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 +
Our Thinking
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 +
End-of-Week Market Update 4.4.2020
In terms of financial markets, this past week was less volatile than recent weeks. What were daily equity market moves of 6% or greater throughout most of March, have mostly been within a band of ~3% this week. It was also quieter on the news front. After several weeks chock full of major developments in | Read More +
A Reference Guide to the COVID-19 Assistance Package
The federal government has acted swiftly to provide fiscal relief to many individuals and businesses impacted by COVID-19 by enacting the $2.3 Trillion Coronavirus Aid, Relief, and Economic Security (CARES) Act. The relief ranges from access to grants and loans to the waiver of required minimum distributions from IRAs. In order to help individuals and | Read More +
Sage Market and Investment Update
In today’s update we highlight progress in the three central areas we are monitoring closely —monetary policy, fiscal policy, and biology as it relates to COVID-19 — then wrap up by sharing some investment strategies that we believe are particularly relevant. Although it is still too early to determine the exact economic fallout of this | Read More +
End-of-Week Market Update 3.28.2020
We hope that you and your families are doing as well as possible and safe and healthy. The amount of news and information (and some misinformation) has been truly remarkable in terms of speed and magnitude. Friday was relatively quiet compared to the seeming relentless new developments that have peppered recent days and weeks. The | Read More +
