COVID-19 Blogs

and Resources

We share our insights…

The COVID-19 pandemic has affected every aspect of our lives, including the global financial market and your personal financial future. We provide our insights about the financial effects of COVID-19 in a compilation of blogs and resources below. 

Déjà vu one more time…

Déjà vu one more time…

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...

Apple, Gold, the $ and Inflation

Apple, Gold, the $ and Inflation

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...

Domestic Violence and COVID-19

Domestic Violence and COVID-19

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....

Greater Capitalism

Greater Capitalism

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...

A Cautiously Optimistic Economic View From Mohamed El-Erian

A Cautiously Optimistic Economic View From Mohamed El-Erian

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...

Another interesting day!

Another interesting day!

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. ...

Why Is the Stock Market Rallying When the Economy Is So Bad?

Why Is the Stock Market Rallying When the Economy Is So Bad?

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....

Learning to Cope

Learning to Cope

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 suffer setbacks, but...

We’re All in this Together – Let’s Give Back!

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...

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Best in State Advisors

Forbes Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings. View Patrice’s full Forbes profile here.

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