The U.S. Economy is Not the Same as the Stock Market
We look at why the market recovered so quickly despite the economic data and discuss why the market can be somewhat disconnected from the economy.
Investment Whys: The Pandemic Took a Big Bite Out of the Economy
The “Money Talks” experts take a deep dive into the latest GDP reading, discussing the disconnect between the economic report and the stock market performance.
Wealthy Taxpayers: 5 Strategies to Consider for Potential Tax Increases
Regardless of who wins the next election, with rising deficits, government spending skyrocketing, and revenue dropping due to the COVID-19 pandemic, taxes will surely go up in coming years.
Investor Psychology: 6 Behavioral Biases That Can Lead to Costly Mistakes
It can be difficult to act rationally when your financial future is at stake, especially when unexpected events like COVID-19 upset the markets.
Think Twice Before Speculating on a COVID-19 Cure
Headline-induced price swings suggest that investors are making investment decisions driven by hopes and fears, and possibly based on limited information.
Holding Equities for the Long Term: Time vs. Timing
We explain why investing with an eye to the long term is particularly important with stocks.
Coping with Market Volatility: Avoid Rash Decisions
Even if you feel that your portfolio needs adjusting, maintaining a firm grasp on your fundamental investment strategy can help you be more thoughtful about making any changes.
Viewpoints: Are We in a Recession?
The “Money Talks” Experts provide their opinions on whether we are in a recession and how they believe the market will respond.
It’s Different This Time…Or Is It??
Dr. Gene didn’t know it would be Coronavirus, but he knew it would be something. That’s why he has 10 years of liquidity in his portfolio. If you were a client of ours, you would too.
Coronavirus and the Stock Market: Consider Past Health Crises
History doesn’t repeat itself, but it often rhymes. Putting current market volatility into historical perspective can help you stay the course during turbulent times.