Nov 9, 2020 | COVID-19, Investing, Smart Financial Tips
Hold the Presses!!! (just after 7 am EST) Pfizer just announced a vaccine that is 90% effective! Is this the beginning of the end, after we experienced the “end of the beginning” earlier? It just might be. In the words of Pfizer CEO: “Great day for science and for...
Oct 6, 2020 | COVID-19, Investing
Only three months to go! We are finally getting to the back stretch of this ‘annus horribilis,’ the Latin term made famous in the modern era by Queen Elizabeth II in 1992 after the British Royal Family suffered an awful year of tragedies and scandals.[i] The daily...
Sep 10, 2020 | COVID-19, Investing
This is getting to be a habit. Like Bill Murray in Groundhog Day[1], I keep waking up to what seems like the same situation, only different. There I was, happily preparing to tell you that the S&P 500 (and most of the other equity indices) just had the best...
Aug 7, 2020 | COVID-19, Investing
Apple’s stock price is up about 50% year-to-date, quite a remarkable achievement for the world’s largest company. In fact, it has more than doubled in one year! Last Thursday, after the market close, several of the big five (see below) announced big earnings...
Jul 31, 2020 | COVID-19, Divorce Financial Planning
Recently a number of articles have been published that discuss the rise in domestic violence (DV) during the shelter-in-place order. Many people do not realize that domestic violence has many forms. It isn’t just physical abuse, which is very serious and prevalent....
Jul 24, 2020 | COVID-19, Divorce Financial Planning
We’ve all heard about the rise in divorce that is expected following the forced togetherness imposed on spouses, partners, and significant others by COVID-19. Chandrama Anderson is a well-respected marriage and family therapist, author, and regular contributor to the...
Jul 2, 2020 | COVID-19, Investing
The second quarter was the best quarter for the S&P 500 since 1998, up more than 20%[1] since the end of March. Small caps were up more than that! Even bonds kicked in a few percentage points of return. Of course, after the terrible first quarter, this...
May 29, 2020 | COVID-19, Investing, Smart Financial Tips
It seems every week brings news, and during this difficult period, it is not a bad idea to check in more frequently. We have mentioned Mohamed El-Erian before. We do not believe anyone has a crystal ball and can tell us what is coming next, but some people think...
May 19, 2020 | COVID-19, Investing
Another interesting day, yesterday! How are you doing? We started the day with some exciting news. Moderna announced positive results for the first phase of human testing for its coronavirus vaccine. We have many vaccines in testing, as well as treatments. ...
May 12, 2020 | COVID-19, Investing, Smart Financial Tips
I have been reading this article from The Wall Street Journal for a week or more, updated as the market continues to rise. A client also sent it to me Sunday, which inspired me to share it. Bottom line: the markets seem to expect a relatively fast recovery for now....
May 4, 2020 | COVID-19, Investing
Would you rather listen to this month’s client letter? Download “Learning to Cope” from our podcast. As we enter the next phase of the coronavirus event, we are in uncharted territory. We are not out of the woods yet, and we may make mistakes and...
Apr 21, 2020 | COVID-19, Smart Financial Tips
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...
