Paycheck Protection Program – Loan Forgiveness FAQs

Paycheck Protection Program – Loan Forgiveness FAQs

Paycheck Protection Program – Loan Forgiveness FAQs The CARES Act includes loan forgiveness provisions for loans received under the Paycheck Protection Program (PPP). The exact details are not yet clear. However, the Small Business Administration (SBA) has...
Daily Market Brief

Daily Market Brief

Daily Market Brief News, analysis and commentary By Logan Robertson and Thomas J. Connelly, CFA, CFP® May 1, 2020 The S&P 500 closed down -2.86% today finishing April up 9.42%. The Dow finished the month up 8.07%. International Developed and Emerging Markets...
A Letter from Thomas Connelly and Elizabeth Shabaker

A Letter from Thomas Connelly and Elizabeth Shabaker

[vc_row][vc_column][vc_column_text]April 25, 2020 Dear Friends, Our heartfelt thanks go out to you for entrusting us with the privilege of going down life’s road with you during one of the most challenging economic and investing periods in recent memory.The wellbeing...
Market Briefing

Market Briefing

Market Briefing News, analysis and commentary By Logan Robertson and Thomas J. Connelly, CFA, CFP® April 21, 2020 World equity markets dipped lower today; the S&P 500 was down -3.0%, driven mostly by Large/Growth companies and the Technology sector. Foreign...
Market Briefing

Market Briefing

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%....
Student of the Market

Student of the Market

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...