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How Markets Behaved in Past Significant Virus Outbreaks

Learning from how past viruses impacted investing is critical to figuring out how to respond to this situation.  Bottom line, market sell offs were short term and followed by a stock market recovery.  Maintaining discipline over years and not months…

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Fed Goes to Zero, Reboots Quantitative Easing

In what shaped up to be a busy and sobering weekend for investors and concerned citizens alike, the Federal Reserve (The Fed) released a statement 3:00 p.m. (CDT) Sunday outlining three critical steps the Fed will take to support global…

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Speculation or Panic is Not a Strategy

We wanted to reach out to you due to the recent market sell-off.  After a very strong 2019 the stock markets were due for a pull back.  The question is what would be the catalyst for this sell-off?  It has…

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Markets continue their volatility

In June 2022 it appeared as though the markets may have hit a low for the year.  Markets then provided a short-term rally but inflation data, which was not as good as the markets wanted, was released. The markets then…

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Current Economic & Market Perspectives

Click to open Current Economic & Market Perspectives

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Keeping Perspective

May 2022 Leading into 2022 volatility was expected to be on the rise. Add in war, spiking inflation, and increasing interest rates, and you have the perfect environment for a market correction. Historically bonds have helped mitigate the sell-off in…

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Russian Invasion of Ukraine

Current Update, Implications & Outlook – February 2022 Key Observations Russia launched a series of coordinated attacks on Ukraine causing increased volatility in global markets and raising investor concern. Risk assets retreated on the unfortunate news as risk-off havens and global…

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Stimulus (Hopefully) To The Rescue

STIMULUS (HOPEFULLY) TO THE RESCUE Congress Passes the Coronavirus Aid, Relief and Economic Security Act (“CARES Act”) March 2020 In response to the growing coronavirus pandemic and its resulting impact on the U.S. economy, Congress passed the Coronavirus Aid, Relief…

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Coronavirus Fears Drive Markets Lower

Assessing the Recent Market Selloff February 2020 On Monday, February 24, global equity markets sank more than three percent on renewed coronavirus (COVID-19) fears, following reports of a surge in cases in Italy, South Korea and Iran. The S&P 500…

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