June, 2020 Market Commentary – The Approaching Light Before the Dawn

June, 2020 Market Commentary – The Approaching Light Before the Dawn Market Insights We cannot remember a time when we’ve seen such a widespread disparity between what is happening in the economy and what is happening in the stock market. Let’s take a moment to briefly outline the situation using hard data. The unemployment rate […]

July, 2020 Market Commentary – A Bounce in Economic Activity and COVID-19 Cases

July, 2020 Market Commentary – A Bounce in Economic Activity and COVID-19 Cases Market Insights In June, we posted an article to our Insight blog on our website titled “The Approaching Light Before the Dawn” (click here to read). Much of the economic data at that time was extremely negative, with record declines in employment […]

A December Letter to Clients: Some Taxing Issues and Market Round Up

A December Letter to Clients: Some Taxing Issues and Market Round Up Looking to year-end I know it’s a busy time. But it’s not too soon to start thinking about taxes. In prior conversations, we have discussed year-end planning. But let’s concentrate on taxes before the new year begins. Many questions about the new administration […]

An April Letter to Clients

An April Letter to Clients The Covid Economy, a Year Later This time last year, the World Health Organization recently had declared that the spread of Covid-19 constituted a  worldwide pandemic. Stringent measures in the U.S. were being taken to slow the spread of Covid and “flatten the curve.” The lockdowns and shelter-in-place orders dealt […]