August 3, 2020—Never could we have predicted in January that 2020 would be unprecedented in so many ways. We face a continuing pandemic, domestic unrest, and an economy that has yet to fully reopen. As we move deeper into the summer and try to understand what the “next normal” will be, it’s time to test any previous assumptions, and pivot in the face of unparalleled change. Learn the strategies we’re considering for portfolio success.
July 24, 2020—As the global COVID-19 crisis continues into the second half of the year, we have learned quite a bit about the virus, but many questions remain around the path forward for the global economy and financial markets. We have adjusted portfolios over recent months to better position clients for a challenging road ahead.
July 13, 2020—Stock earnings season typically provides a hiatus from the macro news cycle and offers a more granular view into the health of businesses across the economy. As we head into reporting season for the second quarter, we think investors may need to brace for disappointment–not necessarily for the revenue and earnings figures themselves, but rather for the lack of guidance on the road ahead.A whole lot of uglyMake no mistake: the second quarter will be ugly.
May 29, 2020—Of all the asset classes available in which to invest, the nuances of investing in gold may be least appreciated. Gold is attractive as a long-term store of value or portfolio hedge, but it can also be extremely volatile, generates no income or organic growth, and involves storage costs. As a result, the case for gold in a portfolio is much more gray than black or white.
May 4, 2020— As investors turned part-time epidemiologists, we have been paying close attention to the trajectory of the COVID-19 disease, including growth in the number of new daily cases. There is evidence at the global and U.S. level that the so-called curve is being bent, though the U.S. curve is behind many other parts of the world and it has taken an unprecedented societal effort to do so.Some argue there is a light at the end of the tunnel, with U.S.