

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Blog

Stock Options and Restricted Stock – Key Things to Consider In this Downturn

If you are an executive working for a public company, it’s likely that a big portion of your wealth is tied to your company stock. As stock prices fall, obviously the value of your stock-based compensation also drops. This can be paralyzing. Amid the chaos, how do you answer the simple question: “what should I […]

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Wealth Watch

Fed Moves

It has only been two months since the stock market hit its low point following the Covid-19 sell-off. Yet, if you are like me, it probably feels like a lifetime ago. The sell-off was rapid and indiscriminate. Not only did stocks fall quicker than ever before, bonds sold off as well. Then, when things were […]

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Wealth Watch

Too Much Too Soon? Time to Hedge?

Eight weeks ago, the markets were in the pit of despair. Even Treasury bonds were trading with abnormalities. Since then, an incredible surge has happened. Yet the speed and magnitude of the recovery has led many to question the rally. After all, the bad news isn’t done yet (which we have touched on in recent […]

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Wealth Watch

Inflation is Inevitable. Or is it?

When you hear the word “inflation”, it sounds like a tall tale your grandparents would tell you as a kid. “When I was your age, we had unicorns, dragons and inflation.” With the massive stimulus package recently passed by Congress due to the Coronavirus, the key question is, who will pay for all of this? […]

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Wealth Watch

It’s Official – The Economic Recovery Ended

This week marked the end of an era, the growth era. In fact, the longest economic recovery of America’s history era. The recovery was officially pronounced dead with this week’s release of a GDP decline of -4.8% in the first quarter. This was not unexpected at all. We’ve been talking about the certainty around this […]

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