Q2 2020 Market Commentary

Q2 2020 Market Commentary – July 8, 2020 Early on in this health crisis there was an influential paper called “The Hammer and the Dance” by Tomas Pueyo in which he called the initial period of lockdown to flatten the curve “the hammer” and the subsequent period...

Recent Changes to RMDs

Recent Changes to RMDs May 20, 2020  This post is intended to summarize some recent legislative changes that that will impact anyone taking Required Minimum Distributions (RMDs) from their IRA or 401k: RMDs from IRAs have been suspended for 2020. If you haven’t taken...

Q1 2020 Market Commentary

Q1 2020 Market Commentary – April 10, 2020 Looking back at our last quarterly report feels like reading a report from many years ago.  There was no hint of COVID-19, and we had just finished a year in which the US stock market rose by 31% (as measured by the...

Q1 2020 Market Review Chart Book

You can download our comprehensive market review in charts and tables from the link below. Topics covered include: Q1 2020 ChartbookDownload TABLE OF CONTENTS: Market Summary World Stock Market Performance World Asset Classes  US Stocks  International Developed Stocks...