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...
Market Briefing News, analysis and comment By Logan Robertson and Thomas J. Connelly, CFA, CFP® March 24, 2020 Equity markets around the posted a sharp recovery from yesterday’s declines. The Dow Jones Industrial Average finished up 11.3% (best day since 1933),...
Market Briefing News, analysis and comment By Logan Robertson and Thomas J. Connelly, CFA, CFP® March 23, 2020 The US equities market sinks lower; the S&P 500 index now sits more than 30% down year-to-date. Other major country indices are performing similarly....
