Articles

U.S. Dollar: What Goes Up, Must Come Down?

After years of strength, is the U.S. dollar poised for a fall? The U.S. dollar has been in a sustained uptrend over the past decade, contributing to persistent underperformance across […]

July 17, 2020 | Economics |

Financial Planning Tax Tips in 2020

On occasion, accelerating income taxes can make sense. For many people, the confluence of the global pandemic and subsequent economic recession has potentially caused the following: employment termination, reduced hours, […]

July 17, 2020 | Financial Planning |

Credit Markets: Thanks to the Fed

For the first time in history, the Fed is buying corporate bonds. Credit markets participated in the overall market recovery in the second quarter, thanks in large part to the […]

July 17, 2020 | Fixed Income |

The Sentiment Virus

After a strong 2019, 2020 appeared to be a promising year.  Unemployment was at a record low, and wages were growing at a faster pace than almost any other time […]

April 14, 2020 | Economics |

Real Estate: Opportunity Amidst the Chaos

In recent weeks as financial markets reeled in response to ongoing coronavirus headlines, few asset classes were spared. Even parts of investment grade Fixed Income, the asset class intended to […]

April 11, 2020 | Real Estate |

Credit Markets: Unprecedented Volatility

During the worst first quarter in 124 years for equities, credit markets were not immune to the unprecedented volatility in capital markets due to the coronavirus outbreak. With a yield […]

April 10, 2020 | Fixed Income |

The CARES Act

               In response to the COVID-19 global pandemic, Congress passed the Coronavirus Aid, Relief, and Economic Security Act (CARES) on March 27th, 2020, a $2 trillion stimulus package – the largest […]

April 6, 2020 | Financial Planning |

Coronavirus: Market Volatility and Uncertainty

Market Impact: The S&P 500 closed the week of February 28 down 13% from its high. This may seem like a rude reminder that downside volatility exists in the market, […]

February 28, 2020 | Economics |

The Great Normalization

Over the past 20 years, a series of events starting with the bursting of the internet bubble led to the unprecedented environment we find ourselves in today.  We started with […]

January 15, 2020 | Economics |

FOMO – Battling Biases in 2020 and Beyond

As 2020 begins, the year may change, but human nature does not. Humans evolve and refine their thinking, yet common cognitive biases remain. This is especially true when markets are […]

January 15, 2020 | Global Equities |

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CATEGORIES

  • Global Equities
  • Economics
  • Alternative Investments
  • Financial Planning
  • Real Estate
  • Natural Resources
  • Fixed Income
  • Investment Commentary

Authors

  • Aaron Szager, CFP
  • Alexandra Sandberg, CFP®, ChFC®, ECA
  • Ben Viemeister, CFA
  • Charles Osborne
  • Chuck Else
  • Dan Haut, CFA, CFP®, CIMA®
  • Jack Fagan, CFA
  • Jason Rodnick, CFA
  • Jay Skaalen, CFA, CFP®
  • Jim Baer
  • Justin McNichols, CFA
  • Tom Piro, CFP®, Enrolled Agent
  • Zac Riera, CFP
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