While market commentators continue to debate the shape of economic recovery, a quick glance at an S&P 500 price chart confirms the V-shaped recovery investors have enjoyed since the dark days of late March.
103 Days
Wealth Management Webinar Recording: Planning for the Known and Unknown
Video recording of our wealth management webinar, “The Known and Unknown,” which was presented on August 18, 2020.
A Slow Healing Process
All day and every day we are bombarded by economic, company and political news. And not just U.S. news, but global news as well. Even in normal times this can seem overwhelming, and especially so during a pandemic.
Better, but a Long Way to Go
This morning, the Bureau of Labor Statistics reported that the U.S. economy added nearly 1.8 million jobs in the month of July, outpacing economist expectations for an addition of 1.5 million.
Preparing for Fire and Other Risks
Planning for the risk of unknown events is a key component of a solid financial plan. In the following video, Josh Frankel, CFP® addresses five ways to manage risk as well as long-term care and personal liability insurance considerations. The accompanying article includes fire safety resources and some tips on protecting yourself financially through fire and other losses.
Fed Meets, Big Stocks Beats
“The path of the economy will depend significantly on the course of the virus.” Chairman Jerome Powell reiterated this point emphatically in his comments following the two-day meeting of the Federal Open Market Committee (FOMC). To most people this may seem like stating the obvious, but sometimes it bears repeating, especially considering the data released this week.
Commercial Real Estate’s Perfect Storm
The COVID-19 crisis has been the perfect storm for commercial real estate. While the economy is showing signs of life as most of the country reopens, the shock to the commercial real estate market was unprecedented.
Investment Strategy Webinar Recording: Start Me Up
Please click on the below image to view the recording of the Investment Strategy webinar given on July 22 by Chief Investment Officer George Hosfield, CFA, and Brad Houle, CFA, our head of fixed income.
Two Steps Forward, One Step Back
Economic data the past week reinforced the view that the U.S. economy continues to improve. This was highlighted by the retail sales number released by the U.S. Department of Commerce on Thursday morning.
Third Quarter 2020 Wealth Management Strategy: Planning for the Known and Unknown
Third Quarter 2020 Wealth Management Strategies: Planning for the Known and Unknown, by Mary Lago, CFP, CTFA.
Credit the Recovery
Looking back on the first six months of fixed income performance this year reveals a stark tale of two strikingly different quarters.
Third Quarter 2020 Investment Strategy Video: Start Me Up
We are pleased to present our Investment Strategy Video for the third quarter of 2020 titled, “Start Me Up.”
Wealth Management Insights Third Quarter 2020
Market Letter Third Quarter 2020: Start Me Up
The Global Economy is Healing
Economic signals indicate that the recovery has begun around the world. As expected, China has been the first to emerge from recession, and their economy is moving forward.
Update: Required Minimum Distributions Are Waived for 2020
The Coronavirus Aid Relief and Economic Security (CARES) Act waives required minimum distributions (RMDs) from retirement accounts for 2020.
A Shifting Narrative
Preliminary June manufacturing activity gauges pointing to continued progress in re-opening the economy have given way to rising concerns about a resurgence of coronavirus.
Wealth Management Webinar Recording: Strategies for Now and Later
On June 22, members of our wealth management team revisited timely strategies regarding retirement, charitable and estate planning.
Resolving the Dichotomy
Many investors are puzzled by the apparent disconnect between the U.S. stock market and an economy that remains in recession with an unemployment rate last seen in the Great Depression.
Hosfield Appears on Medford's KDRV
Chief Investment Officer, George Hosfield, CFA, appeared on Medford’s KDRV segment, “Money Alert” on June 12, 2020.