Investing for Life
Please note: This update was prepared on Friday, March 27, 2020, prior to the market’s close. After a record three-day 21.3% gain for the Dow Jones Industrial Average, The Wall Street Journal proclaimed that a new “bull market” has begun. We wish it were that easy, but for several virus-related …
Please note: This update was prepared on Friday, March 20, 2020, before the market’s close. Make no mistake, we are living through a historic moment. A pandemic is upon us. But we are not panicked. Instead, we are focused on safeguarding your assets while slowly and safely scouting for the …
Please note: This update was prepared on Friday, March 13, 2020, before the market’s close. This week, we saw panic supersede fear. Thursday saw the worst one-day decline in the Dow Jones Industrial Average—a 10.0% drop—since 1987’s one-day market crash. Markets were rebounding modestly as we were preparing this update, …
Please note: This update was prepared on Friday, March 6, 2020, before the market’s close. After another week of uncertainty about the spread of the coronavirus, as well as the potential toll on the global economy and investors, many on Wall Street decided to wash their hands of short-term risks …
What a week! After more than a month of essentially ignoring news about the spread of the coronavirus, traders finally reacted over the past week with a rush to the exits. We probably don’t have to tell you that stocks have fallen every day this week, nor that prices are …
A Straightforward Guide to Preparing and Settling an Estate
Please note: This update was prepared on Friday, February 21, 2020, prior to the market’s close. The coronavirus is almost certainly negatively impacting companies’ earnings this quarter, but global markets have been reasonably resilient, with the S&P 500 index, the Nasdaq Composite and two European indices, the Stoxx Europe 600 …
Please note: This update was prepared on Friday, February 14, 2020, prior to the market’s close. Despite a litany of risks, including COVID-19 (the newly minted official name for the coronavirus), U.S. stock markets continue to set records, and now Europe is joining in. On Wednesday, both the German stock …
Please note: This update was prepared on Friday, February 7, 2020, prior to the market’s close. U.S. stock market indexes hit record highs yesterday as the Chinese government reduced tariffs on $75 billion of U.S. imports, job growth persisted and fourth-quarter earnings reports demonstrated modest growth. Thus far, 71% of …
The weight of uncertainty surrounding the spreading coronavirus in China and beyond has dampened traders’ optimism. The third impeachment trial in our nation’s history and the U.K. formally leaving the E.U. tonight have not helped sentiment either. After a bullish start to the new year, investors’ enthusiasm is fading. Unless …
With a week still to go, January has already delivered a year’s worth of worries, from Iran to the impeachment process, to Brexit and a new, deadly coronavirus outbreak in China. Despite the scary headlines, U.S. stocks have gained ground and are only fractionally below the all-time highs set at …
After more than a year’s worth of trade-war lunges, parries and ripostes, “phase one” of the U.S.-China trade agreement was signed this week. While it was overshadowed in the headlines by the House sending the articles of impeachment to the Senate for trial, traders seemed to signal their approval of …
Despite the U.S.-Iran conflict—or, more correctly, due to a belief in the de-escalation of it—the Dow Jones Industrial Average, the S&P 500 index and the tech-heavy Nasdaq Composite index all closed at record highs yesterday. The somewhat surprising, but welcome, gains reflect traders who have remained remarkably calm despite the …
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