Insights
With so much uncertainty surrounding the COVID-19 threat and possible shelter-in-place mandates, we want to share with you the steps we are taking to help slow the potential infection rate in our community while continuing to care for our clients.
By: Wade Austin
After ending January with a minor 3% pullback upon the emergence of the coronavirus in China, the S&P 500 surged 5% to an all-time high of 3386 on February 19th, responding to better than expected corporate earnings and early signs of a global manufacturing recovery.
By: Robert R. Shaw
The COVID-19 coronavirus outbreak is driving fear and market volatility in China and throughout the world.
By: Wade Austin
U.S equity markets began the new decade seamlessly from 2019.
By: John E. Silvia
A Question on Prosperity
Several years ago, a TV commercial ended with the comment that “luck is for rabbits.” So it is for investing.
By: Wade Austin
It scarcely seemed possible one year ago – shortly after the S&P 500 dropped 9% between the Fed’s last meeting of the year and Christmas Eve –
By: Robert R. Shaw
Summaries of manager performance and simulations of hypothetical portfolios commonly include trailing time periods up to ten years.
By: Robert R. Shaw
After separating from an employer, there are essentially four ways to handle your vested interest in an employer-sponsored retirement savings plan such as a 401(k), 403(b), or 457(b).