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Tuesday, May 19, 2020

A Primer on Dividends When interest rates start trending lower, many of my clients come to me with questions about income-generating investments, like dividend-yielding stocks. Depending on your risk tolerance and long-term goals,...

Monday, May 18, 2020

The Week on Wall StreetStocks drifted lower last week, weighed down by Federal Reserve Chairman Jerome Powell's unsettling comments on the economy and signs of renewed tensions with China.The Dow Jones Industrial Average fell 2.65%,...

Monday, May 18, 2020

Unpacking the Paycheck Protection Program American lawmakers have passed the Paycheck Protection Program and Health Care Enhancement Act, a program that will offer small business loans to employers in need of aid as a result of the...

Monday, May 11, 2020

The Week on Wall StreetDespite a historic downturn in employment, stocks managed to climb higher last week as investors were emboldened by the pace of economic re-openings, both here and abroad.The Dow Jones Industrial Average gained 2...

Monday, May 4, 2020

The Week on Wall StreetStock prices ended the week slightly lower, despite news of positive results from a test trial of a COVID-19 drug treatment and several states easing their economic lockdowns. The Dow Jones Industrial Average...

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Monday, April 27, 2020

The Week on Wall StreetStock prices bounced around last week as investors reacted to wild swings in the price of oil and reports that called into question the efficacy of two potential virus treatments.The Dow Jones Industrial Average...

Friday, April 24, 2020

As I'm sure you know, the $2 trillion "Coronavirus Aid, Relief, and Economic Security" ("CARES") Act was recently signed into law. The CARES Act is designed to help those most impacted by the COVID-19 pandemic, while also providing key...

Monday, April 20, 2020

The Week on Wall StreetStock prices pushed higher last week as news of a White House plan to reopen the economy and reports of a potential COVID-19 treatment helped the market overcome weak economic data and an ugly start to the...

Monday, April 13, 2020

The Week on Wall StreetThe stock market staged a broad rally this week, buoyed by the prospect that COVID-19's grip on the nation may be easing and news of another Federal Reserve program to help stabilize businesses.The Dow Jones...

Monday, April 6, 2020

The Week on Wall StreetModest declines in stock prices this week masked the volatile inter- and intraday price swings as investors digested poor economic data and a warning from the president that the worst days of the COVID-19...

Friday, March 13, 2020

Here's a quick refresher: a correction is defined as a decline of 10% or greater from a recent high in the financial markets. Corrections can last anywhere from days to months, but few have lasted longer. Stock prices have bounced...

Thursday, March 12, 2020

In your investing lifetime, you may only see a situation like the recent novel coronavirus (COVID-19) a few times. This is a circumstance where complete candor is necessary. The truth is that we can't yet gauge the full economic impact...

Wednesday, March 11, 2020

The right recordkeeping system can help manage your tax obligations and may save you both time and money. The information in this material is not intended as tax or legal advice but it may be helpful to consider. Here are some helpful...