Real Estate Update

After a shock to the stock market how is real estate holding up? So much attention has been given to the stock market over the last 90 days that I thought it would be good to review what is happening in the real estate market.  During the “Great Recession” of...

Economic Update

Sudden market downturns can be unsettling. But historically, US equity returns following sharp downturns have, on average, been positive. A broad market index tracking data since 1926 in the US shows that stocks have tended to deliver positive returns over one-year,...

Long-Term Investors, Don’t Let a Recession Faze You

In the past century, there have been 15 recessions in the US. In 11 of them, stock returns were positive two years after the recession began. With activity in many industries sharply curtailed in an effort to reduce the chances of spreading the coronavirus, some...

Emergency Relief Options for COVID-19 Pandemic

The Coronavirus Aid, Relief and Economic Security (CARES) Act was signed into law recently.  Below you will find a list of the new emergency relief options for individuals to consider.  We are developing strategies around items in the relief act to save you money....

A Transformed Investor’s Reaction to Coronavirus

By Dave Goetsch Executive Producer, The Big Bang Theory The news is full of stories about the coronavirus. It’s scary. My 10-year-old son came home from school today worried about it. We don’t know how many people this will infect, nor how it will impact the world...

Market Volatility

In recent days, the increase in volatility in the stock market has resulted in renewed anxiety for many investors. While it may be difficult to remain calm during a substantial market decline, it is important to remember that volatility is a normal part of investing....