Market Update The financial markets were mostly down this week, following six mostly positive weeks since the beginning of April. While Investment-grade bonds, as measured by the Bloomberg Barclays U.S. Aggregate Bond Index, finished the week up 0.5%, the S&P 500 finished the week down 2.3%, the technology-focused Nasdaq declined 1.2%, and the small-cap Russell 2000 | Read More +
Category: Our Perspective
End-of-Week Update on the Markets and COVID-19 for 5.8.2020
This week was positive overall for financial markets. The S&P 500 finished the week up 3.5%, the technology-focused Nasdaq rose 6.0%, the small cap Russell 2000 advanced 5.5%, and international stocks, as represented by the MSCI ACWI Ex-USA, rose 3.0%. Investment-grade bonds, as measured by the Barclays Aggregate Index, finished the week down 0.4%. | Read More +
Update On The Markets & COVID-19: US, China Soften The Rhetoric
Market Update Financial markets have started the week on an upbeat note. Through Tuesday’s close, the S&P 500 has risen 1.3%, the Nasdaq has advanced 2.3%, the small cap Russell 2000 has climbed 1.0%, and International stocks, as represented by the MSCI ACWI Ex-USA, have risen by 1.0%. The Barclays U.S. Aggregate Bond Index has | Read More +
End-of-Week Update on the Markets and COVID-19 for 5.1.2020
Market update This week was relatively busy in terms of incremental developments associated with COVID-19. The financial markets were choppy, but ended the week essentially flat. The S&P 500 finished the week down 0.21%, while the technology-focused Nasdaq fell 0.34%. The small cap Russell 2000 rose 2.23% and international stocks, as represented by the MSCI | Read More +
End-of-Week Update On The Markets and COVID-19
In this communication, we provide updates on financial markets, government policy, and some statistics on how coronavirus infection numbers are shaping up. Market Update In the rapidly changing world of the COVID-19 pandemic, the pace of news and developments this past week was relatively slow compared to the pace in March and early April. While | Read More +
An Update On The Markets and COVID-19: Reopening The Economy
Market Update Equity markets have trended down so far this week largely for two reasons: (1) extended negotiations in Congress to expand relief for small businesses and (2) lower oil prices (discussed in the next section). The S&P 500 has fallen 4.7%, Nasdaq is down 4.4%, and the small cap Russell 2000 down 3.2%. International | Read More +
Weekend Update On The Markets and COVID-19 4.18.2020
In this communication, we provide a market update and then review some ways to think about the sometimes -alarming economic news headlines that have appeared over the last several weeks and may continue through the quarter. Market Update Financial markets had a largely positive week. After a few poor days earlier in the week, equity | Read More +
COVID-19 Scams: A Guide to Help You Stay Safe
The current crisis is unprecedented, and fraudsters will try to exploit any crisis. We have put together a guide of the most common scams specific to the COVID-19 crisis. You can access it here: A Guide to COVID-19 Scams.
COVID-19 and Long-Term Investing
In this communication, we share an update about market returns and discuss some new developments in the government’s policy actions and the scientific community’s health response. We also include, and close with related perspectives about what these mean for you and your investment portfolios. Market returns Financial markets have been mixed this week as investors | Read More +
Weekend Update on the Markets and COVID-19 4.11.2020
After a string of volatile weeks during which the markets dropped, this week provided positive gains across the majority of investment categories. Large cap stocks rose three out of the four trading sessions and racked up 12% gains. Since the current intra-year low on March 23rd, the S&P 500 is up 25%, the small cap | Read More +