From
Our
perspective

Why this might be an especially prudent time to consider a Roth IRA.

COVID-19 has changed nearly every aspect of our daily lives, including how we work, socialize, and communicate. Unfortunately this also means many of us will be subject to a range of new cybersecurity threats, including the all-too-common phishing attacks but with an added pandemic twist.

Liquidity, liquidity, who’s got the liquidity?

Readers of somewhere around my years may remember playing the child’s game ‘button, button, who’s got the button?’, though it has its roots as far back as the late 1800s. In the game, only one child ends up with the button.
As for the Federal Reserve in the current economic crisis brought on by COVID-19, everyone gets liquidity.

What a long, strange trip it’s been. And we know we don’t need to tell you that—we’ve all been on this trip together. “Long” is the operative and ironic word, here, given that the past month has in many ways felt like years as we have ridden out the storms of each day and each week in an environment so foreign that it is hard to remember what “normal” felt like just a calendar page ago.

Understanding the $2 trillion federal stimulus package’s various provisions and how they might impact you.

I enjoy writing the fourth quarter commentary; other than the highlights of the quarter, it provides an opportunity to look back at some of the prominent events of the entire year. And what a year it was.

Happy New Year, and Happy End of a Decade—and a pretty blow-out one at that. We find it both nostalgic and fruitful to look back at the past decade because it can help us refine and adjust our perspective for the year (and decade) to come.

Inter- and intraday volatility was a far too common occurrence this quarter—the market swung in both directions on an almost daily basis, but the swings were fortunately relatively range-bound. Quarter-end was an accurate portrayal of this range-bound volatility, with the S&P 500 Index settling out at +1.7%.

Bond Market OverviewOctober 15, 2019By John Trentacoste  "In the middle of 2018, I said that the more things changed, the more they seemed to stay the same. That was not the case for July through September of this year. " It was a busy third quarter. In my inaugural...

“If the flap of a butterfly’s wings can be instrumental in generating a tornado, it can equally well be instrumental in preventing a tornado.”