Year-end Planning Checklist
It’s a good idea to start jotting down goals and action items for 2022. In doing so, let’s first review this year and look at a few things that you may still have time to accomplish. Although 2021 may not …
3rd Quarter 2021
October 2021 Key takeaways ► Stocks up, barely ► Bonds up, barely ► Inflation is top story ► Covid is still here ► Stick with stocks Stocks and bonds eke out a gain It didn’t feel like it, but the …
2nd Quarter 2021
July 2021 Key takeaways ► Another Solid Quarter for Stocks ► Bonds Recover ► Inflation is Top Story ► Have Stocks Topped Out? ► Second Half Strategy Stocks deliver While the meme stocks phenomenon continues to some degree, the broader …
1st Quarter 2021
April 2021 Key takeaways ► Solid Quarter for Stocks ► Not So Much for Bonds ► History of Bond Rally ► What’s with Inflation? ► Diversification is crucial Stocks March Forward While meme stocks like GME (Gamestop Corp), AMC (AMC Entertainment Holdings), and KOSS (Koss Corp) – oh, and don’t forget NFTs …
Five Lessons from COVID
Five Lessons from COVID The year 2020 was like no other. The novel coronavirus spread from its origin in China, and governments worldwide soon took measures to protect their citizens. Lockdowns paralyzed the economy. Schools closed. Employees worked from home. We all got …
4rd Quarter 2020
January 2021 Key takeaways ► What a comeback ► Living in 2021 ► Tailwinds for stocks ► Can this last? ► Diversification is crucial What a comeback Remember the bleak days of March? A virus originating in faraway Wuhan, China, …
Ten Year-end Money Moves
Ten Year-end Money Moves I’m sure we can all agree that the end of 2020 can’t come soon enough. With the events surrounding the pandemic, protests, and the election, you may have neglected the financial side of your life. It’s …
3rd Quarter 2020 Update
October 2020 Key takeaways ► US stocks positive for the year ► Improving economy ► Need for more stimulus ► What to do about bonds? ► Election getting closer US Stocks Turn Positive Stocks continued their rally into the third quarter, setting records and turning positive for the …
Time for an Insurance Review
September 2020 Time for an Insurance Review? Good-bye Summer. It’s back to school, back to the office for some of us. And perhaps, it’s time for an insurance review. Unfortunately, one thing not changing is COVID-19. The pandemic is staying with us. The virus has changed …
2nd Quarter 2020 Update
Update on the Markets: July 2020 Key takeaways ► Stunning comeback for stocks ► Don’t fight the Fed and federal stimulus ► Economy slowly improves ► Easy money made? ► Election getting closer Stocks Deliver Stocks bounced back in the second quarter about …