A Reference Guide to the COVID-19 Assistance Package

The federal government has acted swiftly to provide fiscal relief to many individuals and businesses impacted by COVID-19 by enacting the $2.3 Trillion Coronavirus Aid, Relief, and Economic Security (CARES) Act.  The relief ranges from access to grants and loans to the waiver of required minimum distributions from IRAs. In order to help individuals and | Read More +

Our Perspective: Second Update On The Effects Of COVID-19

After a long week of market volatility and an avalanche of news from every angle, we want to provide some information and perspective on a few of the most important developments. The COVID-19 pandemic has extensive economic implications, but it is, first and foremost, a healthcare and humanitarian problem.  Daily life has changed as we | Read More +

Our Perspective: An Update On The Markets

In response to worries about the spread of the coronavirus (COVID-19), global stock markets have continued to fall sharply this week, while the prices of core government bonds, widely seen as safe-haven assets in uncertain times, have risen steeply. Although market activity is volatile, and additional incidents of the virus have been reported, our viewpoint | Read More +

Our Perspective: On Yesterday’s Market Sell-Off and Coronavirus

Yesterday, global stock markets fell sharply. The Dow, for instance, was down 3.56%, and the S&P 500 Index dropped 3.35%.  We would like to briefly address the reasons and share some of our immediate thoughts about portfolio positioning. The most frequently cited culprit for the sell-off was the heightened concern that emerged over the weekend | Read More +