April 6, 2020 As the COVID-19 pandemic sweeps across the United States, we’re seeing unprecedented support being offered for the economy and your pocketbooks. The CARES Act, signed into law on March 27th, is the latest blockbuster — the largest fiscal stimulus package in the history of our country. From a financial planning perspective, it’s …
We’re Here!
Today we awaken to a changed world. An uncertain world. And dare I say it, a world of possibility. We haven’t received a single worried client call through this crisis, yet clients have reached out asking how we are — which is a testament to the fortitude and kindness of our clients. We cherish each one of you! I’m writing today to say that …
Markets and the Coronavirus*
By now, most of you are aware that stock markets around the globe have taken a significant hit this week due to the novel coronavirus (SARS-CoV-2) threat, with the S&P 500 falling 9% in the last four days. While dramatic, this type of drop is certainly not unprecedented, nor unexpected. There are lots of statistics, but I’ll just point to dates …
Epidemics and The Stock Market
[Updated in our blog entry of 2/27/20] The stock market’s at all-time highs, and now faces a new threat in addition to the impeachment trial, trade wars and Middle East instability: the threat of a deadly global pandemic. What should stock market investors do, if anything? If history is any guide, investors may not have a lot to worry about, …




