In this market review we'll take a peek into our forecasts and portfolio positioning for 2021. There are a number of interesting trends and unique challenges facing markets this year, and this document will give you more insight into our perspectives about how to navigate them.
In the past couple of weeks, we’ve gotten a number of questions (and seen many news hours) devoted to GameStop. What’s going on, what does it mean, and should you be concerned?
The year has gotten off to a volatile start—not necessarily in financial markets, but in Washington, D.C. However, despite the chaos of January 6th, we did close the week with two very important issues of uncertainty resolved.
In this market review we recap the rebound in financial markets and the economy. We then go on to discuss the 2020 presidential election and the potential impact that it could have on the equity market.
The pandemic has added a new dimension to the question of “when to retire?” The thought of retiring early during the pandemic has certainly crossed many people’s minds. If you are 5 to 10 years away from retirement and could conceivably retire now, does it make sense to go back into the office and grapple with the uncertainties of returning to the workplace in a pandemic? For those who are considering retiring early during the pandemic, the key things to consider are financial readiness, what your lifestyle will be like after retiring and how to plan your estate.
In this market review, we recap the impact of the Covid-19 pandemic on financial markets. We then go on to discuss the relationship between the equity market and the economy and explain why the two do not always move in tandem.