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....
Market Conditions, Fiscal Stimulus, & Investing March 16, 2020 By Thomas J. Connelly, CFA, CFP® President & Chief Investment Officer Today, world stock markets are down sharply again after Friday’s huge rally. Following a second, and much larger Federal...
March 16, 2020 Update: The Ides of March brought considerable changes to the Federal Reserve’s strategy to provide stability during the Coronavirus outbreak: The Federal Funds Rate was given an emergency 1% cut, placing the upper limit of the target range at 0.25% and...
Current Market Volatility While a sharp decline in stock prices is unnerving, panic is not an investment strategy Plummeting stock prices on Monday were associated with oil-price volatility on top of an already nervous market concerned about the Coronavirus outbreak...
