/Financial Planning

Lead, Lag and Coincident Indicators

Lead, Lag and Coincident Indicators In the era of COVID-19, and the financial woes it has created, I often get asked, “Why is the stock market holding up so well when the economy appears to be struggling?” To understand why the markets react — or don’t — to certain outside [...]

By |2020-07-22T09:42:36-07:00July 22nd, 2020|Financial Planning|

Key Provisions of the CARES Act

Key Provisions of the CARES Act Recently, the $2 trillion “Coronavirus Aid, Relief, and Economic Security” (“CARES”) Act was signed into law. The CARES Act is designed to help those most impacted by the COVID-19 pandemic, while also providing key provisions that may benefit retirees. To put this monumental legislation [...]

By |2020-04-08T10:23:15-07:00April 8th, 2020|Financial Planning|

Coronavirus and More

Coronavirus and More We are currently experiencing meaningfully down days in the stock market. Covid-19, otherwise known as the Coronavirus, has markets on edge. Several clients, understandably, have expressed concern. Some want to “plow more cash” into the markets, essentially chasing a discounted stock price. Others fear they should be [...]

By |2020-03-06T11:04:19-07:00March 6th, 2020|Financial Planning|