Our Blog

The Path Forward

Here is a list of some of our favorite stock market sayings and how they could be interpreted today.

Happy 50^th Earth Day! Below are links to the history of Earth Day, to what you can do as an individual to make a difference, what businesses have done to help, and some digital events taking place since actual events have been canceled due to Covid-19.

This week we decided to record a video update with a couple people viewing live while RJ Devick gave a current economic overview. You can view it or just listen to it through the links below:

Video via Vimeo

Audio via SoundCloud

We hope you and your loved ones are safe and healthy.  Last week, one of our clients said she doesn’t feel stuck at home, she feels blessed to be safe at home.  These are our sentiments as well, even though we miss seeing our clients, our teammates, and our friends and family.

CARES (Coronavirus Aid, Relief, and Economic Security) Act was signed into law on Friday, March 27th to help individuals, businesses, and other entities affected by the COVID-19 pandemic. Below highlights some of the provisions that will affect individuals.

Federal Rebates

Social Distancing and Your Health

Our firm was founded in 1982, one of the advantages this longevity affords us is that we have seen a lot over the years. In each of the past crises there has always been an uptick in the peddling of dubious investments.

As circumstances our world faces change daily, the concern for those less fortunate grows. Our Custodian, Charles Schwab, sent out information including resources (listed below) for those who would like to help during this time of great need for many.

Ok, we didn’t plan specifically for the Coronavirus.  But over the past year or so we have spent a lot of time with our clients going over their risk tolerance and their asset allocation to make sure everyone was comfortable with the amount of risk in their portfolios.