Crisis at Hand—How Does the Ukrainian Invasion Affect Us?

By Investments

  Before the Russian invasion in Ukraine dominated the headlines, we were worried about the following: Inflation increasing Growth slowing down Federal Reserve action on interest rates While Russian action may exacerbate inflation and result in some short-term drag on growth, the effect on our economy is likely to be somewhat limited. Of course, any escalation into greater Europe is…

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Not a Happy New Year for Markets (so far)

By Investments

A correction results when stocks decline by 10% (in Wall Street jargon), and the market has reached those levels. The most widely held index, the S&P 500, was down 12% YTD earlier today. Many asset classes have dropped by at least 10%, with the Russell 2000 down 20% YTD. The big question we all face is whether we are heading…

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One Hot Mess

By Investments, Tax, Thought Pieces

“One hot mess” seems to be a prevailing theme as we collectively face multiple challenges.  In response to recent economic events, we recently made some relatively modest allocation changes by decreasing stock exposure.  The main positive is that we continue to experience economic growth in a low-interest-rate environment. Moreover, the probability that Congress will pass additional fiscal stimulus with the…

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A Word on Inflation and Taxes

By Investments, Tax

After a long advance, stock markets are now experiencing a pullback from record levels.  There appears to be increasing angst about inflation and coming tax increases creating fear among some that the market is due for a much more substantial sell off.  We do not think a severe correction is on the immediate horizon, but a further pullback in the…

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April Market Update – What’s Next?

By Investments

Market Outlook Update As we look ahead into the second year of the pandemic, there is optimism that the worst may be behind us. This leads us to ask, what next?  Some of the themes are continuing as expected, which bodes well for continued stock market strength across the globe.  An expected increase in Emerging Market stocks cooled off in…

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Happy New Year

By Investments

We are sending you a very brief summary of the recently passed Coronavirus Stimulus 2.0 along with a link to a well-done article in Business Week about how COVID-19 may be changing our lives going forward. Six months after the expiration of the CARES Act, the Senate finally engaged in a serious process to extend badly needed benefits with a…

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Election Week Update

By Investments

Although the race has not been called, it certainly looks like Vice-President Biden will be called the winner by this evening or tomorrow morning.  These results will not be official and legal wrangling may continue over the next week.  The election result will not change.  The Senate is highly likely to stay in Republican hands.  The most probable outcome is…

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Does the Election Really Matter to Markets?

By Investments

“What’s natural is the microbe. All the rest — health, integrity, purity (if you like) — is a product of the human will, of a vigilance that must never falter. The good man, the man who infects hardly anyone, is the man who has the fewest lapses of attention.”  Albert Camus, The Plague   As we head into next week, many are concerned about how…

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Important Portfolio Update

By Investments

We are updating you on changes we are making to your investment portfolio.  You have been and will continue to receive notices of any trading via email or direct mail if you have not signed up for electronic delivery.  All records are available online for 10 years so there is no need to retain paper notices.  We recommend electronic delivery…

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