Blog
Why the Stock Market Seems Healthier than the Economy
Commonly referred to as the Fed Beige Book, the United States Federal Reserve Board publishes a report, Summary of Commentary on Current Economic Conditions, eight times per year. Each report is a gathering of anecdotal information on current regional economic...
Peloton 2020 Q1 Recap & Outlook
It is difficult to offer a meaningful outlook at a time when events and markets are changing so rapidly. The recap is fairly straight forward: in response to the voluntary closure of broad segments of the economy and what will be a period of shockingly bad economic...
Welcome tax relief for investors subject to Required Minimum Distributions (RMDs)
As part of the Coronavirus Aid, Relief, and Economic Security (CARES) Act, investors stand to potentially benefit from the waiver of required minimum distributions (RMDs) for calendar year 2020. RMDs are based on your age and your retirement account balance at the...
Have Stocks Bottomed?
As the American public and the U.S. economy fight the devastating spread of COVID-19, President Trump signed a $2 trillion coronavirus relief bill that became the largest stimulus package in U.S. history. It represents a massive financial injection into a struggling...
5 Principles for Investing in Difficult Times
Principles help us understand our environment and give us tools for making good decisions. During periods of stress and volatility in the financial markets, we refer to principles to guide us as we manage money. We wanted to share five of those with you to guide your...