As Seen In The Tribune  

February 12, 2021  

A few weeks ago, we published an article containing a high-level overview of investment opportunities under the new federal administration. As a continuation of that theme, I  wanted to offer some greater depth on those thoughts and get you thinking about your financial plan, portfolio management, and financial planning.  

As of the end of January, in my opinion, I believe we are already beginning to see some classic characteristics of market rotation.

Overview 

Within our previous economic articles, we discussed at length the potential implications of unknown election concerns on the economy, and by extension, on consumerism and the behavior of consumers in a Biden Administration era. 

A Look Ahead At The Risks and Opportunities In The New Year

Two Weeks Following The Election. Still Many Questions, and Very Few Answers

Market and Economic Implications of Election Results – What Can We Observe Now?

Within these articles, I discussed the potential for the market’s reaction as uncertainties became known.

Updated November 16, 2021

Overview

Throughout this strange and unique year, I’ve shared my opinions and observations with you regarding financial market volatility and opportunities.  As we close the year and look forward to 2021, I wanted to cast a glance forward to what we might anticipate in the coming year.

The Financial and Emotional Challenges of 2020

On the 16th of December, I celebrated the end of my 29th year in the practice of financial planning.

Two Weeks Following The Election. Still Many Questions, and Very Few Answers.

A little over two weeks since the election, and it seems that we have just as many un-answered questions today as we did a few weeks ago.

Within my video and article of last month, I drew reference to several economic observations from the years of the Obama Administration.

As you might imagine, one of the most often asked questions that I have received from clients is, “who will win the election, and what impact do you think that will have on the market?”

Clearly, I am without a crystal ball, and as the previous election reminds us, trying to out-guess the sentiment of voters can be a dicey proposition.

As I have mentioned before, the markets really don’t care who occupies the White House. The markets are neither Republican nor Democrat.

If you have been watching our video and podcast series this year, then you know that we have paid particular attention to many economic metrics as we have observed the closure of the United States economy, it’s re-opening, and looking to those metrics for direction as to market exposure and investment opportunities.

In this article, we are going to discuss the paradox with the letter “V”.  In April, the widely held opinion was that we would not experience a V-shaped recovery in either the economy or the market.

It seems that since February, all of our attention has been focused on everything from the economic impact of COVID19, and market volatility, to the physical, mental and emotional implications of quarantining and social distancing.  It’s truly been a unique year.

During times such as these however, we can lose sight of some basic financial fundamentals, and I thought I would angle today’s article toward some of these areas that may be impacting many of you reading this.

From the standpoint of risk management, now would be a good time for an insurance review. 

The COVID19 pandemic continues to impact the lives of millions of people across the globe. Since the 23rd of March however, the markets have begun to recover, but now it seems that worries over a second wave of the disease are weighing on market sentiment again.

As of Monday, the 6th of July, the Dow Jones Industrial Average is higher by over 43% from the low established in March.

As you may have heard, the CARES Act was signed into law on Friday, the 27th of March. There are substantial provisions of benefit to both individuals and small businesses within the Act, designed to help bridge the economic impact gap caused by our efforts to flatten the COVID19 curve.

I want to thank each of you for receiving these emails, and spending time with us over the phone as we reach out to you as quickly as we can, and as you call us.  We’re working long hours to live up to the commitment that we’ve made to you, and will continue to do so.

Several of you have reached out to us, asking for the conference call credentials again.  We are hosting these calls on a daily basis for the foreseeable future at 3:30pm Central Time each day.