Volatility Ahead – Navigating Election Ups and Downs
October 8, 2020
The headlines keep rolling, both good and bad, at a seemingly alarming pace. However, that’s a reflection of what 2020 has become known for. Now, we sit just four weeks away from the elections. What’s in store for the investment world? The short answer: More of the same. And by the same, we mean volatility. […]
Investing in a Zero Rate Environment
September 24, 2020
In March, as the country shut down in the face of a global pandemic, the U.S. Federal Reserve dropped the Federal Funds Rate to zero in an attempt to stem the tide of economic damage the pandemic was wreaking. On September 16th, Fed Chairman Powell indicated the Federal Reserve was prepared to keep rates at […]
A Tale of Two Markets
September 10, 2020
What is the market? In the investment world and in the popular financial press, the term “market” is used fluidly. How often do we hear, “The market was up today,” or “Why was the market down today?” Is the market the Dow? The S&P 500? The Nasdaq? Or is it some even broader entity that […]
Stock Options and Restricted Stock – What You Need to Know About Taxes
September 1, 2020
Executive compensation plans, including stock-based compensation, are a great way for companies to attract and retain top talent. Understanding the tax implications, however, can be a daunting task. Many variables come into play, including plan type, qualified or non-qualified status, holding periods, etc. and for busy professionals, just finding time to focus on this can […]
Election 2020 and the Markets – What’s to Come?
August 27, 2020
The US Presidential election is heating up. The big question on investor’s minds is, what can we expect? The markets dislike uncertainty. Add a pandemic and recession on top of it, and it brings everything to a whole new level. What does this mean for the markets and your portfolio? Using history as a guide, […]
The Dog Days of Summer
July 23, 2020
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 […]
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.
Working Wealthy – 2020 is the new 2009
July 7, 2020
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, […]
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.
Time to Drop?
June 25, 2020
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 […]
Top 4 Questions Lawyers Are Asking
June 23, 2020
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 […]
Show Me the Earnings!
June 11, 2020
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 […]