‘’History doesn’t repeat itself, but it often rhymes.” Mark Twain An historic quarter in many respects. A Pandemic. Race Riots. A Trade War. Political Chaos. Yet the market so far looks like a “V” recovery. The best quarter since 1998. While the economy appears more...
The stock market was looking mostly like a V-Shape until last Thursday. The Federal Reserve made a few sensible observations about the economy, and that prompted a not so sensible 6% decline in one day. You could argue that the 43% increase from March 23 lows didn’t...
We all view the world and our money from a unique and personal vantage point. I’ve had several calls over the past few weeks with an understandable wide range of emotions over the state of the economy and the direction of markets. The economy and the market are...
When Will We Get Back to Normal The longest bull market in history had been on virtual cruise control since 2009. In March it gave way to the fastest bear market crash in history. Market volatility returned with a vengeance as investors seek to gauge the depth and...
How Long to the Other Side The market recouped about half its losses over the past two weeks, as investors weigh risks and grapple with when life will get back to normal. Some investment strategists say we’ve hit the bottom; some say this will last longer and be...
The Advice that Matters is our monthly newsletter that highlights key topical ideas on investing, business succession, financial planning, and retirement planning. Please complete this form to be added to our list.
