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It Passes: The Coronavirus, Economic Stimulus, and the Market

Congress passed and President Trump signed into law the Coronavirus Aid, Relief, and Economic Security (“CARES”) Act, which at $2.2 trillion (9.2% of GDP) is the largest fiscal stimulus package in U.S. history. By comparison, the Recovery Act of 2009 was $831 billion (5.7% of GDP at the time). Federal Reserve In addition to fiscal […]

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Video

One Week Later: Revisiting Thoughts on The Downturn

Markets have turned into a bear market and negative news keeps coming. We had a video last week touching on this, and here is an update on what’s happened since. As has been seen, markets can turn unpredictably and quickly. For more information on how the markets are being affected by the Coronavirus: Thoughts on […]

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Wealth Watch

Rebalancing For the Future

Tax Loss Harvesting As both the news and market continue to be volatile, trading opportunities can present themselves.  One area is tax-loss harvesting.  This creates a tax asset that is there going forward by selling out of an investment at a taxable loss while reinvesting the proceeds at the same time to capture future market […]

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Wealth Watch

Handling the Hard Times

Yesterday, the market continued its nasty descent.  Not only was it a bad day, it turned out to the be the 4th worst day in Dow Jones history, falling by -9.99% in a single trading day.  Travel restrictions, continual event closings, and other matters weighed heavily on the minds of investors.  The Fed attempted to […]

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Wealth Watch

Coronavirus Uncertainty Leads to a Bear Market

This Coronavirus (COVID-19) has continued to bring not just volatility to the market, but negativity.  With the classification officially moving to pandemic on Wednesday, we’ve seen even more worry.  This week alone we’ve seen the biggest point decline of the Dow ever followed immediately by over a 1,000-point jump and then another day of volatility […]

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Wealth Watch

Coronavirus and Market Volatility Revisited

The wild ride that has been the market as of late continues. Driven by a surge in cases of the Coronavirus in South Korea, Italy, Iran, and the United States, last week was the worst week for the stock market since the financial crisis. U.S. equities dropped by double digits with the Dow Jones Index […]

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Wealth Watch

Coronavirus – The Market Says It’s Supposed to Get Worse

The year 2020 has started with quite the lineup of geopolitical issues.  The one stealing all eyes as of late has been the Coronavirus.  This past weekend, news got worse.  South Korea, Italy and Iran all reported new and escalating cases with Italy now reporting to be the largest impact area outside of China.  All […]

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Blog

It’s Comp Season – What Should I Do With All This Cash?

For many law firms, we are in the thick of “comp season.”  For many lawyers, the first couple of months of the year are when you receive the lion’s share of your compensation for the prior year.  This creates some degree of consternation and begs the question – “what should I do with my cash?” […]

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Wealth Watch

Factor Primer Series: Multifactor

All good things must come to an end, and this piece concludes our series on factor investing (What is a Factor?; Small-Cap; Value; Momentum; Profitability).  Here we’ll look at bringing all the factors together, in what we will refer to as multifactor investing. As a reminder, we have defined factors as a source of excess […]

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Wealth Watch

Mind Over Markets

On January 16th and January 23rd, BDF held its Annual Client Event in Itasca and Downtown Chicago, respectively, with over 400 clients and guests in attendance. For those not able to attend, here is a recap of the event. Market Review Chad Carlson, Director of Investment Research, reviewed 2019 – an excellent year for the […]

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Wealth Watch

Factor Primer Series: Profitability

As we ease into not only a new year but a new decade, we continue our series on factor investing (What is a Factor?; Small-Cap; Value; Momentum). Today, we dig into the profitability factor. As a reminder, we have defined factors as a source of excess return that is sensible, persistent over long time periods, […]

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Wealth Watch

Good 2019, Good 2020?

The year 2019 has been filled mostly with joy from a market perspective.  Most days, weeks, and certainly months you could look at your statement and feel quite good about the progress made.  So good, it leads many to ask whether the gifts the market has been giving can keep on coming or has the […]

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