News & Commentary

(This article was written on March 25, 2020; all market data is of close on that date). Former U.S. Federal Reserve chairman Ben Bernanke immortalized the term “green shoots,” when he used it to refer to a nascent recovery in the American economy on March 12, 2009, literally days after U.S. stocks bottomed and the […]

(This article was written on March 18, 2020; all market data is of close on that date). SUMMARY The global economy has not faced a worldwide threat like the COVID-19 pandemic since the Second World War. This is probably the first time in decades that large swathes of the global economy are grinding to a […]

(This article was written on March 9, 2020; all market data is as of close on that date). Spring may be around the corner, but in the financial markets, it feels like a long, hard winter is setting in. The third week of the global market selloff commenced with a plunge for the record books, […]

When Will You Get Your Tax Slips? There are different mailing dates for different account types. Click on the link below to view the expected delivery dates for both mail and online tax slips and reports. 2019 Client Tax Slip Mailing Schedule Checklist

Market & Economic Environment: After weeks of ignoring the steady drumbeat of negative news emanating from China and other places suggesting that the novel coronavirus was spreading globally, investors’ complacency turned to outright panic in the last week of February, triggering the fastest-ever correction (decline of over 10%) in the S&P 500. Just days after […]

Based on what we saw in the last week of February, the coronavirus had many investors in a panic, but generally just over the value of their investment portfolio. While it’s easy for us to look at the virus and it’s impacts on the financial markets, we also need to ask ourselves how an illness […]