Market Briefing News, analysis and commentary By Logan Robertson and Thomas J. Connelly, CFA, CFP® April 17, 2020 US equity markets finished the week green, with the S&P 500 returning 3.0%, Dow Jones Industrial Average returning 2.3%, and Nasdaq soaring 7.6%....
April 2020 A well-diversified portfolio is designed to help you achieve your long-term goals as well as limit your portfolio’s downs (and ups). But it doesn’t always feel good. You may get frustrated when you lose money during certain periods. The good news is that a...
What issues should I consider during a recession or market correction? A checklist will help you prepare Recessions are an economic reality and are difficult to predict with any precision. The individual impacts of an downturn can cause greater issues for those who...
Market Briefing News, analysis and commentary By Logan Robertson and Thomas J. Connelly, CFA, CFP® March 27, 2020 US Equity markets erased nearly all of yesterday’s gains today, with the S&P 500 and Dow Jones Industrial Average finishing at 2,590 and 21,929...
Market Briefing News, analysis and commentary By Logan Robertson and Thomas J. Connelly, CFA, CFP® March 27, 2020 The week of March 23rd draws to a close with the S&P 500 and Dow Jones Industrial Average finishing up 10.5% and 12.7% respectively despite...
Let’s get personal A letter from CEO Liz Shabaker on how we can stay connected during this challenging time You’ve probably heard of The Five Love Languages, a book that outlines the different ways people express love. My personal language is “acts of service,” or the...
