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A 2021 Equities Preview. The Questions to Consider Entering the New Year.

The past year will arguably be viewed as the most unique year for equities in our lifetime.  The year started as a promising one for equity markets.  The global economy was improving, earnings were rising, valuations were tame, and management teams from many different industries were bullish on growth prospects.  Then the global pandemic hit … Continue reading A 2021 Equities Preview. The Questions to Consider Entering the New Year.

Democrats Take Georgia

On January 5th, 2021, Democrats unexpectedly swept the Georgia Senate runoffs, securing the Senate majority for the Democrats and returning unified Democrat control to Washington for the first time since the first two years of the Obama administration. Despite indications that the race was narrowing, the market had expected Republicans to maintain Senate control. There … Continue reading Democrats Take Georgia

COVID-19 Aid Act of 2021: Key Highlights

Just before breaking for the holidays, Congress passed the $900 Billion Coronavirus Response and Relief Supplemental Appropriations Act of 2021 to help households, retirees, small and large businesses, and to provide further aid in vaccine distribution. Here are some important highlights:  Economic Impact Payments $600 per adult, and $600 per child, based on income as reported … Continue reading COVID-19 Aid Act of 2021: Key Highlights

Managing Portfolios During the Most Unique Election of Our Time

We examine four possible Presidential election outcomes and the effect on our portfolios. Every four years, as the presidential election approaches, there is typically a certain level of anxiety investors feel.  The anxiety revolves around the uncertainty inherent with any election.  The usual worries being:  Who will win?  What will be the agenda for the … Continue reading Managing Portfolios During the Most Unique Election of Our Time