Not Your Father’s USO Show
This week the oil markets experienced the most unusual collapse ever. There was hope that oil prices would stabilize after the April 13 announcement of OPEC+ production cuts, which are set to take effect May 1. However, the almost 30% drop in global demand from the...
We’re All in this Together – Let’s Give Back!
I am the wife of an essential worker, the daughter of an essential worker, the sister of an essential worker, a mother of two children under the age of three and committed to a firm that I view as family. These past few weeks have been hard, but the support and sense...
Innovation in the Time of COVID-19
This article from CNBC.com highlights the innovation at work as technological solutions to help many aspects of the pandemic are quickly coming to market and having important real-time impact. From using artificial intelligence to track the spread of the virus to...
Some Things Don’t Change – Scammers and COVID-19
In times of uncertainty, there’s a comfort to the familiar and expected. The smell of coffee in the morning, your favorite shirt or pair of pants, the view out your window. Unfortunately, the familiar scammers trying to take advantage of current events is continuing...
Recession: Pause Before You Sell Your Mutual Fund
Published on April 14, 2020 by U.S. News & World Report A majority of investors can’t and don’t want to sell but are still uncomfortable with volatility. The reality is we have no control over market activity. But Carolyn Kelly, a certified financial...
First Quarter 2020 Market Overview
The beginning of the year feels like so long ago that it may be hard to remember investors entered January with a sense of optimism. The US and China had made real progress in resolving trade disputes and many hoped that we had seen an end to “headline-driven” market...
SEC Proposal Widens Pool of Accredited Investors
Published on April 13, 2020 by Middle Market Growth The private equity community welcomed a recent move by regulators to widen the pool of Americans eligible to invest in private companies. While experts say the proposed change is unlikely to bring droves of Main...
A Brief Update on the Markets
This has been an eventful week. We had big new developments from the government, including the Fed’s announcement this morning of a multi-trillion dollar buying program to support fixed income markets. The latest projections on the spread of the virus have...
The CARES Act **Updated**
Listen to a related podcast featuring Karl Schwartz here as he talks about the SECURE and CARES Acts. The recently-passed $2.2 trillion CARES Act is packed with provisions aimed at providing much-needed relief to individuals and small businesses who have been...
