Resilience in the Time of COVID-19
The COVID-19 global pandemic and resulting economic uncertainly have had a profound effect on our sense of safety and control. The closest experience that many of us have had in our lifetimes was the financial crisis in 2007-2008 followed by a deep recession. Although the root causes are dramatically different, the impact on our sense of financial well-being is similar. Few of us expected to face such challenging economic circumstances again within such a relatively short period of time. (more…)
By: Matt Grodin
In this time of great difficulty, unfortunately some people are trying to take advantage of vulnerabilities. Schwab has issued the following statement: 
Given the volatility in the financial markets beginning the week of February 20, 2020, it’s helpful to review the state of the U.S. economy entering into this stressful period, what’s happened since, and some of the potential economic impacts. Here is our take on those topics.
By: Jarret Simpson
As you begin to be fulling engaged in 2020, take a deep, meditative breath and envision how much easier your life could be if certain obstacles were removed and nagging problems were solved. What if you could eliminate this unnecessary baggage and get to that peaceful life you visualize? 
Let markets work for us. That is one of our key investment beliefs, and it’s a simple, yet powerful, idea. In fact, we felt that it would be beneficial to dive a little deeper into what that means, how it is still relevant in today’s market and show what can happen if we don’t follow that advice.
By Tim Maurer, CFP
The novel coronavirus seems to be on everyone’s minds. As the number of infected people continues to grow, so might some of our anxiety about the spread and potential impact of the virus. While we don’t know how many people the virus will infect and the length of this viral cycle, we do know that you may have some questions about how this might impact your investments. 
By: Jonathan Scheid CFA, AIF®
