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Newsletter 08/13/2020

"Don't Fight the Fed"


“Don’t fight the Fed” is an old Wall Street saying. That is the only explanation I have for market performance in 2020. There is a great deal of bad news and yet the S&P 500 reached an intraday record this week and may very well close at a new high in the midst of a recession.

Newsletter 08/05/2020

The hits keep coming. In the news it seems there is never a dull moment yet at the same time it feels as though our lives and time are frozen. Life during the time of Covid-19 is different from any time in our lives before. The expectation of change is constantly in the air.

Newsletter 07/31/2020

So far this week we are facing the expiration of many provisions of the CARES act, most importantly, the extra weekly unemployment benefit of $600 as well as additional funding for testing, schools, municipalities and states, hospitals and more. A Democratic Congress is negotiating with a Republican Senate and the White House.

Newsletter 07/23/2020

Events are unfolding rapidly, assumed Democratic Presidential candidate Joe Biden is presenting policy statements. Of particular interest to us is his proposed tax reform policies.

Newsletter 07/17/2020

In a world where events seem out of your control it is important to find decisions in your life that you can control. Examples would be wearing a mask, social distancing, washing your hands and being prudent in your behavior. Maintaining your discipline in regard to your behavior is a daily challenge. 

Newsletter 07/10/2020

Important Reminder!

Newsletter 07/03/2020

Important deadline approaching

Newsletter 06/25/2020

We were hoping for a slow week, so much for that!

An upcoming date to pay attention to is the current tax filing deadline of July 15th, 2020. Individuals have until the tax deadline to:
File their 2019 taxes (or file an extension to file in October)

Newsletter 06/19/2020

​​​​​​I am learning to wait until later in the week to write the newsletter because whatever I write on Monday’s draft might be out of date by the time you receive it. Head spinning is the best way to describe how I feel. It can be exhausting. Yet there is an element of fascination in how the human spirit responds to stress. So much happening all at once.

Newsletter 06/13/2020

By comparison to previous weeks, not as much has happened this week and it’s a moment of respite for many, a chance to catch our breaths.

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