Update On The Markets & COVID-19: US, China Soften The Rhetoric

Market Update Financial markets have started the week on an upbeat note. Through Tuesday’s close, the S&P 500 has risen 1.3%, the Nasdaq has advanced 2.3%, the small cap Russell 2000 has climbed 1.0%, and International stocks, as represented by the MSCI ACWI Ex-USA, have risen by 1.0%. The Barclays U.S. Aggregate Bond Index has | Read More +

End-of-Week Update on the Markets and COVID-19 for 5.1.2020

Market update This week was relatively busy in terms of incremental developments associated with COVID-19.  The financial markets were choppy, but ended the week essentially flat.  The S&P 500 finished the week down 0.21%, while the technology-focused Nasdaq fell 0.34%.  The small cap Russell 2000 rose 2.23% and international stocks, as represented by the MSCI | Read More +

COVID-19 and Long-Term Investing

In this communication, we share an update about market returns and discuss some new developments in the government’s policy actions and the scientific community’s health response.  We also include, and close with related perspectives about what these mean for you and your investment portfolios. Market returns Financial markets have been mixed this week as investors | Read More +