Insights Week Ending July 18

Market Update The key drivers of this week’s market movements were positive updates on COVID-19 treatments and vaccine candidates, as well as continued optimism surrounding a fifth stimulus package. The MSCI ACWI Index, which represents global equities (i.e., both U.S. and international stocks), closed the week up 1.1%, while the MSCI ACWI Ex-USA (international stocks) | Read More +

An Update on the Markets for Week Ending 5.30.2020

Financial markets continued their upward trajectory this week. The S&P 500 finished the week up 3.6%, the technology-focused Nasdaq rose 1.3%, the small cap Russell 2000 advanced 4.1%, and international stocks, as represented by the MSCI ACWI Ex-USA, rose 4.5%. Investment-grade bonds, as measured by the Barclays Aggregate Index, finished the week up 0.2%. Continued | Read More +

End-of-Week Market Update for 5.16.2020

Market Update  The financial markets were mostly down this week, following six mostly positive weeks since the beginning of April.  While Investment-grade bonds, as measured by the Bloomberg Barclays U.S. Aggregate Bond Index, finished the week up 0.5%, the S&P 500 finished the week down 2.3%, the technology-focused Nasdaq declined 1.2%, and the small-cap Russell 2000 | Read More +

End-of-Week Update on the Markets and COVID-19 for 5.8.2020

This week was positive overall for financial markets. The S&P 500 finished the week up 3.5%, the technology-focused Nasdaq rose 6.0%, the small cap Russell 2000 advanced 5.5%, and international stocks, as represented by the MSCI ACWI Ex-USA, rose 3.0%. Investment-grade bonds, as measured by the Barclays Aggregate Index, finished the week down 0.4%.   | 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 +

An Update On The Markets and COVID-19: Reopening The Economy

Market Update Equity markets have trended down so far this week largely for two reasons: (1) extended negotiations in Congress to expand relief for small businesses and (2) lower oil prices (discussed in the next section). The S&P 500 has fallen 4.7%, Nasdaq is down 4.4%, and the small cap Russell 2000 down 3.2%. International | Read More +

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 +